Adding Tables¶
In the Datasets left panel tab, users can add one or multiple dataset/s to the current view by clicking the Add new dataset icon.
When clicking the Add new dataset icon, the Table Import window opens and allows users to proceed with the import and configuration operations.
The import process, starting in the Table Import window, begins with a preliminary step which allows users to set the connection type.
The two connections options are:
Saved: the data to import come from an already existing resource, and it is the option set by default.
In this case, users can select the desired resource directly from the Table Import window, skipping the custom origin details configuration, where users specify the filesystem or database connection parameters.Custom: the data to import can be used in the current view only.
In this case, before the configuration step users have to configure the custom origin details.
Note
If users have not defined the saved source yet, they can add one by clicking or hovering over the Plus button, located in the right corner of the Table Import window. The available options are:
Then, users will define the data origin. Click on the corresponding link below to check out the different configuration procedures:
At the end of the whole process the imported datasets will appear in the Datasets panel.
If you right-click on one or a series of imported datasets in the Datasets panel, a context menu opens up, and the following options are available:
Delete: it deletes the corresponding datasets from the Datasets panel.
Rename: it allows renaming the selected datasets in the Datasets panel.
Information: it opens the Table Information panel where users can get an overview of the imported table. The information displayed vary according to the data origin of the dataset.
Note
It is also possible to select multiple datasets at the same time in the Datasets panel by pressing Ctrl or Shift keys and left-click on the desired ones.
Data Refresh¶
The underlying structure of data transmission in Rulex Studio is divided onto 3 levels:
data origin - it’s the data source (filesystem, database or flow) connected to Rulex Studio used to import datasets.
data cache - it’s data saved on the working database.
data in memory - it’s data used by the view.
Data is transmitted across different levels, this paragraph explains how and when data is updated in each level.
When data is imported into the view, it is synced from the data origin to the data cache. Then, when the data is used in the view, it is synced again from the data cache to memory. Every time users switch from edit mode to presentation mode and vice versa, data is synced from data cache to data in memory. Every time the data cache level changes, the data in memory level is updated as well, and the view displays the modifications. However, in editing mode this data transmission occurs only when the user clicks the Refresh icon in the toolbar.
Below you’ll find a list explaining when data is synced from data origin to data in cache, and it varies depending on the working mode and the data source type.
When users are in editing mode the refresh works in the same way for both data imported from Filesystem, database or flow. If some changes are made in the original data, it is necessary a manual refresh to effectively visualize them in your view. To perform a manual refresh you can: click the Refresh icon in the toolbar, switch slide or view or even press the F5 key.
- When users are in presentation mode, it is necessary to make a distinction based on the data origin:
For data tables imported from database and filesystem, the changes made in the original data are shown by setting a Refresh event or by defining a refresh timeframe in the Presentation settings menu. Here users can simply select the Automatic refresh checkbox or customize the refresh timeframe in the Refresh time (seconds) box.
For data tables imported from flows, the transmission of the data updates from Rulex Factory to Rulex Studio happens when the task has been computed. Therefore, once the computation has been completed, the data in your view update automatically.
Below you’ll find a picture displaying how data sync from each level.
