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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.
   • On the Home page, under Quick Links, click Upload Data.
2. Drag the file that you want to upload into the Upload pane or click Select Upload File, and navigate to the location of a file on your machine.
3. Click Next.

   The Select Worksheet pane opens, as shown in the following image.

   

4. You can customize your worksheet by using the options available on this pane.

   The options include:

   Row scan limit

   Indicates how many worksheet rows are scanned to determine the formats of the columns. Set this value to 0 if you want to scan all of the worksheet rows.

   Number of header rows

   Sets the number of rows used as a header row in the worksheet. Set the value to 0 if a header is not used.

   Error check Excel columns

   Produces informational messages, if the uploaded file contains inconsistent data, based on the first row of data.

   Pivot

   If selected, transforms columns into rows for a better visualization of complex matrices.

   Customize metadata

   Provides access to the following options:

   Decompose Date fields into components

   Decomposes Date fields into Year, Quarter, Month, and Day components.

   Format for Data fields

   Allows you to select a format in which the Date fields will appear.

   Activate GEOGRAPHIC_ROLE assignment

   Assigns geographic roles based on column name analysis.

   Select Target Parameters

   Provides access to the following options:

   Load Option

   Provides access to the following options:

   New

   Uploads a new worksheet to create a synonym.

   Append Existing Data

   Adds new data to the existing synonym without changing the structure and parameters of the synonym.

   Target Adapter

   Allows you to select a database, in which the unloaded data is stored in.

   Target Connection

   Specifies a connection for the selected adapter.

   Bulk Load

   Specifies the method of loading data.

   Prefix

   Adds a prefix to the name of the synonym.

   Suffix

   Adds a suffix to the name of the synonym.

   Overwrite existing synonyms

   Overwrites the existing synonym with the same name.

   Default Name (editable)

   Indicates the synonym name to be created, based on the worksheet name. You can change this default name. If a Prefix or Suffix value is used, it will be added to this name.

   Worksheet Name

   Indicates the worksheet name, determined from the uploaded file.

   Named Range

   Indicates an Excel Named Range to a specific group of cells within a worksheet.

   Rows/Columns

   Indicates the number of rows and columns in the worksheet.

   Display Worksheet

   Shows the data in the selected worksheet in tabular format. Double click the link to view the data.

5. Click Next.

   If your upload is successful, the Categorize Fields into Measures, Dimensions and Hierarchies pane opens.

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

   The Measure/Dimension View shows:

   • The default set of measures (all numeric columns).
   • The default dimension hierarchies, based on name pattern-matching and date-time analysis.
   • The remainder of columns as individual dimensions.
6. Once you have defined the measures and dimensions, click Next.

   A pop-up window opens, providing access to the following options:

   Gain Insight

   Automatically generates content from your data.

   Create

   Allows you to create a report, chart, document, or visualization with your new Master File.

   Finish

   Closes the Upload wizard.

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

   The Select Worksheet pane opens.

4. From the Load Option drop-down list, click Append Existing Data (Keep Metadata).
5. Click the Show File Picker button next to the Select Target Synonym option, and select the synonym to which you want to append data.

   The path to the synonym appears in the Select Target Synonym field.

6. Click OK to close the Select Target Synonym dialog box.
7. Click Next.

   A pop-up window opens, providing access to the following options:

   Gain Insight.

   Automatically generates content from your data.

   Create.

   Allows you to create a report, chart, document, or visualization with your new Master File.

   Finish.

   Closes the Upload wizard.

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

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In addition to the default geographic roles, you can manually assign geographic roles to the fields that are not automatically recognized.

1. In the Categorize Fields into Measures, Dimensions and Hierarchies pane, right-click a measure or dimension to which you want to assign a geographic role, then click Geographic Role.
   The Set Geographic Role window opens, as shown in the following image.

   

2. From the drop-down list, select a geographic role that you want to assign to the field.
3. Click OK.

   The geographic role is assigned, allowing the field to generate longitude and latitude coordinates for display on a map view in InfoAssist+.

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1. Upload a spreadsheet, as described in How to Upload Excel Spreadsheets.

   After the upload is complete, you are presented with a series of options, as shown in the following image.

   

2. Click Automatically generate content from your data.

   Sample content is generated in the same folder that you selected for your upload, and you are redirected to the Home page of the BUE portal, where you can interact with the sample generated content. If your data contains any dates, you will be presented with the Initial Dashboard By Year, as shown in the following image. Otherwise you will see the Initial Dashboard.