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How do I import an Excel/ CSV file? I need to create a datasource with an Excel file.

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Nikhila
(@nikhila)
Member Admin
Joined: 2 years ago
Posts: 338
Topic starter  
Step 1: In the Main Navigation Bar, click on ‘Admin’. Click on Data source Management to add/ see the list of Data sources. 
Step 2: Click on the plus icon, located in the bottom right of the screen to Create a Data source. 
Step 2: Enter the details in the pop-up screen. 
Step 3: Data source Name - Provide an appropriate Data source name. 
Step 4: Click on Excel/CSV from Select Data source Type. You can select a new excel/ csv file or choose from an existing file.  
Step 5: To create a new file, enter a data source name and click on choose file. (Refer to the image below). 
1670314466-excelcsvcreate.png
Step 6: In the open dialog box that appears, enter the name of the file and click open. Now click on next. (Refer to the images below).  
1670314496-excelcsvcreate1.png

Step 7: A preview of the desired file is shown.  

Step 8: Select the checkbox and click on import. (Refer to the image below).  

1670314533-excelcsvcreate2.png
Step 9: The newly created data source will be added in the Data source List and the status of the imported data will show complete. (Refer to the image below).               
1670314572-excelcsvcreate3.png

   
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