Importing a New Data Source

This section will show you how to import a new data source.

See also:

• See a Tutorial
• Excel Importing Guide
• Check Importing Problems
• Download a sample file here: Sales.xlsx

First select the New datasource option in the Menu (Sidebar) in the Main Page;

On the next screen.

• 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 main page;
• Description: An optional description for the new data source.

If you have doubts click on the 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.

• Charset: Specifies the file charset. Usually the correct option is automatically selected. For CSV files only;

• 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;

• 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.;

• 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;

• 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;

• Decimal Separator: Specifies the decimal separator used in the file.

• 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;

Notes:

• Is very important set the right type for each column. When the type isn't right normally NULL will be show 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 source.

Click the Next button to continue.

If you are updating a data source, go directly to the import summary.

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 icon.

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.

Check the summary information and click the Finish button to complete the operation and schedule the data import.

Use the Refresh option in the main page to update the data source information with it current status and check whether the import is finished.