Lookup table

Overview

• Lookup tables let you group raw data into clear categories like turning product IDs into product lines, campaign codes into marketing channels, or region codes into territories... They create a single source of truth, reduce inconsistencies, and make your data easier to monitor and visualize.

Settings up a Lookup table

• In a Widget view, you can click on the Footer or + button on the right side and open the Lookup table setup.

• The Name bar is on the top which you can rename it.

• Lookup keys and Lookup values must be set in order to create a Lookup table.

• The preview section will show 100 rows of the table.

• Click on Add field and choose column(s) as Lookup key(s).

• Click on Add field and choose column(s) with its type as Lookup value(s).

• You can change the Lookup values name by directly click on it.

• You can remove the current setup by clicking the See more button then choose Remove option.

• Click Create button when all things are setup.

• The Lookup table will be in Edit mode for you to input the value properly with its type.

• There is also the Sort option to further visuzalize.

• Click Discard to close the Edit mode without saving. Click Save button to apply all the values to the Lookup columns.

• When you back to the Main view, you can see the Lookup values is connect the View dependently with the Lookup keys.

Edit a Lookup table

• In a Lookup view, you can Edit the values again or reconfigure the whole Lookup table.

• The Lookup keys can be added more or removed.

All values will be reset if you add or remove Lookup keys.

Only one person in a team can update a Lookup table as a time.

Manage your Lookup table

• You can add as many as Lookup table.

• For each Widget view, you can unlink its Lookup table.

• If you choose to delete a Lookup table, a warning message will ask for confirmation.

Delete a Lookup tables will break the view of all widgets linked to it, that you can reset then later.