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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. 

Upload Data 

  1. Navigate to the Content Folder within which you plan to use your data.

  2. Right-click on the folder, select Upload, and then click Data. You will be able to choose the location where the data will be stored in a later step.

  3. On the Upload screen, either double-click on your selection for the type-up file you are uploading or right-click and select Upload Data.

    1. In WebFOCUS 8.206, if you have a .txt file, select Delimited Files.
      Upload

  4. Browse through your local PC File Explorer to locate the file to upload, select the file name, and click Open.
    select file name and then click open

  5. Click the purple arrow in the right ribbon at the top of the view.  

    purple arrow

  6. From the Load Options dialog box, follow the instructions below, based on the file format you are working with.

    1. Excel Files (.xlsx)

      1. Change Adapter to DATREC – fast binary from the drop-down.

      2. Make sure the Synonym Application and Data File Location are the same. The default is myhome; for a published report, change these values to the appropriate folder.

      3. Click Proceed to Load.

    2. Text Files (.txt)

      1. Make sure the Synonym Application and Data File Location are the same. The default is myhome; for a published report, change these values to the appropriate folder.

      2. Confirm the File Delimiter, Header Row, and Field Enclosure settings are appropriate.

      3. Click Proceed to Load.

  7. From the Query Development page, exit the process by clicking the X at the upper right corner of the window.  
    click X

  8. In the pending changes Warning dialog box, click No, as your upload is already complete and we do not want to create a report at this time.  
    Warning

  9. 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.

For updates to Excel files: If your spreadsheet has the same name and the same worksheet name, simply reupload the file.

For general assistance or to report an issue with WebFOCUS, log a ticket directly with the Technology Support Center.  

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