Adding File Based Data

You use uploaded data source files such as .xlsx to create visualizations in projects.

To upload file based data to projects:
  1. From the Home page, in the Create section, click Project.

    Note:

    You can also use the Data Sources page to upload data files. For more information see Managing Data Sources.
  2. In the Add Data Source dialog, select an existing data set, or click Create a New Source to upload a new file.
  3. If you are uploading a new data file, select A File to search for and select a locally stored data file. Or you can drag the data file from your local drive and drop it on the dialog.
  4. If the file contains multiple sheets, select the sheet with the data you want to load.
  5. When uploading a data source for the first time, edit the source names and descriptions to be more meaningful to you.
  6. Adjust the column types as needed. The application automatically assign column types as follows:
    • Columns that contain decimals are imported as the Measure type.
    • Primary keys, which are typically integers, are imported as the Attribute type.
    • Integers such as Age, Region Code, and Product Code are imported as the Attribute type. However, in some cases integer columns might be measures and not attributes (for example, Quantity and Number of Employees). In these cases you will need to change the column type to Attribute.
  7. To exclude a column, hover over the column name, and click the check mark.

    Note:

    A column that is unavailable and marked with a red information symbol is invalid and will be excluded. Typically, this happens because the column name is a duplicate or it contains illegal characters (leading or trailing spaces, or special characters). You can hover over the symbol to see the reason why the column is invalid.
  8. Click Add to Project to accept the data associations. See Blending Data that You Added for details on manually editing data associations.