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Upload / Import Data

Module 1

This module is focused on uploading or connecting data into ClearQuery. 

Tasks

This Walkthrough video is broken out as tasks below. Feel free to follow along or complete the tasks on your own to get comfortable with uploading a dataset.

Task 1

Identify a CSV dataset to upload (less than 200 MBs) and make sure it contains headers.

Example:

Screenshot 2023-05-30 at 9.15.37 AM

 

Task 2

Navigate to the dataset management screen and select the upload new data set button:

Step 1:

Screenshot 2023-05-30 at 9.17.14 AM-1

Step 2:

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Task 3

Select the delimited file or CSV option, add the previously identified file:

 

Step 1:

Screenshot 2023-05-30 at 9.24.54 AM

Task 4

Validate the stats provided and click "Next":

Step 1:

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Task 5

Review the auto assigned Field Types and make any necessary changes and click "Next".

The Field Types descriptions are provided below:
Categorical - is a variable that can take on one of a limited, and usually fixed, number of possible values

Date - variable that denotes a specific point in time

Decimal - a number with decimal points

Identifier - a variable to points to a specific entity

Number - any whole number

Text - alphanumeric data that does not meet the requirements of the Categorical Field

Percent - a specified amount in or for every hundred

Ignore - this selection tells CQ to ignore this column within the dataset

Auto - the tool analyzes the provided inputs and chooses the best available option
 
Step 1:
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Step 2:
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Task 6
 

Review the information on the page and click "Next" to start the upload:

Step 1:
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Step 2:
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Task 7
 

Once the upload is complete click “See Data” to start analyzing:

Step 1:
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Step 2:
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Task 8

After some initial analysis, explore the options under "Edit Dataset" to further configure the dataset:

Step 1:
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Step 2:
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Step 3:
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Get in touch!

If you have any questions please reach out to your Account Manager or main point of contact.