Choosing how to load the data

When you have selected your data and added it to the Files and data flyout, you will see a summary of all data tables that will be added or updated. The summary view allows you to modify data loading settings (when this is applicable), and you can also select to exclude a data source that you do not need (for example, from a predefined data connection with multiple views).

About this task

Make changes to settings in the summary view by following the steps below.

Before you begin

See Choosing the data to analyze for information about how to get to the summary view.

Procedure

In the summary view, you will see one box per new source, and, depending on whether the new sources will be added as new data tables or combined with other data, there will be a header for each new or updated data table.
In this example, data was added from a data connection, containing two views. Because these two sources were not that similar to each other (and the default is to add connector data as external data), the first suggestion is to add them as two separate data tables.
Click on the box for a certain source to expand the box and see the available settings.
For data from data connections, you have the option to change the load method for the added source data. Click the drop-down list showing Import or External to change the setting.
See Load methods for more information.
If you have more than one data source in your analysis, and the data is imported, you can select to add new data either as a new data table or as rows or columns appended to other data. Change how to add the selected data using the drop-down lists. If the source is a data function, you might also have access to other options.

If you choose to add the new data as rows or columns, you must also select to which other data to append your data. Other choices might require more selections.
If desired, you can review or edit the settings for added rows or columns by clicking the settings button .
See Editing column matching or other settings for added rows and Editing settings for added columns for details about what you can change.
When working in the installed client, you might also have the option to transform data.
Transformations cannot be applied to external (in-db) data connections, but you can often select to import the data from a connection and then transform the data, if the data needs modification.
If a predefined data connection or data function contains more views or outputs than you are currently interested in, you can select to exclude the view or output by clicking Exclude.
Click the box again to include an excluded item, if you excluded it by mistake. You can add a previously excluded data connection view at a later stage by adding the view using the Data connections in current analysis option in the Files and data flyout (under Recommended), or by editing the data connection from the data canvas.
If desired, you can change the name of a data table by clicking the icon with a pencil next to the data table name and typing a new name.
When you are satisfied, click OK.
The data is added to the analysis in the specified way.
You can edit settings for your data source, data function, or for added rows or columns, in the data canvas at a later stage. However, to change the load method from external to imported or vice versa, you must replace the entire data table.

If the data was added as new data tables, determine whether the new data tables should be related to each other or to previously added data tables. Remember that you must define a relation if the new data table is to be used to create details visualizations for the previously added data tables. Read more in Related data tables, joins and column matches.

Recommendations on how to add data

If you add data from multiple imported sources to the analysis, you might see recommendations on how to add data, indicated with the light-bulb icon:

To ignore the recommendation and configure all new sources manually, click Skip recommendation (to skip a single recommendation only) or Skip all recommendations (to skip all recommendations on this page).