Creating a Workbook

Creating a Workbook

1. You can create a new workbook either by:

   • selecting New Workbook on the File menu bar, or

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   • clicking the New Workbook icon on the toolbar.

     

    

   The Connect to Data dialog box is displayed.

   

   This allows you to create a data table from a template or by selecting a data connector.

   If you are using the Evaluation mode, the only data connectors available are the following:

   1. • Template: Example – StockStatic and Example – StocksTimeSeries

      • File/URL: MS Excel, SVG, Text, XML, and Altair Monarch

      • Streaming: Stream Simulator

   NOTE: Contact your sales representative to get appropriate licenses for the other data connectors.

2. The Search box allows you to immediately find a particular connector that you want to use. Just enter the name of the connector in the Search box.

3. Or alternatively, by opening a data source file (e.g., Excel spreadsheet) in the Panopticon Designer (Desktop), which creates a new workbook if not already open, and shortcuts the data table creation process.

4. Select the data you want to use in the Workbook.