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.


2. File

Find out how you can use the File menu of the header of the Solution

Here are the options available in the “File” header menu:

  • Open : choose a flow to work with. This flow can be one you created, or a Get Inspired flow.
  • New workbook : create an empty workbook.
  • Save : update changes to your current workbook.
  • Save as : save changes and determine new workbook’s properties.
  • Delete : delete the workbook. This action is irreversible.
  • Refresh page : reload the website page.
  • About this workbook : get the workbook’s properties.


3. Data

Find out how you can use the 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.
  • Clean Cache : clear the cache in memory.


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.
  • Tutorials : launch the dynamic tutorials to help you use the solutions
  • Documentation : access the Datama documentation
  • Feedback : access the feedback interface to write down your issues with screenshot if possible.

5. 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.


6. Play

This button allows to reset the calculation.


7. Share

Share this workbook with your team or certain colleagues only.


8. Schedule

Export this analysis to be sent on a regular basis via Slack, Teams, email….


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