In Datameer, you can create a workbook to get to new insights with your data. Inside the workbook, you can add additional data sources, change the column and sheet names, collapse columns, apply formulas, view workbook details, and more.

You can also copy workbooks, import worksheets from other workbooks, duplicate workbooks and worksheets, and exchange datasources.

Creating a Workbook

To create a workbook:

1. Choose Workbooks from the + (plus) button or right-click in the navigation bar on the left side of the screen and select Create New > Workbook.
2. From the File menu, select Add Data.
3. Navigate to the folder where the data sources are located and select the name of the data source you want to use.
4. Click Add Data.

When using data from a sheet in another workbook or an import job, the data from that source sheet is copied to the new sheet if the new sheet is marked as kept. In previous versions, the source sheet was referenced instead, which led to workbook data not being deleted by housekeeping.

The workbook is populated with a sample of data from that data source. To use data in Datameer, that data must be part of a data source. If you have a source of data you want to use for analysis, such as an Excel spreadsheet, you need to create a data source using that data, or have a system administrator create one for you.

Sample data and full data

Data displayed in Datameer workbooks is a sampling of the full data from the source. When creating or editing an import job, file upload, or data link, you set the number of sample records to populate a workbook from the specific data source being used. 

A data source added to a workbook displays the number of sample records configured for that source. When creating calculations in the workbook, those calculations are being applied only to the sample data until the workbook has run. After running a workbook, the calculations made in the workbook are applied to the full data and can be viewed or downloaded by right-clicking on the workbook and selecting Browse All Data.

The next time the workbook is opened after running, while the calculations have been applied to the full data, you still view the sample size configured from the data source.

Status notifications have been added to the bottom of workbook worksheets to show if the worksheet is dispaying information based on sample or full data and if the worksheet is filtered.

Sample data messages

If the worksheet's calculations are based only on sample data, the notification is orange. It tells you how many sample rows are being displayed in the worksheet and that you can run the workbook to display the sheet calculations based on the full data from the data source.

If the worksheet is displaying no information, this could be that none of the origial sample data fits the criteria of the caculations. Running the workbook takes into account all current worksheet caculations and might bring in new sample data to populate the worksheet if data from the data source meet the caculation criteria.

Full data messages

If the worksheet's caculations are based on the full data, the notification is green. It tells you how many sample rows are being displayed in the worksheet out of how many total records from the data source. If all the records of the source are being used, the status bar displays the total record count.

Opening Existing Workbooks

To open an existing workbook:

1. On the File Browser tab, find the workbook you want to open.
2. Highlight the workbook by clicking on it.
3. Double-click to open or right-click on the highlighted workbook and select Open.
   

Opening a workbook using a URL

A workbook can be opened by a user with permissions to view the workbook by entering a URL into the browser.

There are two valid URLs that can open a workbook, using the ID or the path.

Workbook ID: http(s)://<server>:<port>/workbook/<wbkID>

Example: https://localhost:8080/workbook/25

Workbook path: http(s)://<server>:<port>/workbook?path=<path/to/workbook.wbk>

Example: https://localhost:8080/workbook?path=Users/Matthew/Seasonal_Earnings

Open a workbook to a specific worksheet: http(s)://<server>:<port>/workbook?path=<path/to/workbook.wbk>&sheet=<sheetName>

Example:  https://localhost:8080/workbook?path=/Users/Matthew /Seasonal_Earnings.wbk&sheet=products

Opening a prior version of a workbook

Datameer gives you the option of saving previous versions of a workbook when it is run more than once. Learn more about optimizing your workbooks and data retention. 

To open a prior version of a workbook:

1. On the File Browser tab, find the workbook you want to open.
2. Highlight the workbook by clicking on it.
3. Right-click on the highlighted workbook and select Show Details.
    
4. Find the previously run workbook iteration in the Current Data section. Click the Show Data icon.
    
5. From the Full Results page, you can open the workbook or download the data. 
   For convenience, other previous ran workbook iterations have a link.
   
   

Adding Additional Data Sources

To add additional data sources to an existing workbook:

1. From the File menu, choose Add Data or click the Add Data icon on the toolbar.
2. Navigate to the folder where the data sources are located and select the name of the data source you want to use.
3. Click Add Data.
4. Repeat the previous steps for each data source you want to use.

For each data source you select, a tab is added to the workbook, containing a sample of data from that data source. You can add multiple data sources at the same time by holding the SHIFT button.  

Exchanging Data Sources

 You can exchange data sources to run a workbook on a different set of similar data, which is faster than recreating the workbook.

For example, you can run a workbook on data for each month by exchanging the data source to point to the data for the next month. Each datasource must have the same structure. Further analysis applies only to the new data after the exchange. This option is only available when the current data sheet uses a data source imported by adding data. The option isn't available for sheets created using filters, joins, sorts, external datasheets, or formulas. You must also have write permissions for this workbook to use this option.

To exchange data sources in an existing workbook:

1. From the File menu, choose Exchange Data or click the Exchange Data icon on the toolbar.
2. Navigate to the folder where the datasources are located and select the name of the data source you want to use.
3. Click Exchange Data.

Working with Sheets and Columns

You can set up sheet names, resize columns, collapse and show columns, rename worksheets, import worksheets from other workbooks, and more.

Viewing sheets within a workbook

There are multiple ways to navigate between sheets within a workbook:

• Click the sheet tab you want to view a the bottom of the page.
• Select the Sheets menu and click the sheet you want to view.
• Click on the Sheet Dependencies button in the toolbar and switch between sheets by clicking on sheets that are dependent with each other.

Distinguishing different sheet types

There are eight different worksheet types in Datameer. Only the formula (Fx) worksheet type analyzes data using the formula bar or with the function wizard. 

• Data source 
• Join
• Filter
• Clustering
• Decision tree
• Recommendations
• Column dependencies
• Formula

Setting up sheet names 

You can rename workbook sheets.

To change the name of a sheet:

1. Right-click the sheet name and click Rename.
2. Enter the new name and press Enter.
3. To undo the change, right-click the name again and click Undo.

Deleting sheets in a workbook

You can delete sheets in a workbook that you don't want to use or keep.

To delete sheets:

1. Click the tab in the workbook that you want to delete.
2. Right-click the tab and choose Delete.
3. Click Delete.

Duplicating sheets in a workbook

You can duplicate workbook sheets - so you can create variations on a theme. The new sheet is named with the next available number. If there are five sheets and you duplicated Sheet3, the new sheet is named Sheet6.

 To duplicate sheets in a workbook:

1. Click the tab in the workbook .
2. From the Workbook menu, select Duplicate Sheet, or click the Duplicate Worksheet icon on the toolbar.
   You can also right-click the tab and select Duplicate.
3. Select the columns you want to copy to the new sheet and click Create Sheet Copy.

Reordering sheets in a workbook

You can reorder sheet locations inside of a workbook.

To reorder sheets in a workbook:

1. Right-click the sheet tab.
2. Select Move.
3. Click the space between the current sheet tabs where you want the selected sheet to be placed.

Reordering columns in a workbook

You can reorder columns on a sheet inside of a workbook.

To reorder columns on a sheet:

1. Left-click and drag the column name to the new position.

Sheet dependency graph and navigation

The graph overlay shows the current selected sheet with in and outgoing sheets in a visual manner.

1. View the sheet dependency overlay by clicking the Sheet Dependencies button in the toolbar. The current sheet in which you have selected with be highlighted in the middle of the graph.
2. To navigate between dependent sheets, click the sheet name located on the graphic overlay.
3. To close the sheet dependencies overlay, click the toolbar button or click X on the current sheet.

Importing sheets

Importing sheets allows you to chain workbooks together.

To import sheets from one workbook into another workbook:

1. Open the workbook you want to import the worksheet into.
2. From the Workbook menu, select Add Data, or click the Add Data icon on the toolbar.
3. Select the workbook you want to use and click Add Data.
4. Select the sheets you want to import and click Add Data.
5. The new worksheet tabs are added to the right of the existing worksheets.

Setting column names

Column names can only contain letters (only standard, capital or lower-case characters), numbers, and/or underscores. Column names must begin with a letter or underscore.

Column names are case sensitive. Currently there isn't a parameter available that can disable the case-sensitive nature of these names.

You can rename the column names on workbook sheets that are editable. The status line just above the list of tabs tells you if a particular sheet is writable.

 To edit the column name:

1. Right-click the column name and click Rename.
2. Enter the new name and press Enter.
3. To undo the change, right-click the name again and click Undo.

Resizing columns

To resize columns:

1. Place the mouse two column headings. The icon changes to a double-ended arrow.
2. Drag the column marker to the desired width.
3. Click to lock the width.

You can also double-click a column name to fully expand the column.

Hiding and expanding columns

To hide (collapse) a column, right-click the column name and select Hide Column. 

Double-click the hidden column to bring it back into view.

A toggle columns toolbar button displays all columns of the current worksheet. You can use this menu to show or hide columns as a batch process.

Inserting columns

To insert a new column:

1. Right-click a column name.

2. Select Insert Column.
   A column is added to the left of the column chosen. 

   Each workbook can contain a maximum of 702 columns.

Removing columns

To remove a column:

1. Right-click a column name.
2. Select Remove Column.

Cell context menu options

To access the cell context menu, right-click on a cell within a workbook.

The cell context menu includes three options:

• Copy - Copy the cell value to the clipboard.
• Filter by - A shortcut to open the filter feature and auto completes the fields using the equals expression to filter for matchs the cell's value.
• Exclude - A shortcut to open the filter feature and auto completes the fileds using the does not equal expression to filter for matches that don't match the cell's value.

Formatting columns

To format the contents of a column:

1. Right-click a column name.
2. Select Format Cells.
   • General

Using Formulas

Formulas provide the ability to analyze your data in powerful ways.

Creating formulas

You can create formulas on worksheets that are editable. When you click the data area of a column that has a formula associated with it, the formula displays above the workbook in the Fx bar. You can also create a new sheet and create formulas that reference fields from other sheets. Click the  Fx  button on the formula line to display the formula builder. (As of Datameer 7.2, the formula builder is located in the worksheet inspector.)

To create a formula using the Formula Builder:

1. Click the Fx button on the formula line to access the formula builder.
2. Select the categories in the left column to choose the type of function.
3. Choose a function from the list on the right.
4. Enter the argument or arguments shown for that function. You can click a sheet and select a column.
5. Click the Plus icon to enter additional arguments (if supported).
6. Click OK.

The resulting function displays next to the fx icon. To learn more, see using the Formula Builder.

To use operators in a formula:

1. Click the data area in a column and the current formula if one exists displays above the workbook.
2. Create or edit the formula using operators such as < or > or <= and press Enter.

To use regular expressions in a formula:

1. Click the data area in a column and the current formula if one exists displays above the workbook.
2. Create or edit the formula using regular expressions press Enter.

See Using Regular Expressions to see some examples. Datameer offers an API to extend the built-in formulas. See the Developer's Guide to learn more.

Editing formulas

To edit formulas:

1. Click the data area in a column and the current formula displays above the workbook.
2. Edit the formula and click Enter.

Completing Workbook Level Tasks  

You can save workbooks, view or change workbook settings, link a workbook to multiple data sources, calculate a workbook, and more.

Saving workbooks

When you save a workbook, you also specify the workbook settings. If you don't know which settings to use, you can keep the default settings and you can change them later or the system administrator can set them. See Configuring Workbook Settings to learn more.

To save workbooks:

1. From the File menu, select Save, or click the Save Workbook icon on the toolbar.
2. Navigate to the folder where you want to save this workbook or choose to save the workbook in a new folder.
3. Enter a name in the Save  as field.
4. Click Save.

If workbook settings need to be updated after saving, right-click on the workbook in the file browser and select Configure .

From the File menu, select Save As, or click the Save Workbook As icon on the toolbar.To save a copy of a workbook:

1. Navigate to the folder where you want to save the workbook, enter a name, and click Save As.

Creating multiple workbooks

You can create multiple workbooks that reference the same data set:

1. From the File menu, select New. Save your changes if needed.
2. In the new workbook, from the File menu, select Add Data.
3. Navigate to the data source you want to use and select the data source.
4. Click Add Data.

Calculating a workbook

From the workbook you can calculate the workbook using the entire data set. Depending on the volume of data involved, this process might take awhile.

1. From the Workbook menu, select Calculate or click the Calculate Full Workbook button on the toolbar. While the data is being calculated, you can click Abort if you want to calculate at a later time.
2. Once the calculation is complete, the Full  Data page opens.
3. You can click Next button to view additional pages of data or click Go  To  Line and enter a line number to view a specific record.
4. Click Edit to return to the workbook.

After making changes to an existing workbook, the next time the workbook is run, the changes are applied in the workbook calculation. Historical data before the change to the workbook isn't updated.

Viewing full results in a workbook

 To view full results:

1. From the Workbook menu, select View Full Results, or click the View Full Results icon on the toolbar.
2. Click Open to view the data set in the worksheet view or click Next at the bottom of the table to view more records.

Going to line in a workbook

To go to a specific record while in the workbook:

1. From the Workbook menu, select Go to Line or click the Go to Line button on the toolbar.
2. Enter a line number to view a specific record and click Go.

Viewing workbook details

You can view information about the workbooks that you have open.

Workbook information gives general information about the current workbook, including:

• Name of the workbook
• Number of sheets the workbook contain
• The reprocessing schedule
• The last time the workbook was processed
• Notifications set for the workbook.

Sheet summary information gives advanced information on individual pages within the current workbook including the following:

To view workbook details:

1. From the Workbook menu, select Workbook Info or click the Workbook Info button on the toolbar.
2. The workbook information displays in a new window.

Changing workbook settings

You can set up the schedule of when a job runs when you create a workbook or you can change the schedule settings later. See Configuring Workbook Settings to learn more about scheduling.

Integrating workbook results with other systems

If you use other systems or BI tools, you can connect and consume results generated by Datameer workbooks so they can be leveraged for other processes or reporting mechanisms using the integration link.

Here is an example how it can be used in Power BI:

1. Click Copy Integration Link in the Download dialog for full results page of a workbook. If you are using a browser that doesn't support copying to the clipboard, copy the provided URL instead.
   
2. Go to Power BI Desktop and in the Get Data workflow, find Other > Web.
3. Paste the URL in dialog and click OK.
4. Select Basic authentication and enter your Datameer username and password for the environment linked previously and click Connect.
5. On the next screen review and confirm the data to be loaded.
6. Data is loaded and you can take full advantage of Power BI capabilities. You can also publish your Powe rBI dashboards and reports to Power BI Cloud maintaining reference to this Datameer connection.

Setting Workbook Sharing Permissions Security

Only users with admin rights can set or change permissions.

To view sharing permissions and security settings for a workbook:

1. Click the File Browser tab at the top of the page.
2. Select the Workbooks folder.
3. Click to highlight the workbook for which you want to edit permissions.
4. Right-click the workbook and select Information or click the Information button on the tool bar.
5. The sharing and full results sharing permissions can be found by clicking the Lock icon in the info box.

Sharing

Owner:

• The owner box shows the current owner of the workbook. The owner has view, edit, and run privileges. Changing the owner can only be completed by someone with administrative privileges. 

Groups:

• User groups can be added to share the workbook. The administrator or owner of the workbook can set groups to view, edit, and run the workbook.
• By adding the view, edit, or run settings to All Users, the admin or user can set permissions for all users.

Full results sharing

• Full results sharing give the admin or owner the ability to give selected groups the ability to view the full data from the workbook.
• Only users that have access to the workbook in from the sharing section are eligible to view the full data of a workbook.
• In order to create infographics or export jobs from a workbook that you are not the owner of, you must have full results sharing permission.

Sharing workbooks with secure data sources 

• Users that have permissions to view/edit a workbook but don't have permissions to view/edit the original data source being used in the workbook:
  • Can't view the data source worksheet in the workbook.
  • Can't view any worksheet in the workbook using data from the data source if the workbook hasn't yet run. 
• For workbook users to view/use worksheets that use data from a data source for which they don't have permissions, the workbook must first be run.