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Importing a New Data Source

3,321 bytes added, 13:37, 20 October 2015
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'''This section will show you hot to import a new data source.'''
 
See also:
* [[Importing a New Data Source Tutorial|Video Tutorial]]
* [[Excel Importing Guide|Excel Importing Guide]]
* [[Importing Problems|Check Importing Problems]]
* '''Download a sample file here: [http://wiki.taticview.com/taticfiles/Sales.xlsx Sales.xlsx]
 
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Select the ''New datasource'' option in the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview|Main Page]];
[[File:Barra_Lateral+en-US.PNG|100px]]  '''On the next screen.''' <!--T:14-->To import a new data [[File:Novo arquivo+en-US.PNG||500px|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 (name. This is the name that will be displayed in the '''see also a [[Importing a New Data Source TutorialMain Page Overview|video tutorialmain page]]''');* '''Description''':An optional description for the new data source.  If you have doubts click the below links "''Tutorial Video''", "''A sample spreasheet''" and other "''Importing Tips''". Click '''Send File''' button to continue.  '''On the next screen you must inform the file specifications.'''
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Read also our tips about [[Excel Importing GuideFile:Formatação dos dados+en-US.PNG|Importing Excel Files500px|link=]]
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* Select the ''New Datasource'Charset''' option in : Specifies the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in file charset. Usually the [[Main Page Overview|Main Page]]correct option is automatically selected. For CSV files only;
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* '''Start row''': Specifies which row of the file the import process should start reading. Headings should be included if the ''Header row'' option is checked. For CSV files only;
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* '''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.; <!--T:5-->* '''Delimited by''': Specifies the columns delimiter character. Select between ''Tab'', ''Semicollon'', ''Collon'' or ''Other character'' (for ''Other'' type the desired delimiter in the field). Usually the correct option is selected automatically. For CSV files only; <!--T:6-->* '''Header''': Check if the file have a ''Header row'' that identifies the columns. The header will be used as the default name for the columns in the data source; <!--T:7-->* '''Decimal Separator''': Specifies the decimal separator used in the file. <!--T:8-->* '''Columns options''': Click the column header in the preview table to select and change its options:** '''Column data type''': Specifies the column data type: [[Date]], [[Text]] or [[Value]];** '''Column name''': Specifies the column name.;** '''Decimal places''': Specifies how many decimal places. For [[Value]] columns only;  <!--T:9-->Click the '''Next''' button to continue. <!--T:11-->If you are [[Import/Update data|updating]] a data source, go directly to the [[New Data Source Summary|import summary]]. <!--T:1-->'''On the next screen you can 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:Novo arquivodb_genenerated.png]] icon.  [[File:Colunas geração+en-US.PNG|500px]]  <!--T:2-->* Select the main [[Date]], [[Text]] and [[Value]] columns that TaticView will use to automatic generate dashboards.  Click the '''Next''' button. To skip the automatic dashboards generation, click '''Skip step'''. You can do this later. See [[Generate dashboards]].
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See '''[[File and identificationNew Data Source Summary]] ''' for information on how to continue. <!--T:1-->[[File:Resumo importação+en US.PNG|500px]]
<!--T:62-->Check the summary information and click the '''ImportantFinish'''button to complete the operation and schedule the data import. 
<!--T:73-->If you have problems importing, see Use the Refresh option in the [[Importing ProblemsMain Page Overview#Data Sources|main page]]to update the data source information with it current status and check whether the import is finished.
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