How to load, edit and manage your data in sheets & 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 a chart, or not. This means sheets and workbooks can be loaded in 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.
On the left side of the Datylon Panel, you find the Data pane, where you can
- Edit the data in the active sheet by typing or copying data straight in the cells. Note 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.
- Change the name of the active sheet in the name field on top
- Open the Data sheet manager by clicking on Manage data and link or manage sheets and workbooks.
Data sheet manager
The Data sheet manager has 2 panes:
- Left pane: List of single sheets and workbooks. The active sheet is has a blue label "selected" next to it. A workbook can contains one or more Sheets. This is indicated behind the workbook name.
- Right Pane: Shows the preview of the selected sheet. Note, this is not necessarily the active sheet which is linked to the active chart. Also the data in the preview cannot be manipulated.
Every Datylon chart is connected to a datasheet. There are 5 ways to import data in your datasheets:
- Copy & paste directly in datasheet
Select a chart and open the datasheet window if closed. 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.
Note that the copied data is formatted as you see it in the spreadsheet editor, without formula's.
- Import file. Supported file types are .xls , .xlsx and .csv
Select a chart and open the datasheet window if closed. Go to Datasheet manager > +Add > Import file. A file manager opens and you can open one file to import. Note that for .xls and .xlsx files all non empty datasheets will be uploaded. A .csv file only contains one single datasheet. To use an imported datasheet, select the sheet and click on Select sheet in the right upper corner. Your new data sheet is now connected to the active chart.
- Swap sheet
Swap sheet allows you to upload data in a datasheet while still linked to the original chart. Select a chart and open the datasheet window if closed. Go to Datasheet manager > Swap in the right hand upper corner and click Import file. Open one file to swap. Note that with swap sheet, you can only open files which contain only one datasheet.
- Swap workbook
This updates only the content of the datasheets. The difference with Import file is that the original datasheet names are kept and remain linked to the charts. So this allows you to update multiple charts at once.
To swap complete workbooks, go to Datasheet manager and click on the double arrow icon next to the workbook name. A file manager opens and you can select one file containing one or more datasheets. An important prerequisite is that the new source file contains at least all the datasheets of the workbook, with exactly the same names. Use this feature to upload multiple datasheets at once while have them still connected to the respective charts.
- Add online workbook: Work in progress. Shall not be used for now.
By clicking the icon behind the Workbook name, you can delete the selected workbook. Note 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.
To delete the previewed sheet. Sheets that are linked to a chart cannot be deleted.
Clicking the Select sheet button will link the sheet shown in the preview pane to the active chart. Note the previously linked sheet will not be deleted, but will remain the data list, for possible later use.
Linking one data sheet to multiple charts
One data sheet can also be linked to multiple charts. First select one chart, go to manage data and click on the data sheet you want the chart to link to. Then hit the Select button.
Repeat this for all the charts you want to link to this data sheet, and start binding the right columns or rows to the right properties in the Bindings tab.