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Importing a New Data Source/en

721 bytes added, 02:30, 5 October 2022
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'''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|170px|link=]]
'''On the next screen.''':
* In the dialog window, select the ''Add new data source'' option;[[File:Novo_arquivo+en-US.PNG|800px|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 on the '''[[Main Page Overview|main page]]''';* '''Description''': An optional description for the new data sourcedatasource.
'''On the next screen, you must inform the file specifications.''':
[[File:data_source_imp_uptFormatação dos dados+en-US.pngPNG|800px|link=]]
See [[File and identification]] for information on how to continue* '''Charset''': Specifies the file charset.Usually, the correct option is automatically selected. For CSV files only;
* '''ImportantStart 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;
If you have problems importing, see * '''Date mask''': Choose the [[Importing ProblemsDate]]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'', ''Semicolon'', ''Collon'' or ''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 isn't is not right normally , the word NULL will be show shown in the cells.
* The Formula columns show the expression used in the spreadsheet or text file.
* 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.  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]].
'''On the next screen, you can automatically generate 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.
[[File:Colunas geração+en-US.PNG|700px800px|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.
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