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Difference between revisions of "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.
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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 datasource.
  
  
 
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'''You can download a sample file here: [http://wiki.taticview.com/taticfiles/Sales.csv Sales.csv]'''
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'''You can download a sample file here: [[Special:FilePath/Sales.csv|Sales.csv]]'''
  
 
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To create expressions in CSV files the following rules must be observed:
 
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)''
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* The expression must begin with the '''equal''' character, be enclosed in '''parentheses''' and the columns enclosed in '''quotation''' marks. Examples: ''=("Price"/"Quantity")'', ''=(("Profit"*100)/"Price")''
 
* To reference other columns in the file, use the double-quoted column/header name
 
* 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
 
* It is not necessary to have data in the other rows for expression columns, as the content will be the result of the expression

Latest revision as of 14:34, 30 September 2022

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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 datasource.


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:

 


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):


 

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

  • The expression must begin with the equal character, be enclosed in parentheses and the columns enclosed in quotation marks. 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:

 


TaticView will suggest the column position in the file as the expression name. Change as needed.