Add a File to a Dataset Created From a Connection

A dataset can contain tables created from files and connections.

Most connections are available for you to add to a dataset. Exceptions include Oracle EPM Cloud, Oracle Essbase, or Google Analytics.

Before you add a connection, you can check to see if the data source connections you need already exist. See View Available Connections.

If you drag a subject area or analysis to the Join Diagram, then no columns are displayed. You must use the Transform Editor to specify which columns to include in the subject area's dataset table.

Before you upload a file, confirm that the file meets these requirements:

• The file is either an Excel spreadsheet in .XLSX or .XLS format, a CSV file, or a TXT file.
• The spreadsheet contains no pivoted data.
• The spreadsheet is structured properly for import and use as a dataset. See About Files for Datasets.

1. On the Home page, click Navigator and then click Data.
2. Click the Datasets tab.
3. Locate the dataset that you want to open, click Actions, and then click Open.
4. Locate the file:
   • If the file you want to add is located on your computer, then in the Connections pane, click Add, and click Add File.
   • If the file you want to add is located in Dropbox or Google Drive, then in the Connections pane, click Add, and then click Add Connection.
5. Browse for and select the file that you want to upload.
6. Optional: If you’re uploading a CSV or TXT file, then in the Separated By, Thousand Separator, and Decimal Separator fields, confirm or change the default delimiters.
   To specify a custom delimiter, choose Custom in the Separated By field and enter the character you want to use as the delimiter. In the CSV or TXT file, a custom delimiter must be one character. The following example uses a pipe (|) as a delimiter: Year|Product|Revenue|Quantity|Target Revenue| Target Quantity.
7. Click OK to add the file to the dataset.
8. In the Connections pane, confirm that the file was added.
9. Click Save.