đź“„ Data Tables Guide V2

Teri Larew
Teri Larew
  • Updated

Data Tables are a fast and easy method to generate multiple data sets using basic data input selections. Like Data Grids, Data Tables are comprehensive spreadsheets composed of data columns to present the information. The data tables may be used in Homeroom Dashboards to display in a container, as a browser bookmark, a link in Logins and Link, or as email distributions.

ACCESSING DATA TABLES 

Navigate to Homeroom Dashboards and select the SDS dashboard you want to use.  NOTE: Refer to the "Homeroom Dashboards - Basic Dashboard Navigation" help article for instructions on accessing various dashboards.

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 Scroll to the bottom of your dashboard to find the Create Data Extracts Container and select your chosen Data Table.

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Alternatively, Data tables can be accessed by navigating to the Data Tables App within the Data Extracts Bundle, clicking "Launch App," and then selecting "Create Data Table" from the left navigation menu.

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Next, browse to find a data table of your choice and click Browse Category.

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BREADCRUMBS 

As you browse the categories, notice that the breadcrumbs at the top of the page indicate where you are and how you got there. Those breadcrumbs also allow you to return to any category or related category by clicking them.

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Data tables may be viewed in various ways. First, select the Actions Gear in the far right corner to display as a Grid, Columns/Masonry, or List. You can also search for a table by using keywords here.

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Each data table includes the following actions:

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Click to reveal a further description of the Data Table.

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Data Table details and configurations. 

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Learn More - A realistic example, if available, a descriptive title, and an informative description. 

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FAVORITES - Mark the Data Table to retrieve easily at a later time.

 

BUILD A TABLE  

Once you’ve identified a Data Table that meets your needs, the next step is to configure it by clicking  Build Data Table.

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Select the options, then click Save and Generate.

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When completed, click Download XLSX.

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Optionally, click Save & Name. This saves your parameters for later use and lists them in the My Data Tables section.

FAVORITES  

When you find a Data Table that meets your needs, mark it as a “Favorite” by clicking the “heart” icon. This way, you can find it again easily by navigating to the My Favorite Data Tables Folder under My Data Tables.

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To edit, create shortcuts, delete favorites, locate the data table, and click on the Action Gear to the right.

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MY DATA TABLES   

When you save or favorite a Data Table, it becomes available on the My Data Tables page. Here we see a list of every Data Table rendered and saved.  Then we select a saved Data Table, we can see each version of the Data Table that we have configured and generated. You can keep an up-to-date version at any time or change the configuration options to create multiple Data Tables used for comparisons.

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DATA TABLES AS LOGINS/LINKS 

Popular data tables may be added to Logins and Links in Homeroom Dashboards by yourself or your district. For a district-wide link, email support@schooldata.net, or for further instructions, refer to the Homeroom Dashboards - Logins & Links help article.

From the Data Tables application, copy the unique URL for the Data Table. If a Data Table is favorited, the unique URL from the My Favorite Data Tables category can be added instead or in addition.

In Homeroom Dashboards, click My Creations from the left navigation menu, then click My Logins/Links.

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Click the Action Gear in the upper right-hand corner and select Create New Login/Link.

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From the pop-up window, click Link, then paste in the unique URL for the Data Table, type in the label, and Save.

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