Working with tables

Tables store records of data in rows and columns. In specific cases, tables also store data and metadata that support other features in HighBond. Once you create a Collection and Analysis to contain a table, create an appropriate table type and either import data or distribute the associated questionnaire to collect responses.

Note

Only Results AdminsProfessional Managers, or Professional Users can complete these tasks.

Types of tables

There are several types of tables in the Results app. Each type is suited to particular types of tasks and data, so always choose the type that most closely matches your needs.

  • Data Analytic stores data imported from Analytics, Analytics Exchange, or a supported file format. This type is ideal for managing and automating remediation on records, gathering more information about records, and storing data you can use to create visualizations and reports.
  • Survey stores responses to a questionnaire that are distributed through email or an anonymous link.
  • Event Report stores responses to a questionnaire distributed as an anonymous link.
  • Projects These tables store data and metadata that support features in HighBond's Projects app. They look similar to standard tables, but have certain features or limitations based on that table's purpose. HighBond generates these on its own, as needed, and you may not be able to alter or delete them through the Results app. For example:
    • Results uses these tables to store control performance or certification questionnaire responses for active projects. These tables are automatically created when you enable control performance or certifications in the Projects app. You can identify them by the View linked project hyperlink in the collection this table belongs to.
  • System In specific cases, tables have a different type. These tables typically store data and metadata that support other features in HighBond and may have certain features or limitations based on that table's purpose. HighBond generates these tables on its own, as needed, and you may not be able to alter or delete them through the Results app. For example:
    • Reference tables store data from another system, populated by a robot, which you can view and use in HighBond.

Table size limitations

Each table contains a maximum of:

  • 100,000 records
  • 500 columns

    Note

    You can import up to 100 columns at a time. More columns can then be added using linked questionnaires or exports from Analytics that use a primary key. The combined number of data columns and questionnaire columns cannot exceed 500.

  • 256 characters per field name, including blank characters (does not apply to individual data fields)

Before you start

Each table must be part of an analysis and collection. Before you start working with tables, make sure these parent data structures exist.

Create a table

Depending on your company's workflow, you can create tables from the Results app, or in the case of data analytic tables, you can also create them from Analytics and Analytics Exchange.

Create a table from Results

  1. Open the Results app.
  2. Navigate to the collection and analysis where you want this table to exist.
  3. Select Add Table > TableType. Depending on which HighBond product you are using, the New Table button might be Add survey or Add event report, instead.
  4. Enter the table details:
    • In the Name field, enter a new name.
    • Optional. In the Description text box, enter any additional information about table.
  5. Complete the fields specific to the table type:

    Table type Field Description
    Data Analytic

    Script name (optional)

    The name of the script, or process, used to generate the result set.

    No physical association exists between the script name in this field and the processing of the script in Analytics or Analytics Exchange.

    Event Report Questionnaire

    The linked questionnaire that is used to collect responses that are stored in the table.

    You can select an existing questionnaire or click Create New to create a new questionnaire. For more information, see Gathering responses from questionnaires.

    Survey
  6. Click Create.
    • If you are creating a Data Analytic, you are redirected to the Import Data page where you can begin the process of importing data. For more information, see Importing and exporting data.
    • If you are creating an Event Report or Survey, you are redirected to the Collection where you can distribute the questionnaire to begin collecting responses. For more information, see Distributing questionnaires

Create a table outside of Results

You can create a Data Analytic from Analytics or Analytics Exchange using the EXPORT command. See Exporting exceptions to HighBond.

Change a table's settings

  1. Open the Results app.
  2. Navigate to the collection and analysis that contains the table you want to update.
  3. For that table, click and click Settings.
  4. To update the table details:
    • In the Name field, enter a new name.
    • In the Description text box, enter any additional information about table.
  5. Update any fields specific to the table type:

    Table type Field Description
    Data Analytics and some system tables (control performance and certifications) Script name (optional)

    The name of the script, or process, used to generate the result set.

    No physical association exists between the script name in this field and the processing of the script in Analytics or Analytics Exchange.

    Primary key The field that uniquely identifies records. For more information, see Specifying a primary key.
    Email and questionnaire record information

    The fields recipients can see in questionnaires and questionnaire assignment email notifications. You can select any imported data, Results metadata fields, and questionnaire fields. You must select at least one field.

    For more information, see Customizing questionnaire emails and Sending questionnaires from records.

    Note

    If this is a Certifications table, recipients of sequential certifications always see previous responses, even if you turn questionnaire fields off here.

    Event Reports Manage Questionnaire Settings for the linked questionnaire that is used to collect responses that are stored in the table. For more information, see Gathering responses from questionnaires.
    Surveys
  6. Click Save.

Delete a table

When you delete a table, all associated triggers and records are permanently deleted.

Note

Deleting your active contact book table will cause any references to that table to become static until someone changes the assigned contact manually.

Note

In some cases, you cannot delete system tables that were created by HighBond to support the operation of another feature. For example, Certifications and Control Performance generate their own data structures. You can delete these tables by deleting the project that generated them in the Projects app.

  1. Open the Results app.
  2. Navigate to the collection and analysis that contains the table you want to delete.
  3. For that table, click and click Settings.
  4. At the bottom of the page, do one of the following:
    • To delete all records from the table, click Delete records.
      Note

      This option removes all records from the table and all data columns imported from another source. It does not remove:

      • HighBond-generated columns like metadata or columns from linked questionnaires
      • Settings for that table
      • Interpretations and visualizations (you will not be able to open any interpretations until the data needed to generate the interpretation is available)
      • Metrics
      • Triggers
    • To delete all records and the table, click Delete everything.
  5. Click Delete in the confirmation dialog box.

Show or hide table IDs

Occasionally, you need to know a table's ID so you can interact with it using automation, like when you are using HighBond's API, writing a script, or setting up a robot. You can display these IDs next to each table's name on any collection in Results.

  1. Open the Results app.
  2. Navigate to the collection that contains the table with an ID that you need.
  3. Near the top of the page, click Show table IDs to toggle them on or off. When this is on, each table's ID appears next to its name.