Import data - Data360_Analyze - Latest

Create a data flow

1. To get started, from the Directory screen choose Create > Data Flow. The Data Flow Designer displays. See the Designer user interface for more details.
2. From the Nodes panel on the left hand side of the screen, locate the CSV/Delimited Input node and drag it onto your data flow canvas.

Import transaction data

The CSV file containing the transactions data is provided with your installation and can be found in the following location, where <filename> refers to the example file:

<site directory>/shared/Public/samples/<filename>

1. Choose Upload local data file to the server from the toolbar and pick the Transactions.csv file that is provided with your installation.
2. When prompted to choose an upload location on the server, double-click on My Folder and hit Upload.
3. In the Data property of the CSV/Delimited Input node, type the full file path to the Transactions.csv file that you have just uploaded to the server.
4. Change the Name property to "Transactions".
   Tip: Make sure that the node is selected first, so that it displays its Properties in the right hand panel.
5. With its default settings, the CSV/Delimited Input node can perform some clean-up on the data as it is being imported. In this example, however, we will clean the data later, so for now we want to import it as-is. Expand the Optional category, and find the IgnoreSurroundingSpaces property. Select a value of False for this property.
6. With the CSV/Delimited Input node still selected, choose the Run command from the toolbar. When the node has finished running, the output pin will show that there are 106 records.
7. Click the record count of the node to inspect the data. The data viewer will expand from the bottom of the screen, showing the 106 records imported from the CSV file.
8. Click on the top edge of the data viewer to collapse it back down.

Import order information

The Excel file containing the order info data is provided with your installation and can be found in the following location:

<site directory>/shared/Public/samples/data/<filename>

1. Drag and drop an Excel File node onto the canvas.
2. Choose Upload local data file to the server from the toolbar and pick the OrderInfo.xls file that is provided with your installation.
3. When prompted to choose an upload location on the server, choose My Folder and hit Upload.
4. In the File property of the Excel File node, click the folder icon and browse to the OrderInfo.xls file that you have just uploaded to the server.
5. Change the Name property to "OrderInfo".
6. Expand the Optional category, and choose False for DetectFieldTypes. We are going to import all values from the Excel file as strings and then use a Modify Fields node to detect types.
7. Run the node and click on the record count to view the 12 records imported.

Create product information

1. Copy the text below to the clipboard using the Copy command from the browser (select the text, right-click and choose Copy or use the Ctrl+C keyboard shortcut):

   Product:unicode,Price:double,UnitsInStock:int,UnitsOnOrder:int,Desired:int,LastShipmentDate:date,LastOrderDate:date,ShippingCycle:int,SupplierID:int
   Hot Chocolate,3.45,8,5,50,2014-12-15,2014-12-08,13,1
   Small Coffee,2.55,10,25,50,2015-01-01,2014-12-25,14,1
   Medium Coffee,3.3,5,30,50,2015-01-01,2014-12-25,14,1
   Large Coffee,4.1,9,50,50,2015-01-01,2014-12-26,14,1
   Honey Grain Muffin,2.75,61,20,50,2014-12-01,2013-11-25,13,4
   Cafe au Lait,3.65,37,0,50,2014-12-15,2014-12-08,14,2
   Bottled Water,1.8,15,0,50,2015-01-01,2014-12-25,14,3
   Bagel,1.5,48,50,50,2014-12-15,2014-12-01,14,4
   Blueberry Muffin,2.75,20,15,50,2014-12-15,2014-11-01,14,4
   Bottled Water,1.8,15,0,50,2015-01-01,2014-12-10,13,3
   Maple Walnut Scone,3.1,53,10,50,2014-12-01,2014-11-14,14,4
   Large Coffee,4.1,9,50,50,2015-01-01,2014-12-11,13,1
   Choclate Chip Scone,3.1,29,0,50,2014-12-15,2014-11-10,14,4
   Honey Grain Muffin,2.75,61,20,50,2014-12-01,2014-11-16,14,4
   Hot Tea,1.75,32,45,50,2014-12-15,2014-10-14,14,1
   Hot Chocolate,3.45,8,5,50,2014-12-15,2014-10-03,14,1

1. Drag and drop a Create Data node onto the canvas and paste the text into the Data property field, replacing the existing content of the field.
2. Change the Name property to "ProductInfo".
3. Run the node and click on the record count to view the 12 records imported.
4. If necessary, align the nodes vertically on the canvas, ready for the next steps.

Save the data flow

1. As you develop your data flow you should save at regular intervals. Choose the Save button from the toolbar to save your new data flow.

   If you have unsaved changes in your data flow, the name of your data flow is displayed in the title bar with " - modified" appended.

2. As you are saving for the first time, you will be prompted to enter a name for the data flow. Enter the name "Coffee Shop Revenue Analysis" and hit Save. Your data flow will be saved to your My Documents folder.

Next steps

Now that the data has been imported into the data flow, we need to prepare it, so that it is ready for some analysis, see: Preparing data