Changes

'''This section will show you how to import a new data sourcedatasource.'''

* [[Import/Update_data|Update Data]]* [[Automate_Update_data|Data Update Automation]]* Download a sample file here: '''[http[Special://wiki.taticview.com/taticfilesFilePath/Sales.xlsx |Sales.xlsx]]'''  <!--T:35--><span style="color: red;">'''Important:'''</span> Data import is not allowed through tablets and smartphones.

First select the ''New datasource'' option in the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview#Datasource Tab|Main Page]];:

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'''On the next screen.''':

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* '''Name''': Data source Datasource name. This is the name that will be displayed in on the '''[[Main Page Overview|main page]]''';* '''Description''': An optional description for the new data sourcedatasource.

If you have doubts , click on the links "''Tutorial Video''", "''A sample spreasheetspreadsheet''" and other "''Importing Tips''".

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'''On the next screen , you must inform the file specifications.''':

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* '''Charset''': Specifies the file charset. Usually , the correct option is automatically selected. For CSV files only;

* '''Delimited by''': Specifies the columns delimiter character. Select between ''Tab'', ''SemicollonSemicolon'', ''Collon'' or ''Other Another character'' (for ''Other'' type the desired delimiter in the field). Usually , the correct option is selected automatically. For CSV files only;

* '''Header''': Check if the file have has a ''Header row'' that identifies the columns. The header will be used as the default name for the columns in the data sourcedatasource;

'''Notes:'''* Is very important to set the right type for each column. When the type isn't is not right normally , the word NULL will be show shown in the cells.

* When you add new columns in the imported file the header color will be red.* You can´t delete existing columns in data sourcethe datasource.* In value columns , empty cells (NULL) will be converted to "0".* In date columns , empty cells or not valid dates will be converted to NULL.* In text columns , empty cells will be converted to NULL.  <!--T:36-->If you made a sctructure change the header collums apper whit different collors an extra screen will show you the alterations to confirm the changes.* New columns in the imported file, the header color will be yellow.* Probably wrong columns the header collor will be red. <!--T:37-->'''Attention:''' After you confirm this screen and process the importation you can't undo the changes.  <!--T:38-->[[File:newfields+en-US.PNG|800px|link=]]  <!--T:39-->[[File:newfields1+en-US.PNG|800px|link=]]

If you are [[Import/Update data|updating]] a data sourcedatasource, go directly to the [[New Data Source Summary|import summary]].

'''On the next screen , you can automatically generate automatically a set of dashboards with your imported data.''':

The process will try to find compatible dashboards with the information you provided. New generated dashboards will have the [[File:db_genenerated.png]] icon.

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Select the main [[Date]], [[Text]] and [[Value]] columns that TaticView will use to automatic automatically generate dashboards.

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Use When the Refresh option in datasource import/update is completed, TaticView will automatically update the status on the [[Main Page Overview#Data SourcesMain_Page_Overview|main page]] to update the data source information with it current status and check whether the import is finished.