Excel Importing Guide

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.

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.

Merged Cells

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

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).

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.