You can use the Dataview tab to review the data that is imported in your data garden. In addition to the content of your data file, information regarding the import itself is recorded as well.
Table of contents:
The horizontal rows of your dataview are referred to as records, whereas the vertical rows (columns) in your dataview are referred to as variables.
The variables (or columns) that are automatically generated are:
sys_imports: This column is a record count. A subsequent number is assigned to each new record in your import.
sys_importBatchNumber: This column keeps track of the number of imports that have been performed. It also acts as an unique identifier of all records that belong to a single import.
sys_createdOn: In this column a date and time stamp is added to register at what specific moment the imported record has been created in the import source.
sys_lastEditedDate: In this column a date and time stamp is added when a user has manually edited a value of that particular imported record last.
sys_lastEditedBy: This column logs the username of the user that last made an edit to that particular record.
Every column name in your dataview, created by you or the system, provides the option to sort or filter the column. Just click on the column name to the sort from A-Z or Z-A or click on the funnel icon to search and filter. This provides a lot of flexibility to review your data. By combining filters and the checkboxes to the left side of the record you can create a selection on which you can perform several actions.
It is mentioned how many records are selected out of the total number of records. By default, 20 records are shown per page. You can flip through the pages by clicking the pagination buttons in the bottom left corner.
In the top right corner of your dataview, you will find the ‘Action’ button. Using the Action button you can perform the following actions:
Add a record manually
If you click this option, a popup will open up, listing all the available columns in the import slot. By filling out the specifics of each variable and pressing “Add” you can add a new record to your import manually, without having to upload a new file entirely.
The system variables within imports will remain greyed out. These variables have not been unlocked for editing, as they are meant for logging purposes only.
Edit (an) existing record(s)
If you click this option the same popup will open up, but it will be prefilled with the existing data of that record, which you can then edit.
If you have selected multiple records you would like to change, you can skip to another record by pressing the Previous or Next arrows at the bottom. Don’t forget to save your changes.
This functionality is especially useful in case of changes to the reference table of a VLookup rule or in case of anonymization of imported records.
Please note that if records are already mapped into the project, editing will only be performed on the record within the import. Not automatically to the mapped record as well.
Delete (an) existing record(s)
Choosing the delete option, will remove the record from the importslot. When prompted, a popup will deliver a warning telling you how many records will be deleted in performing this action over your selection.
Records, once deleted cannot be retrieved. Be extra mindful of the impact of your deletions. We recommend to perform an Export action beforehand to ensure you always have a backup of your data.
Export your import dataview
By choosing Export, a download link becomes available within your notifications. Clicking on the link will provide you with an export in Excel of the records that have been selected by you earlier. The link will be available in your notifications for 12 hours. After this, a new export needs to be made.
The Export option is especially beneficial for quickly retrieving the format of the column structure in case of manual imports.