Best practices to create a data table

An overview of the best practices to use when creating a data table.

Pre-Requisites of data table creation

Here are a few quick checklists that you should go over before creating any data table.

Focus on Key type:

  • Key type in the data table is an option that is unique from one record to other in any data table. It is categorized into primary &composite keys.
  • The element that is selected as the primary key is the element that is unique across the data table.
  • A composite key is a combination key with two or multiple elements when combined will show up as a unique key.
  • The choice of selection of primary vs composite key completely depends on the use case.

For example:

  1. If you are creating a data table of employee master, you would select the employee code as the primary key. The employee code is unique from one employee to the other.
  2. If you are creating a data table to capture the information against a set, maybe employee data under a branch, you would select the key type as composite, and the choice of elements would be branch name, employee code. The combination is unique.

Pre-requisites to follow when uploading data through excel:

If you are uploading multiple records to a data table through excel, here’s what you can check on:
  • Format the rows: Each row should be formatted according to the element type to avoid data mismatch or errors in uploads.

Sometimes it so happens that you add 12-March-2021 in the date field through excel but when it is uploaded in Quixy, it shows 441287.

The reason here is the date field of excel is acting as a number format and is converted to a number field.

Creating the right functions:

  • The platform currently provides a choice of creating automatic Data functions by the system while creating the data table. These system-generated functions are created in line with the key type of that data table.
  • It’s always necessary to check the system-generated functions before it is used in any of the apps. Not all the use cases will suffice with the system-generated functions.
  • The users can always edit the system-created functions or create new ones according to the use case.

Deleting data table records:

  • Data/records once deleted from the data table cannot be retrieved by any chance. It’s good to ensure twice before you tap the delete button.

Best Practices to follow while creating a data table 

Here are a few tips to help you with your data table creation process.

Structuring the data table:

  • Make sure to use the appropriate elements for the data that you wish to capture.
    You can use the email ID element type if you wish to capture an email address.
  • Master data vs Transaction data: Data tables can be created for either storing the master data of your employees/products etc. and for recording the transnational data i.e the records that are saved to the data table from an app.
For such transnational data capture, you will have to properly map each element of the data table from the desired application.
  • List vs Single Data: When you are adding from a grid of an app, it is always suggested to create a separate data table for capturing the grid level data and other data tables for capturing the data outside the grid.

For example: Consider an Employee data app that has a grid to capture educational qualifications and the contact information, designation outside the grid

We can create a data table- employee education qualifications to capture all the grid level elements with the employee code; similarly, another data table called employee information to capture the fields outside the grid.

  • Joining the data tables: Just in the mentioned case above, we are creating a common element for both the data tables- employee code. This common element will help us to create reports or view data by joining the set of data tables.
  • Data tables with many rows: Naming the elements of the data table shall play an important part especially for the tables which capture huge data (many rows).
Ordering the rows of elements in a data table can help in better representation of data while creating reports/viewing the data in a table.
  • Excel Export Template: If you are uploading the records to the data table through excel, then the export template option will ease your work. An export template will export all the fields of a data table in order so that you can add the data and upload it back in a single go. This saves your time and effort.