Join a Data File to a Worksheet

Before you join a data file to a Search-driven Analytics (SDA) worksheet, you will first need to upload the data file.

Join a Data File to a Worksheet

  1. Ensure that you upload the data file into Search-driven Analytics.
  2. From the SDA main menu, navigate to DATA > TABLES > ALL TYPES. A list of all worksheets and uploaded data files will display. In this example, we are going to connect the Test Account ID Spreadsheet to the Location worksheet.

  3. Click on the name of the worksheet. For this example, we will select the LOCATION worksheet.

    Select the correct worksheet
  4. Select RELATIONSHIPS.

    Select RELATIONSHIPS

  5. From the SOURCE COLUMN drop-down menu, select the worksheet column that matches the equivalent column in the data file. In this example, the LOCATION ID column equals the ACCOUNT ID column in the data file.

    Select the Source Column

  6. Select the Destination Table. Each table available in the drop-down menu is a table that is generated when you upload a data file.

    Select the Destination Table
  7. Select the DESTINATION COLUMN from the drop-down. Columns that display in this drop-down menu are pulled from the data file that you uploaded.

    Select the appropriate destination column
  8. Select ADD KEY.

    Select ADD KEY

  9. Select ADD RELATIONSHIP.
    You can join a data file to more than one worksheet.


    10. Select ADD RELATIONSHIP

    If the relationship between the worksheet and the data file was successful, a confirmation dialog will display to the right of the SDA main menu.


    Confirmation that the data file and worksheet joined sucessfully

You can now conduct a keyword search on the data imported from the data file.

 

Delete a Table

After you have joined a data file to a worksheet, the relationship between the two cannot be deleted unless you delete the table.
 
If any pinboards or answers were generated with data pulled from the table you want to delete, you will be required to delete those artifacts before deleting the relationship between the worksheet and spreadsheet.

 

If you want to delete a table, navigate to DATA > TABLES > ALL TYPES. Select the checkbox next to the name of the table (the imported file), then select DELETE.

Delete a table