This tutorial shows you how to import data from Excel. You can only import files .xls (Excel 2003) format and NOT in .xlsx format (Excel 2007) into Vizubi at this time. If you have your data in an .xlsx file either save it as an .xls file or (for instance if you have moer than 64,000 rows of data), you can create a linked table [see the section on linked tables]
Opening the Import Wizard
Open Excel.
(1) Click on the Vizubi Tab in the ribbon bar.
(2) Click on the Edit button in the database group.
(3) This will open the Import Data window.
Selecting The Data You Want To Import
You can only import one worksheet at a time from Excel files.
(1) Select Excel as the Data Source Type.
(2) Use the Browse button "…" to select "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\xls\InvoicesFromDB.xls".
(3) Click on the down arrow to the right of Worksheets to select the worksheet you want to import. The name of the worksheet appears in the Friendly name.
(4) If you want to skip the first few rows, insert the number of rows to skip to the right of Skip Row.
(5) If you want to skip the first few columns (starting with the left most column), insert the number of columns to skip to the right of Skip the first n rows.
(6) Click on Next.
Preview the data
The Preiew window shows the first 50 rows of data in line with the import parameters you defined in the previous step.
(1) You can change the type of data in any column by clicking on the icon to the left of the column header (you can select from General, Number and Date).
(2) You can choose not to import a column by clicking on the check box to the right of the column header.
(3) Click on Next.
Time dimensions
In the Time dimensions window, Vizubi shows fields which were formatted as time. These fields can be used to analyze your data against time so that (for instance) you can automatically see sales for this year vs. last year. Vizubi will also automatically create slicers and panels used for filtering data for all time dimensions.
(1) OrderDate was formatted as a Date field in the previous step so Vizubi defines it as a time dimension. CTRL + click will deselect rows so that time dimension will not be created (you can also deselect or select all the rows by clicking on the appropriate buttons).
(2) You can change the name that will be displayed for time dimensions by clicking in the label column in the row of the time dimension you want to modify.
(3) Click on Next.
Import the data
The Import Data window shows you all the parameters you set in the previous steps. In some cases you may want to skip the import step and merely save the import parameters to import the data at a later time (if for instance you want to wait until servers and networks are not busy).
(1) If you want to modify any of the parameters you set in previous steps, click on the Back button.
(2) Click on Import to import the data.
(3) Click on Save to save the import parameters.
View Results
(1) The active label Invoices shows the data imported.
(2) Click on the OrderDate tab to see the time dimension that Vizubi created during the import.
This tutorial shows you how to import data from Excel. You can only import files .xls (Excel 2003) format and NOT in .xlsx format (Excel 2007) into Vizubi at this time. If you have your data in an .xlsx file either save it as an .xls file or (for instance if you have moer than 64,000 rows of data), you can create a linked table [see the section on linked tables]
Opening the Import Wizard
Open Excel.
(1) Click on the Vizubi Tab in the ribbon bar.
(2) Click on the Edit button in the database group.
(3) This will open the Import Data window.
Selecting The Data You Want To Import
You can only import one worksheet at a time from Excel files.
(1) Select Excel as the Data Source Type.
(2) Use the Browse button "…" to select "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\xls\InvoicesFromDB.xls".
(3) Click on the down arrow to the right of Worksheets to select the worksheet you want to import. The name of the worksheet appears in the Friendly name.
(4) If you want to skip the first few rows, insert the number of rows to skip to the right of Skip Row.
(5) If you want to skip the first few columns (starting with the left most column), insert the number of columns to skip to the right of Skip the first n rows.
(6) Click on Next.
Preview the data
The Preiew window shows the first 50 rows of data in line with the import parameters you defined in the previous step.
(1) You can change the type of data in any column by clicking on the icon to the left of the column header (you can select from General, Number and Date).
(2) You can choose not to import a column by clicking on the check box to the right of the column header.
(3) Click on Next.
Time dimensions
In the Time dimensions window, Vizubi shows fields which were formatted as time. These fields can be used to analyze your data against time so that (for instance) you can automatically see sales for this year vs. last year. Vizubi will also automatically create slicers and panels used for filtering data for all time dimensions.
(1) OrderDate was formatted as a Date field in the previous step so Vizubi defines it as a time dimension. CTRL + click will deselect rows so that time dimension will not be created (you can also deselect or select all the rows by clicking on the appropriate buttons).
(2) You can change the name that will be displayed for time dimensions by clicking in the label column in the row of the time dimension you want to modify.
(3) Click on Next.
Import the data
The Import Data window shows you all the parameters you set in the previous steps. In some cases you may want to skip the import step and merely save the import parameters to import the data at a later time (if for instance you want to wait until servers and networks are not busy).
(1) If you want to modify any of the parameters you set in previous steps, click on the Back button.
(2) Click on Import to import the data.
(3) Click on Save to save the import parameters.
View Results
(1) The active label Invoices shows the data imported.
(2) Click on the OrderDate tab to see the time dimension that Vizubi created during the import.
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