Source Un-Dimensioned Report Data from CSV File
Sourcing Reports from CSV files has been greatly simplified by:
- Creating a Dataset using a CSV file - Create a Dataset from any Data Source
- and using the new Dataset Reporting feature - Dataset Reports Overview (New in 5.3)
If the data for your un-dimensioned Report is in a CSV file (delimited by a comma or other character), you can use the Load from File utility to upload the data. This feature is available for both Personal Computers (PC's) with Windows and MAC's.
ALTERNATIVES:
If your Report contains dimensions, see Source Dimensioned Report Data from CSV File
1. Access New > Report
- Input a meaningful Name
- Select Standard Report
- Select Reported Interval, and Category (optional)
- Click Next: Define Report
2. Select CSV or Excel File for Data Source
- In Data tab, select 'CSV or Excel File' from Data Source drop-down
- Click Save changes and load data
3. Select the date of your data
4. Select the file and load
- Confirm that the Delimiter character is the same as in your CSV file
- Select the CSV file containing your data
- Load
5. Review load results
NOTE: If any errors are encountered in the CSV file, you will receive information to allow you to correct the problems.
6. Review sample results and enable report
NOTE: If any errors are encountered in the CSV file, you will receive information to allow you to correct the problems.
- Note that the Sample Result Set shows the data uploaded
- Each Column from the CSV file is listed in the Data section
- If you are ready to generate the Report, make it visible and click Update live Report
