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Editing a table

You can edit a table that was added to the app in the Data manager overview, to rename the table, associate the table to other tables, or make field transformations.

To edit a table, select the table in Data manager and click @. The table editor is displayed, with a preview of the data in the table. Each field has a field menu with transformation options. You open the field menu by clicking Ô.

Information note If the data contains records with identical data in all fields that are loaded, they are represented by a single record in the preview table.

Renaming a table

When you add a table in Data manager, the table is assigned a default name, based on the name of the database table, data file, or Excel worksheet, for example. If the name is non-descriptive or unsuitable, you can rename it.

Do the following:

  1. Click on the table name.
  2. Edit the table name.
  3. Press Enter or click outside the table name.

The table is now renamed.

Renaming a field

You can rename fields in a table to get a better name that is easier to understand.

Do the following:

  1. Click on the field name that you want to rename, or select Rename from the field menu.
  2. Type the new name.

    Information noteField names must be unique. If you have fields with the same name in several tables, Qlik Sense will qualify the field names when you add data, that is, add the table name as prefix.
  3. Press the Enter key, or click outside the field.

The field is now renamed.

See: Fields

Managing associations to other tables

You can create custom associations to fields in other tables with Associate in the field menu.

See: Associating data in the table editor

Typically, these are the most common cases where you need to create a custom association instead of following the recommendations:

  • You know which fields to associate the tables with, but the score for this table pair is too low to show in the list of recommendations.

    Create an association based on a single field in each table.

  • The tables contain more than one common field, and they need to be used to form the association.

    Create a compound key.

In many cases it is easier to manage to your associations in the Associations view

See: Managing data associations

Changing field type and display format

When data is added, Qlik Sense interprets the field type of each field. The following field types are currently supported:

  •  General
  • G Date
  • õ Timestamp
  • , Geo data

If the data was not interpreted correctly, you can adjust the field type. You can also change the input and display format of a date or timestamp field.

Fields that contain geographical information in the form of names or codes, such as postal areas, cannot be used for mapping unless they are designated as Geo data fields.

See: Changing field types

Unpivoting crosstab data

If you have loaded data in crosstab format, the best option is usually to unpivot the table, that is, transposing parts of the table into rows. This will make it easier to work with the data and create associations to your other data tables.

See: Unpivoting crosstab data in the data manager

Updating a table from the data source

You may want to change the selection of fields from the data source. For example, you may need to add a field that was left out, or the data source may have been updated with added fields. In this case, you can update the table from the data source.

Do the following:

  1. Click Select data from source.

    The data selection wizard opens with your current selections.

  2. Make the required changes in selection.

    See: Selecting data fields

  3. Click Prepare data.

The table is now updated with fields according to the selections you made.

Adding a calculated field

There are many cases where you need to adjust or transform the field data that is loaded. For example, you may need to concatenate a first name and a last name to a full name, extract part of a product number, convert the data format or multiply two numbers.

You can add calculated fields to manage many cases like this. A calculated field uses an expression to define the result of the field. You can use functions, fields and operators in the expression. You can only refer to fields in the table that you are editing.

See: Using calculated fields

Sorting a table

You can sort a table based on a specific field while you are editing the table, to get a better overview of the data. You can only sort on one field at a time.

Do the following:

  • From the field menu, select Sort.

The table data is now sorted in ascending order according to this field. If you want to sort in descending order, select Sort again.

Information noteThe sort order is not maintained in the loaded app data.

Undo and redo actions

You can undo and redo your table edit actions by clicking B and C.

The undo/redo history is cleared when you close the table editor.

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