Working with series in the browser ================================== This page covers the same basic operations as :doc:`usage`, but from the web interface. Editing the values of an existing series is done in the series editor (see :doc:`supervision`). Table of Contents ----------------- - `Creating a series`_ - `Importing from a CSV`_ - `Exploring history`_ - `Working with metadata`_ - `Renaming a series`_ - `Deleting a series`_ - `Finding series`_ - `Getting series information`_ - `Working with logs`_ - `Viewing series`_ Creating a series ----------------- A new series can be created from the **Create** entry of the left menu, which opens the series editor in creation mode. You fill in: * **Name**: must be unique (validated in real time) * **From / To**: initial time bounds * **Timezone**: chosen from a drop-down list * **Frequency**: a number and a Pandas alias (``MS`` for monthly, ``D`` for daily, ``h`` for hourly, etc.) * **Data type**: Float or String * **Value**: optional initial fill value Clicking Preview generates the timestamp grid and displays a preview in the graph. The series can then be saved. .. image:: ../_static/editor_create_series.png Importing from a CSV -------------------- Several series can be loaded at once from a CSV file with the ``ingest_from_csv`` task. The CSV holds the dates in its first column and one series per remaining column, the column header giving the series name: .. code:: text date,temp.paris,temp.berlin 2026-01-01 00:00,3.2,1.1 2026-01-01 01:00,3.0,0.8 2026-01-01 02:00,2.7,0.5 Each column is applied with ``update`` — values are appended or patched, not replaced — empty cells are skipped, and duplicate dates keep the last row. .. image:: csv_import.png Launch the ``ingest_from_csv`` task from the rework task manager: upload the CSV and set the options. The parsing options are: * ``sep`` — column separator (default ``,``). * ``decimal`` — decimal separator (default ``.``). * ``thousands`` — thousands separator. * ``encoding`` — file encoding (default ``utf-8``). * ``na_values`` — extra strings to read as missing values. * ``dayfirst`` — parse day-first dates (default ``false``). * ``date_format`` — an explicit date format. * ``timezone`` — localise (or convert) the dates to this timezone. * ``insertion_date`` — record the update under this insertion date. * ``author`` — author of the update. Exploring history ------------------ From the **info page** of a series, you can explore its successive versions by activating the **history mode** selector, which replays the series across its revisions. A slider (the blue bar) and a *view all* option let you move through the versions. The selected version is drawn on the second graph, with its points coloured relative to the version's date: * **green** for past values, * **red** for future values. Hovering the second graph updates the third graph, which shows how the value at a single timestamp evolved across the revisions. .. image:: tsinfo_history.png Working with metadata --------------------- The **Metadata** tab of the info page shows the series' user metadata and lets you add or edit it. Metadata is versioned, and you can browse its earlier versions at the bottom of the page. .. image:: tsinfo_metadata.png Renaming a series ----------------- The info page has a **Rename** button (blue, at the top right), available for local series only. Renaming asks for a confirmation and updates every formula that references the series to the new name. .. image:: tsinfo_rename.png Deleting a series ----------------- There are two ways to delete a series from the browser: the **Delete** page (accessible from the left menu) — to remove one or several series at once — and the **Delete** button on a series' **info page**. A series that is referenced by a formula cannot be deleted: the attempt stops with a message and the series is kept. Remove or repoint the referencing formulas first — you can see the Dependents of a series from the **Dependents** tab of the info page. .. image:: delete.png Finding series -------------- The **Catalog** lists all series and groups in a flat mode. A filter panel on the left narrows the list; the filters combine into a single search expression (the same query language as :doc:`search_language`): * **Kind** — primary series and/or formulas. * **Value type** — float and/or string series. * **Timezone awareness** — tzaware or naive series. * **Sources** — which source, when several are configured. * **Name** and **formula content** fragments. * **Metadata** key/value filters. Each result row shows the series **name** (a link to its info page) and a **kind** badge, and, on the right, badges for its value type (a ``string`` badge), supervision status, source, storage and timezone-awareness. Hovering the small *M* marker of a series that carries metadata opens a **popover** listing its metadata. For a local formula the row offers an **edit formula** link; for a plain series it shows its left and right value bounds. .. image:: catalog.png Getting series information -------------------------- At the top of a series' info page, a row of **badges** next to the name summarises it at a glance: * **timezone awareness** — ``tzaware`` or ``tznaive``; * **supervision status** — ``unsupervised``, ``supervised`` or ``handcrafted``; * **source** — ``local``, or the name of the remote source it comes from; * **storage backend** — ``pg`` (PostgreSQL) or ``fs1``. .. image:: tsinfo_badges.png Working with logs ----------------- The info page's **Logs** tab lists the series' successive revisions, one row per revision: * **#** — the revision number; * **Author** — who recorded the revision; * **Date** — when it was recorded (its insertion date); * **Meta** — the metadata attached to that revision (for example the request window a scraper recorded). You type how many revisions you want to see in the *Logs displayed* field, then click *See more logs* to load them. .. image:: tsinfo_logs.png Viewing series -------------- **Quick View** plots a set of series and groups together on an interactive graph. You reach it from a folder's **View** link, from a search query, or from a basket. Add what to plot with the **Series**, **Basket** and **Group** buttons. Each loaded item then appears in a row below the graph, with its name (a link to its info page), a status marker, an axis toggle to put it on the **1st** or **2nd Y axis** — handy to mix series of different scales, such as prices and volumes — a **Select** action to highlight it, and a **Remove** button to drop it. The top bar controls the view: * the **timezone** and the value-date window — a *from* and a *to* date, or a named horizon (the horizons of :doc:`settings`), with arrows to shift it; * a **Cache** toggle — untick it to force a live re-computation instead of serving cached values; * the number of **decimals** displayed; * a **permalink** to share the exact view, and an **Edition** button that opens the loaded series in the editor. The graph itself is interactive (zoom, pan, hover tooltips), and **Show legend** toggles the legend. A **.csv** button downloads the plotted data — the series and every member of the loaded groups — as a single date-indexed table. .. image:: quickview.png