Populate a Target from a CSV file

If the data for your Target is in a CSV file (delimited by a comma or other character), you can use the Load from File feature to upload the data.  You can load both un-Dimensioned or Dimensioned Target data using this method.

PREREQUISITES

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

Other methods of populating your Target:

NOTE: The format of the Target Editor is slightly different in version 3.

1. Define the Target Data Source

Define the Target Data SourceZoom: Define the Target Data Source

In the Target Editor make sure that the Sourced from field is set to 'entered data'.

2. Populate your Target

Populate your TargetZoom: Populate your Target
  1. Open the Target Data tab
  2. Click [+ Load from file]

The Load From File pop-up opens

2.1. If your Target is Undimensioned

If your Target is Undimensioned
  1. Confirm that the Delimiter character is the same as in your CSV file
  2. Choose the format in which the date/time is represented
  3. Select the CSV file containing your data from your local machine
  4. Click Import

2.2. If your Target is Dimensioned:

If your Target is Dimensioned:
  1. Select whether you are uploading data for one Dimension Value or for multiple Dimension Values (in this example, 'multiple Product Subcategory values' are being uploaded)  NOTE:  If you are uploading only one Dimension Values data, you will select the Dimension Value in this pop-up and use the same file format as is applicable for Undimensioned Targets
  2. Confirm that the Delimiter character is the same as in your CSV file
  3. Choose the format is which the date/time is represented
  4. Select the CSV file containing your data
  5. Click Import

3. Review upload results

Review upload resultsZoom: Review upload results

NOTE: If any errors are encountered in the CSV file, you will receive information helping you to solve them by using the View log file button. Otherwise:

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

4. Review a table contents