Options

The 1010data Excel Add-in Options window contains various settings, such as the default version and query timeout value. This window can be displayed by clicking Options from the 1010data Excel Add-in menu, which is accessible on the ADD-INS tab.

Figure: 1010data Excel Addin Options window
Gateway server
Sets the gateway URL the user uses to connect to the 1010data Insights Platform.
Connect to 1010data via a Proxy
Indicates that the connection to the Insights Platform is made via a proxy. Selecting this option activates the proxy options.
Proxy URL
Specifies the URL to connect to 1010data via a proxy. This field is available when the Connect to 1010data via a Proxy option is selected.

A proxy URL is in this format: http://[USER]@[HOST]:[PORT].

The values specified by [USER], [HOST], and [PORT] represent the proxy user name, the proxy address, and the port to connect to, respectively. [USER] and [PORT] are optional.

For example, to connect user john to my.proxy.com on port 8082, your proxy URL would be: http://john@my.proxy.com:8082.

Proxy password options
Specifies options related to the proxy password. These options become active when the Connect to 1010data via a Proxy option is selected.
The options for entering a proxy password are:
  • Remember Proxy Password
  • Prompt for Proxy Password at Login
  • Proxy Does Not Require Password

Selecting the Remember Proxy Password option activates a field to enter the password.

Click the Show Password option to display the password instead of asterisks.

Version
Controls which version of the Insights Platform the 1010data Excel Add-in logs in to. The Default option is selected automatically.

For more information, see Change the default version.

Default Column Headers
Controls what is displayed in column headers, which are at the top of each column in a table.
There are five options:
None
Does not display either the column name or column label in the column header.
Column Labels
Displays only the column label in the column header.
Labels are optional descriptive column titles. They may contain any combination of uppercase and lowercase letters, numbers, spaces, and special characters. Column labels may contain any combination of:
  • Uppercase and lowercase letters (a-z, A-Z)
  • Numbers (0-9)
  • Spaces
  • Special characters: ! @ # $ % ^ & * ( ) _ + - = : ; { } [ ] | < > , . ? ' " ~ ` \ /

For example, Product ID, 98430 Total, and *Stores are all valid column labels.

You can have a multi-line column label, use the backtick character (`) to separate the lines, e.g., Percentage`Total Sales (%).

If the column does not have a label, the column's name is displayed instead.

Column Names
Displays only the column name in the column header.
Names are required, single-word identifiers for columns. They are used to identify the column in value expressions and selection expression. Column names:
  • Must be a single word consisting of alphanumeric characters (a-z, 0-9) or underscores (_).
  • Must start with a letter.
  • Must be lowercase.
  • Must not end with an underscore.
  • Must not contain any spaces or other special characters.

For example, productid or product_id are valid column names, but Product Id is not.

Both: Labels; Names
Displays the column label above the column name in the column header.
Both: Names; Labels
Displays the column name above the column label in the column header.
Note: You may also change this option individually on each sheet.
Default Data Format
Controls the format of the results returned from 1010data.
There are three options:
Formatted
Returned results appear in the format defined in the Macro Language.

For example, if the value is stored on the platform as 1980.239049 but the Macro Language specifies format="dec:0;type:num", the result is formatted as 1,980, and Excel displays 1,980.

For more information, see Display formats.

Unformatted
Returned results appear as Excel values without any formatting.

For example, if the value is stored on the platform as 1980.239049, Excel displays 1980.239.

Raw
Returned results appear in the format that the values are stored in. No formatting from Excel or the Insights Platform is applied.

For example, if the value is stored on the platform as 1980.239049, Excel displays 1980.239049.

Note: You may also change this option individually on each sheet.
Auto Filter Options
Determines how the 1010data Excel Add-in handles unmanageable filters that cannot be reapplied to the data.

When Excel implements filters, it alters the indexing of the cells it is applied to, and the Excel Add-in cannot just copy the range the filter is on. Instead, the filters are recorded and removed, the data is populated, and the filters are reapplied. Not all filters are able to be reapplied. These are called unmanageable filters.

There are two options for what the Add-in should do if it encounters unmanageable filters:
Report Error
The Excel Add-in stops and returns an error.
Remove Filter
The Excel Add-in populates the data and doesn't reapply the unmanageable filter.
Query Timeout
Sets the maximum number of minutes to wait for a query to complete.
Use manual retry
Retries the connection at a certain interval specified by the Local Timeout. This is primarily used for connecting via a proxy. It keeps the connection thru the proxy alive while the query may still be running.
Local Timeout
Sets the maximum number of minutes to wait between each manual retry.

The minimum timeout value is five minutes. The retries continue until the value specified by Query Timeout is reached.

For example, if the Local Timeout is 5 and the Query Timeout is 45, the Excel Add-in will continue to manually retry every 5 minutes until either 45 minutes has elapsed or the query completes.

Prompt to Save Session Before Close
Prompts the user to save the current session before closing the window.
Note: This prompt only appears when closing the last open workbook, even if that workbook does not have an 1010data Excel Add-in Q-Sheet.
Download Column Labels with newlines replaced by spaces
Changes newline indicators in column labels to spaces.

A backtick (`) within a column label indicates a newline.