You can link in another table on the 1010data Insights Platform to the current table or worksheet.

To link in another table on the 1010data Insights Platform to the current table or worksheet:

  1. In an open table or worksheet, click Columns > Link in Another Table...

    The Link in Another Table dialog is presented.

  2. In the table browser displayed in the Link in Another Table dialog, navigate to and select the foreign table.
  3. From the first set of drop-down lists, which correspond to the current table or worksheet, select the column(s) you would like to link on.
    Note: To change the number of linking columns that appear in the Link in Another Table dialog, click View > Set Preferences and change the Number of Columns for Links setting under the User Interface section.
  4. From the second set of drop-down lists, which correspond to the foreign table, select the column(s) you would like to match to those specified in the previous step.
  5. Enter a Suffix. (optional)

    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 can 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.
    Note: In the above example, column names are used for the column headings. This can be set using the Show column headings as preference under the User Preferences section of the Set Preferences dialog.
  6. Enter a Label. (optional)
    In the resultant table, the label will be added to the column headings of the foreign table, which you are linking in.
    Note: You can see the label in the column headings when the Show column headings as preference is set to the label or both the name and label. This can be set under the User Preferences section of the Set Preferences dialog. In the example below, column labels are used for the column headings.

    As in the example in the previous step, if you are viewing your Sales Item Detail table and want to link in your Product Master table, you can add the label of "Product Master" to its columns in the resultant table:

    In this example, the last three columns are from the Product Master table, as denoted by the "Product Master" label above each of them.

  7. If you would like to enforce a less strict way of linking the foreign table to the current table, select As-of link? and enter a Row Shift value. (optional)

    Using as-of links, you can match a row in the current table with a row in the foreign table whose value is the closest match less than or equal to the value in the current table. The Row Shift value allows you to shift the match that number of rows following or preceding the closest match.

  8. Click Finish.

    The foreign table is linked in to the current table.

    The result of a link is a dynamic table that may be manipulated just like any other table. You may select rows, sort rows, rearrange columns, create computed columns, link in other tables, perform summarizations or tabulations, or apply any other kind of analysis.