Changes

To '''This section will show you how to import a new data source ('''see also a [[Importing a New Data Source Tutorial|video tutorial]].'''):

Read <!--T:20-->See also our tips about :* [[Importing a New Data Source Tutorial|See a Tutorial]]* [[Excel Importing Guide|Excel Importing Guide]]* [[Importing Problems|Check Importing Excel FilesProblems]]* [[Import/Update_data|Update Data]]* [[Automate_Update_data|Data Update Automation]]* Download a sample file here: '''[https://wiki.taticview.com/taticfiles/Sales.xlsx Sales.xlsx]'''  <!--T:35--><span style="color: red;">'''Important:'''</span> Data import is not allowed through tablets and smartphones.

* Select First select the ''Import/Update dataNew datasource'' option in the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview#Datasource Tab|Main Page]];:

[[File:Novo_arquivo+en-US.PNG|800px|link=]]  <!--T:23-->* In '''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 dialog window, select name that will be displayed on the ''Add '[[Main Page Overview|main page]]''';* '''Description''': An optional description for the new data source.  <!--T:24-->If you have doubts, click on the links "''Tutorial Video''", "''A sample spreadsheet''" and other "''Importing Tips''".  <!--T:31-->'''Spreadsheet sample''' <!--T:32-->[[File:Exemplo_en-US.PNG||1000px|link=]]  <!--T:25-->Click '''Send File''' option;button to continue.  <!--T:26-->On the next screen, you must inform the file specifications:

[[File:data_source_imp_uptFormatação dos dados+en-US.pngPNG|800px|link=]]

See [[File and identification]] for information on how to continue* '''Charset''': Specifies the file charset.Usually, the correct option is automatically selected. For CSV files only;

* '''ImportantStart 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.; <!--T:8-->* '''Delimited by''': Specifies the columns delimiter character. Select between ''Tab'', ''Semicolon'', ''Collon'' or ''Another character'' (for ''Other'' type the desired delimiter in the field). Usually, the correct option is selected automatically. For CSV files only; <!--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 source; <!--T:10-->* '''Decimal Separator''': Specifies the decimal separator used in the file. <!--T:11-->* '''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;  <!--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.* When you add new columns in the imported file, the header color will be red.* You can´t delete existing columns in the data source.* 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:12-->Click the '''Next''' button to continue. <!--T:13-->If you have problems importingare [[Import/Update data|updating]] a data source, go directly to the [[New Data Source Summary|import summary]].  <!--T:14-->On the next screen, you can automatically generate a set of dashboards with your imported data: <!--T:28-->The process will try to find compatible dashboards with the information you provided.  <!--T:29-->[[File:Colunas geração+en-US.PNG|800px|link=]]  <!--T:15-->Select the main [[Date]], [[Text]] and [[Value]] columns that TaticView will use to automatically generate dashboards.  <!--T:30-->Click the '''Next''' button. To skip the automatic dashboards generation, click '''Skip step'''. You can do this later. See [[Generate dashboards]].  <!--T:17-->[[File:Resumo importação+en US.PNG|800px|link=]]  <!--T:18-->Check the summary information and click the '''Finish''' button to complete the operation and schedule the data import.  <!--T:33-->[[File:progresso_importacao+en-US.PNG|800px|link=]]  <!--T:34-->Wait for TaticView to create/update the required structures and schedule the data import. If everything is ok, click the '''Done!''' button.  <!--T:19-->When the data source import/update is completed, see TaticView will automatically update the status on the [[Importing ProblemsMain_Page_Overview|main page]].