Create a worksheet from a data file

In addition to the ability to add a worksheet from an existing data source, you can also create a worksheet by importing a data file. Doing this creates a new data source.

1. From the Manager Dashboard, open a workbook.

2. In the worksheet tabs area, select Add.
   

3. Enter a name for the new worksheet, then select Next.

4. Select Import from file, then select Next.

5. Select a CSV file to load, then select Next.

6. Define a set of data source columns to match the columns of the CSV file:

   1. In the Business Key column, select one or more business key columns.
   2. From the Column Type dropdown, select the data type for each column.
   Note

   For columns that contain date and time data, make sure to indicate the DateTime type. Otherwise, you will get an error message when you proceed with the Import action.

7. Select Add to add one or more of the newly-defined input columns to the new worksheet.

8. Select Finalize to import the CSV data into the new data source and to create the new worksheet.