Uploading and Appending Spreadsheets

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.

Procedure: How to Upload Excel Spreadsheets

  1. Launch the Upload wizard in one of the following ways:
    • From the Resources tree, right-click a domain or folder, point to Upload, and then click Data.
    • In the Open dialog box, in InfoAssist+, click Upload Data.
  2. Drag the file that you want to upload into the Upload pane or click Select File, and navigate to the location of a file on your machine.
  3. Click Next.

    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.

    Categorizie Fields into Measures, Dimensions, and Hierarchies screen

    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.

  4. Click Load and Next.

    The Load Options dialog box opens.

  5. Click Proceed to Load.

    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.

    Callout page in the Upload wizard

    Note: If there are informational messages or if your upload is unsuccessful, the Status screen opens.

  6. Select what you want to do next.

Procedure: How to Append New Data to an Existing Synonym

  1. Launch the Upload wizard.
  2. Drag the file containing the data that you want to append into the Upload pane or click Select File, and navigate to the location of a file on your machine.
  3. Click Next.

    The Categorize Fields into Measures, Dimensions and Hierarchies screen opens.

  4. On the ribbon, in the Load group, click Load Options.

    The Load Options dialog box opens.

  5. From the Load Option drop-down list, click Append Existing Data.
  6. Click the Show File Picker button near the Select Target Synonym option, and select the synonym to which you want to append data.
  7. Click OK.
  8. On the ribbon, click Load and Next.

    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.

  9. Select what you want to do next.

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