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.
  
[[File:headers_wrong.png|link=]]
 
  
[[File:headers_right.png|link=]]
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[[File:headers_wrong.png|link=]] [[File:headers_right.png|link=]]
  
  
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'''Multiple Data Tables'''
 
'''Multiple Data Tables'''
  
Only one table per 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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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.
  
[[File:multipletables_wrong.png|link=]]
 
  
[[File:multipletables_right.png|link=]]
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[[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.
  
[[File:mergedcells_wrong.png|link=]]
 
  
[[File:mergedcells_right.png|link=]]
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[[File:mergedcells_wrong.png|link=]] [[File:mergedcells_right.png|link=]]
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 +
 
 +
 
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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.


Headers wrong.png Headers right.png


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.


Multipletables wrong.png Multipletables right.png


Merged Cells

Data should not contain merged cells for repeated values. All cells must be unmerged and values must be repeated for each cell.


Mergedcells wrong.png Mergedcells right.png


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).


Nonnumeric wrong.png Nonnumeric right.png


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.


Normalization wrong.png Normalization right.png