Modelled data source FAQs


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This article contains answers to the following questions:

What do I do if my unmodelled (raw) data source has been modified?

When editing your modelled data source, you may see warning icons in your column headers and the following error message. This means changes have been made to the associated, unmodelled data source:

This message displays if any of the following have changed:

  • Column name
  • Column data format
  • Column order
  • Column deleted

Click on columns with warning icons and look under Column Properties to see more details. You can double-click any column to view your unmodelled data source.

If a column's name has changed:

  • Confirm that the column is pointing to the data you want it to. You will see this message:

If a column's data format has changed:

  • Click Apply new format. You will see this message:

If a column has been deleted or the column order has changed:

  • Ensure your formulas are pointing to the expected spot in the unmodelled data source. For example, if column CC in your unmodelled data source is deleted, you need to delete column CC in the modelled data source and ensure the columns that follow are properly aligned.

After making all necessary changes, click Save or Save and Exit to dismiss the warning.

Note: If you are using your modelled data for a metric, any new formulas will be applied to the metric going forward, but the previously stored data will not be changed.

If any of your columns display error icons, it indicates that your modelled data source is unable to reference data from the unmodelled data source.

This could be because:

  • The unmodelled data source may have been partially deleted or deleted in its entirety.
  • There may be an issue with the formula(s) used in your modelled data source.

Some of my columns were not added. Why?

After creating a modelled data source, you may notice that not all your columns were automatically added.

For performance reasons, when modelling, Klipfolio automatically adds only the first 30 columns of a data source. You can add remaining columns, maximum of 30 at a time, by clicking the Add all columns from data source button in the toolbar. When modelling a data source for a new metric, click the Edit icon to access the toolbar.

To avoid adding unnecessary columns:

  • Remove any non-essential columns.
  • If you have columns that contain no data, add specific columns rather than adding all columns at once. To add individual columns, click the Add column button in the toolbar.

How do I model my data if it’s in multiple sheets?

If you have a multi-sheet data source, for example an Excel file that has data in multiple sheets, you can access the data in the other sheets when modelling your data source.

After bringing in your multi-sheet data source, double-click a column to select it. You can select the sheet you want to add data from by using the Sheet drop-down menu on the right side. You can use this drop-down to switch between sheets when writing formulas and creating models.

Why can’t I select my date column when creating a metric?

When creating a custom metric, you have the option to add date and time values by selecting a date column from your data source. The column in your data source that contains your date/time values needs to be set to the Date data format so it can be selected when building your metric.

Learn more about setting column data formats here.

How can I see more of my data?

If a modelled data source contains many rows of data, all rows may not display at once. To see additional rows or to go to the last few rows or the first few rows, click one of the links that display below the modelled data source table. For example, “Showing 75 of 276 rows". "Show 100 more.” or "Go to the last few rows". (See below.)

Learn more

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