Reports Help

Importing Data from Files and Feeds (CSV, XLS, HTML,Google Spreadsheets, Zip files and URL/Web feeds)

Often you would already have data locally stored in tabular file formats like CSV, XLS (Excel), JSON, Google Spreadsheets (Google Docs) and HTML files. The data in such formats could also be available as a URL or Web feed or even some application generated. SkyDesk Reports offers easy import and copy-paste options of such data for jump starting your reporting and analysis. You can import the data into SkyDesk Reports by clicking the link Import Excel, CSV, HTML, Google Docs provided in any of the following contexts :

      1. From Create Workspaceoption available in the Home page
      2. Clicking the New Table option available (top-right corner, under the New -> New Table toolbar menu) in the selected workspace page

Step 1: Choose the File Type to Import

On clicking the Import Excel, CSV, HTML, JSON, Google Docslink, an import dialog will pop-up. The first screen of the dialog will be different depending on context from where you invoked this dialog.

If you had invoked this from under Create Workspace, the first screen will look like the following. In this screen, you need to provide the workspace name (unique and mandatory), description (optional) and tags (optional) describing the workspace. Other options are common and described below:

If you had invoked this from New Table option, the first screen will look like the following. In this screen you need to provide the Table name (unique within the workspace and mandatory), description (optional) and tags (optional) describing the table. Other options are common.

Currently SkyDesk Reports supports importing data from the following sources.

  • Comma Seperated Value (CSV)
  • Excel (XLS) /SXC
  • HTML
  • Tabular Text files
  • JSON
  • Google Spreadsheets from Google Drive

Choose the Data Location from where the input data file is to be loaded. You can choose any of the following:

  • Pasted Data: Choose this option if you wish to copy and paste the data from the source file. Copy and paste the data from the necessary file into the text area given below. In the case of a HTML file format, you need to copy and paste the data along with the HTML tags in the file. Ignoring it will make the import to fail.
  • Local Drive: Choose this option if you wish to load the data file from your local machine. On choosing this option, Browse and load the necessary file from your local machine.
  • Web URL:Choose this option if you have the data file residing in a Web URL. You can import data from publicly accessible or from URL with basic authentication. Choose the appropriate tab and then provide the full path to the URL in the field provided. In case you choose the File type as Google Drive Spreadsheets import, this option will be automatically chosen.
    • URL - Choose this to import data from a publicly accessible URL
    • URL With Authentication - Choose this to import data from URL with basic authentication. On choosing this, you need to provide username and password to access data from the URL.

Once you have provided the data input, click on the Next button at the bottom to proceed to the next step.

Note:

  • SkyDeskReports has the following restrictions on the size of Data Import. You can upload a maximum of 500,000 rows at a time into a Table. And the file size should not exceed 10MB. Incase if the file size is greater than or equal to 10MB, then you can Zip the file and upload the same.
  • If you wish to upload more data in a batch, you can use the Upload tool. This is a packaged downloadable tool installable in your machine. You can use this via a GUI mode to upload the data or from a command line mode for scheduled upload of data.
  • For further assistance, contact us at skydesk-support@fujixerox.co.jp .

Google Spreadsheets Import: Choose the spreadsheet to Import

In case you have chosen to import a Google Docs Spreadsheet, you will see a screen as shown below, on choosing Browse option in Step1.

 

To get a list of your Google spreadsheets, you have to authenticate yourself with your Google (GMail or Google Apps) account. Click Authenticate Google button to continue with import process. If you're not already logged in to your Google account in your current browser, you will be prompted for your username and password. Enter your Google Account (GMail or Google Apps) login credentials, click Sign in and then click Grant Access button in the screen that comes up to continue.

Note:

  • You will not be prompted to provide your Google login credentials, if you are already logged in to SkyDesk Reports with your GMail/Google Apps account or if you are already logged in to your Google /Google Apps account in your current browser session.

A new dialog box which lists all the spreadsheets available in your account appears as shown below.

Now, select which Google Spreadsheet you wish to import into SkyDesk Reports and click OK. Click Next to proceed to the next step.

After you have selected the Google spreadsheet to import, you will see a list of sheets that are present in your file as shown below in Step 2.

 

Choose the sheet that you want to import and then click Next button to proceed to the next step.

In case of HTML/Excel file import: Choose the Table/Sheet to import

In case you have chosen to import an HTML or Excel file, you will see a screen as shown below in Step 2.

 

You will see the list of tables(sheets in case of XLS) that are present in the input file. You need to choose the table/sheet from which the data has to be imported. You can only import one table/sheet at a time. Once you had chosen the table/sheet, click on Next button to proceed to the next step.

If there had been no tables in the input HTML file, then you would not be able to proceed to the next step until you provide a valid input.

Importing Hidden rows/columns in Excel

When importing data from Excel file, if the excel table contains hidden rows or columns, only the visible rows will be imported in to the SkyDesk Reports table by default. However, SkyDesk Reports also allows you to choose to import the hidden rows/columns by providing corresponding options under Import Hidden Rows/Columns option in this step of the wizard. Options provided are:

  • Import Hidden Rows: By selecting this option, any hidden rows in the excel sheet will be imported.
  • Import Hidden Columns: By selecting this option, any hidden columns in the excel sheet will be imported.

JSON file import

SkyDesk Reports supports importing any type of array with single or multiple object. It is mandatory that the first row should contain column headers for importing JSON file.

Note: In case you import file with multiple JSON objects separated by comma (not enclosed with Square brackets), then the first object alone will be imported. Also it is not supported to import JSON object containing simple values without keys.

Step 2 : (Step 3 in case of Excel/HTML/Google Docs Spreadsheets Import): Specify the Import settings

In this step you would be prompted to provide the necessary settings for SkyDeskReports to properly understand the data being imported.

The settings that are to be provided are described below:

  1. First Row Contains Column Names: If the first row of the data being imported contains the columns names, then choose Yes, if not No. SkyDesk Reports will try to intelligently identify whether the first row contains column names and set the option automatically. You can verify this and override/reset it accordingly.
    It is recommended that the first row contains the column names. This would enable SkyDesk Reports to use the same column names while creating the table to store the data imported.
    If the imported data does not contain the column names in the first row, then SkyDesk Reports will generate its own column names and create the table. You can edit these column names subsequently after the table has been created.
  2. Date Format of the column(s): In case the imported data contains a date column, then you need to provide the date format of the same for SkyDesk Reports to correctly import it. By default, SkyDesk Reports tries to identify the date format of the given date column from the data provided and display the same in this field. If you find that to be incorrect or if SkyDesk Reports had failed to recognize any date column then you can set the date format by clicking on the link Choose matching date format... just below that date field. To know more about choosing the matching date format follow this link.
  3. More CSV Settings: If you are importing CSV or Excel data then you would see the More CSV Settings link. Clicking on this will expand the dialog box and provide more settings which are described below:

    • Delimiter separating your column(s): Specify the delimiter character which separates the data in one column from the next. Comma would be the default. If not, you could choose what is relevant for your data set which could be any of Comma, Tab, Semicolon and Space
    • Skip top row(s): Specify the number of rows to be skipped or ignored by SkyDesk Reports from the top of your data file being imported. This is optional and the default would be 0 ie no rows will be skipped.
    • Text Qualifier: If the string values in the data imported are enclosed within Single quote or Double quote, specify the same in this option. The default value is NONE.
    • Comment Character: If some rows in the data imported are commented and are to be ignored, then you need to specify the comment character that is used to indicate the same. Note that the specified comment character should be present as the first character in that row, if that row has to be ignored.
    • Thousand Separator: This option lets you to choose your own thousand separator to be used for datatypes like number, positive number, decimal number and percentage. The default value is NONE.
    • Decimal Separator: This option allows you to choose your own decimal separator to be used for datatypes like decimal number and percentage. The default value is DOT.

Preview:

SkyDeskReports shows a preview of the data being imported by displaying the first 3 rows in a tabular format as shown below.

In the preview table shown you can verify the column names and the column type of the data being imported. If required you can change the same too.

To change a Column Name, double click on the corresponding column header. This will switch the header into edit mode. You can then provide the required name and press the Enter key to set the same.

To change the Column type, choose the type from the drop list provided under each column. Ensure that you specify the right column type. Specifying a wrong type will generate errors on import and make SkyDesk Reports to ignore the value in that corresponding column while importing.

On Import Errors:

You could specify how SkyDeskReports should handle errors condition (incase it occurs) while importing data. The following are the possible options:

  • Set Empty Value for the Column (default): If this option is set, SkyDeskReports will set empty value to the corresponding column value which had problems while importing.
  • Skip Corresponding Rows: If this option is set, SkyDeskReports will skip the corresponding rows in which an error occurs while importing.
  • Don't Import the data: If this option is set, SkyDesk Reports will not import any data provided, if any error occurs during importing.

In case any error occurs during import, the details of the same would be shown in the Import Summary dialog (refer the next section below) which would be shown on Import process completion.

Once you have set all the options, click Create button provided to proceed Importing the data.

Step 3 : Import Summary

Once SkyDeskReports imports the input data provided, it will bring up a Import Summary Dialog as shown below, capturing the status of the Import process just completed.

The details that would be shown include:

  • Column Details: Total number of columns in the input data and the total number of columns that where actually selected for import
  • Row Details: Total number of rows in the input data and the total number of succesfully imported rows in it.
  • Error/Warning Details: If there were any errors/warning generated during the Import process, it would be listed under the Details section.

If you import data from an URL, you would see a link Would you like to schedule this import periodically? which you can use to setup periodic import of data from this URL. Follow this link for more details.

On closing the Summary dialog, SkyDesk Reports will display the newly created table with the data loaded in the same.

Top