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Data Tables

  • Updated

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  1. Data Table List: Shows the existing data tables
  2. Create Data Table: Click to create a new data table

Create a Data Table

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  1. Upload Excel Workbook: Create a data table using an Excel workbook
  2. SQL: Create data table from SQL query to transform other data tables onto a new data table
  3. Salesforce Connection: Use an external source connection to create a data table using data from that connection

 

Excel Data Table

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  1. Drop or Browse a File: Drag and drop your Excel file here or browse your folders to search for the file for upload. Only .xls and .xlsx files are supported
  2. Table Name: Enter the name for your new data table
  3. Create Data Table: Creates the data table from your uploaded Excel file

 

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  1. Automatically Generate Primary Key: Click this to create a new column at the left of the table with a unique numeric ID for each row
  2. First Row are Column Headers: Uses the first row of the uploaded file as the headers for each column
  3. Data Type Button: Click here to format the column with a specific data type or to make the column function as a primary key
  4. Confirm Fields: Click to confirm your changes and create the table

 

Excel Data Table Editor

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  1. Manage Fields: Click here to change name of your columns
  2. Add Field: Click here to add a new column to the data table
  3. Data Table Workbook: You can change data in the data table by editing the cells in this workbook. When saved, this will impact all plans using this data table
  4. Available for Direct Use by Plan: Enable this to make this table available to be used directly by plans

 

SQL Data Table

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  1. Table Name: Enter the name for the new data table
  2. Create data table

SQL Data Table Editor

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  1. SQL Query: Here, enter the SQL Query to retrieve data from other data tables. Click “Run Query” at the bottom to see the results
  2. Available for Direct Use by Plan: Enable this to make this table available to be used directly by plans
  3. Query Results: See in this table the columns retrieved by the SQL query above. Check the column checkbox to add that column to the primary key

 Please see the following article for more information about EqualTo SQL

External Source Connection Data Table

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  1. Object: Selects the object to be used in the data table from your external source
  2. Table Name: Name for the new data table
  3. Create data table: Click here to save your changes and create the data table.

External Source Data Table Editor

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  1. Object: Change the object used in the data table
  2. Available for Direct Use by Plan: Enable this to make this table available to be used directly by plans
  3. Fields: Select here which fields to use in your data table
  4. Search: Click to type and search specific fields
  5. Preview: Shows a preview of the fields and filters applied

 

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6. Filters: Shows the filters applied to the selected fields

7. Add Filter: Add a new filter

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