Difference between revisions of "Tabular Data Manager"

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Revision as of 16:19, 8 May 2015

Contents

This is the user guide to Tabular Data Manager portlet.

Overview

Tabular data manager, is a working environment which ensures the management of tabular resources such as datasets, codelist and generic tables. Different types of data can be imported into the platform and a set of operations be performed to create, explore and partially manipulate your file. Tabular Resources are used in different scientific fields ranging from statistics to signal processing and econometrics. Among the available facilities of Tabular Data Manager is the possibility to check for data correctness using codelist files, to perform aggregating and filtering operations. The main strength of the platform is the management of big dataset with more than million of data without having problems in exploring and further process your file.

Tabular Data Manager, portlet

Main interface features

Composition of the interface :

Ribbon menu

The interface consists of a top ribbon menu of four tabs (i.e Home, Curation, Modify, Rule, Template and Analyse) which includes the main functionalities of the portlet.
Tabular Data Manager, Ribbon menu
Tabular Data Manager, Curation tab
Tabular Data Manager, Modify tab
Tabular Data Manager, Rule tab
Tabular Data Manager, Template tab
Tabular Data Manager, Analyse tab

Tools area

The interface has a left side panel which reports all the informations related to the activated Tabular Resource. In this panel the user, switching on the TAB "Properties", can change the basic informations of the Tabular Resource, visualize the validations result for the latest task executed (using the "Validations" button) or check the resources connected to this tabular resource (i.e. maps, csv files etc.) using the "Resources" button.
Tabular Data Manager, tools area

Main area

In the central panel, your active tabular resource is displayed. The picture shows on which tabular resource you are working on as confirmed by the bottom panel.
Tabular Data Manager, main area

Home

File Menu

This section includes basic operations to open, close, delete, investigating the properties and clone your tabular resource.

Open

A window will show the list of tabular resource available to the user.
To open your tabular resource you need to click on the Home tab and on the Open button of the File menu.
A window will appear to show the list of tabular resources already uploaded in your workspace and thus available to be visualized
Tabular Data Manager, Open button in the Home tab

Close All

A singular tabular resources can be closed directly in the bottom menu of the central panel (See Figure in Section "Main area"). You can also use the close button on the top of the ribbon menu, Home-> File, which allows to close all the open tabular resources in you working environment.
Tabular Data Manager, close button in the Home tab

Clone

You can create one or more copies of your tabular resource using the Clone button in the File menu.

Share

Users can decide sharing their own tabular resources by using the Share button in the same Menu. This button will be active only on the opened tabular resource. The person receiving the shared file, will automatically have it in the Tabular Data Manager repository.
Tabular Data Manager, template menu: new, open and delete button


Delete

It is possible to delete your tabular resources using the button Delete on the File menu of the Home tab. The resource will not be available into your workspace anymore. A po-up window will appear to confirm the operation.
Tabular Data Manager, deletebutton


Properties

The tab properties shows the main characteristics of the activated tabular resource, for example: description, type and owner.
Tabular Data Manager, properties
Resources
The Resources button, shows the resources associated with the tabular resource. The users can manage resources using the context menu.
Tabular Data Manager, resources
Validations
The Validations button, shows the validations associated with the tabular resource. The users can manage validations using the context menu.
Tabular Data Manager, validations

Import Menu

CSV

Users can import their file in .csv format, by clicking on the CSV button of the Import menu.
Tabular Data Manager, Ribbon menu
The user can specify using a pop-up window the file source. There are two possibilities: File source, if you want to retrieve your files from your local computer or Workspace, if you want to retrieve them from your workspace.
Tabular Data Manager, CSV source selection
After, several pop-up windows will appear for both file configuration and detail.
Tabular Data Manager, CSV configuration
Tabular Data Manager, Details on the imported table
A final pop-up window will inform you when the file is successfully imported
Tabular Data Manager, file successfully uploded

SDMX

Users can import tabular resources from SDMX registry, by clicking on the SDMX button of the Import menu.

Export Menu

CSV

Users can export their file in a .csv format, by clicking on the CSV button in the Export menu.
Tabular Data Manager, Ribbon menu
Using a pop-up window, the user specifies the folder into the workspace where the file will be saved. From the workspace the file can be downloaded in local.
Tabular Data Manager, Export your CSV in your Workspace folder
A pop-up windows will help you to configure your file for the export.
Tabular Data Manager, Configure the export of your CSV file
A final pop-up window will inform you the success of the export procedure.
Tabular Data Manager, the file has been successfully exported

JSON

Users can export their file in a .json format, by clicking on the JSON button in the Export menu.
Tabular Data Manager, Export JSON

SDMX

Users can export tabular resources in SDMX registry, by clicking on the SDMX button of the Export menu.

Tasks Menu

Timeline

This button displays all the operations performed on the active tabular resource. It gives information on the type, the status and the progress of the operation in case some of them are still on course.
Tabular Data Manager, Timeline monitor view

Background

Users can run multiple operations and leave them in the background while working with other tabular resources.

History Menu

The history menu registers all the operation you performed in the file. The user can decide to go back until the original is not recovered.
Tabular Data Manager, Ribbon menu

History

Records of all the operation executed on the table. The user can sort ascending or descending the operations and decide which one to visualize.
Tabular Data Manager, Screen-shot of the last executed operation on one file

Undo

This button allows to recover the previous version of the file by annulling the executed operations
Tabular Data Manager, Discard last operation

Curation

Tabular Data Manager, Curation tab

Validation Menu

Duplicate Detection

There is the possibility to detect duplicate in your tabular resource using the button Duplicate Detection in the Validation Menu.

Structure Menu

Table type

This function allows to define the table type of your resource.
Tabular Data Manager, Tabular Data Manager table type


In case the structure of the table will not support one of the selected table type, the operation will save and the validation tab on the left panel will report the errors.
Tabular Data Manager, Validation panel and invalidated operations

Position Column

Users can change the position of columns.
Tabular Data Manager, Position Column

Labels

Users can change all the column labels of the tabular resource all at once using the Labels button.
Tabular Data Manager, Labels

Column type

this is a very important function to define the type of columns of your table and therefore properly manipulate its data. Users can define per column the column type and its attributes.
Tabular Data Manager, Column type
Tabular Data Manager, Attribute type


Add column

By specifying a label and a column type, users can add a column per time to their tabular resources.
Tabular Data Manager, Add column

Delete column

The left side panel allows to select the column to delete all at once.
Tabular Data Manager, Delete column


Split Column

The column of a tabular resource can be split accordingly to different criteria: 'char_sequence', 'index', and 'regex'.
Here below, an example of the application of the CHAR SEQUENCE method in the Column Split function:
Tabular Data Manager, split column and char sequence method
The original table is transformed into:
Tabular Data Manager, split column by char sequence
Here below an example of the application of the INDEX method in the Column Split function:
Tabular Data Manager, split column and index method
The original table is transformed into:
Tabular Data Manager, split column by index
Here below an example of the application of the REGEX method in the Column Split function:
Tabular Data Manager, split column and regex method
The original table is transformed into:
Tabular Data Manager, split column by regex
N.B. Value is a POSIX Regular Expression

Merge column

Users can decide to merge two column and to create a new one. The original separated columns can be deleted or not. A new column label has to be specified.
Tabular Data Manager, Merge column


Denormalize

A table resource can be denormalized using the Denormalize button in the Structure menu of the Curation tab:
Tabular Data Manager, denormalize original table
The original table, can be transformed by selecting the Value column and the Attribute column.
By setting 'Quantity' as value column and 'Year' as attribute column we will obtain the table:
Tabular Data Manager, denormalized table

Normalize

If you want to normalize the data in your Tabular resource, you can continue as follow:
Tabular Data Manager, normalize
Considering the structure of our table you will name a Normalized and a Value column. The system will create these two new columns at the end of the normalization.
In the pop-up setting windows, the Normalized Column will be the column containing the normalized variables, whereas the Value column will contain the values of the normalized data (i.e Normalized column: 'Year', Value column:'Quantity' and columns to normalize '1998', '1999' and '2000' )
The original table is transformed into:
Tabular Data Manager, normalize result

Helper Menu

Extract Codelist

There is the possibility to extract a codelist from Tabular resources. Let's use the table below:
Tabular Data Manager, extract codelist
Click on the Extract codelist button, in the Helper menu of the Curation tab:
Tabular Data Manager, extract codelist button
Select the columns, for example 'code' and 'name':
Tabular Data Manager, extract codelist source column
Define the target column, for example new column:
Tabular Data Manager, extract codelist target column
Define the label and the type of your new column:
Tabular Data Manager, extract codelist target new column
The target column should appear as follow:
Tabular Data Manager, extract codelist target fill column
Choose a name for the new codelist:
Tabular Data Manager, extract codelist detail
A new codelist is extracted now:
Tabular Data Manager, extract codelist result
If you want to directly connect the tabular resource to the codelist extracted, you must set attach on detail so:
Tabular Data Manager, extract codelist attach
The original tabular resource is attached to new codelist:
Tabular Data Manager, extract codelist result by attach
Note: in this case the extracted codelist is set to final automatically.


Map Import

Modify

The modify tab includes several functions in the Table menu to work on your Tabular Resources (i.e group, add, delete, unify table etc...)
Tabular Data Manager, Modify tab

Rows Menu

Replace

Batch
Look at Replace Batch section.
By Expression
Look at Replace by Expression section.
By External
You can replace column content using a external tabular resource.
Tabular Data Manager, Replace By External
Tabular Data Manager, Replace By External
Tabular Data Manager, Replace By External
Tabular Data Manager, Replace By External
Tabular Data Manager, Replace By External
Tabular Data Manager, Replace By External

Delete

Selected
You can delete a row or multiple rows in your Tabular resource by fist selecting and then clicking on the button Delete row.
Duplicate
You can delete duplicates in one or more columns in your table by selecting the relative columns in the column list.
Tabular Data Manager, Selection of the columns for the Duplicate detection
After deleting the duplicate, the original tabular resource will appear without the row corresponding to the family duplicate:
Tabular Data Manager, Tabular resource without duplicate
By Expression
You can delete rows using expression.


Add

You can add a row to your Tabular resource by clicking on the button Add row.
Tabular Data Manager, Adding rows to your Tabular Resource

Filter

This function allows delete the columns that does not match with the criteria established by the user, so the tabular resource is modified.
Tabular Data Manager, Filter

Table Menu

Group by

In the Table menu, the Group by button allows to group the columns of your Tabular Resource accordingly to their average, counts, max, min etc...
Once selected the table to work on, the system asks to tick from the column list that one the grouping must replies on:
Tabular Data Manager, Selection of the column to apply the grouping criteria
then define the criteria, from the aggregation list, by selecting the method and the reference column:
Tabular Data Manager, Aggregation list criteria
Tabular Data Manager, Column aggregation by the selected criteria
The original table has been transformed into:
Tabular Data Manager, Result of the grouping by function

Time aggregation

The Time aggregation allows to order your data according to a time dimensional column. Before execute this function, you need to be sure that the column you want to aggregate is a time dimension type. You can modify your column by using the Column type function in the Structure menu of the Curation tab.
First select one or more columns you want to use to apply the function
Tabular Data Manager,Time aggregation for the time dimensional column
then define the criteria, from the aggregation list, by selecting the method and the reference column/s:
Tabular Data Manager, Period of time and aggregation criteria to apply on the column/s
Tabular Data Manager, Processed table results

Union

In the Table menu, the Union button allows to relate one or more columns of your tables resources in one file.
Here below, an example of the functionality of the Union button with one tabular resources.
Selection of the files:
Tabular Data Manager, Selection of the files
Selection of the column within the table resources to unify:
Tabular Data Manager, Columns selection
The original table has been transformed into:
Tabular Data Manager, Table resulting from the Union function
A final pop-up window will inform you about the success of the union procedure.
Note: The system will report a question mark for the fields that are not involved in the union.The same if,in the selected column, there are empty fields.

Geospatial Menu

Tabular Data Manager, Modify tab

C-Square

Allows the creation of C-Square coordinates:
Tabular Data Manager, C-Square
Result
Tabular Data Manager, C-Square Result

Downscale C-Square

Tabular Data Manager, Downscale C-Square
Result
Tabular Data Manager, Downscale C-Square Result

Ocean Area

Allows the creation of Fao Ocean Area coordinates:
Tabular Data Manager, Ocean Area
Result
Tabular Data Manager, Ocean Area Result

Geometry Menu

Tabular Data Manager, Modify tab

Points

Allows the creation of Points:
Tabular Data Manager, Points
Result
Tabular Data Manager, Points Result

Rule

In this menu, there is the possibility to manage the rules:
Tabular Data Manager, Rule tab

Manage

Open

Shows the existing rules:
Tabular Data Manager, Rule Open
Use context menu on rule if you want see the information of the rule
Tabular Data Manager, Rule Info

Delete

Delete the existing rules:
Tabular Data Manager, Rule Delete

Active

Shows the active rules on the table:
Tabular Data Manager, Rule Active

Share

Share rules:
Tabular Data Manager, Rule Share

On Column

New

Creates a new rule on columns:
Tabular Data Manager, New Rule On Column

Apply

Applies rules on columns:
Tabular Data Manager, Apply Rule On Column

Template

In this menu, there is the possibility to create new, open or delete your tabular templates.
Tabular Data Manager, Template tab

New Template

When a new file procedure starts, a pop-up window will inform the user on the different possibilities and properties of tabular resources he/she can create: dataset, codelist and generic.
Tabular Data Manager, template type: dataset, codelist, generic
Users can see visualized in the guide structure the constraints and the mandatory fields of creating all types of tables
Tabular Data Manager, Structure of a codelist template
Tabular Data Manager, Structure of a dataset template
Tabular Data Manager, Structure of a generic template
the template files can be used on imported files.

Open Template

Users can use a pop-up window which enables selecting and open the template

Delete Template

Users can use a pop-up window which enables delete the selected template

Apply Template

The Apply Template function allows to apply a temple to your tabular resource. Your resource should follow the structure define in the template......................
Tabular Data Manager, Applying the template to a tabular resource

Analyse

Tabular Data Manager, Analyse tab

Chart Menu

Create Chart

Create charts from a Tabular Resource. Note, after a chart has been created it becomes available in the list of resources of the Tabular Resource.
Tabular Data Manager, Charts Create

Process Menu

R studio

The current Tabular Resource is exported in R-Studio.

Statistical

You can use statistical algorithms clicking on the current tabular resource clicking on Statistical button. A statistical algorithm can produce new tabular resources or new resources. The new tabular resources can be accessed via the Open button, while new resources are accessible through Resources button in properties.
Tabular Data Manager, statistical

GIS Menu

Create Map

Create map from a Tabular Resource. Note, after a map has been created it becomes available in the list of resources of the Tabular Resource.

Grid Menu

A column and a context menu, are available directly on your tabular resource. By using the column menu, which appear in each column header, you can access to the main functionalities, present in the tabs of the ribbon bar (see image in the section Column Menu). On the other hand, the right click on the cell allows to execute basic operations (see image of the section Contex Menu)
Example of the Grid Header Column Menu
Tabular Data Manager, grid header column menu
Example of the Context Menu
Tabular Data Manager, grid context menu


Inline Filter

This functions allows to filter the rows to a certain value the user establishes, the tabular resource is not changed only the view is modified.
Tabular Data Manager, Inline Filter Text
Note the Inline Filter changes according to the column type.
Tabular Data Manager, Inline Filter Integer or Numeric
Tabular Data Manager, Inline Filter Boolean
Tabular Data Manager, Inline Filter Attribute Date

Filter

Look at Filter section.

Replace Batch

This functions has a duplex utility: the user can replace the cells that have been identified with errors in previous operations or can replace all at once the cells that match the criteria selected.
Tabular Data Manager, Replace Batch

Replace by Expression

By simple condition
There is the possibility to replace column values by expression. Let's use the tabular resource below, by 'Type' column:
Tabular Data Manager, replace by expression simple
Set this condition and replace value:
Tabular Data Manager, replace by expression set condition
The result is:
Tabular Data Manager, replace by expression result
By Text column data type
Let's use the tabular resource below:
Tabular Data Manager, replace by expression tabular resource
Set this replace value:
Tabular Data Manager, replace by expression replace
The result is:
Tabular Data Manager, replace by expression result
By Integer or Numeric column data type
Let's use the tabular resource below, by '2011+2012+2013' numeric column data type:
Tabular Data Manager, replace by arithmetic expression tabular resource
Set this replace value:
Tabular Data Manager, replace by arithmetic expression
The result is:
Tabular Data Manager, replace by arithmetic expression result

External links

References

Template:Reflist