Once you have uploaded a Tabular lead and extracted its contents, you can perform a number of actions to modify its structure and metadata. Note that at the moment the actual contents of the Tabular documents are not modifiable.
How to Access It
You can reach this page either by clicking on the Open Tabular button in the Bulk Upload manager or by clicking the edit button next to an already saved Lead in the Leads page. Once you've arrived, you'll see a window similar to the image below:
Data Types and Validity
Upon opening the window you will see that some cells are shaded red - this indicates that they do not conform to the data type of their column. When a tabular document is extracted in DEEP, the column types are automatically extracted (using some fancy sampling, enabling the process to occur quickly), although can be later adjusted manually. The four types of columns DEEP supports, that you will see reflected by small icons next to the column names, are:
- With the ability to specify any thousands separators
- With the ability to specify date formats
- Geographical areas
- DEEP will match column values with either the names of geographic locations specified in your project or their associated codes.
The 'health' of a column is reflected in the tricolored bar that appears at the top of each column. If you hover over a portion of the bar, a pop up will appear revealing a count. The bar's three colors represent the following:
- Green: Count of properly formatted data cells
- Red: Count of improperly formatted data cells (ie cells that don't align with the column type)
- Orange: Count of empty cells
The main reason why it's good to specify proper column types is because when you begin the tagging process (see Creating Entries with Tabular Data) it will impact the way that your data is visualized.
Modifying a Column
Next to each column there is an edit button that will allow you to: manually specify the column type, remove the column or rename it. Columns can also be resized by hovering the vertical column line and dragging the divider.
Modifying a Sheet
Similar to editing a column, you can edit a sheet by clicking its respective edit button. This will allow you to rename it or also delete it.
Sorting and Filtering Data
Data can be filtered using the respective filtering options below the column names, while data can be sorted by selecting the bidirectional arrows next to each column name . To reset the sort or filtering, select the appropriate button in the top left of the pane:
Recovering Deleted Sheets or Columns
Once a column or sheet has been deleted, you will see an icon appearthat when clicked on will allow you to recover your deleted content.
Deleting Tabular data
In the bottom left of the pane you will see a large button. When clicked on, this will remove the extracted Tabular data (not the lead). Be careful when deleting Tabular data, as it will also delete any associated entries.
Once your Tabular data is to your liking, you can simply close the pane (all changes are autosaved) and begin tagging like any other lead. For an explanation of the tagging process, see Creating Entries with Tabular Data.