1,438
edits
Changes
no edit summary
<!--T:1-->
'''This section will show you how to import a new data sourcedatasource.'''
<!--T:20-->
* [[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]]'''
<!--T:2-->
First select the ''New datasource'' option in the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview#Datasource Tab|Main Page]];:
<!--T:21-->
<!--T:22-->
<!--T:3-->
[[File:Novo_arquivo+en-US.PNG||700px800px|link=]]
<!--T:23-->
* '''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.
<!--T:26-->
<!--T:4-->
[[File:Formatação dos dados+en-US.PNG|700px800px|link=]]
<!--T:9-->
* '''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;
<!--T:10-->
<!--T:27-->
'''Notes:'''
* Is very important to set the right type for each column. When the type is not right, the word NULL will be shown in the cells.
* The Formula columns show the expression used in the spreadsheet or text file.
* 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.
<!--T:36-->
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.
<!--T:37-->
'''Attention:''' After you confirm this screen and process the importation you can't undo the changes.
<!--T:38-->
[[File:newfields+en-US.PNG|800px|link=]]
<!--T:39-->
[[File:newfields1+en-US.PNG|800px|link=]]
<!--T:13-->
If you are [[Import/Update data|updating]] a data sourcedatasource, go directly to the [[New Data Source Summary|import summary]].
<!--T:14-->
<!--T:28-->
The process will try to find compatible dashboards with the information you provided. New generated dashboards will have the [[File:Db_generated_2.png]] icon.
<!--T:29-->
[[File:Colunas geração+en-US.PNG|700px800px|link=]]
<!--T:17-->
[[File:Resumo importação+en US.PNG|700px800px|link=]]
<!--T:33-->
[[File:progresso_importacao+en-US.PNG|700px800px|link=]]
<!--T:19-->
When the data source datasource import/update is completed, TaticView will automatically update the status on the [[Main_Page_Overview|main page]].