How to Edit Data Table Properties

The dialog found under Data > Data table properties contains settings that apply to the data tables used in the analysis. For example, you can define which data table to use as default when creating new visualizations, or define how data should be stored when saving the analysis. To learn more about data tables, see Data Tables Overview. You can also change some data table properties directly from the Data canvas which gives you an overview of how your data tables were created.

For information about load methods and how data tables can be reloaded see Embedded or Linked Data?.

To change the name of a data table:

1. On the authoring bar, click Data canvas .

2. From the drop-down list in the upper-left part of the Data canvas, select the data table you wish to rename.

   Comment: This step is only applicable if you have two or more data tables in the analysis.

3. On the data canvas toolbar, click Rename.

4. Type the new name in the popover and click OK.

To change the default data table to use when creating new visualizations:

1. On the menu bar, select Data > Data table properties.

2. Click the data table to use as default in the Data tables list.

3. Click Set as Default to the right of the Data tables list.

4. Click OK.

   Comment: To change the data table used in an already-created visualization, right-click the visualization and select Properties from the pop-up menu, then go to the Data page. You can also use the data table selector in the legend, if it is visible.

To define a new relation between two data tables:

1. On the menu bar, select Data > Data table properties.

2. Go to the Relations tab.

3. Click Manage Relations.

   Response: The Manage Relations dialog is opened.

4. Select the data table to Show relations for.

5. Click New.

6. Select the two data tables you want to connect from the Left data table and Right data table drop-down lists.

7. Select the columns containing the identifiers from the Left column and Right column drop-down lists.

8. If desired, you can apply a Left method or Right method to modify the values of one or both columns.

   Comment: For example, if the identifiers are written in uppercase letters in one of the data tables and in lowercase letters in the other, you can use the Lower method on the uppercase column and change the letters to lowercase. For data tables referring to cube data sources you can specify that the match should be based on keys rather than values by selecting the KeyOf method for the cube data table.

   Response: The result of the method application is shown in the Sample field, when applicable.

9. Click OK.

To add a new match between columns in different data tables:

See To add a column match.

To add a new data table property:

1. On the menu bar, select Data > Data table properties.

2. Go to the Properties tab.

3. Click New.

   Response: The New Property dialog is opened.

4. Enter a name for the new property.

5. Select a data type for the new property.

6. Enter a value to use as default value for the property.

7. Click OK.

   Response: The new property is added to the list of available properties.

   Comment: New properties can also be created on most places where you can use them. For example, by right-clicking in the Available properties for column list in the expression dialogs.