You can insert rows from many different sources. Below are some examples of how to add rows from some of the most common sources.
Tip: Type the name of the data source directly at the top of the Select menu to search for a data source. The results are grouped after source origin to help you find the source from the correct location.
To insert rows from file:
Select Insert > Rows....
If you have more than one data table in the document, select which data table to add rows to.
Click Select > File....
Browse to locate the file to add rows from, then click Open.
Response: If the selected file is a text file, the Import Settings dialog is displayed. If the selected file is an Excel file, the Excel Import dialog is displayed. Optionally, make the desired adjustments in the dialog, then click OK.
Apply transformations (optional).
Comment: See Transforming Data to learn more.
Click Next > to go to the Match Columns step of the wizard. (If you want the columns to be matched automatically, go straight to step 11 instead.).
Click on the Match All Possible button, or manually select one column From current data and one From new data and click Match Selected. Repeat if necessary.
Comment: The columns used for matching should together create a unique identifier for all rows.
Click Next > to go to the Additional Settings step of the wizard.
If the new data contains more columns than the original data table, you may add the new columns by selecting their check boxes.
If desired, you can add information about the origin of new rows to a specified column.
Comment: Update existing column is only relevant when rows have been previously added to the document.
Click Finish.
Response: The rows are added to your data table.
To insert rows from information link:
Select Insert > Rows....
If you have more than one data table in the document, select which data table to add rows to.
Click Select > Information Link....
Response: The Select Information Link dialog is displayed.
Locate and select the information link of interest, and then click OK.
If desired, select the check box and specify settings to Load on demand.
Apply transformations (optional).
Comment: See Transforming Data to learn more.
Click Next > to go to the Match Columns step of the wizard. (If you want the columns to be matched automatically, go straight to step 12 instead.)
Click on the Match All Possible button, or manually select one column From current data and one From new data and click Match Selected. Repeat if necessary.
Comment: The columns used for matching should together create a unique identifier for all rows.
Click Next > to go to the Additional Settings step of the wizard.
If the new data contains more columns than the original data table, you may add the new columns by selecting their check boxes.
If desired, you can add information about the origin of new rows to a specified column.
Comment: Update existing column is only relevant when rows have been previously added to the document.
Click Finish.
Response: The rows are added to your data table.
To insert rows from a data connection:
Select Insert > Rows....
If you have more than one data table in the document, select which data table to add rows to.
Click Select > Connection To > [any of the available options] and provide any required information.
Response: If you select or create a data connection containing more than one view then the Select Data Table dialog is displayed. Otherwise, go to step 5.
Click on the desired data table and then click OK.
Apply transformations (optional).
Comment: See Transforming Data to learn more.
Click Next > to go to the Match Columns step of the wizard. (If you want the columns to be matched automatically, go straight to step 12 instead.)
Click on the Match All Possible button, or manually select one column From current data and one From new data and click Match Selected. Repeat if necessary.
Comment: The columns used for matching should together create a unique identifier for all rows.
Click Next > to go to the Additional Settings step of the wizard.
If the new data contains more columns than the original data table, you may add the new columns by selecting their check boxes.
If desired, you can add information about the origin of new rows to a specified column.
Comment: Update existing column is only relevant when rows have been previously added to the document.
Click Finish.
Response: The rows are added to your data table.
Select Insert > Rows....
If you have more than one data table in the document, select which data table to add rows to.
Click Select > Clipboard.
If the clipboard contains a DXP, SBDF, or STDF file, the file path will automatically be added under Add rows from. If the clipboard contains data from an Excel file, the Excel Import dialog is displayed. If the clipboard contains data in text format, the Import Settings dialog is displayed. Optionally, make the desired adjustments in the dialog, then click OK.
Apply transformations (optional).
Comment: See Transforming Data to learn more.
Click Next > to go to the Match Columns step of the wizard. (If you want the columns to be matched automatically, go straight to step 11 instead.).
Click on the Match All Possible button, or manually select one column From current data and one From new data and click Match Selected. Repeat if necessary.
Comment: The columns used for matching should together create a unique identifier for all rows.
Click Next > to go to the Additional Settings step of the wizard.
If the new data contains more columns than the original data table, you may add the new columns by selecting their check boxes.
If desired, you can add information about the origin of new rows to a specified column.
Comment: Update existing column is only relevant when rows have been previously added to the document.
Click Finish.
Response: The rows are added to your data table.
See also:
Details on Insert Rows – Select Source
Details on Insert Rows – Match Columns
Details on Insert Rows – Additional Settings