With tables, you can curate data from multiple sources through an API integration or file upload. Based on the intent of the information, you can create data or dimension tables.
- Data tables generally contain information to build up over time, such as for general ledger entries or other transactional data.
- Dimension tables contain relational information, such as rollups by department or small sets of data used for mapping, like dates for fiscal year accounting.
After you create a table, you can include multiple data sets, append columns, such as to track reference notes or dates. To view and manage your tables from Wdata Home , select the Tables tab.
Note: To view a table in its folder on the All tab from Wdata Home, select the Tables tab, hover on the table's row, and click Go to Source .
Creating a Table From a File Upload
To create a table, you can upload a file with the data to include—such as exported from another data source—or add individual columns.
Step 1: Create the Table
- Click Create , and select Table .
- To help identify the table and its intent, enter its name and description.
- Select whether to create a data or dimension table.
- Select the folder to save the table in. To save that table at the root, select No Folder Selected.
Step 2: Define the Table's Columns
To define the table's columns, you can:
- Upload a file with the columns to add
- Add the columns to include based on name, ID, and data type
To upload columns from a file:
- Browse to and select the file with the data to upload.
- To verify the data in the file for the table, click Preview File.
- Edit the name, description, ID, or data type of each column as necessary. For example:
- To help clarify the column's data and intent, edit its header name, description, or ID.
- To use numerical text data as a decimal or integer in the table, update the column's type. If you change a column's type, verify it corresponds to its actual data.
Note: When you edit a column's name, you only update how its header appears in the table. The column ID remains the same as the header in the uploaded file.
- To not include an uploaded column in the table, click its Remove Column .
To manually add a column:
- To help identify the column's data and intent, enter its header name, description, and ID.
- Select the column's data type, such as to use numerical text data as a decimal or integer in the table.
Note: Make sure you select the correct data type. For example, to enable time-tracking calculations, select Decimal for a column used to track months. After you add a column, you can't change its data type.
- Click Add Column.
Step 3. Upload Data and Set Permissions
- After you set up the table's columns, click Create Table.
- Verify the data from any uploaded file maps correctly, apply any tags and values your organization tracks for the dataset, and click Add Data.
- To append additional data to the table, click Add Data on the Datasets right panel, and upload the datasets.
- To share the table with others, click Permissions , and select permissions for each collaborator.
Opening a Table
From Wdata Home , you can see details about tables on the All or Tables tab, such as when they are created and last modified. From the Details panel, you can see additional information about the selected table, including its datasets and any dependent queries. To open a table, double-click its row, or select Open from its menu.
Previewing a Table's Data
When you open a table, you view details about its columns, but not the data from its datasets. To view the datasets' data, preview the table:
- From the table, click Preview .
- From Wdata Home , select Preview from the table's menu.
Renaming a Table
When you create a table, you assign it a name. To edit a table's name, click Rename , and enter its new name to help identify its data.
Sharing a Table with Another Workspace
To enable admins in another workspace to view a table or use it in a query, you can share it. When you share a table, any edits to its data must still be made in its native workspace.
Note: From Wdata Home, you can view which tables are shared from other workspaces.
- From Wdata Home , right-click on the table, and select Share .
- Select the workspaces to share the table with.
- Click Grant Access.