FAQ content

Recording or uploading data to a Counts / Aggregate dataset

In this article

Getting there

Via the command bar

To record data to a dataset, click on  Record Data in the command bar. This will take you to the default dataset selected in your account's settings. If you are currently viewing the Analyze page for a dataset, however, it will take you to that same dataset's Record Data page instead.

Navigating to the Record Data page from the command bar

Via the homepage

In the Shortcuts box, select a dataset from the  Record Data To dropdown.

Navigating to the Record Data page via the homepage shortcuts

Via the Datasets page

Click on a dataset's Record Data () button in the Actions column.

Navigating to the Record Data page via the Datasets page

Manually enter data

  1. From the Select Date field, use the date picker to choose the date to which you want to add data and click the Go button. This will display that date, along with the previous few days, months, or years (depending upon your dataset's recording method).
    1. You can also use the Prev and Next buttons to navigate between dates.
  2. Enter your data in the appropriate fields.
    1. The Entered By field indicates who entered that particular record. It will default to the currently signed in user for new records, but you can change it to another user, if needed.
    2. The Internal Notes field is optional, but allows you to record any important info about that particular date's data.
  3. Click the Save button. (If you ever need to update your data in the future, just return here, modify the records, and save.)
Example of manually entering data

Upload data

In addition to manually recording your data, you can also upload it from a CSV spreadsheet.

  1. On the Record Data page, click on the green  Upload File button above the data-entry table.
Screenshot of the Upload File button
  1. On the File Upload page, use the Sample Data and Field List to ensure that your import file is in the correct format.
    • The Sample Data provides an example of the layout you need to use. The first column should contain the names of your fields, while the remaining columns contain the totals for each date. For example, if you are recording data by month, then each column will contain the totals for each month.
    • The Fields List provides the names of each field in your dataset. You must make sure that the field names in your import file match those in the list exactly or your import will fail. The Internal Notes and Entered By fields are optional. If you omit the Entered By field, then the imported data will be attributed to the person who uploaded the file.
  2. Under the File Upload tab, review the list of Accepted Date Formats. The dates used in your import file must use any one of those formats for the data to import successfully.
  3. Use the Choose a File filed to select the file you want to import from your computer. You can import a CSV file no larger than 18 MB. If you have a file larger than that, you'll want to split the data up into multiple, smaller files.
  4. For the Update Type, you can choose how to handle situations where your dataset already contains data for a date in your import file.
    • Select Add to Existing Values if Date Exists to simply add the value from the import file to the value already recorded in your dataset.
    • Select Overwrite Values if Date Exists to overwrite the value recorded in your dataset with the value in your import file.
  5. Click the Upload Data button. A confirmation message will appear if the import was successful. Otherwise, you'll see an error message detailing the specific issues that need to be fixed before you can import that file.
Example of uploading data

Manage uploaded files

  1. Click on the Uploads List​ tab to view a list of all successfully uploaded files.
    1. Click on the Download File () button in the Action​ column to download a copy of the file.
    2. Click on the Delete​ () button in the Action​ column to delete the file and its data.
      • If the file's Update Type​ is "Add to Existing", the values from the file will be deducted from the totals in your dataset.
      • If the file's​ Update Type​ is "Overwrite if Existing", then the corresponding records from the dataset will be deleted.
Example of managing uploaded files