CSV Import

Steps to upload new tables

  1. Click on Upload CSV, then Upload New File

  1. Indicate the ID column, then review the file and click Upload to Presight.

  1. After successfully uploading, you can view your new table and dimensions from the table at Data Hub.

  2. Join the Date column of your transactional tables to Date column of Presight's Dimdates table. Then, you can start creating metrics.

Instructions for joining with the Dimdates table, creating metrics and editing dimensions in the documentations below:

Dimensional Dates (Dimdates table)Create a New Dimension

Steps to update data for existing metrics with CSV Upload

  1. Choose Update Data for Existing Files .

  1. Select the table you want to update and upload the new file to update your existing table.

  2. At SELECT ID COLUMN, choose the same ID column as the existing table, and Presight will notice how many additional new rows and new columns that this new file has.

Notification for new updates

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