Data Editing Overview

Version

Application Scenarios

Some datasets may not be suitable to be made into charts without processing. In such cases, you add these datasets to a subject, analyze them within the subject, and then use the analyzed data to create charts. This can be more convenient than using the original data table.

Functions

Upon adding data, you will be directed to the data editing interface.

• Yellow area: manage data tables within the subject, where you can add, delete, save, and update data tables.

• Green area: preview data.

• Red Area: perform data analysis, where you can analyze through headers and add analysis steps.

The meanings of icons are as follows:

Editing Data

Analyzing Data

1. Analyzing in Headers

You can directly switch field type, sort, delete columns and filter in the table header.

2. Analyzing by Adding Analysis Steps

You can either add steps in the function bar or add analysis steps directly on the right. Each action will automatically generate an analysis step on the right, which makes it easy for you to check and modify the analysis.

The following table shows the analysis steps that can be added:

Switching Data

If you need to modify the source data after several analysis steps, you can replace it in the initial stage without repeating the analysis. The system will automatically link the existing table with the desired table through the shared field names.

Hover your cursor over the name of the analysis step and you can see the data source.

Data Validation

To ensure accurate analysis during the calculation process, you can validate the data by clicking the name of a field. Validation information will be displayed automatically below.

• Clicking a numeric field will reveal both Sum and Average of that particular column.

• Clicking a text or date field will display Number of deduplicated records of that particular column.

You can also check the count of each field in the dropdown box to help with validation.

Updating the Uploaded Excel in Subject

You can replace the uploaded Excel files in the subject directly as well. To change the Excel file, click .

Displaying the Table Structure

Click  to view the information of the selected fields, including Field Type, field name, and Source Table.

Expanding Data Preview Area

If the data preview area is too small, you can pull  to enlarge the area for better visual experience.

Managing Analysis Steps

Once you add an analysis step, it will appear on the right side, making it easy for you to inspect and modify. You can click  to insert a new analysis step between two existing steps.

Check the following actions to edit analysis steps:

• Double-click an analysis step to edit it.

• Click on Rename to rename this analysis step.

• Click Remarks to save your analysis thoughts or steps for future reference or for others to view.

• Click Cancel application to skip the current step without executing it. This is equivalent to temporarily deleting it. However, you can apply it again when you need to use this step.

• Click Delete to remove the analysis step.

Copy the steps and click  to paste them into a table.

Note: Do not copy and paste steps from tables connected directly to databases into tables created from extracted data, or vice versa. The system will alert you that you cannot paste due to the incompatibility between direct connection data and extraction data.

To perform batch operations, use Ctrl or Shift to select multiple steps, and then you can Rename, Copy to clipboard, Paste, Cancel application, etc.

Saving/Updating Data Tables

Note: Datasets directly connected to databases do not need to be updated.

After editing a data table, you need to save and update it:

• Options on the left: Save all and Save all and update all data tables under the current subject.

• Options on the right: Save and Save And Update the current table.

After clicking Save all and update all, you can click  to check the update progress of all tables under the subject.

Changes in the Source Table

When editing a self-service dataset, should the source table be updated successfully, a prompt above the dataset will appear indicating Source table data changes, Get Now. You can click Update Now to update the source table utilized for editing.

Changes in Field Settings

When you add a table, all fields will be automatically added without the need for manual selection.

• If fields are added or deleted in the source table, the analysis steps will be updated automatically, and the system will notify you of the change in the source table at the next data editing.

• If fields in the source table are modified, there will be no notifications