Before You Begin
Before creating a DataTable, consider the following:- The type of data you want to store.
- Whether your data already exists in a file or external system.
- The most suitable creation method for your dataset.
- Any optional settings such as time zone or access permissions.
Creating a New DataTable
To create a new DataTable:- Navigate to DataTables from the Qvista navigation menu.
- Click Create DataTable.
- Enter a Table Name.
- (Optional) Add a Table Description.
- Select a Creation Method.
- Configure the options required for the selected method.
- (Optional) Configure the table settings.
- Preview your data if available.
- Click Create DataTable.
Configuring Table Details
Table Name
The Table Name identifies your DataTable throughout the DataTables module. Choose a clear and descriptive name so it can be easily recognized by you and other team members.Table Description
The Table Description provides additional context about the purpose of the DataTable. Although optional, adding a description helps users understand the contents of the table, especially when managing multiple DataTables.Choosing a Creation Method
Qvista provides multiple ways to create a DataTable depending on where your data is stored.Upload File
Upload a supported file from your device to create a DataTable using existing information. Supported file formats include:- CSV
- XLS
- XLSX
- JSON
Connect External Source
Create a DataTable by connecting to an external database or supported business application. This option allows Qvista to import and organize data directly from external systems.Create Manually
Build a DataTable from scratch by defining its structure and adding records manually. This method is suitable when creating a completely new dataset.Use Template
Create a DataTable using a predefined template. Templates provide ready-made table structures that help reduce setup time and maintain consistency.Connecting an External Source
When selecting Connect External Source, Qvista displays the available connectors that can be used to import data. You can:- Search available connectors.
- Select an existing connection.
- Create a new connection if one does not already exist.
Uploading a File
When using the Upload File method:- Drag and drop a supported file into the upload area.
- Click Browse and select a file from your device.
Configuring Table Settings
Additional settings can be configured before creating your DataTable.First Row as Header
Specify whether the first row of the imported file should be used as column headers.Data Type Detection
Choose how Qvista detects and assigns data types for imported values.Time Zone
Select the appropriate time zone for any date and time information stored within the DataTable.Default Access
Choose the default access level for the newly created DataTable.Previewing Your Data
Before creating the DataTable, preview the imported information to verify that:- Columns have been identified correctly.
- Data appears in the expected format.
- Records are displayed accurately.
Creating the DataTable
Once all required information has been provided and your data has been reviewed, click Create DataTable. The DataTable is created and becomes available within the DataTables module, where you can begin viewing, editing, and managing your records.Best Practices
- Use clear and descriptive names for every DataTable.
- Add descriptions to help identify the purpose of each table.
- Select the creation method that best matches your data source.
- Review imported data before creating the DataTable.
- Configure optional settings according to your organization’s requirements.
- Keep your DataTables organized by separating different types of business data into individual tables.