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'''This section will show you how to import a new datasource.'''
<!--T:20-->See also:* In the dialog window, select the [[Importing a New Data Source Tutorial|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: '''[[Special:FilePath/Sales.xlsx|Sales.xlsx]]'Add new data source'' option;
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<span style="color: red;">'''Important:'''</span> Data import is not allowed through tablets and smartphones.
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On the next screen:
<!--T:23-->* '''TutotialFile''': 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''': Datasource name. This is the name that will be displayed on the '''[[Main Page Overview|main page]]''';* '''Description''': An optional description for the new datasource.
<html!--T:24--><object width=If you have doubts, click on the links "''Tutorial Video''", "425''A sample spreadsheet''" height=and other "344''Importing Tips''". <!--T:31-->'''Spreadsheet sample''' <param name!--T:32-->[[File:Exemplo_en-US.PNG||1000px|link="movie" value]] <!--T:25-->Click '''Send File''' button to continue. <!--T:26-->On the next screen, you must inform the file specifications: <!--T:4-->[[File:Formatação dos dados+en-US.PNG|800px|link=" http]] <!--T:5-->* '''Charset''': Specifies the file charset. Usually, the correct option is automatically selected. For CSV files only; <!--T:6-->* '''Start 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; <!--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'''://wwwSpecifies the columns delimiter character. Select between ''Tab'', ''Semicolon'', ''Collon'' or ''Another character'' (for ''Other'' type the desired delimiter in the field).youtubeUsually, the correct option is selected automatically.com/v/p6pgxLaDdQw&rel=0&color1=0xb1b1b1&color2=0xcfcfcf&hl=en_US&feature=player_embedded&fs=1 "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; </param!--T:10-->* '''Decimal Separator''': Specifies the decimal separator used in the file. <param !--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="allowFullScreen" ''': 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.* You can´t delete existing columns in the datasource.* In value=columns, empty cells (NULL) will be converted to "true0".* 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. </param!--T:37-->'''Attention:''' After you confirm this screen and process the importation you can't undo the changes. <param name!--T:38-->[[File:newfields+en-US.PNG|800px|link="allowScriptAccess" value]] <!--T:39-->[[File:newfields1+en-US.PNG|800px|link="always"]] <!--T:12-->Click the '''Next''' button to continue. <!--T:13-->If you are [[Import/paramUpdate data|updating]] a datasource, 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: <embed src!--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=" http]] <!--T:15-->Select the main [[Date]], [[Text]] and [[Value]] columns that TaticView will use to automatically generate dashboards. <!--T://www30-->Click the '''Next''' button. To skip the automatic dashboards generation, click '''Skip step'''. You can do this later.youtubeSee [[Generate dashboards]].com/v/p6pgxLaDdQw&rel <!--T:17-->[[File:Resumo importação+en US.PNG|800px|link=0&color1=0xb1b1b1&color2=0xcfcfcf&hl=en_US&feature=player_embedded&fs=1 " type="application/x]] <!--T:18-shockwave-flash" allowfullscreen="true" allowScriptAccess="always" width="425" height="344">Check the summary information and click the '''Finish''' button to complete the operation and schedule the data import. </embed!--T:33-->[[File:progresso_importacao+en-US.PNG|800px|link=]] <!--T:34-->Wait for TaticView to create/objectupdate the required structures and schedule the data import. If everything is ok, click the '''Done!''' button. <!--T:19-->When the datasource import/update is completed, TaticView will automatically update the status on the [[Main_Page_Overview|main page]]. </htmltranslate>