11,677
edits
Changes
Updating to match new version of source page
'''This section will show you how to import a new data sourcedatasource.'''
See also:
* [[Importing a New Data Source Tutorial|See a Tutorial]]
* [[Excel Importing Guide|Excel Importing Guide]]
* [[CSV Importing Guide|CSV/Text Importing Guide]]
* [[Importing Problems|Check Importing Problems]]
* [[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]]'''
<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]];:
[[File:Barra_Lateral+en-US.PNG|100pxlink=]]
[[File:Novo arquivoNovo_arquivo+en-US.PNG||500px800px|link=]]
* '''File''': Choose the file to be imported. Click on the ''Browser'' button to search your computer for files. See [[Supported File Formats]] for more information;
* '''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.
[[File:Formatação dos dados+en-US.PNG|700px800px|link=]]
* '''Date mask''': Choose the [[Date]] fields mask in the file. The selected mask must be exactly equal to the format used by dates in the file.;
* '''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 has a ''Header row'' that identifies the columns. The header will be used as the default name for the columns in the data sourcedatasource;
* '''Decimal Separator''': Specifies the decimal separator used in the file.
'''Notes:'''
* Is very important to set the right type for each column. When the type is not right, the word NULL will be shown in the cells.
* The Formula columns show the expression used in the spreadsheet or text file.
* 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.
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.
'''Attention:''' After you confirm this screen and process the importation you can't undo the changes.
[[File:newfields+en-US.PNG|800px|link=]]
[[File:newfields1+en-US.PNG|800px|link=]]
Click the '''Next''' button to continue.
If you are [[Import/Update data|updating]] a data sourcedatasource, go directly to the [[New Data Source Summary|import summary]].
The process will try to find compatible dashboards with the information you provided. New generated dashboards will have the [[File:db_genenerated.png]] icon.
[[File:Colunas geração+en-US.PNG|500px800px|link=]]
[[File:Resumo importação+en US.PNG|700px800px|link=]]
[[File:progresso_importacao+en-US.PNG|700px800px|link=]]
When the data source datasource import/update is completed, TaticView will automatically update the status on the [[Main_Page_Overview|main page]]. <span style="color: red;">'''Important:'''</span> Data import is not allowed through tablets and smartphones.