The purpose of this document is to outline the process for uploading data (specifically Excel and Text files) in WebFOCUS version 8.2.06. In addition to interface changes in this version, the data within these files is now loaded into a binary file format (.ftm) rather than remaining in the original excel (.xlsx) or text (.txt,.csv) formats. Additional information and resources are available on DataAndReporting.its.uconn.edu.
Upload Data
- Navigate to the Content Folder within which you plan to use your data.
- Right click on the on the folder and select Upload and then click Data. You will be able to choose the location where the data will be stored in a later step.
From the Upload screen, either double-click on your selection for the type up file you are uploading or right-click and select Upload Data.
Note In WebFOCUS 8.206, if you have a .txt file, use the Delimited files selection.
- Browse through your local PC File Explorer to locate the the file to upload, select the File name and click Open.
- Click the purple arrow, from the right ribbon at the top of the view.
From the Load Options dialog box, follow the instructions below, based on the file format you are working with.
File Format Load Options Excel Files (.xlsx) - Change Adapter to DATREC- fast binary from the drop-down list.
- Make sure the Synonym Application and Data File Location are the same. The default is myhome (similar concept to My Content) but for a published report, you will need to
change these values to the appropriate folder. - From the list of files on the right, scroll down to file type .xlsx if you want to see other Excel files in that folder.After entering the recommended options above, select the Proceed to Load button.
Text Files (.txt) - Confirm that the Synonym Application and Data File Location are the same. The default is myhome (similar concept to My Content) but for a published report, you
will need to change these values to the appropriate folder. - Note: as you select the destination folder, a list of files appears on the right and is sorted by Type.
- Scroll down to file type .txt if you want to see other Text files in that folder.
- Confirm the File Delimiter, Header row, and Field Enclosure settings are appropriate for the text file you
are uploading. - After entering the recommended options above, select the Proceed to Load button.
Tip If the file already exists in the selected folder, there will be a warning that one already exists and it will give you the option to replace it. Click Ok to replace file or No cancel.
After entering the recommended options above, click Proceed to Load.
From the Query Development page, exit the process by clicking the X from the upper right corner of the window.
Note At this point, the upload of the file has been completed (the master file, the .acx file, and the .ftm file have been created).
From the pending changes Warning dialog box, click No, as your upload is already complete and we do not want to create one a report at this time.
The system will display a list of the files in the application folder. Close your browser and return to the WebFOCUS home page. Your data is now ready to be used in a report.
Tip For updates to Excel files: If your spreadsheet has the same name and the same worksheet name, any updates to the master file can be achieved by simply uploading the Excel file again.
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If you need general assistance, or need to report an issue with WebFOCUS, you can log a ticket directly with the Technology Support Center. |
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