How to manage data in Datylon chart maker

Learn how to load, edit and manage your data in sheets and workbooks

As data can come in from different sources and in different versions, Datylon includes features where you can manage your data sets and link them to one or more charts. Those features are grouped in the data sheet manager.

The data is stored in data sheets, in short called "sheets", which in turn are kept in Workbooks just like in a spreadsheet editor. A sheet can either be linked to one or multiple charts or not linked at all. This means sheets and workbooks can be loaded into the document and stored for later use. On the other hand, every chart is always linked to a data sheet.

When a chart is selected, it is called active. An active chart makes also the linked sheet active in the Datylon Panel. Below you'll find a guide on how to work with sheets and workbooks.

Data pane

To view the data pane, select a chart and if closed, open the datasheet window by means of the small arrows on the bar at the left of the property pane.

data pane

 

In the Data pane, you can:

  • Edit or copy & paste data directly in a data sheet
  • Change workbook and sheet name
  • Open Data sheet manager

Edit or copy & paste data directly in a data sheet

Edit the data in the active sheet by typing or copying data straight into the cells. Copy the data from a spreadsheet editor like Excel, Google sheets, or even a text editor with values separated by tabs. Select the left upper cell of the active datasheet and paste the data.

You can add columns or rows by Control-Click (MacOS) or Right-Click (Windows) on the column or row. See more on preparing your data here.  

Copied data from any spreadsheet editor will be pasted in the same way it is formatted in the original spreadsheet. What you see is what you get, without the underlying data (e.g. more decimals behind the decimal separator) or formulas.

Change workbook and sheet name

Change the name of the active sheet in the name field on top.

Open Data sheet manager

Open the Data sheet manager by clicking on Manage data and link, update or manage sheets and workbooks.

 

Data sheet manager

data sheet manager

 

The Data sheet manager has 2 panes:

  • Left pane: List of single sheets and workbooks. The active sheet has a blue label "selected" next to it. A workbook can contain one or more sheets. This is indicated behind the workbook name.
  • Right Pane: Shows the preview of the selected sheet. Note that this is not necessarily the active sheet that is linked to the active chart. The data in the preview cannot be edited, only viewed.

Left pane properties

All the properties on the left pane of the Data sheet manager are related to the current workbook.

Select sheet

Data sheets with dummy data are created when drawing a new chart. To link another sheet from any workbook to a chart,  first select the chart, go to Manage data, and then click on the new sheet in the data manager list. Then hit the Select button on the top right. 

If the data sheet contains data for more charts repeat the process above for each chart. 

After that, bind the right columns or rows to the right properties in the Bindings tab. 

Filter by sheet name text field Allows filtering data sheets based on names from all the workbooks and data sheets. available. Helpcenter-how-to-manage-data-13
Remove unused Removes all the data sheets that are not linked to any chart. Be careful, this can not be undone and there is no warning message.  Helpcenter-how-to-manage-data-14
Add >
Add empty workbook
Creates a new workbook with one empty data sheet in it. Helpcenter-how-to-manage-data-2
Add >
Add empty sheet
Creates a new empty data sheet in the default workbook. Helpcenter-how-to-manage-data-3
Add >
Import file

Allows to import .xls, .xlsx and csv files. Note that for .xls and .xlsx files all non-empty data sheets will be uploaded.

A .csv file only contains one single data sheet.

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Add > 
Add online workbook
Allows importing workbooks placed online in the web app. To do that one should be logged in to Datylon Account (using the Datylon Account window). At least one workbook should be uploaded to an online account beforehand. Helpcenter-how-to-manage-data-5
Delete workbook Deletes the currently selected workbook. Note that all sheets in the Workbook will be deleted with it. If the Workbook contains a sheet linked to a chart, the Workbook cannot be deleted. Helpcenter-how-to-manage-data-15
Swap workbook Allows updating only the content of the data sheets. The difference with Import file is that the original data sheet names are kept and remain linked to the charts. So this allows you to update multiple charts at once. 
After the swap workbook is selected file manager opens and you can select one file containing one or more data sheets. An important prerequisite is that the new source file contains at least all the data sheets of the workbook, with exactly the same names. Use this feature to upload multiple data sheets at once while having them still connected to the respective charts.

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Download workbook Allows downloading workbook right from the data sheet manager. Possible file formats are: .xlxs, .csv, .json Helpcenter-how-to-manage-data-11
Add to workbook Allows to add separate data sheets to the workbook: 
– Empty sheet
– Import local file
– Import online data sheet
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Right pane properties

All the properties on the right pane of the Data sheet manager are related to a current data sheet.

Swap > Import file Allows importing locally stored files. Available file types are .xls, .xlsx and .csv. Note that for .xls and .xlsx files only files that contain a single sheet are available.  Helpcenter-how-to-manage-data-6
Swap > Online sheet Allows importing workbooks containing one data sheet placed online in the web app. To do that one should be logged in to Datylon Account (using the Datylon Account window). Also, at least one workbook should be uploaded to an online account beforehand. Helpcenter-how-to-manage-data-7
Swap > Empty sheet Allows removing all the data from the selected data sheet.  Helpcenter-how-to-manage-data-8
Three dots > Delete Allows deleting a current data sheet. Helpcenter-how-to-manage-data-9

 


When importing or copying data from any spreadsheet editor it will be represented in the same way it is formatted in the original spreadsheet. What you see is what you get, without the underlying data (e.g. more decimals behind the decimal separator) or formulas.