Linked tables are tables within an Excel worksheet which are loaded into the Vizubi database creating a new table in the dataset in the same way as data is imported from other data sources. You can add rows or columns to a linked table, and when you reload the table, these modifications are reflected in the Vizubi Database.
If a column name is changed to or a column is added with, the same name as an existing column in the Vizubi database, Update All or Update Selected will NOT create a relationship between the column in the Excel table and the column in the Vizubi dataset.
Loading your DB
Load the "getting started.ndb" created during the previous demo:
(1) Click on the Vizubi tab in the ribbon.
(2) Click on the Open button in the Database group.
(3) Browse until you find "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\" then select "getting started.ndb".
(4) Click on the Open button to load the file.
Open the Excel file
Open the "Salesman.xls" file in Excel which you will find in "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\LinkedTable".
(1) You will see this worksheet.
Create a table with the data in the worksheet
To create a table with the data in the worksheet:
(1) Select the cells you want to include in the table.
(2) Click on the Insert tab.
(3) Click on the Table button in the Tables group of the ribbon.
(4) The Create Table window opens.
(5) Click on OK to confirm the table’s range.
Link the table to the Vizubi database
(1) Click on the Vizubi tab.
(2) Click anywhere within the table.
(3) Click on the Create Linked Table button in the Excel group of the ribbon. This will open the Import wizard.
Preview the data in the linked table
The data has the same structure as in the Excel worksheet.
(1) Click on Next.
Create the relationship between linked table and tables in the DB and import data
There is a column in the linked table with the same name as a column in a table already in the Vizubi database. Vizubi proposes that a relationship be created between these two tables.
(1) Source Table shows the name of the table we are importing (Salesman_Table1) and the name of the field (Country).
(2) Related Table shows the name of the table already in the database (Invoices) that has a field with the same name (Country).
(3) Click on Next and then on Import.
View the linked table
(1) Click on the Salesman_Table1 tab to view the data you have imported.
(2) Click on Switch to Workbook to close the Vizubi Editor and go back to Excel.
Change data in the source table and refresh data in the linked table
Suppose you want to change the data in the source table as below:
(1) Change the name of the salesman for Austria from Franz Scwharzmuller to Enrich Ollberg (Ollberg is the curent salesman for Germany): SalesmanID and SalesmanName get new values.
(2) A new Market is opened in Chile with Paulo Oliveira as the Salesman: add a new row to the bottom of the table with the data for Chile.
(3) Click on Update All to refresh the data in all linked tables (if there were other linked tables they would be reloaded as well). If you want to refresh the data in a single linked table, click anywhere on the table and the click on the Update Selected button.
View changes after reloading the linked table
(1) Click on Edit in the Database group of the ribbon to open Vizubi Editor.
(2) Click on the Salesman_table1 tab.
(3) View the changes in the linked table after refreshing data.
Linked tables are tables within an Excel worksheet which are loaded into the Vizubi database creating a new table in the dataset in the same way as data is imported from other data sources. You can add rows or columns to a linked table, and when you reload the table, these modifications are reflected in the Vizubi Database.
If a column name is changed to or a column is added with, the same name as an existing column in the Vizubi database, Update All or Update Selected will NOT create a relationship between the column in the Excel table and the column in the Vizubi dataset.
Loading your DB
Load the "getting started.ndb" created during the previous demo:
(1) Click on the Vizubi tab in the ribbon.
(2) Click on the Open button in the Database group.
(3) Browse until you find "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\" then select "getting started.ndb".
(4) Click on the Open button to load the file.
Open the Excel file
Open the "Salesman.xls" file in Excel which you will find in "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\LinkedTable".
(1) You will see this worksheet.
Create a table with the data in the worksheet
To create a table with the data in the worksheet:
(1) Select the cells you want to include in the table.
(2) Click on the Insert tab.
(3) Click on the Table button in the Tables group of the ribbon.
(4) The Create Table window opens.
(5) Click on OK to confirm the table’s range.
Link the table to the Vizubi database
(1) Click on the Vizubi tab.
(2) Click anywhere within the table.
(3) Click on the Create Linked Table button in the Excel group of the ribbon. This will open the Import wizard.
Preview the data in the linked table
The data has the same structure as in the Excel worksheet.
(1) Click on Next.
Create the relationship between linked table and tables in the DB and import data
There is a column in the linked table with the same name as a column in a table already in the Vizubi database. Vizubi proposes that a relationship be created between these two tables.
(1) Source Table shows the name of the table we are importing (Salesman_Table1) and the name of the field (Country).
(2) Related Table shows the name of the table already in the database (Invoices) that has a field with the same name (Country).
(3) Click on Next and then on Import.
View the linked table
(1) Click on the Salesman_Table1 tab to view the data you have imported.
(2) Click on Switch to Workbook to close the Vizubi Editor and go back to Excel.
Change data in the source table and refresh data in the linked table
Suppose you want to change the data in the source table as below:
(1) Change the name of the salesman for Austria from Franz Scwharzmuller to Enrich Ollberg (Ollberg is the curent salesman for Germany): SalesmanID and SalesmanName get new values.
(2) A new Market is opened in Chile with Paulo Oliveira as the Salesman: add a new row to the bottom of the table with the data for Chile.
(3) Click on Update All to refresh the data in all linked tables (if there were other linked tables they would be reloaded as well). If you want to refresh the data in a single linked table, click anywhere on the table and the click on the Update Selected button.
View changes after reloading the linked table
(1) Click on Edit in the Database group of the ribbon to open Vizubi Editor.
(2) Click on the Salesman_table1 tab.
(3) View the changes in the linked table after refreshing data.