Tables

Tables allow you to organise and manage spreadsheet data directly in Simana.

Table features:

• Organise data - Store and categorise data for easy access and management.
• Collaborate - Share and edit data collaboratively for team based projects.
• Data Entry and Validation - Ensure accurate and consistent data entry with predefined formats or validation rules.
• Store records - Keep logs of activities or historical information for future reference.
• Track Progress - Monitor tasks, deadlines or project milestones in a structured format.

How to create a Table

You can create a Table via the Templates area. Once you have created your Table, you will be able to begin adding configuring it.

To configure a Table:

1. Select the Table card and select Configure.
2. Select Table to view all the configure options.  
   
   1. Columns - Create columns specific to the type of data that needs to be input. e.g. Date column, Count column and Label column.
   2. Goals - A Goal in Simana is an addition you can add to your table which shows a target or marker for what is considered noteworthy for your data. 
   3. Annotations - Allow notes to be added to data points to provide further insight.
   4. Phases - Divide your data into phases to indicate the stage the data is at. e.g. Baseline phase, Test phase, Sustain phase.
   5. Data Collection Schedule - Create a schedule for when the table will require data entry. Set the schedule frequency to Daily, Weekly or Monthly at a specified time. e.g. Weekly, on Friday at 3pm.
   6. Sources - Select other Tables to source data from to populate your Table. This can be useful if you want to Aggregate data from multiple Tables into one Table.
3. Select the Eye icon to hide a column.
4. Change the order of columns by selecting and dragging the Column information via the dragger on the left hand side.

Configure Columns

You can format columns to receive specific type of data.

1. Select the Table card and select Configure.
2. Select Table to view all the configure options. 
3. Select the Cog icon on the right hand side of the column information.
   1. Preset - This is the data setting that the column has been assigned before data entry begins. Note that default presets have already been set for newly added columns and their respective type. e.g. A new date column will contain a Preset of Date and a Type of Date.
   2. Type - The column can be configured to receive only one of the following data types: Text, Number or Date.
   3. Read-only - Determine if data input into the column can be edited or not. (Blue is on, grey is off).