Upload a table (advanced upload)

Using the Advanced Uploader, you can upload a table to the 1010data Insights Platform with a finer grain of control.

Before you begin, ensure you have completed the necessary prerequisites and that the table is in a supported file format. For more information, see Prerequisites and Supported file formats.

The Advanced Uploader provides many options for fine-grained control over the data you are uploading. Additionally, you can save your customized upload configuration in a specification file and use it to save time when uploading tables with the same data format.

To upload a table using the Advanced Uploader:

  1. In the workspace menu, select Tools > Advanced Uploader.
    The Insights Platform displays the Advanced Uploader window. If your user ID has FTP access, the FTP option is selected by default and any files transferred to your 1010data FTP account are listed.

  2. Near the top of the window, click the Select folder or existing table to replace field.
    The Advanced Uploader displays the object browser in the window.

  3. Do one of the following:
    • Select the folder where you want to upload your table.
    • Select an existing table you want to replace.
    The Advanced Uploader completes the Folder field.
  4. Depending where the file you want to upload is located, do one of the following:
    Option Description
    1010data FTP account In the field below the Source options, click the file containing the table you want to upload.
    Note: You must have already transferred the file to your 1010data FTP account. For instructions, see Transfer a file to your FTP account.
    Local file Click Local File, then click the Choose Files button and select the file containing the table you want to upload.
  5. In the Name field near the top of the window, enter the table name.
    The table name must begin with a letter and can only contain numbers, letters, and underscores. It cannot contain any spaces or other special characters. If you leave this field blank, a system-generated name will be used (e.g., t662528755_yourusername). The path to the parent folder will be automatically prepended to the Full Path.
    Note: If you are uploading to the My Data folder, the path uploads will be automatically prepended to the full path in the Folder field, and a system-generated table name will be used (e.g., uploads.t662528755_yourusername).
  6. Do one of the following:
    • Click Auto Detect File Specs.
      Click this button to have the Table Uploader automatically configure the settings for the table based on the data in the file. If the file is formatted and delineated properly, the Table Uploader will identify the number of columns in your table, create a section for each column to provide the necessary information, and complete as much information as possible from the data in the file. While you may need to make some adjustments afterward, this option can save you a lot of time and effort compared to manually configuring the file yourself.
      Note: The Auto Detect File Specs button cannot be used on a compressed file. If a saved specification file does not exist for the compressed file, you can either manually configure the upload file or you can create a new specification file.
    • Select a previously saved specification file from the drop-down list and then click the Load Spec () icon.

      Select this option to use a previously saved specification to configure the settings for the table. This option is best used if you regularly use the custom upload feature to add tables to the Insights Platform with the same data format. For example, if you upload weekly sales data, the specification file can automatically complete all of the configuration settings of the table for you.

    The Advanced Uploader identifies each column in the table and completes the appropriate Column Information fields.

  7. Complete or edit the File Information, Table Information, and Column Information fields and options.
  8. As necessary, you can add, clone, move, or delete a column before uploading the file.

    For details, see Table 2.

    Note: After configuring the fields and options in your file, you can create a specification file so the settings can be used again. This is helpful if you regularly upload files with the same data format. To save the settings, click the Save Spec () icon, name the file, and click Save. The specification file is added to the drop-down list.
  9. At the top right side of the Advanced Uploader window, click Start Load.

    The Advanced Uploader uploads the file and creates a new table. Once the process is complete, a confirmation message and a preview of the uploaded table is displayed.

    Note: If you close the Table Uploader window before the upload process is complete, the Table Uploader will abort any uploads that are in progress.

After the table has been successfully uploaded, you can share the table with other Insight Platform users.