R365 Intelligence: Importing New Data

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This article is part of R365 Intelligence and covers importing new data.

In addition to adding existing R365 data to dashboard environments, users can also add in new data. New data is imported from a user's local files.

Adding New Data

To add new data to a new dashboard, follow these steps:

	Locate the Datasets section in dashboard edit mode and click the New Data button.
	Select the File from Disk option. This will allow users to select from the following file types: Excel CSV JSON Text SAS data files GeoJSON KML
	To add files, click Choose Files or drag and drop data files to the dialog box.
	Once the necessary data files are selected, click Prepare Data from the bottom right hand corner of the dialog box.
	If the file is an Excel workbook with more than one worksheet of data, users will be prompted with the Select Worksheets dialog box. From this dialog, users can make select one, multiple, or all worksheets to import. Then, click Select.
	If the tables on each Excel worksheet have the same set of objects, the Group Tables dialog box will open. Here, users can leave the checkbox checked to group all the data in a single table or unchecked to keep them in separate worksheets.
	Once selected, the Preview will open. Each file is converted to a separate table. In the top section, users will see a table view list of all the Attributes and Metrics being imported. The bottom section of the dialog shows the view of the data in the selected table. From this dialog, users can modify the data before it is imported.
	Once the attributes and metrics are reviewed, click Finish.
	Once finish is selected, the data will be imported to the datasets section. Users can now use this data to build visualizations.

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