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Importing a New Data Source

824 bytes added, 14:16, 30 September 2022
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'''This section will show you how to import a new data sourcedatasource.'''
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* [[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: '''[http[Special://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.
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First select the ''New datasource'' option in the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview#Datasource Tab|Main Page]];:
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'''On the next screen.''':
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* '''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.
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If you have doubts , click on the links "''Tutorial Video''", "''A sample spreasheetspreadsheet''" and other "''Importing Tips''".
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[[File:Exemplo_en-US.PNG||800px1000px|link=]]
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'''On the next screen , you must inform the file specifications.''':
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[[File:Formatação dos dados+en-US.PNG|500px800px|link=]]
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* '''Charset''': Specifies the file charset. Usually , the correct option is automatically selected. For CSV files only;
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* '''Delimited by''': Specifies the columns delimiter character. Select between ''Tab'', ''SemicollonSemicolon'', ''Collon'' or ''Other Another character'' (for ''Other'' type the desired delimiter in the field). Usually , the correct option is selected automatically. For CSV files only;
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* '''Header''': Check if the file have has a ''Header row'' that identifies the columns. The header will be used as the default name for the columns in the data sourcedatasource;
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'''Notes:'''* Is very important to set the right type for each column. When the type isn't is not right normally , the word NULL will be show 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 data sourcethe 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=]]
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If you are [[Import/Update data|updating]] a data sourcedatasource, go directly to the [[New Data Source Summary|import summary]].
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'''On the next screen , you can automatically generate automatically a set of dashboards with your imported data.''':
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The process will try to find compatible dashboards with the information you provided. New generated dashboards will have the [[File:db_genenerated.png]] icon.
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[[File:Colunas geração+en-US.PNG|500px800px|link=]]
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Select the main [[Date]], [[Text]] and [[Value]] columns that TaticView will use to automatic automatically generate dashboards.
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Check the summary information and click the '''Finish''' button to complete the operation and schedule the data import.
 
 
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[[File:progresso_importacao+en-US.PNG|800px|link=]]
 
 
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Wait for TaticView to create/update the required structures and schedule the data import. If everything is ok, click the '''Done!''' button.
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Use When the Refresh option in datasource import/update is completed, TaticView will automatically update the status on the [[Main Page Overview#Data SourcesMain_Page_Overview|main page]] to update the data source information with it current status and check whether the import is finished.    
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