Data Editing Overview

Version

Application Scenario

A lot of data is unsuitable for directly creating charts because it has not been processed.

In this case, you can add data to a subject, analyze data in the subject, and use the analyzed data to create charts, which is more convenient than using the original data.

Function Description

After adding data, you will be automatically redirected to the data editing page. The following figure shows the data editing page.

Purple area: the tabs for switching the data editing/subject model page

Yellow area: the area for performing operations such as adding, deleting, and moving on data tables in a subject

Green area: the area for the data preview, with an auto data validation at the bottom

Red area: the data editing area for data analysis, including analyzing table headers and adding analysis steps

Field Icon Introduction

The following table shows the meanings of the icons next to the data table/header fields.

Icon	Meaning
	Value field
	Text field
	Date field

Analyzing Data

Header Analysis

You can switch field types, sort data, delete columns, and filter data in the table header.

Analysis Step Addition

You can add steps for analysis by clicking the function buttons at the top or the addition button on the right. With each analysis step you take, a historical step record is automatically generated on the right, facilitating your check and modification.

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

Switching Data

You want to change the current source data, with which you have already made many analysis steps. In this case, if you do not want to remake these analysis steps, you can click the  icon next to Data Source on the right to switch data. The system automatically matches fields with identical names between the current table and the target table you want to switch to.

You can view the data source by hovering the cursor over the step.

Validating Data

During the calculation, you need to analyze and validate concurrently.

When you click a field, a data validation prompt will automatically appear at the bottom of the preview area, facilitating your problem checking and calculation adjusting.

You can click a value field to display its column values of Sum and Average.

You can click a text/date field to display its column value of Number of Deduplicated Records.

You can also check the count value of each subfield within the field by clicking the drop-down icon next to the header field.

Updating the Excel File Uploaded to an Analysis Subject

You can directly upload an Excel file in an analysis subject. You can click Update Excel when you need to append or replace the current Excel file.

For details about the appending and replacing rules, which are the same as those for the Excel file uploaded in Public Data, see Excel Update.

Displaying Table Structure

You can click the  icon in the data preview area to view the field type, field name, and source table of the selected field.

Expanding the Data Preview Area

If you feel that the data preview area is too small, you can drag the  icon horizontally to zoom in on the area for data viewing.

Managing Analysis Steps

After you add analysis, the steps are automatically generated on the right, facilitating your check and modification of the completed analysis.

Function	Detailed Description
	You can insert a step between two steps.
Rename	You can rename the current analysis step.
Copy	You can click the addition icon to paste the copied step. You can paste the copied step into a non-current table. Note: 1. You cannot paste the copied step of a direct-connected table into an extracted table, and vice versa. Otherwise, the system will prompt: "Paste is not supported. Direct data and extracted data cannot be mixed". 2. Version 6.0.11 does not currently support step copying and pasting.
Cancel Application	The step with this function will be skipped and not executed (which means a temporary deletion), but you can apply  the step again when you need to use it.
Create Group	You can use this function to facilitate your step management. You can press the Ctrl or Shift key to select multiple steps, click Create Group, and group the selected steps into  one group. Here is an example: 1. You can use Split Field and Field Settings to split steps so that others can better understand the table when viewing it. Then you can group and name the split steps Split Product Column. 2. You can select Ungroup to dissolve the grouping.
Remarks	You can add remarks about your analysis ideas or step descriptions for an easy self-check later or for others to view. You can view the remarks by hovering the mouse over a step.
Batch operations	The system supports batch operations. You can press the Ctrl or Shift key to select steps in batches and perform  Copy, Paste, Application, Cancel Application, Delete, and Create Group on the selected steps.
Step movement	If you need to modify the order of steps, you can directly move by dragging.

Previewing Data

You can preview the data of the edited data table.

You can click Data Lineage to view the lineage of the data table.

You can click Update Information to view the update condition of the data table. You can click Update Now on the Update Information page to perform a single table update.

Note:

Direct-connected datasets do not need to be updated.

Changes in the Field Selection Function

After you add a table, all fields in the table are automatically included by default, with no field selection step anymore.

6.0 upgrade compatibility: The first step in old versions is to select fields. After the upgrade, the first step is changed to add the whole table directly. You can select the fields you want through Field Settings.

If you add fields to or delete fields in the parent table subsequently, when next time you go to the data editing page, the operation (field addition/deletion) will be automatically recorded in the original steps, with a prompt indicating that the source table has added or deleted xxx fields.

If you modify fields in the parent table subsequently, when next time you go to the data editing page, the system will not prompt.

Table Selection Greyed out or Not Displayed

No associations between the selected table and the unselected one

No updates to the to-be-selected table (You can perform a data update.)