With CSV/Excel file import you are able to import third-party data to your reports. 

Here's a thorough video guide explaining how to prepare your files and create a CSV/Excel file-based report. 

If you wish to follow a text version, you will find step-by-step instructions below.

Step 1.
To get started, you will need to add a custom source to your report first. Click on Add new source (in your client folder or in your individual report settings), and select File import under Custom tab.

Step 2. In the next step, select:

a) The type of file you are importing: 

  • One day per file refers to files with only one-day data. For instance, you have a list of website analytics metrics that show performance for yesterday. With this type of import you are able to add several one-day files and the data in report will be summed up automatically.
  • Multi-days per file refers to files where data is taken from more than one-day range (1+). For instance, you have a list of website analytics metrics that show performance for the last month. Ideally, you will have a column or line in your file that show date.

b. Add your Group name. Group name is simply your source name. 

Step 3. Next, drag and drop your CSV, XLSX or XLS file.

Step 4. Before saving changes, you can add more files to your group, and also edit the file. 

Whatagraph will detect dimensions and metrics used in your file automatically and will assign names. When editing the file, you can change names for your file, dimensions and metrics. 

It's a good idea to go through the list of metrics here to see whether the type of number (number, decimal number, currency, percentage, time) and the way metrics are summed up across different files (average vs amount) match your actual metrics. 

Note. If using several one-day files or multi-days in one file, percentages will get calculated as averages while number metrics like impressions would be added up and show total amount. 

Once you are happy with changes, click Save. 

Step 5. Once the source is added, you need to include it in your report. Click on Include in report:

Step 6. It's time to add the widgets to the report using data from your file. Leave report source menu and select the Studio tab. 

Step 7. You can add a single value widget, which will pick the first metric available in your file, or a table widget, which will pick the first available dimension and metric in your file.

a) Single value widget:

Single value widget shows metric value totals. For example, if you have a file that shows a list of campaigns with allocated budgets, single value widget will show you total budget allocated for all campaigns. 

Date field. Date field option in the settings only appears when you are using multi-day files. It detects a date column in your sheet with a date value and assigns each dimension item its metric value, depending on the date. This allows us to show you totals for selected dates when you change your reporting date range in the calendar.

If the date field is removed, data becomes static and totals would be shown for all the dimension items, rather than just selected ones.

If your sheet has several date fields (for example, 'starts at' and 'Ends at'), here you should select the right date field which will be a determinator in how metric values are assigned. 

b) Table widget:

Table widget displays your CSV/Excel file by detecting dimension and metrics in your data. Initially, first available dimension and first available metric is displayed, but you can add more in table settings. 

Editing the table works similarly to standard studio tables, where you can add several dimensions, metrics, and also sort your data by selected metric. 

Tables can also be extended to the same, or a new report page. And you can add icons or numbering when you extend the settings options. 

Learn more about formatting your CSV/Excel files for easy import here.

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