How to: |
You can upload, append, or merge delimited, Excel, JSON, or XML files to a target environment using WebFOCUS. Your file is initially loaded to a temporary environment, where you can modify and enhance your data before loading it to permanent storage.
After you upload a new file, you can append a file by adding new data to an existing synonym, without changing the structure. This option is useful when you are working with a complex or heavily edited synonym, by allowing you to retain all previous edits and data transformations. You can also merge a file with your data and enhance the existing structure.
The procedures in this section provide step-by-step instructions for uploading, appending, and merging files.
Note: The Report button appears in the Designer category if you have enabled the Technical Preview feature.
Note: After you upload your data, a shortcut to that data is added to the same folder location in the repository from where you clicked the Upload Data button.
You can select from the following file types to upload: Delimited Files, Excel, JSON, or XML.
Delimited, JSON, and XML files are individual data sources. An Excel file can be a single-worksheet or a multiple-worksheet file.
The default data preparation screen opens, as shown in the following image.
Your data is loaded into temporary storage and default data preparation is shown in a Business View panel, a modeling panel, and an output panel. There are many options for reviewing and modifying your data before you upload it to the target environment.
Note: Clicking the data prep icon highlighted on the ribbon takes you to a further data preparation workflow.
The Business View panel is shown in the following image.
In the Business View panel, data fields are categorized as Measures, based on numeric data types, or as Dimensions, based on non-numeric data types.
You can right-click fields to change roles, create filters and expressions, pivot, or profile data, among other options, as shown in the following image.
The modeling view panel is shown in the following image.
In the modeling view panel, you can drag and drop synonyms from the Data panel onto the canvas to create a JOIN structure, change Join Editor options, and insert a child or root. An expanded Data panel and a canvas JOIN structure is shown in the following image.
Note: Default data preparation is shown only for single-sheet Excel and other file types. If uploading an Excel file with multiple-worksheets, you can select the worksheet for default preparation by dragging it from the Data panel to the canvas in the modeling view panel.
The output view panel is shown in the following image.
In the output view panel you can work in an Excel-like mode. The options in each column drop-down menu are the same as the right-click options in the Business View panel.
The Target Load Options dialog box opens, as shown in the following image.
Note: The Apply Filters check box is selected be default. If you have created filters, they will be applied automatically to the load process. If you do not want filters applied automatically, but do want them applied to your created metadata, clear the Apply Filters check box.
You are returned to the Home Page. A message displays indicating your new data is available. A shortcut to your new data is added to the repository folder from where you uploaded your data, as shown in the following image.
From the shortcut menu options, you can create new content by selecting New, or edit your data by selecting Edit as shown in the following image.
The Target Load Options dialog box opens.
Note: By default, the Apply Filters check box is selected. If you have created filters, they will be applied automatically to the load process. If you do not want filters applied automatically, but do want them applied to your created metadata, clear the Apply Filters check box.
The Select Target Synonym dialog box opens.
The Target Load Options dialog box opens.
The Merge Editor dialog box opens.
You must create at least one Insert expression.
If the load is successful your data is displayed.
You are returned to the Home Page. A shortcut to your new data is added to the repository folder from where you uploaded your data, as shown in the How to Upload Data Files procedure.
The Target Load Options dialog box opens.
Note: By default, the Apply Filters check box is selected. If you have created filters, they will be applied automatically to the load process. If you do not want filters applied automatically, but do want them applied to your created metadata, clear the Apply Filters check box.
The Select Target Synonym dialog box opens.
The Target Load Options dialog box opens.
The Merge Editor dialog box opens.
You must create at least one Matching expression.
If the load is successful your data is displayed.
You are returned to the Home Page. A shortcut to your new data is added to the repository folder from where you uploaded your data, as shown in the How to Upload Data Files procedure.
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