What is Data Grid?
Users now have the capability to input structured quantitative and qualitative data directly into notes. The feature is comprised of custom fields and supports the input of dense table structures containing over 20 fields within a single note. Specific use cases include such as thesis writing and workflows that involve phases in reporting.
This data can be shared with other users as part of shared notes to allow for collaboration on data input.
Why is Data Grid useful?
Enhances visibility of structured data across teams with the ability to facilitate collaboration.
Minimize errors in user-inputted data by providing drop-down menu options, thereby offering users guidance and ensuring data accuracy.
Standardize processes through auto-population of fields themselves as part of note template so that users do not forget to add important information.
How do I use Data Grid?
Adding a Data Grid to your note
Go to your Notebook in AlphaSense and click into one of your notes.
Add a data grid by clicking the icon in the top right menu bar.
Adding custom fields to Data Grid
Add a title or description as needed by clicking on the Data Grid to start editing.
Click on ‘Add Field’ to bring up a searchable dropdown menu that shows the list of Custom Fields that are accessible to you.
To add new fields click “Manage Note Fields” to jump to Custom Field Settings in new browser tab.
Edits to the Data Grid
Add Rows and Columns to Data Grid
Rearrange the data grid.
Note that only rows can be dragged to rearrange the order. Column dragging is not currently supported.
Delete rows and columns by clicking on these buttons:
Resize the column size by dragging the columns in Data Grid
Add values to Data Grid
Add values to Custom Fields in Data Grid by clicking into it.
We currently support the following inputs: Text, number, date, multi-select dropdown, single dropdown, multi-line text