> ## Documentation Index
> Fetch the complete documentation index at: https://docs.terrapinfinance.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Tables

> Compare metrics across every entity in a watchlist.

[Data Tables](https://terrapinfinance.com/platform/data-tables) (`/platform/data-tables`) is the workspace for comparable metric extraction across a watchlist. You write one prompt describing the metrics you want, and the platform runs it against every entity, normalising the results into a sortable, filterable matrix.

## When to use Data Tables vs other surfaces

| You want…                                                                                               | Use                                                                                     |
| ------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------- |
| An interactive, prose write-up for **one** obligor (tear sheet, memo section), with follow-up questions | [Deep Dive](/platform-guide/deep-dive/introduction). A multi-turn session, one obligor. |
| A **comparable matrix** of metrics across every obligor (e.g. revenue, expenses, DSCR by fiscal year)   | **Data Tables**. One matrix, sortable rows × columns.                                   |

The difference from Deep Dive is the shape of the interaction: Deep Dive is a conversation about a single obligor where you ask follow-ups and refine the answer; Data Tables is a one-shot extraction across the entire watchlist.

## The workspace

There's one workspace **per prompt**. The sidebar lists every prompt you've authored.

The main area has three sections:

* **Prompt panel**: the prompt body. Editable inline.
* **Matrix**: rows (typically entities) × columns (typically fiscal years or another comparable dimension). Every value is traceable: click a **cell** for its reference, source document, pages, and notes, or click an **entity** name to open a panel with two tabs:

  * **Documents**: the source filings used for that entity.
  * **Notes**: caveats, ambiguities, methodology, and restatements flagged during extraction, with links to the cited pages.
* **Views and filters**: switch between the three [views](#views) and filter by entity, status, value type, period, and audit status.

## Preview, then apply

Data Tables has a built-in two-step extraction flow:

<Steps>
  <Step title="Preview on a few CUSIPs">
    Click **Preview**. The platform runs the prompt against a handful of sample CUSIPs from the watchlist so you can check it extracts what you expect, without touching the full list.
  </Step>

  <Step title="Tune the prompt">
    Adjust the prompt body until the preview cells look right. Previews are cheap and only cover the sample CUSIPs.
  </Step>

  <Step title="Apply to the full watchlist">
    Once the prompt is dialled in, apply it to the full watchlist. Extraction runs across every entity and the matrix populates as cells come back.
  </Step>
</Steps>

## Options

Alongside the prompt, a few choices control what the extraction runs over:

| Field                            | Description                                                                                                                                                                                           |
| -------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Scope**                        | *Obligor-level* produces one row per obligor in the watchlist, pooling every CUSIP under it. *CUSIP-level* produces one row per CUSIP, useful when bond-level detail matters (different liens, etc.). |
| **Years Back**                   | How many years of disclosure history to include (1, 2, 3, or 5).                                                                                                                                      |
| **Sample CUSIPs** (preview only) | Which CUSIPs to run the preview against. Pick 1–3 representative names from the watchlist to check the prompt before applying to the full list.                                                       |

## Views

The same extracted cells can be sliced three ways. Switch between them from the toolbar:

| View                | Rows × Columns     | Shows                                                                                                                |
| ------------------- | ------------------ | -------------------------------------------------------------------------------------------------------------------- |
| **Snapshot**        | metrics × entities | Every entity side by side on each metric, for a single period. The default, best for ranking and comparison.         |
| **Trend by Entity** | metrics × periods  | One entity's metrics over time. Pick the entity; columns become the periods (e.g. fiscal years) the prompt produced. |
| **Trend by Row**    | entities × periods | One metric across every entity over time. Pick the metric; see how all entities move on it.                          |

## Tips

* **Be explicit about units and time bases.** "Revenue in USD millions" and "Fiscal year ending June 30" beat "operating revenue" for sortable comparability.
* **Pin sector idiosyncrasies in the prompt.** For example, exclude entrance fees from DSCR for charter schools, or specify GASB vs FASB.
* **Reuse existing prompts with `@`.** While writing the prompt, type **@** to search your [prompt templates](/platform-guide/prompt-templates) and embed a reference to one, so you can build on prompts you've already tuned instead of rewriting them.

## See also

* [Prompt Templates → Writing better prompts](/platform-guide/prompt-templates#writing-better-prompts): how to write prompts that extract clean, comparable values.
* [Watchlists](/platform-guide/watchlists/introduction): the groups of entities a Data Table runs across.
* [Surveillance](/platform-guide/surveillance): the event feed for new disclosures on those same watchlists.