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DATA

Category: Data access

Overview

The DATA function references a data table (an uploaded dataset, such as an Excel sheet) directly from within a node formula.

Use this function when you need to bring uploaded data into your Valsight model.

Syntax

DATA("DataSourceName", "TableName", "MeasureName" [, "Unit"])

Example usage: DATA("Cost_Upload", "G&A_Upload", "Value")

Tip: You can also insert DATA formulas using the Data button in the function editor.

Parameters

Parameter

Description

Type

Required

DataSourceName

Name of the data source in double quotes (e.g. "Model Data").

String

Yes

TableName

Name of the table in double quotes (e.g. "Gross_Sales"). If the data source is an Excel Workbook, this is the sheet name.

String

Yes

MeasureName

Name of the measure column in double quotes (e.g. "Price").

String

Yes

Unit

Optional unit or ratio of two units. For a single unit, plain double quotes work (e.g. "EUR"). For a ratio, each unit must be wrapped in single quotes (e.g. "'EUR'/'Case'").

String

No

Shortcut

You can also create the function using the Data button in the function editor.

This allows you to select the data source, table, and measure from a dropdown menu instead of typing them manually.

Output Shape

Aspect

Behavior

Dimensionality

Inherits the full dimensionality of the source table

Row count

Returns all rows from the referenced DataTable

Values

The selected measure column becomes the node value

See also: Working with Dimensions

Watch Out

  • Each DATA node references exactly one measure.

  • If your table contains multiple measures, create separate DATA nodes for each.

  • The category columns in your uploaded data (e.g. Region, Product, Month) must match the dimensions and levels configured in your Valsight model.

  • The order of rows in the result may differ from the source table.


Examples

Basic data upload

Prerequisite

An Excel Workbook in the required Valsight format has been uploaded in the data management of Valsight.

See also: Restructuring Data in Excel using Power Query

image-20260316-094224.png

Typical Excel Format

image-20260316-094259.png

Required Valsight Format

Formula: DATA("Cost_Upload", "G&A_Upload", "Value")

Result:

image-20260316-114855.png

The node now contains the complete dataset with all dimensional detail.

Using an explicit unit

You can optionally define a unit for the returned values.

DATA("Cost_Upload", "G&A_Upload", "Value", "EUR")

This returns the same data but explicitly sets the node's unit to Euro.

Using Project Variables

Project variables can be placed anywhere within any string parameter, as the full value, a suffix, or embedded in the middle, to dynamically reference data sources or tables. This allows scenarios to switch between different sources without changing the formula.

Pattern

Example

Variable as full parameter

DATA("$DataSourceName", "TableName", "MeasureName") or

DATA("DataSourceName", "$TableName", "MeasureName")

Variable appended to a prefix

DATA("Actuals_$Year", "TableName", "MeasureName")

Variable embedded mid-string

DATA("DataSourceName", "Table_$Variable", "MeasureName")

(info) This is especially useful when you maintain separate data sources or tables per scenario and want a single formula to cover all of them.

See also: Project Variables


Related Functions

Function

When to use instead

EXPAND

When your DATA node needs additional dimensional detail not present in the source table.

FILTER

When you need only a subset of the rows returned by DATA.

ROLLFORWARD_ADVANCED

When you need to project historical DATA values into future periods.


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