Importing a New Data Source
This section will show you how to import a new data source.
- See a Tutorial
- Excel Importing Guide
- CSV/Text Importing Guide
- Check Importing Problems
- Update Data
- Data Update Automation
- Download a sample file here: Sales.xlsx
Important: Data import is not allowed through tablets and smartphones.
On the next screen:
- 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 name that will be displayed on the main page;
- Description: An optional description for the new data source.
If you have doubts, click on the links "Tutorial Video", "A sample spreadsheet" and other "Importing Tips".
Click Send File button to continue.
On the next screen, you must inform the file specifications:
- Charset: Specifies the file charset. Usually, the correct option is automatically selected. For CSV files only;
- 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;
- 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.;
- 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;
- 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;
- Decimal Separator: Specifies the decimal separator used in the file.
- Columns options: Click the column header in the preview table to select and change its options:
- 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.
Click the Next button to continue.
On the next screen, you can automatically generate a set of dashboards with your imported data:
The process will try to find compatible dashboards with the information you provided.
Click the Next button. To skip the automatic dashboards generation, click Skip step. You can do this later. See Generate dashboards.
Check the summary information and click the Finish button to complete the operation and schedule the data import.
Wait for TaticView to create/update the required structures and schedule the data import. If everything is ok, click the Done! button.
When the data source import/update is completed, TaticView will automatically update the status on the main page.