The quickest way to get your data into Worksheet Systems is to use our comprehensive importing tool to extract data from an existing spreadsheet.

Step 1: Click “Import Data”

Step 2: Choose the import source

Choose the source from which you are going to import data: Excel file, CSV file, or Quandl database.

Step 3: Import your file

The data import wizard or Quandl Dataset Explorer will appear. You now need to select your XLS or CSV file from the location where you saved it, or specify a Quandl dataset.

Step 4: Match source fields to table fields

The XLS/CSV import wizard will now grab the fields from your existing data and list them on the screen.

You need to select the correct data type for each of these fields, for Worksheet Systems to understand how to manipulate the data. You can choose from the following data types:

  • Short Text: Text up to 250 characters.
  • Auto Number: This data type is reserved for Key Fields. With each new row, a number is automatically generated in this field. A Key Field is a column where each entry is unique. This ensures that each single row in your data table is unique, and that the data is not repeated.
  • Long Text: Text up to 4,000 characters
  • Float Number: e.g. 1,234.21
  • Whole Number: e.g. 123
  • True/False
  • Date Time

Step 5: Specify the primary key

You also need to select a key field. This is a unique field – a column where every entry is unique. Having a unique field ensures that every single row in your data table is unique, and the data is not repeated. You can either add it manually by using the checkbox to the left of your field information, or click Add Unique ID for the system to generate the key.

Step 6: View your completed table

If you follow the steps correctly, you will see a link to your new table under Data Tables on the left. Click this link to view and modify your table.