Upload Metric Data Using CSV

If the data for your Metric is to be collected manually, you can uploaded it as a CSV file (delimited by a comma or other character).

This feature is available for:

  • Windows OS
  • Mac OS (save your Excel file as a CSV file to use this method)

CSV file requirements:

  • If you are uploading data for Undimensioned Metric or only one Dimension Value of the Dimensioned Metric, confirm that the CSV file that you plan to use contains only two columns: Measurement Date/Time and Measurement Value
  • If you are uploading data for multiple Dimension Values, make sure that the CSV file that you plan to use contains three columns: Dimension Value, Measurement Date/Time and Measurement Value

If you are uploading data for Compound Dimension Values, see Creating Compound Dimensions using Selected Values for details

If you are uploading data for Parent/Child Dimension Values,see Collect Values Manually for a Child Dimension for details

1. Access New > Metric

Access New > Metric

Define the basic Metric information:

  1. Select the appropriate Measurement Interval and Measure of value from the drop-down lists
  2. Since we are creating a dimensioned Metric, select the required Dimension form the drop-down list below. For more instructions refer to: Creating Dimensions
  3. Name: The system automatically generates name based on the values selected in the fields above, however, you can change it to a unique descriptive name of your choice

Next: define details

2. Complete details and load data

  1. Choose 'Manual/CSV Data' as a Data Source In the Data Source field select 'Manual/CSV Data' option from the drop-down list
  2. Click Load data

The Manual Metric Data Entry Editor opens.

3. At the bottom of the page click 'Load from file'

  1. This field is shown for Dimensioned Metrics only. Select if you want to upload CSV file with data for all Dimension Values; alternatively, select a specific Dimension from the list.
  2. Click Load from file

The Load from file pop-up opens

4. Loading CSV file for a Dimensioned Metric

 Loading CSV file for a Dimensioned Metric
  1. Load data for: select whether or not you are uploading data for one Dimension Value (in this example, multiple Product Category values are being uploaded) or multiple Dimension Values.
  2. If you are uploading only one Dimension Value data, select the Dimension Value from the drop-down list
  3. Confirm that the Delimiter character is the same as in your CSV file
  4. Choose the format in which the date/time is represented in your CSV file
  5. Select the CSV file containing your data from your local machine

Once the required file is browsed, click Import.

4.1. If necessary, request a sample CSV file

If necessary, request a sample CSV file

If you want to enter the Manual Metric value into a CSV file and you are unsure about its format, click sample CSV file link to obtain a file into which you can enter data after saving it

5. Review Results

NOTE: If any errors are encountered in the CSV file, the system will provide you with information on the issues occurred

  1. Click OK to close the results pop-up
  2. Click Cancel to close the Load from File pop-up

6. Review uploaded data in the grid

  1. If you are ready to generate the Manual Metric chart, click Update live chart. Note that the option of making the Metric visible On Homepage is already activated by default; deactivate if you do not want to display the Metric on the Homepage
  2. If not, click Metric editor to continue entering settings

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