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Importing data

Abstract

Before you can add an export, you need some data to work with.

Before you can add an export, you need some data to work with. There are several ways to import data into Symon.AI.

You can see how to import data in the Import data module of Introduction to Varicent ELT.

Importing data from the Data tab

  1. From the Data tab, click Import data.

  2. If you want to import a local file, drag the file onto the page.

    • You can also click Choose a file and then select the file you want to import.

  3. If you want to import data from a third party, select one of the options and then follow the steps to set up the connection for that third party.

Importing data from the Pipe

  1. From the Pipe builder, start typing “Data” and then click Create.

  2. From the Configure menu, click Import new data.

  3. If you want to import a local file, drag the file onto the page.

    • You can also click Choose a file and then select the file you want to import.

  4. If you want to import data from a third party, select one of the options and then follow the steps to set up the connection for that third party.

Importing data from the Pipe configuration panel

  • From the Pipe builder, click Import data from the configuration panel.

    • Alternatively, drag and drop a local data file to import on the pipe builder page.

Importing Excel and CSV data from the Data tab

  1. From the Data tab, click Import data.

  2. If you want to import a local Excel or CSV file, click either the Excel or CSV tiles under Third party sources.

    Important

    You can also drag and drop your Excel or CSV files in the Choose your files section to upload your data.

  3. Follow the steps to import the data.

    Note

    For more information, see the CSV upload and Excel upload topics.

Refresh data

You can update your data by importing new or revised third-party connectors and flat files like CSV, FWF, and Excel.

Ensure that your file re-upload contains the same configuration as the old file. Each cell in the new data source that you're uploading overwrite the cells from the older data-set and can only be done if the type is the same.

Note

Extra configurations that you applied before are re-applied during refreshes. For example, pre-process, row filter, or columns to update.

Refreshing connector data

  1. From the Data tab, click on the data source that you want to refresh.

  2. Click the Options menu.png menu.

  3. Click Refresh data.

    For third-party connectors, follow the prompts to refresh your data.

Refreshing flat file data

  1. From the Data tab, click on the data source that you want to refresh.

  2. Click the Options menu.png menu.

  3. Click Refresh data.

    Note

    Any file re-uploads must contain the same configuration as the original file. For example, the number of columns and column types must be the same, and the order of the columns. The upload won't fail, but the values and the results will be inconsistent.

    After you click upload, file upload opens up.

Obfuscating your data

Obfuscation means making your data unintelligible or obscure. In Symon.AI, obfuscation is often done to protect personally-identifiable information.

You have the ability to obfuscate your data by specifying which columns to include or exclude and which columns to make unintelligible as part of the import.

For example, if you are importing data to use with the Gender Pay or Diversity app, you may want to obfuscate a column that contains names or a unique employee ID number that could be used to identify an individual.