Data Table Management

Review, edit, and organize extracted data. Advanced table features for data quality control.

Your extracted data appears in a powerful, spreadsheet-like interface:

Data Table View
┌─────────────────────────────────────────────────────────┐
│ Search  Filter  Export  Settings                      │
├─────────────────────────────────────────────────────────┤
│ ✓ | File Name      | Customer    | Date     | Amount  │
├─────────────────────────────────────────────────────────┤
│ ✓ | invoice_001    | Acme Corp   | 01/15/24 | $1,250  │
│ ✓ | invoice_002    | Beta LLC    | 01/16/24 | $875    │
│ ✓ | receipt_001    | Office Max  | 01/17/24 | $45     │
└─────────────────────────────────────────────────────────┘
 

Key Features:

• Sortable columns - Click headers to sort
• Bulk selection - Select multiple rows
• Inline editing - Double-click to edit cells
• Real-time validation - Instant error checking

Quick Cell Editing:

Edit Multiple Records:

• Select rows - Check boxes for multiple entries
• Bulk actions - Apply changes to all selected
• Find & replace - Update similar values across rows
• Column operations - Apply formulas to entire columns

Example Bulk Operations:

- Update category for 50 receipts
- Apply 10% discount to all line items
- Change date format across all records
- Standardize customer names
 

Search Options:

• Global search - Find text anywhere in table
• Column search - Search within specific fields
• Date ranges - Filter by date periods
• Number ranges - Filter by amount ranges

Search Examples:

- "Acme" → Find all Acme Corp records
- Amount: greater than $1000 → Show high-value transactions
- Date: Last 30 days → Recent records only
- Status: "Pending" → Incomplete extractions
 

Pre-built Filters:

• Recent uploads - Last 7 days
• High confidence - >90% accuracy
• Needs review - Low confidence or errors
• Large amounts - Above threshold values

Custom Filters:

Create Filter: "Q1 Invoices"
├── Date: Jan 1 - Mar 31, 2024
├── Document Type: Invoice
├── Amount: >$500
└── Status: Complete
 

Automatic Validation:

• Required fields - Highlight missing data
• Format checking - Validate emails, phones, dates
• Range validation - Check min/max values
• Business rules - Custom validation logic

Validation Indicators:

- Valid data - Green checkmark
- Warning - Yellow triangle (review recommended)
- Error - Red X (requires correction)
- Uncertain - Blue question mark (low confidence)
 

AI Confidence Levels:

• 95-100% - High confidence, likely accurate
• 80-94% - Good confidence, minor review needed
• 60-79% - Medium confidence, review recommended
• Less than 60% - Low confidence, manual verification required

Confidence Actions:

High (95%+): Auto-approve
Good (80-94%): Quick review
Medium (60-79%): Detailed review
Low (<60%): Manual correction
 

Show/Hide Columns:

• Essential columns - Always visible
• Optional columns - Toggle on/off
• Custom columns - Add calculated fields
• Column groups - Organize related fields

Column Operations:

- Resize columns - Drag column borders
- Reorder columns - Drag column headers
- Sort columns - Click header to sort
- Pin columns - Keep important columns visible
 

View Modes:

• Compact view - More rows visible
• Comfortable view - Easier reading
• Detailed view - Show all field data
• Card view - Document-style layout

Color Coding:

- Complete records - Green background
- Needs review - Yellow background
- Errors - Red background
- New uploads - Blue background
 

Automatic Calculations:

• Total records - Count of all entries
• Sum totals - Add up currency fields
• Average values - Mean calculations
• Date ranges - First and last dates

Example Summary:

Invoice Summary
├── Total Records: 156
├── Total Amount: $45,780
├── Average Invoice: $293
├── Date Range: Jan 1 - Mar 31
└── Confidence: 92% average
 

Built-in Charts:

• Amount over time - Revenue trends
• Volume by category - Document types
• Accuracy trends - Extraction quality
• Processing speed - Performance metrics

Export Formats:

• CSV - Spreadsheet compatible
• Excel - Full formatting preserved
• JSON - API and development use
• PDF - Formatted reports

Export Settings:

Export Configuration
├── Include all columns
├── Filter applied data only
├── Include confidence scores
├── Add summary statistics
└── Custom date range
 

Data Import:

• CSV import - Add external data
• Excel import - Merge spreadsheets
• API import - Connect external systems
• Manual entry - Add records directly

Merge Options:

Merge Strategy
├── Append new records
├── Update existing records
├── Replace all data
└── Smart merge (detect duplicates)
 

Document Relationships:

• Multi-page invoices - Link related pages
• Purchase orders - Connect PO to invoice
• Receipt matching - Link receipts to expenses
• Customer grouping - All records per customer

Formula Support:

Line Total = Quantity × Unit Price
Tax Amount = Subtotal × Tax Rate
Days Overdue = Today - Due Date
Profit Margin = (Revenue - Cost) / Revenue × 100
 

Field Types:

• Mathematical - Sum, average, multiply
• Date calculations - Age, duration, intervals
• Text operations - Concatenate, extract, format
• Conditional logic - If/then statements

Reusable Configurations:

• Column layouts - Save preferred views
• Filter sets - Quick filter application
• Export formats - Standardized reports
• Validation rules - Consistent quality control

• Review low confidence - Check less than 80% accuracy scores
• Validate calculations - Verify totals and formulas
• Standardize formats - Consistent data entry
• Regular cleanup - Remove duplicates and errors

• Use filters - Focus on relevant data
• Group similar records - Organize by type or date
• Pin important columns - Keep key data visible
• Save views - Create reusable table configurations

• Track accuracy trends - Monitor extraction quality
• Review error patterns - Identify common issues
• Monitor processing speed - Optimize workflow
• Regular exports - Backup important data

Ready to manage your extracted data? Access your project table and start organizing!