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Opening the Data Table Layout
To display the Edit Data Table layout, select the data table you want to modify on the Data Table pane of the Open Workbook in Design Mode layout and then select the Edit Data Table icon.
Note that this icon is only enabled when there is an available data table in the Edit Data Table view.
The Edit Data Table layout is displayed as below, wherein in this example, there are joined data sources:
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Property |
Description |
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Back |
Exit the Edit Data Table view and go to the Open Workbook in Design Mode view. |
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Data Table |
List of data tables. Can be rearranged. |
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Toolbar |
After the data is successfully retrieved, three options on the Edit Data Table layout allows: · Making a duplicate of the data table · Publishing the data table template · Deleting the data table |
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Search Columns |
Allows searching of columns on the Data Sources Preview. |
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Data Preview |
Executes the queries to return and display data. |
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Add Data Table or Select Data Template |
Add data table or select a data table template. |
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Data Table Settings |
Displays the name of the selected data table and allows the entry of the description. Also allows the retrieval of external aggregates. |
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Data Table Parameters |
Add or manage data table parameters. |
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Data Sources |
One or more data sources that can be connected to directly, with data retrieved on the fly as it is required. Can be rearranged. |
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Join/Union Definition |
Allows definition of a join or union of multiple data sources. |
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Add Data Source |
Allows adding data sources from the available data connectors. |
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Data Source Settings |
Displays the data source settings and allows for limiting the amount of data to be returned. |
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Save Data Table |
Save the data table definition and go to the Open Workbook in Design Mode view. |
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Row Limits Settings |
Allows setting of the row limit of data sources. |
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Preview Selected Data Source |
Preview the selected data source on the Data Preview pane. |
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Refresh Preview |
Refresh the data sources preview. |
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Collapse Data Preview |
Collapse the Data Preview pane. Click to expand the Data Preview pane. |
Clicking Calculated Columns displays the New Column list box.
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Property |
Description |
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Add Auto Key |
Allow creation of an auto key for the data schema on the Data Sources Preview. |
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Add New Calculated Column |
Allows creation of a calculated column from the existing columns in the data table. |
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Add New Ranking Column |
Allows creation of a new numeric column based on the ranking of columns in your data. |
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Add New Time Bucket Column |
Allows creation of time buckets (categorical time analysis). |
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Add New Numeric Bucket Column |
Allows creation of Identity, Sign, Manual, Equal Density, and Equal Distance columns. |
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Add New Text Grouping |
Allows creation of a grouping based on source text column. |
Clicking Transform
Settings 
displays
the Transform Settings pane.
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Property |
Description |
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Transform Settings |
Allows you to perform the following: · pivoting or unpivoting retrieved data · transforming data to enable time series analysis including interpolation · running an R or Python script for data transformation · lists of orders to be reconstructed into an Order Book and conflated for output display |
Clicking Columns displays the Columns Settings pane.
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Property |
Description |
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Columns Settings |
Allows you to perform the following: · view the column data type · rename the column names · select the numeric or Date/Time format · select the numeric default aggregation |