Open main menu

TaticView β

Changes

Importing a New Data Source

268 bytes added, 15:14, 20 October 2015
no edit summary
<!--T:1-->
'''This section will show you hot how to import a new data source.'''
See also:
* [[Excel Importing Guide|Excel Importing Guide]]
* [[Importing Problems|Check Importing Problems]]
* '''Download a sample file here: '''[http://wiki.taticview.com/taticfiles/Sales.xlsx Sales.xlsx]''' 
<!--T:2-->
Select First select the ''New datasource'' option in the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview|Main Page]];
[[File:Barra_Lateral+en-US.PNG|100px]]
'''On the next screen.'''
<!--T:43-->
[[File:Novo arquivo+en-US.PNG||500px|link=]]
If you have doubts click on the below links "''Tutorial Video''", "''A sample spreasheet''" and other "''Importing Tips''".
Click '''Send File''' button to continue.
'''On the next screen you must inform the file specifications.'''
<!--T:84-->
[[File:Formatação dos dados+en-US.PNG|500px|link=]]
<!--T:25-->
* '''Charset''': Specifies the file charset. Usually the correct option is automatically selected. For CSV files only;
<!--T:36-->
* '''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:47-->
* '''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:58-->
* '''Delimited by''': Specifies the columns delimiter character. Select between ''Tab'', ''Semicollon'', ''Collon'' or ''Other character'' (for ''Other'' type the desired delimiter in the field). Usually the correct option is selected automatically. For CSV files only;
<!--T:69-->
* '''Header''': Check if the file have a ''Header row'' that identifies the columns. The header will be used as the default name for the columns in the data source;
<!--T:710-->
* '''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]];
Notes:* Is very important set the right type for each column. When the type isn't right normally NULL will be show 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 source. <!--T:912-->
Click the '''Next''' button to continue.
<!--T:1113-->
If you are [[Import/Update data|updating]] a data source, go directly to the [[New Data Source Summary|import summary]].
 <!--T:114-->
'''On the next screen you can generate automatically a set of dashboards with your imported data.'''
* 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:215-->* Select the main [[Date]], [[Text]] and [[Value]] columns that TaticView will use to automatic generate dashboards.
Click the '''Next''' button. To skip the automatic dashboards generation, click '''Skip step'''. You can do this later. See [[Generate dashboards]].
<!--T:5-->See '''[[New Data Source Summary]]''' for information on how to continue. <!--T:117-->
[[File:Resumo importação+en US.PNG|500px]]
<!--T:218-->
Check the summary information and click the '''Finish''' button to complete the operation and schedule the data import.
<!--T:319-->
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>