Workbooks are a grouping of worksheets (i.e. Entities) defined by the user.
Select New Workbook from the home page and this screen will appear.
Workbook Title: Give the Workbook a name.
Select Folder: Select which folder you would like the workbook to be located in.
Select “Next”.
Give your first Worksheet within the Workbook a name.
Select “Next".
The user has two options: Either you can import or use the already existing data source.
Import from File: Uploading new data via import.
Managed Data source: Leveraging data already within Zilliant tables.
Once you click on Managed data source, you will get the option to select/choose from various Managed Datasources.
Once the data source is selected ,the user determines what data will be included and how it will be formatted, (Eg. below)
Select Fields to Include: Identify which columns should be included in the workbook by selecting the “+” icon. It will turn into a check mark when chosen.
Choose the Business Key: One field must be flagged as a having a unique property (ex. Product ID) for sorting purposes.
Define the Data Type: Select the format of the data from the options available.
Finalize the import: Review the selections and select “Finalize"
After selecting Finalize, the new workbook will automatically open and show the import in progress .The user may begin to work with the Workbook once it appears.
