You can use a local CSV or Excel file (XLS or XLSX file) as a data source.  You can use a local file after uploading it to the exploration space.

The exploration space is a dedicated data source type of Quick BI, and it is only available for personal workspace. The exploration space provides 1 GB space for each user currently.

In addition, you also can import the data sources from the Data IDE.

CSV files

CSV files encoded in UTF-8 format can be correctly identified now. Generally, CSV files encoded in GBK or GB2312 format can also be intelligently identified. However, the files may fail to be identified in some special cases.

If the encoding format of your CSV file cannot be identified, you must convert the file encoding format to UTF-8 by using Notepad or another text editing tool. Otherwise, fields in the uploaded file are garbled.

  1. Use Notepad to open a CSV file.
  2. Choose File > Save As.
  3. Click the drop-down arrow of Encoding.
  4. Select UTF-8.

After the encoding format is converted, you can upload the CSV file to the exploration space.

  1. Log on to the Quick BI console.
  2. Click Data Sources. The data source management page is displayed.
  3. Select Create > From Other > CSV file.
  4. Enter a display name.
  5. Click Select a file and select a local file.


  6. Click Confirm to complete file uploading.

Excel files

When uploading an Excel file, you must select the sheet of the Excel file that you want to upload.  You can select only one sheet of an Excel file once.

  1. Select Create > From Other > EXCEL file.
  2. Enter a display name.
  3. Click Select a file and select a local file.


  4. Click Confirm to complete file uploading.

Data IDE

Note
Currently, the Quick BI only supports the data source import for Zone 2 of Eastern China, and the account that you are currently using must be included in the project.
  1. Select Create > From Other > Data IDE.
  2. Select a project name from the list.
  3. Click Import to complete the the data source import.

Update of table data corresponding to a local file data source

The local file data source function of Quick BI meets your changing and increasing business analysis requirements.

After business data files are uploaded for the first time, if new business data files are generated due to business increase, you can append the new files to the table corresponding to the existing file data source to enable coherent and long-term tracking and analysis on business data.

The type of the appended local files does not need to be the same as that of the historical files. You can first upload a CSV file, and then append data of a sheet in an Excel file,  if the field names and field data types in the new data file are consistent with those in the historical data file.

  1. Click Data Sources. The data source management page is displayed.
  2. Click Exploration Space. The exploration space list page is displayed.
  3. Select a file and click Update.
  4. Confirm the file to be appended and click Append.
  5. Click OK to finish the data file appending.

Deletion of table data corresponding to a local file data source

If dirty data exists in an appended business data file, which affects the business data accuracy, you can delete the file from the upload file list corresponding to the table. When you query a downstream dashboard, it can provide correct data without any modification. Therefore, the business data analysis result can be always accurate at any time.

  1. Click Data Sources. The data source management page is displayed.
  2. Click Exploration Space. The exploration space list page is displayed.
  3. Select a file and click Update.
  4. Select the file to be deleted and click Delete.


Examples of learning local file data sources

To facilitate your learning, the following CSV file is provided: Sales data examples.

The following table describes the sales data structure.

Field name Field type Field description
order_id varchar Order ID
report_date datetime Order date
customer_name varchar Customer name
order_level varchar Order level
order_number double Order quantity
order_amt double  Order Amount:
back_point double  Discount
shipping_type varchar Transportation mode
profit_amt double  Profit amount
price double  Unit Price
shipping_cost double  Transportation cost
area varchar Region
province varchar Province/MunicipalityProvinces
city varchar City
product_type varchar Product type
product_sub_type varchar Product subtype
product_name varchar Product name
product_box varchar Product packing box
shipping_date Datetime Transportation date