CSV Importing Guide

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The instructions below will help you make sure your CSV or Text file is formatted correctly to be imported as a TaticView data source.


You can download a sample file here: Sales.csv

If you still have problems importing, try Importing Problems.


Headers

Headers are not mandatory, but if present they should be contained in just one row (the first one). For example:

Header csv.png


Expressions (Formulas)

When importing CSV or text files, we also support creating Expressions (Formulas) as well as Excel files.

To consider expressions in CSV files, the composition of the expression must be in the header line of the data.

Below is an example of a spreadsheet containing two expressions (Avg Price and % Profit):


Expression header csv.png

To create expressions in CSV files the following rules must be observed:

  • The expression must begin with the character equal and be enclosed in parentheses. Examples: =(Price/Quantity), =((Profit*100)/Price)
  • To reference other columns in the file, use the double-quoted column/header name
  • It is not necessary to have data in the other rows for expression columns, as the content will be the result of the expression


In the import screen the expressions will be recognized as the example below:

Expression csv file.png