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This process works only for the projects without fiscal calendars.

The data from the file is added as a separate dataset and does not affect the existing datasets. However, you can use a date dimension to manually connect this data to the existing data in your model. Analytical Designer will show both of them, and you will be able to create an insight based on both the project data and the data from the file.

To be able to combine data from the file with your project data via a date dimension, make sure that both of the following statements are true:

  • The file with the data to upload has at least one column with dates.
  • At least one of those columns with dates in the file corresponds with some date dimension in your model.

This common date dimension is a 'bridge point' that you are going to use to combine the data.

Example:

Imaging that you have a file with planned sales per day:

deal_datepieces
2015-10-0110
2015-10-0215
2015-10-0320

In your model, you have a dataset with actual sales per day:

deal_datenumber
2015-10-0112
2015-10-0248
2015-10-0320

You want to combine the data to see how many pieces were planned to be sold at a particular day and how many were actually sold.

In this case, you can combine the data, because:

  • The data in the file has a date column.
  • That data column corresponds with the date column in your data model, and they have the same name: deal_date. If these columns had different names, you would not be able to combine the data.

Steps:

  1. In the file that you are going to use to upload data, name the column with dates so that it is has the same name as some Date dimension that already exists in your model data. Then, upload data from the file (see Add Data from a File to a Project).
  2. In Analytical Designer, start creating an insight (see Create an Insight with Analytical Designer). While doing that, filter the date, or drag Date to the View by toolbar.
    drag Date to the View by toolbar.

    Analytical Designer filters both types of measures, from your model and from the file, by the date.
  3. Complete the insight, as usual.

    You cannot add more attributes to such an insight because the attributes are not connected and always exist either in the model or in the dataset created from the file.

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