Tutorial transcript 6

Welcome to the TableBuilder Tutorial Series - Module 6 - Custom Groups. In this module, I'll show you how to create and save a Custom Group, how to download your Custom Group and how to edit and reload your Custom Group back into TableBuilder. Once you have logged into TableBuilder and chosen a database, you will be at the Table View screen.

To create or edit a Custom Group, simply select the “My Custom Data” link. Once in the “My Custom Data” page, it's easy to create either a geographic group or a data group.

In this example, we are going to create two custom geography groups. To do this, simply select on the ‘plus’ button of Geographical Areas to expand the available options. Then select the 'plus’ button of the Local Government Areas. Now select the 'plus’ button next to New South Wales, this expands your selection.

We will now create two Custom Groups. To do this, simply select the checkbox before the geographies that you wish to add to your Custom Group. When you are done, select the ‘add’ button between Step 1 box and Step 2 box. In the Step 2 box, give your Custom Group a name (e.g. Group 1) and select “Save Group” button. To check your new group, go to the third box (i.e. “My Custom Data and Geography” box) and select the 'plus’ button next to “Custom Geography”.

We will now create a second Custom Group and add that to the “My Custom Data and Geography” box. Simply select the checkbox before the geographies you wish to add into your group and select the ‘Add’ button between the Step 1 box and Step 2 box. You need to give this group a name as well in the Step 2 box. Then select “Save Group” button. The two groups will appear under “Custom Geography” in “My Custom Data and Geography” box. You can edit, copy, delete or download your group once it is selected.

First of all, we will edit a 'Custom Group'. Select the checkbox next to the group you wish to edit (e.g. Group 1) and select the 'Edit' button below the Custom Geography panel. The current group items are displayed in Step 2 box. We can now remove a couple of the geography items by selecting the checkbox before an item and move them back to the geography selection tree by selecting the “Remove” button between Step1 box and Step 2 box. Once you are happy with the items to be included in the group, select the “Save Group” button in Step 2 box.

We can also copy a group by selecting the group in “My Custom Data and Geography” box and selecting the 'Copy' button below the “Custom Geography” panel. We now have a copy of the original group under “Custom Geography” (e.g. Group 1 Copy 1). If we wish to delete this copy, select the checkbox next to the group and select the 'Delete' button.

You can also rename the group by selecting the checkbox before the group (e.g. “Group 2”), typing in a new name (e.g. “My new group”) in the “rename box” and selecting 'Go' button. You'll see your new group (“My new group” under “Custom Geography”.

A great new feature in TableBuilder is the ability to download your Custom Group, save it to your computer and either edit it or email it to another TableBuilder user who can upload it into their own version of TableBuilder.

Firstly to download your group, select the checkbox next to your group and select 'Download' button. In the dialogue box popped up, select ‘Open’ button. Your group has been downloaded as .csv and opened in Excel.

In this example, we are going to edit our group in Excel by removing several rows and deleting them. You must remember to give your group a new name (e.g. Upload test) under the final column “Group Name”. Save your new group to your computer by saving the Excel file.

To reload your group back into TableBuilder, simply select the 'Browse' button and find it on your computer using the “Choose File to Upload” dialogue box. Select the correct file then select ‘Open’ button in the dialogue box. The dialogue box disappeared, and then selects the 'Go' button. The screen will refresh. Your new group now appears under “Custom Geography” inside the “My Custom Data and Geography” box.

To use your Custom Groups to create new tables in Table view, select the “Customised Tables” Link. Your Custom Groups will be available by expanding the “Customer Geography” twistie. You can select your custom group to create a table of data.

That ends this Module - Custom Groups.