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Adding rows to a data table

You can add rows from a different source to your current data table. Data can be added from a local file, a data file previously saved in the Spotfire library (using the Windows client), or, you can add data directly from Google Analytics or from Salesforce, if you have access to those systems.

Even though data from different data tables often can be viewed in the same visualization, it may be preferred to actually incorporate similar data into a single data table. For example, if all columns are the same in the data sources and you know that you want to use summarized values from all sources in your visualization.

Prerequisites

You must have some data loaded in the analysis and the Data panel must be shown.

Procedure

  1. In the Data panel, make sure the data table where you want to add data is selected in the drop-down list at the top of the panel.

    This step is only applicable if you have two or more data tables in the analysis. If this is the case, select the data table of interest from the drop-down list at the top of the Data panel, otherwise, go to step 2.

  2. Click on the Expand data panel for tools and details button, .
  3. In the expanded data panel, make sure that the Data table view is selected and click Add rows.
    Tip: You can also Add rows to a specific place in the data table structure by clicking on the plus button directly in the source view of the expanded data panel.
  4. Select data to insert rows from.
  5. In the Add rows – match columns dialog, verify that the suggested column matching is valid, or edit the matching as desired. This is done by adding or removing matches between columns From original data and From new data.
    Click on the plus sign and select a column from the list to add a match for one of the columns from the original data. Click on the x on a row to remove a match.
    Tip: When adding rows, you will append new rows to the original data table. This means that you should probably try to match as many columns as possible.
  6. Optionally, if there are additional columns in the added data, you can select to include or skip these columns under Include additional columns from new data by selecting or clearing the check box for each column.
    Note: If the data source from which data was added can be reloaded, and new columns become available after a reload, then the new columns will automatically become included. If this is not desired, you may want to exclude new columns after reloading data by editing the settings for added rows.
  7. Optionally, change the settings under Identify origin of rows in a column.
    Select Do not identify origin to skip this option, Create new column to add a new column with different values for data from the original source and data from the added source, or select Use existing to add this information to an existing column.
  8. When you are done, click OK.

Example: Adding rows from Salesforce

In this example, data has already been opened from a local Excel file. In the expanded Data panel, go to the Data table view and click on Add rows:

Choose Salesforce and sign in. Select the data to add and click OK. In the Add rows – match columns dialog, verify that the suggested column matching is valid, or add or remove matches between columns From original data and From new data until you are satisfied.