Data Tab Overview

Everything you can do in Caplena’s Data Tab, from editing to exporting

The Data Tab is where you view, clean, and manage your dataset in Caplena. Whether you are preparing data for analysis, fixing errors, or customizing the table view, you stay in control without re-uploading files.

Accessing the Data Tab

To get started, click on Data in the sidebar. You’ll see an interactive table showing the data you uploaded.

The Data Tab includes:

• Toolbar – Filter, edit, and customize your dataset
• Table View – See rows (responses) and columns (data fields)
• Checkboxes – Select rows for bulk actions

Viewing column details

To inspect a column’s full data profile, click on any column header. A Column Details panel will open with two sections.

Settings

• Name — edit the column’s display name directly
• Favorite — pin this column to the top of dropdowns and filter menus for faster access
• Default score — set this column as the primary scoring reference across your project

Column content (read-only)

• Column Ref — the internal ID
• Data Type — e.g. Numerical, Text
• Populated rows — how many rows have a value in this column
• Unique Values Count — number of distinct values
• Last Value Added — timestamp of the most recent entry
• Data Source — where the data originated
• # of Empty Rows — rows with no value in this column
• Sample values — a quick preview of actual entries

If a column shows a high number of empty rows, check whether the data was imported correctly or whether a Smart Column needs to be re-run.

Favoriting and hiding columns

These features help you focus on relevant fields without permanently changing your dataset.

Favorite columns

Mark a column as a favorite to pin it to the top of dropdown menus (e.g. when selecting filters), making it quicker to find and use. This is especially helpful when working with many columns.

When you mark a column as a favorite, it will appear at the top of dropdown menus (e.g., when selecting filters), making it quicker to find and use.

Hide columns

• Click Show/Hide Columns
• Uncheck any column you don’t want visible
• The table updates immediately

Editing text fields

You can edit responses or text rows directly from the table, which is helpful for fixing typos or clarifying entries.

1. Click the field you want to change

2. Make your edits

3. Press Enter, or click outside the cell to save

Each verbatim edit uses 1 credit, as Caplena reprocesses the entry to update insights like sentiment and topics.

Deleting rows and columns

Use this when you want to permanently remove data you no longer need.

Delete rows

• Use the checkboxes to select rows
• Click Delete Rows in the toolbar
• Confirm deletion

Delete columns

• Click Delete Columns
• Choose the column to remove
• Confirm the action

If you’re unsure about removing something, consider hiding the column instead.

Filtering the table

Use filters to focus on a specific subset of data (e.g., only 5-star reviews or responses from a certain region).

1. Click Filters in the toolbar

2. Select a column

3. Choose a condition

4. Apply the filter

   

Adding or replacing data

Keep your dataset up to date without having to re-upload everything from scratch.

Add rows

Appends new data to your existing dataset without affecting existing rows — perfect for continuously adding new feedback over time.

Read the full article on Adding Data

Replace rows

Useful when correcting or updating existing fields.

Read the full article on Replacing Data

Exporting data

Once you’ve cleaned or filtered your dataset, you can export it for further analysis or reporting. Options include exporting the full dataset or only the filtered data.

Read the full article on Exporting Data