Working with Workbook Internal Data Table Editor Layout
This data table editor accessed in a workbook allows you to quickly connect to any data source and combine data from multiple sources so you can visualize all your data in a single visualization.
Connecting to data environments is easy with pre-built connectors to a wide variety of sources right out of the box.
However, to get the most of these data and produce effective visualizations, they may need to be:
q Integrated with other data sources or files to produce a data with more sense.
q Transformed for normalization and aggregation.
The Workbook Internal Data Table Editor layout is displayed as below, where in this example, there are joined data sources:
Workbook Internal Data Table Editor Sections and Definitions
Section |
Description |
1 |
Back Exit the Workbook Data Table Editor view and go to the Open Workbook in Design Mode view. |
2 |
Data Table List of data tables. Can be rearranged. |
3 |
Toolbar After the data is successfully retrieved, three options on the Workbook Data Table Editor layout allows: · Making a duplicate of the data table · Publishing the data table template · Deleting the data table |
4 |
Search Columns Allows searching of columns on the Data Sources Preview. |
5 |
Data Preview Executes the queries to return and display preview of the data table you are creating. NOTE: the maximum number of rows displayed in the Data Preview is 100. |
6
|
Add Data Table or Select Data Template Add data table or select a data table template. |
7 |
Data Table Parameters Add or manage data table parameters. |
8 |
Data Table Settings Definition of the name of the selected data table, description, and the auto refresh period (in seconds). Also allows the retrieval of external aggregates and set custom message to be displayed upon unsuccessful data connection. |
9 |
Group and Sort Columns When the Column Order is set to Sorted, the columns are grouped by type (Text, Date/Time, then Numeric) and sorted alphabetically. |
10 |
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. |
11 |
Join/Union All Definition Allows definition of a join or union all of multiple data sources. |
12 |
Duplicate Data Source Allows creating a duplicate data source |
13 |
Add Data Source Allows adding data sources from the available data connectors. |
14 |
Connector Settings Displays the connector settings of the data source and allows for limiting the amount of data to be returned. |
15 |
Preview Selected Data Source Preview the selected data source on the Data Preview panel. |
16 |
Refresh Preview Refresh the data sources preview. |
17 |
Save Data Table Save the data table definition and go to the Open Workbook in Design Mode view. |
18 |
Row Limits Settings Allows setting of the row limit of data sources. |
19 |
Collapse Data Preview Collapse the Data Preview pane. Click to expand the Data Preview pane. |
NOTE |
Most of these sections are also available in the Data Table Editor in the Data Library page. |
Clicking Calculated Columns displays the New Column list box.
Option |
Description |
Add Auto Key |
Allows creation of an auto key for the data schema on the Data Sources Preview. |
Add New Calculated Column |
Allows creation of a calculated column from the existing columns in the data table. |
Add New Ranking Column |
Allows creation of a new numeric column based on the ranking of columns in your data. |
Add New Time Bucket Column |
Allows creation of time buckets (categorical time analysis). |
Add New Numeric Bucket Column |
Allows creation of Identity, Sign, Manual, Equal Density, and Equal Distance columns. |
Add New Text Grouping |
Allows creation of a grouping based on source text column. |
Clicking Debug displays the Debug pane.
Section |
Description |
1 |
Data Table Id Id of the data table. Can be used for parsing of server logs. |
2 |
Data table is used on dashboard(s) List of dashboards where the data table is used. If a data table is not used, it can be deleted. |
3 |
Data Log Details of the execution meta data which includes the data source name, response time, and duration (ms). |
4 |
Parameters Parameters in the data table. |
5 |
Logs Logs of the last query. IMPORTANT: In Panopticon version 2023.0, query logging is only available for the Kx kdb+ connector.
|
Clicking Transform Settings displays the Transform Settings pane.
Section |
Description |
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.
Section |
Description |
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 · Define the Min and Max range of numeric columns · Define custom sort order |