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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.

Sharing Content in WebFOCUS

Each workspace in the repository comes with the private My Content folder. Whenever you create content inside the My Content folder, it automatically displays in the My Workspace view. This content remains private and only visible to you, unless you share it with other users and groups. You can share content in one of two ways:

Searching Content

WebFOCUS provides an intuitive search functionality that allows you to quickly access content across the repository. Using a text bar found on the WebFOCUS Home Page, you can enter a search term to quickly display all content items that match that term. The interactive search engine updates the suggestions as you type, so you can find the desired item fast.

With the WebFOCUS search feature, you can:

Creating New Workspaces and Folders

Your Home Page is the central location for all WebFOCUS tasks. Setting it up in a way that is convenient, secure, and efficient helps you get the most out of your work. The Workspaces view of the Home Page opens the content area and provides access to the available workspaces. Workspaces and folders that are located in the Resources tree organize all of your content items. Authorized users can create additional workspaces or folders, as well as customize the default structure of their view.

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.

Navigating the Home Page

The Home Page is the default landing page that opens when you first sign in to WebFOCUS. It serves as a centralized place for working with your data, creating, organizing, and sharing content, scheduling reports and procedures, and performing administrative tasks. These functions are controlled by the permissions that are assigned to the role of a user. To learn more about the available roles in WebFOCUS, see WebFOCUS Security and Administration technical content.

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 .