Uploading Data
Tyler Garcia
Last Update 8 months ago
You can upload CSV, Excel, or PDF reports to import metric data. The data upload page shows the latest information on support reports.
Steps:
- Navigate to the Uploads page (found on the sidebar)
- Select a Metric Category from the dropdown. This tells the system how to categorize the incoming data if it's not already defined.
- For reports that contain data from multiple categories, leave the category unselected
- Upload File:
- Drag and drop your file (CSV, Excel, PDF) into the upload area.
- Or click to browse and select a file.
- The system will process the file:
- Parsing: The system extracts data.
- Review: You will be asked to review the data, map columns to existing metrics, or confirm new metrics.
- Ensure your metrics are properly identified and named, and ignore any columns or rows you wish to be excluded from the final data
- Once approved, the data is added to your data viewer.
Supported Formats:
- CSV/Excel: Standard spreadsheet formats. Columns should ideally include
date, metric_name, and value. - PDF (Beta): Supported reports like IPO Reports, Talent Investment Reports, Drive Thru Speed of Service, etc.