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To reach the Data Editor,
From the test plan node, choose TestPlan > Select Data.
Alternatively, from the project node, do one of the following:
Choose Data > New Data, Copy Data, or Edit Data.
Select any of the equivalent toolbar buttons.
Double-click a data set in the Data Sets pane.
From any modeling node, click the View Modeling Data toolbar button.
As can be seen in the following example, you can split the view to display several plots at once. As in the Design Editor, you use the right-click context menu to split the views, or use the toolbar buttons or the View menu.
You can choose 2-D plots, 3D plots, multiple data plots, data tables, and list views of filters, variables, test filters, and test notes.
See Data Editor Views for details on the functions available in each type of view.


The list box at the top right contains the source file information for the data, and other information is displayed on the left: the numbers of records, variables, and tests it contains. See the preceding example. The bars and figures show the proportion of records removed by any filters applied, and the number of user-defined variables is shown. For this example with two user-defined variables added to a data set originally containing seven variables, you see '7 + 2 variables.'
The Tests list pane on the left is constant. Tests selected here apply to 3-D plots, multiple data plots, and tables. It does not apply to 2-D plots because they have their own independent test controls. If you are viewing read-only local modeling data, the selected test is shown in the Tests pane and remains synchronized if you change test in the Model Browser.
See Data Editor Toolbar and Menus for other controls.
By default new data sets are called Data Object. You can change the names of data sets at the project node by select-clicking a data set in the Data Sets list, or by pressing F2 (as when selecting to rename in Windows Explorer).
To edit data plot properties (2-D, 3-D, or multiple), you can right-click the plot and select Viewer Options > Properties. Here you can choose to show the legend and the grid. You can choose the line style if you want to connect the data points and the data marker point style, if any. Reorder X Data (2-D plots) redraws the line joining the points in order from left to right. The line might not make sense when drawn in the order of the records.
Note Dismissing the Data Editor automatically brings up the Data Wizard if you entered it from the test plan level. |
You can open multiple different views at the same time in the Data Editor, as shown in the following example. You can display 2-D plots, 3-D plots, multiple data plots, cluster plots, data tables, and list views of your filters, variables, and test notes. Use the toolbar buttons, the View menu, or right-click a view title bar to split views and change view types.
Functions of different views are described in the following sections:
In the 2-D plot view you can select combinations of variables and tests to plot from the list boxes on the left. Multiple selection of tests and y-axis variables is possible — as show in the following figure, multiple tests are selected to view several tests simultaneously.

See Data Editor Toolbar and Menus. Note that you use the 2-D plot view controls for selecting the tests to display. This is unlike the other plots (3-D and multiple data plots), which you control by using the Tests list box, always visible on the left of the Data Editor.
To edit data plot properties, you can right-click the plot and select Viewer Options > Properties. Here you can choose to show the legend and the grid. You can choose the line style if you want to connect the data points and the data marker point style, if any. Reorder X Data redraws the line joining the points in order from left to right. The line might not make sense when drawn in the order of the records. You can use the Show Bad Data check box to plot bad data (that is, outliers you have removed).
Click points to select outliers, and remove them by selecting Tools > Filters > Remove Outliers (or use the keyboard shortcut Ctrl+A). Select Tools > Filters > Restore Outliers (or use the keyboard shortcut Ctrl+Z) to open a dialog box where you can choose to restore any or all removed points.
In 3-D data plot views you can select the variables for each axis from the drop-down menus, and rotate the plot by clicking and dragging. To edit data plot properties, you can right-click the plot and select Viewer Options > Properties. Here you can choose the color and style of the axes, whether to show the grid in each axis, and perspective or orthographic axes projection.
Here you can add as many 2-D plots as desired to the same view, plotting the same selection of tests in a variety of different plots. Use the right-click context menu to add and remove plots, select plot variables, and edit plot properties. You can select single or multiple Y variables to plot against a single X variable (or no X variable) in the Plot Variables dialog box. Select tests to display in the list on the left of the Data Editor, as for 2-D and 3-D plots and the table view.
Note that you can select different plot properties and variables for each plot within the Multiple Data Plots view, as shown in the example following. Click to select a plot (or right-click) before selecting Viewer Options > Plot Variables or Plot Properties. For each plot you can use the same plot properties options as for the single 2-D data plots. You can choose to show the legend and the grid. You can choose the line style if you want to connect the data points and the data marker point style, if any. Reorder X Data redraws the line joining the points in order from left to right. The line might not make sense when drawn in the order of the records. You can use the Show Bad Data check box to plot bad data (that is, outliers you have removed).
Click points to select outliers, and remove them by selecting Tools > Filters > Remove Outliers (or use the keyboard shortcut Ctrl+A). Selected outliers are outlined in red, as shown in the following example.

Select Tools > Filters > Restore Outliers (or use the keyboard shortcut Ctrl+Z) to open a dialog box where you can choose to restore any or all removed points.
You use these views for matching data to design points. Use the cluster information list view with the cluster view to examine your data and design. Click points in the cluster view to select them across the Data Editor — that is, the selected points are displayed in the table view and other data plot views (except 2-D plots, which have separate controls).
See Matching Data to Designs for detailed information on cluster plot controls.
These views show lists and information such as variable and filter definitions, the notes applied to filtered tests, and the data and design points in selected clusters. Variable and Filter List views show the definitions of each variable or filter. Double-click to select particular filters or variables to edit. See Creating Variables and Creating Filters.
The Test Notes List view shows the rules used to define notes on the data, along with the actual note, the color of the note, and the number of tests to which that note applies. The specified rule is applied to each test in turn to decide if that test should be noted: e.g., mean(TQ) > 0 evaluates the mean torque for each test and notes those tests where the value is greater than zero. The list of individual tests and notes appears in the Notes View.
In the Cluster List view you can choose to include or exclude design and data points by using the check boxes in cluster list views. See Matching Data to Designs for more information on using these.
In the Table view, you can view your data, edit, and add records.
Points you have selected in plots (by clicking) are outlined in red in the table. Points you have removed as outliers are light red in the table with a filter icon next to the row number. Edited cells become blue.
Select View > Viewer Options or right-click the title bar to reach these options.
Duplicate Selected Records — First select one or more records, then use this option to duplicate them. Each duplicate appears directly underneath the parent record. Edit duplicates to create new records. You must first select Allow Editing to enable this option.
Undo Edits in Selected Region — You can click and drag to highlight a region, then use this option to reverse any edits in the highlighted area. You must first select Allow Editing to enable this option.
Allow Editing — Toggles editing, and, as a side effect, causes all records to be shown, including those which are filtered out. Records which are filtered out appear light red in the table, with a filter icon next to the row number. You can alter records by clicking a cell and then typing a new value. Edited cells become blue. Editing the value of a cell may cause that row to be filtered out. If so, the background colour of the row will change after the cell has been edited.
Select Columns To Display — Opens a dialog box where you can use the check boxes to select the columns to display in the table. Select a column, then press Ctrl+A to select all columns, and then you can select or clear all check boxes with one click. You can click and drag column headers in the table view to rearrange columns.
This view shows a list of all tests in the data, along with those notes that apply to particular tests. Each note that applies to one or more tests has its own column in the view. You can sort the columns in the list by clicking the column header (once to sort ascending and once more to sort descending) allowing you to quickly identify the tests that satisfy a given note definition — this facility could be used to screen incoming data for problem tests.
You can click a particular test in the Notes view list to select that test across the Data Editor. Select a test in the Notes view, and that test is displayed in the table view, 3-D plot, and multiple data plots views (but not the 2-D plots, which have their own test selection controls). If you select multiple tests, they are all shown in the data plots, but only the first test in the list is highlighted in the Table view.

Import Data — See Loading Data from File; also in the File menu.
Edit Variables — Opens the Variable Editor.
Edit Filters — Opens the Filter Editor.
Change Test Grouping — Opens the Test Groupings dialog box; also in the Tools menu.
Split View Horizontally — Divides the currently selected plot into two plots side by side. Also in the View menu.
Split View Vertically — Divides the currently selected plot into two plots one above the other. Also in the View menu.
Open Storage Window — Opens Storagewhere you can store and retrieve variables, filters, and plot settings.
The Window and Help menus are the same as everywhere in the Model Browser. See Window Menu and Help Menu.
Import
File — See Loading Data from File.
Workspace — See Loading Data from the Workspace.
Excel — Loads Excel files.
Export
Workspace — Exports data to the workspace.
Excel — Exports data to an Excel file.
Print — Prints your currently selected plot.
Close — Closes the Data Editor.
Current View
Here you can choose from 2-D Data Plot, 3-D Data Plot, Multiple Data Plots, Data Table, Variable Definitions, Filter Definitions, Test Filter Definitions, and Test Note Definitions, Notes View, Cluster View, Cluster Information. A tick shows the type of view currently selected.
Viewer Options — These change depending on the currently selected view, and are duplicated in the right-click menu in each view.
Properties — Only for data plots (2-D, 3-D, or multiple), not table or list views. Opens a properties dialog box for the current plot. Here you can change settings for grids, lines, markers, legends, and axes. For 2-D and multiple data plots you can choose whether to plot bad data (that is, outliers you have removed with the Tools menu).
Multiple data plot views have several specific options. You can select Add Plot to add another subplot to the current view, or Remove All Plots to clear the current view. For the selected subplot (right-click the plot, or click first and use the menu) you can select Plot Variables to set up axes or Remove Plot to delete.
Split View — Divides the currently selected view and adds the selected option. You can choose from the same options available under Current View.
Split View Horizontally — Divides the currently selected plot into two plots side by side. The new plot is a 1-D plot by default; you can select other views using the right-click context menu. Also in the toolbar.
Split View Vertically — Divides the currently selected plot into two plots one above the other. Also in the toolbar.
Delete Current View — Deletes the currently selected view.
Print to Figure — Copies the currently selected view to a Figure window.
See Toolbar above.
Note that if you are viewing modeling data in the Data Editor (from a modeling node) you cannot change the data, so editing and user-defined variables and filtering are not enabled; you cannot use the Tools menu to alter your modeling output.
Variables
Add opens the Variable Editor. Here you can add new variables to the data set by typing into the edit box.
Edit is only enabled if you already have user-defined variables. This also opens the Variable Editor with an additional list on the left containing your defined variables. Select these from the list and edit in the edit box. You can also add new variables here by clicking the button to add a new item to the list.
The toolbar button Edit Variables performs the same functions.
Filters
Add and Edit both open the Filter Editor, in a similar way to the variable items. Here you can remove records by imposing constraints on the data. Also in the toolbar.
Remove Outliers — Removes points you have selected in plots (outlined in red). Use the check box to Show Bad Data (in the Plot Properties dialog box) to see removed points on plots.
Restore Outliers — Opens a dialog box where you can choose any or all removed points to restore.
Test Filters — Add and Edit both open the Test Filter Editor.
Test Notes — Add and Edit both open the Test Note Editor.
Change Test Groupings — Opens the Test Groupings dialog box; also in the toolbar.
Tolerances — Opens the Tolerance Editor. These settings are for matching data to designs using the cluster views. See The Tolerance Editor.
Open Storage— Opens Storage where you can store and retrieve variables, filters, and plot settings.
![]() | Using Data | Data Loading and Merging | ![]() |

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