How to: |
You can upload or append Excel spreadsheets or CSV files using the Upload wizard. Before uploading a new file, you should review Preparing Data for Upload, to ensure that your upload runs successfully.
After you upload a new file, you can append a file by adding new data to an existing synonym, without changing the structure. This option is useful when you are working with a complex or heavily edited synonym, by allowing you to retain all previous edits and data transformations.
The procedures in this section provide step-by-step instructions for uploading and appending files using the default settings in the Upload wizard.
The Categorize Fields into Measures, Dimensions and Hierarchies screen opens, as shown in the following image. You can use the options on this screen to preview and change spreadsheets and delimited data files before you upload them to the target environment. This screen shows you the default breakdown of your data into measures, dimensions, and hierarchies.
For more information about the options that are available in the Categorize Fields into Measures, Dimensions and Hierarchies screen, see Categorize Fields Into Measures, Dimensions and Hierarchies Screen Overview.
The Load Options dialog box opens.
If the load is successful, a window opens, and provides options to automatically generate content from your data, create content using the new Master File, or close the Upload wizard, as shown in the following image.
Note: If there are informational messages or if your upload is unsuccessful, the Status screen opens.
Related Information:
The Categorize Fields into Measures, Dimensions and Hierarchies screen opens.
The Load Options dialog box opens.
If the load is successful, a window opens, and provides options to automatically generate content from your data, create content using the new Master File, or close the Upload wizard.
Note: If there are informational messages or if your upload is unsuccessful, the Status screen opens.
Related Information:
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