Find out how you can use the header of the Solution



For all Datama Solution tools (Prep, Compare, Assess and Pivot), a contextual menu gives you access to several options for managing your work.


1. Views

With Views, you can set up several configurations in your use case. This can be used to perform multiple analyses on the same input data.

For instance, you might want to compare revenue growth between Quarter 1 and Quarter 2 in one view, and then switch to another view to analyze the performance of Product A versus Product B over the same period.

When you create a new View, you duplicate the View you are currently working on.

These Views can be used during export configuration.

Note: Datama allows you to create several views in the same workbook based on the same data prep setting. Read our tip of the week 137 "New Views feature!" (Ctrl+F 137 on tips page) to know more.


2. File

Here are the options available in the File header menu:

  • Save : update changes to your current workbook.
  • Save as : save changes as a new workbook.
  • Delete : delete the workbook. This action is irreversible.
  • Open : choose a flow to work with. This flow can be one you created, or a Get Inspired flow.
  • New workbook : create a new workbook.
  • Create a view : create a view (mentioned above 1. Views) in the current workbook.
  • Schedule : Schedule your workbook to get the regular monitoring.
  • About this workbook : get the workbook’s properties.


3. Data

Find out how you can use Data menu of the header of the Solution :

  • Edit in Prep : open Prep to modify the data flow.
  • Analyze : choose a tool in which to run a computation
  • Edit metrics relation : choose your customized metrics to measure.
  • Compute : start the calculation and display workbook results.
  • Clean Cache : clear the cache in memory and update data pulling.


4. Help

Find out how you can use the Help menu of the header of the Solution :

  • Search : open a search bar to find keywords in Workbooks, Get Inspired, and Documentation.
  • Documentation : access the Datama documentation
  • Chat with us : access the feedback interface to write down your issues with screenshot if possible.

5. Run and cache the flow

This function is a shortcut of “Clear cache”, which allows to re-pull the data source and re-do the calculation.


6. Start Presentation

Allow to put the analysis in full mode, with limited settings but full interaction with the graph. You can switch to the second page to display the steps analysis. This mode is especially usefull during meeting.


7. Computation up-to-date

This button is the shortcut of “Compute” which allows to reset the calculation.


8. Schedule and Share

Export this analysis to be sent on a regular basis via Slack, Teams, email… and share this workbook with your team or certain colleagues only. Know more


Don’t hesitate to contact us if you need any other connections to your data.