Difference between revisions of "Excel Importing Guide"
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Headers are not mandatory, but if present they should be contained in just one row (the first one) and not be in merged cells. | Headers are not mandatory, but if present they should be contained in just one row (the first one) and not be in merged cells. | ||
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| − | [[File:headers_right.png|link=]] | + | [[File:headers_wrong.png|link=]] [[File:headers_right.png|link=]] |
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'''Multiple Data Tables''' | '''Multiple Data Tables''' | ||
| − | Only one table | + | Only one table by spreadsheet can be imported. If the data in two different tables can not be joined, they must be imported as two separated data sources. |
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| − | [[File:multipletables_right.png|link=]] | + | [[File:multipletables_wrong.png|link=]] [[File:multipletables_right.png|link=]] |
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Data should not contain merged cells for repeated values. All cells must be unmerged and values must be repeated for each cell. | Data should not contain merged cells for repeated values. All cells must be unmerged and values must be repeated for each cell. | ||
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| − | [[File:mergedcells_right.png|link=]] | + | [[File:mergedcells_wrong.png|link=]] [[File:mergedcells_right.png|link=]] |
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| + | '''Numeric Data''' | ||
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| + | Numeric columns should be formatted in Excel prior to uploading the file. This can be done by using the “Convert to number” feature in Excel for all numeric fields. [[Value]] data fields can not contain text or symbols, as they cannot be aggregated. When data is not available, cells may be left blank or as zero (0). | ||
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| + | [[File:nonnumeric_wrong.png|link=]] [[File:nonnumeric_right.png|link=]] | ||
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| + | '''Normalize Data''' | ||
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| + | Normalization of data (where column headers can be converted into attribute values) will result in better analysis. To do this, first convert metric names to represent attribute values, and then consolidate all metric columns into a single column of data. | ||
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| + | [[File:normalization_wrong.png|link=]] [[File:normalization_right.png|link=]] | ||
Revision as of 17:47, 26 August 2014
The instructions below will help you make sure your Excel file is formatted correctly to be imported as a TaticView data source.
You can download a sample file here: Sales.xlsx
Headers
Headers are not mandatory, but if present they should be contained in just one row (the first one) and not be in merged cells.
Multiple Data Tables
Only one table by spreadsheet can be imported. If the data in two different tables can not be joined, they must be imported as two separated data sources.
Merged Cells
Data should not contain merged cells for repeated values. All cells must be unmerged and values must be repeated for each cell.
Numeric Data
Numeric columns should be formatted in Excel prior to uploading the file. This can be done by using the “Convert to number” feature in Excel for all numeric fields. Value data fields can not contain text or symbols, as they cannot be aggregated. When data is not available, cells may be left blank or as zero (0).
Normalize Data
Normalization of data (where column headers can be converted into attribute values) will result in better analysis. To do this, first convert metric names to represent attribute values, and then consolidate all metric columns into a single column of data.
