[3] Adding and Managing Data Tables

 

You must have one or several data tables before you can create visualizations and dashboards. A data table can be either a Data Library data table which can be used by any number of different workbooks, or a Workbook data table which belongs to one single workbook.    

Adding and managing data tables can be done via one of four ways:

  • Add Data Table Wizard in a Workbook

    On the Data Table pane, click Add Data Table . The Add Data Table Wizard displays.

    This wizard allows you to fetch data from data sources and the data library.

    See Working with Add Data Table Wizard for more information.

  • Edit Data Table Wizard in a Workbook

    On the Data Table pane, select a data table in the drop-down list and then click either of these Edit Data Table icons:

    •  for data table saved to the workbook

      The Edit Data Table Wizard displays.

    •  for data table saved to the data library

      The Data Table Editor displays.

      For more information on working with this view, see Working with Data Table Editor.

    NOTE: The Edit Data Table icon is disabled if:

    •  The selected data table is too complex to allow editing in the wizard. In this instance, use the Workbook Internal Data Table Editor layout instead.
    • A data table has not yet been added.
  • Workbook Internal Data Table Editor in a Workbook

    On the Data Table pane, click Workbook Data Table Editor. The Workbook Internal Data Table Editor displays.

    See Working with Workbook Internal Data Table Editor for more information.

  • Data Library Page

    Click the Data Library tab. The Data Library page displays.

    See The Data Library Page to create data tables that will be used in building workbooks.

 

 

 

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