You can link in another 1010data Insights Platform table to the current table or worksheet.
To link in a table:
- In the New operation panel, click Link. The Insights Platform displays the object browser in the Link tables panel.
- Optionally, in the Suffix field at the bottom of the table browser, enter a suffix. While not required, this field is highly recommended as it differentiates the column names from the two tables you are linking.
The suffix may be any alphanumeric value and may contain underscores. In the resultant table, the suffix will be appended to the column names of the foreign table, which you are linking in, and is useful when linking tables that contain similarly-named columns. For example, if you are viewing your Sales Item Detail table and want to link in your Product Master table, you might append a suffix of _PM to the columns from Product Master in the resultant table.
In this example, a column named class in the Product Master table is named class_PM in the resultant table. Any reference to these columns (e.g., when creating a computed column) would use the column names with the suffix.
- Select the foreign table by doing one of the following:
The Insights Platform displays the link column options in the Link tables panel.
- In the table browser, locate and select the foreign table.
- In the Table path field, enter the table name and press Enter.
In the Link tables panel, you select at least one column in the base table that matches a column in the foreign table. These columns provide a common data point where the two tables can be linked.
- In the After linking drop-down list, select one of the following options:
Option Description Keep all rows Links in all rows from the foreign table.
This option adds matching information from the foreign table and leaves the other rows in the base table blank
This is useful if you want to look at additional information about one subset of rows in a table or worksheet but still maintain the original level of detail for the other rows.
Include matching rows Retains only those rows in the base table that correspond to the selection in the foreign table.
This option adds matching information from the foreign table and deletes rows in the base table that do not match.
Exclude matching rows Retains only those rows in the base table that do not have a match in the foreign table. Expand to include all matching rows
Expands the base table by copying the row that matches the column in the foreign table and linking on both those rows.
- Optionally, to view the column name instead of the column label, select the Show with column name option.
- From the first section, which correspond to and lists the current table or worksheet title, drag the column or columns you want to link on into the blank section directly to the right. This is the column from the table you currently have open.
Next, select a column in the foreign table you are linking in that corresponds to the one you just selected in the table you currently have open.
- From the last section, which correspond to and lists the foreign table, drag the column or columns you want to match to those specified in the previous step to the blank section directly to the left.
- To define specific columns to include or exclude, complete the following:
- Click the More Options switch. The Insights Platform displays options to include and exclude columns.
- Do one of the following:
Drag columns Click Exclude All Click Exclude None
- Click the More Options switch.
- Click the Submit operation () icon. The Insights Platform links the foreign table into the current base table or worksheet and displays the columns from the two tables combined.