Changes

Jump to: navigation, search

Importing a New Data Source

1,510 bytes added, 14:16, 30 September 2022
no edit summary
<languages/>
 
 
<translate>
<!--T:1-->
'''This section will show you hot how to import a new data sourcedatasource.'''
<!--T:20-->
See also:
* [[Importing a New Data Source Tutorial|Video 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: '''[[httpSpecial://wiki.taticview.com/taticfilesFilePath/Sales.xlsx |Sales.xlsx]]'''  <!--T:35--><span style="color: red;">'''Important:'''</span> Data import is not allowed through tablets and smartphones. 
<!--T:2-->
Select First select the ''New datasource'' option in the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview#Datasource Tab|Main Page]];:
[[File:Barra_Lateral+en-US.PNG|100px]]
<!--T:21-->
[[File:Barra_Lateral+en-US.PNG|link=]]
'''On the next screen.'''
<!--T:422-->On the next screen: <!--T:3-->[[File:Novo arquivoNovo_arquivo+en-US.PNG||500px800px|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 in on the '''[[Main Page Overview|main page]]''';* '''Description''': An optional description for the new data sourcedatasource.
<!--T:24-->If you have doubts , click on the below links "''Tutorial Video''", "''A sample spreasheetspreadsheet''" and other "''Importing Tips''".
Click '''Send File''' button to continue.
<!--T:31-->
'''Spreadsheet sample'''
'''On the next screen you must inform the file specifications<!--T:32-->[[File:Exemplo_en-US.'''PNG||1000px|link=]]
<!--T:8-->
[[File:Formatação dos dados+en-US.PNG|500px|link=]]
<!--T:25-->
Click '''Send File''' button to continue.
<!--T:2-->
* '''Charset''': Specifies the file charset. Usually the correct option is automatically selected. For CSV files only;
<!--T:326-->* '''Start row''': Specifies which row of On the next screen, you must inform the file the import process should start reading. Headings should be included if the ''Header row'' option is checked. For CSV files only;specifications:
<!--T:4-->
* '''Date mask''': Choose the [[DateFile:Formatação dos dados+en-US.PNG|800px|link=]] fields mask in the file. The selected mask must be exactly equal to the format used by dates in the file.; 
<!--T:5-->
* '''Delimited byCharset''': Specifies the columns delimiter characterfile charset. Select between ''Tab'', ''Semicollon''Usually, ''Collon'' or ''Other character'' (for ''Other'' type the desired delimiter in the field). Usually the correct option is automatically selected automatically. For CSV files only;
<!--T:6-->
* '''HeaderStart row''': Check Specifies which row of the file the import process should start reading. Headings should be included if the file have a ''Header row'' that identifies the columnsoption is checked. The header will be used as the default name for the columns in the data sourceFor CSV files only;
<!--T:7-->
* '''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 datasource;
 
<!--T:10-->
* '''Decimal Separator''': Specifies the decimal separator used in the file.
<!--T:811-->
* '''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]];
<!--T:927-->'''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.* You can´t delete existing columns in the datasource.* 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:12-->
Click the '''Next''' button to continue.
<!--T:1113-->If you are [[Import/Update data|updating]] a data sourcedatasource, go directly to the [[New Data Source Summary|import summary]]. 
<!--T:114-->'''On the next screen , you can automatically generate automatically a set of dashboards with your imported data.''':
* <!--T:28-->The process will try to find compatible dashboards with the information you provided. New generated dashboards will have the [[File:db_genenerated.png]] icon.
<!--T:29-->[[File:Colunas geração+en-US.PNG|500px800px|link=]]
<!--T:215-->* Select the main [[Date]], [[Text]] and [[Value]] columns that TaticView will use to automatic 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:517-->See [[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-->[[New Data Source SummaryFile: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!'' for information on how to continue' button
<!--T:119-->When the datasource import/update is completed, TaticView will automatically update the status on the [[File:Resumo importação+en US.PNGMain_Page_Overview|500pxmain page]].
<!--T:2-->
Check the summary information and click the '''Finish''' button to complete the operation and schedule the data import.
<!--T:3-->
Use the Refresh option in the [[Main Page Overview#Data Sources|main page]] to update the data source information with it current status and check whether the import is finished.
</translate>

Navigation menu