CSV Import

Steps to upload new tables

1. Click on Upload CSV, then Upload New File

Required format for CSV Upload:

• The table needs to contain at least one ID column and one Date column;

• ID column needs to contain unique values only;

• Column names need to be unique and contains alphabet letters or numbers only (Vietnamese letters are also applicable);

• Date format must be in YYYY-MM-DD.

If you wish to create numerical metrics, you need to make sure that the columns are formatted with Number. If there are Null or Blank cells in the metric columns, please fill them with number "0".

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

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

4. 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 MetricCreate a New Dimension

Steps to update data for existing metrics with CSV Upload

1. Choose Update Data for Existing Files .

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

3. 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

Required format for Updating existing metrics:

• Existing ID column, Date Format, Column Name and Column Format in the new table need to be the same as in the existing table.

• If you need to add new columns in the existing table for updating, you need to add them next to existing columns.

The new table will overwrite all contents of the existing table.