Upload Data

Watch Video: Import Data

This video might show an earlier version of the feature or operation that differs in minor ways from the current version.

In most cases, data sources will already be configured for you by an administrator. However, you can also import a plain text file, CSV file, or Excel file into a Data Worksheet. Follow the steps below to import a file into a Data Worksheet.

If you see the ‘Create Visualization’ dialog box instead of the User Portal, press Upload Data File to display the ‘Import Data File’ dialog box.

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  1. Create a new Data Worksheet and select the ‘Upload File’ Upload File option. (See Create a Data Worksheet.) This opens the ‘Import Data File’ dialog box.

    Import Data File dialog with encoding delimiter and header options

    If a Data Worksheet is already open in Visual Composer, press the ‘Add’ button Add on the toolbar, and select ‘Upload File’ Upload File to open the ‘Import Data File’ dialog box.

    press Create Object button and select Upload File to open Import Data File dialog

  2. Press the Choose File or Browse button to open the ‘Open File’ dialog box. In this example, we will import an Excel file: Select an Excel file type (.xls, *.xlsx) from the menu next to the ‘File name’ field.

    Open File dialog with Excel file type filter selected

  3. Select the desired Excel file and press Open. (Here we use the sample OrderDataText Excel file.)

    select the OrderDataText Excel file and press Open

  4. Press OK to import the data. (For the sample OrderDataText.xls Excel file, you do not need to change the other settings.) This creates a new data block named ‘OrderDataText’ with data from the file.

    new OrderDataText data block created with imported file data

  5. Right-click on the data block, and select ‘Properties’ from the context menu. Note: You can also access menu options from the ‘More’ button (More) in the mini-toolbar. This opens the ‘Table Properties’ panel.

  6. In the ‘Name’ field, enter a name for the data block, and press OK.

    Table Properties panel with Name field for renaming the data block

    Names must be unique without respect to case (e.g., "num1" is the same name as "Num1").

  7. If you want to manually modify the data in the data block, convert the data block into an Embedded Table. See Enter Data for more information.

  8. Press the ‘Save’ button Save in the toolbar to save the Data Worksheet.