LOAD📤DATA BASICS

image-20220919221344466

To play with a test dataset all you have to do is choose one in the "Choose a test 📁 dataset" widget. The app will load the file and automatically map the columns 🏛️.

To upload your own dataset you need to have an activation key 🗝️. Drop me a mail at fabio.annovazzi at gmail.com.

To maximize security, the app does not log sessions and therefore does not have any username 👤 login mechanism.

You can upload an Excel dataset, or a CSV dataset in UTF-8 format.

It needs to be a flat tidy file, one row per observation. If you already do sales or cost analysis this is probably the dataset you are already using.

You also want to have metric columns. A column with your revenues 💰 (or costs 💸 if you are doing cost analysis) that you want to call "Amount". Set this column as numeric In Excel, with no thousands separators or 💲 currency signs.

You can also have other metric columns, such as "Units" (number of products sold), "Volume" (quantity of product sold), "Discounts", "COGS"...

Your dataset also needs a Date 📅 column (aka a column in date format, that you want to name "Date") and/or a Period/Scenario column (if you want to compare Plan with Actual for instance) that you want to name "Period".

Your dataset can have any number of dimensions (such as Customer, Channel, Product, Line, Division,...) that you can name as you like.

If your dimensions are in separate datasets from your main, "fact", dataset, you can join 🗜️ them using the app as long as the keys are unique and named in the same way in both datasets.

Use the second, "📤 upload and join 🗜️ dimension tables uploader" to upload the "dim" datasets. You can then download ⬇️ the joined table to avoid doing the join each time you use the app.

Open the ""➕ 🔍 Detected columns" and the "➕ 📁 Dataset info" expanders to check that your dataset has been correctly mapped and loaded in the app.

You are now cleared to move on to the "Period 🗓️ Options" panel to select your analysis' period options 🙂.