You can upload data from from MS Excel and CSV files to eazyBI and flex.bi and then create reports, charts and dashboards from these data.
Please at At first, please, read about eazyBI flex.bi cubes, dimensions and measures - you will need to understand multi-dimensional data model to be able to map source file columns to cube dimensions and measures.
Upload files
Go to Source Data tab, Source File section and select source file for upload.
If you upload CSV files then use either comma (,) or semicolon (;) field separators. Decimal values should always use periods (.) as decimal separators. Commas (,) in integer and decimal values will be ignored (e.g. if they are used as thousands separators).
If you upload MS Excel files then integer, decimal and date fields will be detected based on MS Excel cell formatting.
If source CSV file contains non-English characters then CSV file should be in UTF-8 encoding, as otherwise you might receive error messages when previewing uploaded file.
If your original non-English data are in Microsoft MS Excel then upload these MS Excel files, as MS Excel export to CSV does not support UTF-8 encoding.
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If there will be any errors during source file import then , it will stop on first error with Error status. You can click on Error link to see detailed error message. Detailed error message will show line number together with line content and information about the error. Most frequent error is invalid quotes inside quoted string (in CSV files you should double quotes inside quoted string) or non-English character encoding (not in UTF-8 encoding).
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Import additional source files
If you will import additional data with the same source file structure (e.g. if you each if each day, week or month you import new data for this time period) then use unique file name for each time period.
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If new source file has the same structure (same column names and data types) as existing imported file then columns mapping will be copied from already imported file. After clicking on Preview button you will be able to import it by clicking Start import button.
Note that all data cubes in one eazyBI account flex.bi account share the same dimensions. If you want to use the same dimension in different data cubes then use the same dimension name. If they are different dimensions then use different dimension names (even when you use different data cubes).
Import additional measures in source application cubes
If you are using eazyBI standard flex.bi standard integration with other source applications (e.g. HansaWorld, Basecamp, Highrise, Jira, Zendesk or Harvest) but you would like to add additional measures to your source application data cubes then it is possible to import additional measures from CSV files in existing source application data cubes.
But there is also risk that you will not prepare correctly additional data in CSV files which may result in damaged existing source application data. Please view additional data import example for Jira Issues cube. If If necessary contact eazyBI flex.bi support and describe your need and we will help you prepare correctly CSV files with additional data.
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