Docs sections
Work with data
Open Table
Open a table in the workspace and understand the rows, columns, and field controls before you ask AI or clean data.
Select a table from the project sidebar or table tabs. The central grid shows rows and columns, while the header area exposes field-level controls and table actions.
Before creating charts or cleaning plans, use the table view to understand the dataset shape, key fields, missing values, and suspicious values.
Open a dataset
Choose the imported table you want to inspect. If the project has multiple tables, confirm the active table name before asking AI questions or running cleaning steps.
Table view
Use the grid to scan rows, columns, headers, and visible values. Large tables may be easier to inspect by focusing on important fields first.
Field list
Review field names and detected types. Fixing a misunderstood field early helps summaries, charts, AI context, and cleaning plans behave more predictably.
Data preview
Use the preview to check whether rows and columns were imported as expected. If the preview looks wrong, check delimiters, headers, and file encoding before continuing.
Export current view
Use Export > Save Copy... to save the current view into the project's output folder and keep working with it in Octarca. Copies do not enter the Relations view.
Use Export > Export As to save the current view as a file for other tools. CSV is for general table exchange, Stata (.dta) is for Stata, and R / RStudio (.rds) is for loading one table into R.
.R is not shown as a data export format because it is an R script file. .RData is also kept out of the main menu to reduce confusion for single-table exports.