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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

  1. 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.

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

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.