Data Select

The Data Select section contains all the templates required for your project. These templates are customized to meet the project module selected in the Project Management portfolio. A modification to the module or sub-module will automatically reflect in the templates displayed.

• The application is most efficient when data is uploaded in the provided template format.

• You may upload your data in either .xlsx, .txt, or .csv format.

• Use the download button for a .xlsx format of the entire grid showcased on your work area.

• Use the refresh button if you are unable to see updated templates.

Upload Data Source

Before you begin to upload a new data set for analysis, you must first understand data requirements. To do so, go through the templates provided in the portfolio.

• Click on the applicable template name to upload new data.

• Provide requested information in the pop-up on your screen.

• Click on the Download Template button in the pop-up to access the template.

• All column names in the template are displayed in the first row.

• Some columns in the template may be irrelevant to your data and can be skipped. However, ensure you adhere to the template format for consistency across data.

Phase Feature

• You may upload the data in multiple files under a single phase or across different phases.

• Phase feature: What if you have uploaded data in multiple files and segregated it based on the numbers of rows your .xlsx file accepts? And now you have trouble recollecting this segregation.

• Phase feature fills such gaps by letting you segregate the data based on dates/months/years i.e., Jan_Files, Feb_Files or based on geographical locations i.e., Asia, Europe, North America or any other criteria and process them in phases.

  • You can keep track of these phases, right on the application.

  • The application also lets you upload multiple files for a single phase.

• Choose the appropriate phase details and file type, when uploading the data.

  • These are mandatory fields.

File Upload

• If you’ve chosen .txt or .csv file format for upload, you will need to choose the type of delimiter, to separate the fields.  

• Locate the data file from your system (laptop, computer, etc.), and click on Save to upload the file for processing.

• The progress bar appears while your file is being uploaded, this in turn disables the Save and Cancel buttons.

Bulk Upload

Things to remember when importing data in bulk

• Users must add the source system from which they wish to import data as well as the module and sub-module to which they would like this data to be added to.

• Users must select whether import process is manual (must be done by person each time) or automatic type (schedule must be added for periodic uploads).

Note: The path cannot be added directly; only server path access is allowed such as Blob/Azure Portal paths and network/server access information.