Accessing Data


Video: How to Upload Data

Using WebFOCUS, it’s easy to upload your data to a target environment, so you can use it later for content creation or further analysis. 

From the Home page, click the Get Data button.

The Get Data dialog box opens. 

Click your upload file type. You can upload Delimited, Excel, JSON, or XML files. 

An Excel file can contain a single worksheet or multiple worksheets. Delimited, JSON, and XML files are individual data sources.

Let’s upload a multi-sheet Excel file.
 
Select your file and click Open. 

Video: New Data Preparation Workflow

Before you load data into your target data source, you can enhance it for your needs in a process called data preparation, which features options allowing you to convert numeric codes into meaningful attributes, discard erroneous data, smooth ragged data out into manageable bins, and blend descriptive data from additional sources. You can also use data preparation calculations to create new fields.

You can access data preparation options when you create a new data flow from the Applications page by clicking New and selecting Flow.

Video: New Data Access Workflows

Using WebFOCUS, you can now access all your data from a single streamlined environment. Upload and modify data files, or connect to various data sources, configure adapters, and add or change connections. Then use your data for content creation or further analysis.

It’s easy to upload your data to a target environment.  

From the Home page, click the Get Data button.

Select your file for upload.

You can preview your uploaded data before loading.

Choose from different display and load options. For example, change the number of header rows.

Preparing Spreadsheets for Upload

Uploading data to WebFOCUS can be made easier if you first familiarize yourself with the data file, and then ensure that it is properly formatted for upload, so that geographic data, hierarchies, and other important aspects of your data are recognized. This is important because the synonym created for your uploaded data provides the basis for quality analytical content.

You can use the following techniques to prepare your data for the uploading process.

Editing Metadata

Metadata is data about data, and describes the characteristics of your data sources, or synonyms. Metadata can be generated whenever data is created, acquired, added to, deleted from, or updated.

Depending on your version of WebFOCUS and your permissions, you may have access to additional metadata options, so you can edit previously created synonyms.

You can edit previously created synonyms in the following ways:

Pivoting Data

Some data files may contain repeating values, such as sales figures for a series of years. When uploading a spreadsheet or delimited file with columns of repeating values, you can preview these columns and transform them into rows.

Procedure: How to Pivot Columns Into Rows

  1. On the WebFOCUS home page, click the Get Data button .

    The Get Data dialog box opens, as shown in the following image.

Joining Data

You can Join data sources from the data tab in WebFOCUS Designer, and then use your joined data to create new content from within the Visualization tab.

The joined data structure is not applied permanently to the metadata. This allows you to virtually join multiple data sources as if they were a single data source, from which you can report in a single request. This can increase the number of relevant fields available for use in your content, giving you an expanded selection of data specific to your charting purposes.

Connecting to Data Files

You can connect to various data sources and create synonyms, configure new adapters, add connections to existing adapters, or change adapter connections. Then use your connected data for content creation or analysis.

Procedure: How to Connect to Data Files

  1. On the WebFOCUS start page, click the plus menu, and then click Get Data, or, on the WebFOCUS Home Page, click the Get Data button .

Uploading Data Files

You can upload delimited, Excel, JSON, or XML files into WebFOCUS, where you can preview and modify the data before loading it to a database, then create visualizations or prepare it for future analysis.

Procedure: How to Upload Data Files

  1. On the WebFOCUS start page, click the plus menu, and then click Get Data, or, on the WebFOCUS home page, click the Get Data button .

    The Get Data dialog box opens, as shown in the following image.