A Datarails Excel table is a filtered extract of your data stored in the Datarails database. You can filter the data and import it into any Excel file.

Getting Started

1. From the Excel Add-in, select Tables > Manage.
   • From here you can also edit a table, delete a table, or clone a table by selecting the three dots on the right.
     
2. Click Add New Table; the Table Editor opens.
   
3. Click the Edit icon (pencil) to name the table.
   
4. Select the source database table for this query.
5. Drag fields from the left pane to the Display Fields pane and once they’re in the pane, drag fields to get the sort order you want.
6. Click Full Screen to preview the whole table.
7. Next you need to filter the data. Either drag fields to the Filter pane or click the Filter icon next the field name. Either way you get to this screen.
   
8. The filters work two ways. Use the radio buttons at the top of the screen to filter by including or excluding data.
9. Click Apply, then click Save. A List of Tables opens.
10. Select the table (row) you want and click the + icon. Datarails extracts the data and adds it to your Excel file as a regular Excel table.

A blue filter icon denotes an active filter on that field.

Advanced Options

Here are three additional features you will find useful from the same Table Editor screen.

• Dimension tables
• Remove duplicate values
• Bulk add fields

Dimension Tables

This feature pivots the data and produces a matrix.

1. Click the Dimension Table button to turn on the parameter. A dialog box opens.
   • Dimension Field: Select a field from the dropdown to create the columns.
   • Value Field: Select a value. The columns will be populated with the value.
2. Click Save.
3. Datarails returns a matrix, turning the dimension into columns with values populated in each column.

Remove Duplicate Values

The feature does what it says. It removes duplicate rows based on the columns selected for the data extract (query).

Click the Remove Duplicates button to activate the parameter.

Bulk Add Fields

1. In Table Editor click the Select from list button (to the right of Display Fields).
2. Paste the fields into the box. Make sure each field is on a separate row.
3. Use the Match Case checkbox to enforce case-sensitivity.
4. Click Close.

Troubleshooting

Can’t see a field in the database fields list?
If you added a field to the database table, the fields list won’t be updated automatically.

Click the Refresh icon to refresh the field list. This shows the fields as they were at the last saved configuration.

Updated May 08, 2023 17:31