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.
 
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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'''You can download a sample file here: [http://wiki.taticview.com/taticfiles/Sales.csv Sales.csv]'''
 
'''You can download a sample file here: [http://wiki.taticview.com/taticfiles/Sales.csv Sales.csv]'''
  
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'''If you still have problems importing, try [[Importing Problems]].'''
 
'''If you still have problems importing, try [[Importing Problems]].'''
  
  
==== Headers ====
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==== Headers ==== <!--T:4-->
  
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Headers are not mandatory, but if present they should be contained in just one row (the first one). For example:
 
Headers are not mandatory, but if present they should be contained in just one row (the first one). For example:
  
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[[File:Header csv.png|link=]]
 
[[File:Header csv.png|link=]]
  
  
==== Expressions ====
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==== Expressions ==== <!--T:7-->
  
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When importing CSV or text files, we also support creating [[Expressions]] as well as Excel files.  
 
When importing CSV or text files, we also support creating [[Expressions]] as well as Excel files.  
  
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To consider expressions in CSV files, the composition of the expression must be in the header line of the data.  
 
To consider expressions in CSV files, the composition of the expression must be in the header line of the data.  
  
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Below is an example of a spreadsheet containing two expressions (''Avg Price'' and ''% Profit''):
 
Below is an example of a spreadsheet containing two expressions (''Avg Price'' and ''% Profit''):
  
  
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[[File:Expression header csv.png|link=]]
 
[[File:Expression header csv.png|link=]]
  
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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)''
 
* The expression must begin with the character '''equal''' and be enclosed in '''parentheses'''. Examples: ''=(Price/Quantity)'', ''=((Profit*100)/Price)''

Revision as of 18:05, 7 August 2019

Other languages:
English • ‎português do Brasil

The instructions below will help you make sure your CSV or Text file is formatted correctly to be imported as a TaticView data source.


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:

Header csv.png


Expressions

When importing CSV or text files, we also support creating Expressions 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):


Expression header csv.png

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)
  • To reference other columns in the file, use the 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