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Viewing your table data

You can view, sort, or search your table data in the Row Viewer:

  1. From the list of tables in the Data module landing page, find the table you'd like to view the data for.

  2. Click the table, or click More actions (...)→ View data.

  3. Double-click a cell to edit the data within the cell. If the cell turns green with a checkmark, your data edit was successful. If the cell turns red, a message will appear to explain why the data edit failed.

  4. To sort or search your data, click the Columns icon Columns icon alternative in the sidebar.

  5. You can save a preferred view of your data in the Row Viewer as the default view each time you open the Row Viewer for that table. To do this, click the Save columns configurationSave icon button in the toolbar.

From the Row Viewer, you can enable Pivot mode to view your data in a pivot table.

  1. Click the Columns icon Columns icon alternative in the sidebar.

  2. Click the Pivot Table toggle. The column names will automatically clear from the Row Viewer.

  3. Drag and drop the column names to the Rows (maximum of 5), Values (maximum of 1), and Columns (maximum of 1) sections to build your Pivot table.

  4. You can save a preferred view of your data in a pivot table in the Row Viewer as the default view each time you open the Row Viewer for that table. To do this, click the Save columns configurationSave icon button in the toolbar.

Important

Pivot mode is only available for a maximum of 1 million rows.

Adding data to your table

In the Row Viewer, you can add rows of data to your tables.

  1. From the list of tables in the Data module landing page, find the table you'd like to add data to.

  2. Click the table, or click the more options menu (...) → View data.

  3. Click + Add and select one of the following options:

    Option

    Description

    New row

    Adds a new row of data to your table.

    Calculated column

    Adds a calculated column to the table.

    Lookup column

    Adds a lookup column to the table.

  4. Enter the data in the appropriate fields.

  5. Click Create.

Viewing and editing hierarchy data

You can view your hierarchy data in a nested structure. This lets you visualize the parent and child relationships in your data. You can also add, edit, and delete rows in this view, as well as reparent child rows.

  1. From the list of tables in the Data module, find the hierarchy table you'd like to view.

  2. Click the more options menu (...) → View data as hierarchy.

  3. Click the Expand All icon to expand all rows.

  4. Edit your hierarchy data as required:

    Action

    Steps

    Add rows

    1. Click the Add icon Add icon circled.

    2. Enter data into your fields as required.

    3. Click Create.

    Edit rows

    1. Click the record you want to edit.

    2. Click the Edit icon Edit icon.

    3. Edit the fields as required.

    4. Click Submit.

    Delete rows

    1. Click the record you want to delete.

    2. Click the Delete icon delete icon.

    3. On the confirmation dialog, click Delete.

      Note

      If you delete a parent record, all children under that record will also be deleted.

    Reparent rows

    There are 3 ways to reparent rows:

    • Edit a record and select a new parent from the drop-down field.

    • Click and drag a record under a new parent.

    • Click a record and then click the Cut icon in the toolbar. Click a new parent record and then click the Paste icon to move your record under it.

Adding visualizations to tables

You can add visualizations to enhance your view of tables in the Data module.

  1. In the Row Viewer of the table you want to add a visualization to, click the Edit Visualizations icon Settings icon.

  2. If you want to add an Avatar column, select the Add profile picture checkbox and then select the column that contains the ID that maps to Sales Portal users.

    Tip

    The Avatar column adds a profile picture if the payee uploaded one from the Sales Portal. If they have not uploaded a picture, their initials appear instead.

  3. If you want to add a color bar to numeric columns, expand the options for that column and then select the Enable value-based color bar checkbox. Then set a minimum and maximum value.

  4. If you want to add color-coding to pick list columns, expand the options for that column and then select the Color code values checkbox.

  5. If you want to add a display column to any column type, expand the options for that column and type a display name.

  6. If you want to add an icon to any column type, expand the options for that column and select the Choose an icon to represent the column checkbox. Then click the box to select one of the nine icons to represent the column.