SkyDesk Reports allows you to import data from tabular format files like CSV, Excel (XLS and XLSX), JSON and HTML files stored in local drive and web feed or in different Cloud Storage/Drive such as SkyDesk Docs, Google Drive, Dropbox, Box and OneDrive into an existing tables. With this option, you can easily update (add/modify/delete) the records in your existing table. The data being imported can be in any file formats mentioned and can be available in your local machine or a URL or Web feed or even some application generated. You could also copy & paste the data into SkyDesk Reports and get it imported into the necessary table.
In this chapter, we will discuss about how to import data into an existing table in your workspace.
Importing data into an existing table is almost similar to Importing data to create a new table in SkyDesk Reports.
You can invoke the Import Wizard by clicking Import > Import into Existing Table option available at the top right corner of the table. The Import wizard will show you the following options.
Note: When Add records and replace if already exists or Add records, replace existing and delete missing record is selected, it is mandatory to specify matching columns. You can choose one or more columns as matching columns. SkyDesk Reports will use the values in these columns as the key to match the existing records with the new records being imported. Hence the matching column(s) combination should uniquely identify each record in the table. Once a match is identified, then SkyDesk Reports will update that existing record in the table with the new values present in the file being Imported. In case the specified matching column does not identify unique records, then all records will be appended at the end of the table.
Other Import settings are similar to how you import data to create a new table. For details, refer to the Import data to create a new table section.