Quick BI allows you to add a local Excel or CSV file to a data source. This topic describes how toupload, append, replace, and delete files in group workspaces.

Limits

  • The table header of the file that you want to upload must be placed in the first row of the first sheet. The first sheet cannot contain merged cells.
  • A file can contain a maximum of 100 columns. We recommend that the size of a file does not exceed 50 MB. If the size of the file that you want to add is greater than 50 MB, we recommend that you split the file into multiple parts, upload the first part, and then append the other parts to the first part.
  • The data type of a column is determined based on the first 100 rows of the column:
    • If the first 100 rows are numbers, the data type of the column is a numeric type.
    • If a row is a character string, the data type of the column is a string type.

    If the data type of a column is a numeric type, the column values cannot be strings. If the data type of a column is a string type, the column values can be numeric.

Upload a file to a group workspace

Before you upload a file to a group workspace, connect to a MySQL, SQL Server, MaxCompute, or Oracle database. The account that you use to connect to the database must have the create, read, and write permissions on the database.
  1. Choose Workspace > Data Sources and select the group workspace to which you want to upload a file. Select a group workspace
    Note The Group workspace icon indicates a group workspace.
  2. In the My Data Sources list on the Data Sources page, click the data source to which you want to upload a file.

    You can upload local files only to MySQL, SQL Server, MaxCompute, and Oracle data sources. In this example, mysql is selected.

  3. On the Data Sources page, click Upload File.
  4. In the Upload File dialog box, select the local file that you want to upload, enter a file name, and then click OK.

Upload an Excel file

When you upload an Excel file, only the first sheet of the file is uploaded.

  1. In the Upload File dialog box, enter the required information.
    1. Click Select a file to be uploaded. and select the Excel file that you want to upload.
    2. In the File Name field, enter a file name.
      Upload a file 2
  2. Click OK.

Upload a CSV file

Quick BI can decode CSV files in the UTF-8 format. Quick BI can also decode most CSV files in the GBK or GB2312 format.

  1. Optional:Change the encoding format of your CSV file.
    If garbled characters appear in the uploaded CSV file, change the encoding format of the file to UTF-8:
    1. Use Notepad to open the CSV file.
    2. Choose File > Save As.
    3. Click the drop-down list next to Encoding.
    4. Select UTF-8 from the Encoding drop-down list.
  2. Upload the CSV file.
    1. In the Upload File dialog box, enter the required information.
      1. Click Select a file to be uploaded. and select the CSV file that you want to upload.
      2. In the File Name field, enter a file name. Upload a file
    2. Click OK.

Append a file

Quick BI allows you to upload local files to data sources. This helps meet your growing requirements for business analysis.

If new data is generated after you upload the initial business data file, you can append the file that contains the new data to the initial business data file. This allows you to continuously track and analyze your business data over a long period of time.

  1. In the My Data Sources list on the Data Sources page, click the data source to which you want to append a file.
  2. Click the Uploaded Files tab, find the file that you want to upload, and then click the Edit 1 icon in the Actions column.
  3. In the Append File dialog box, click Append.
    add
  4. Select the file that contains the new data, enter a file name, and then click OK.
    Append a file
    Note
    • The format of the new file can be different from the format of the previously uploaded file.
    • If you want to append the data in a specific sheet of an Excel file to a CSV file, make sure that the names and data types of all fields in the Excel file are the same as those in the CSV file.
    • The sequence and data types of the fields in the new file that you want to append must be the same as those in the uploaded file to which you want to append the file.

Replace a file

  1. In the My Data Sources list on the Data Sources page, click the data source to which you want to append a file.
  2. Click the Uploaded Files tab, find the file that you want to upload, and then click the Edit 1 icon in the Actions column.
  3. In the Append File dialog box, find the file that you want to replace and click the Replace icon icon in the Actions column.
    Append a file
  4. In the Replace File dialog box, select the file that you want to use to replace the previously uploaded file, enter a file name, and then click OK.
    Replace a file
    Note
    • The format of the replacement file can be different from the format of the previously uploaded file.
    • If you want to use a specific sheet of an Excel file to replace the previously uploaded CSV file, make sure that the names and data types of the fields in the Excel file are the same as those in the CSV file.
    • The sequence and data types of the fields in the new file must be the same as those in the previously uploaded file.
  5. Click OK.

Delete a file

If the business data file that you appended contains dirty data, you can delete the business data file. The content of the business data file is automatically synchronized to downstream dashboards to ensure precise analysis of business data.

  1. In the My Data Sources list on the Data Sources page, click the data source to which you want to append a file.
  2. To delete a file, perform the following steps as needed:
    • If the file is uploaded to a data source, perform the following steps:
      1. Click the Uploaded Files tab, find the file that you want to delete, and then click the More icon icon in the Actions column.
      2. Click Delete.
      3. In the message that appears, click OK.
    • If the file is appended to another file, perform the following steps:
      1. Click the Uploaded Files tab, find the file that you want to delete, and then click the Edit 1 icon in the Actions column.
      2. Find the appended file that you want to delete and click the Trash bin icon in the Actions column. Delete
      3. In the message that appears, click OK.

Sample local files

The following table lists the fields in the sample local files.
Field name Field type Description
order_id varchar The ID of the order
report_date datetime The date on which the order was generated
customer_name varchar The name of the customer
order_level varchar The level of the order
order_number double The product quantity in the order
order_amt double The amount of the order
back_point double The discount
shipping_type varchar The transportation method
profit_amt double The profit amount
price double The unit price
shipping_cost double The cost of transportation
area varchar The region where the customer resides
province varchar The province where the customer resides
city varchar The city where the customer resides
product_type varchar The product type
product_sub_type varchar The product subtype
product_name varchar The product name
product_box varchar The packaging of the product
shipping_date datetime The shipping date