How to Enter Data into a Data Source

Data Sources are spreadsheet-like files that house your information within cells. They provide information to Visuals or other Data Sources where the information is transformed. Your Analytics Administrator or a Data Source owner will create Data Sources for you to enter data into.

Steps to Entering Data

1. Log in to Envisio and navigate to Analytics.

2. Click on the Data Sources icon on the sidebar located on the left side of the screen.

3. Click on the name of the Data Source you would like to enter data into. If you don't see the right Data Source speak with your Analytics Administrator about access.



 

4. Once the Data Source has opened, click on a cell on the right side of the screen where you would like to enter data and type or paste the data. It will automatically save after you click anywhere outside of the cell.


5. Only when the data cell is updated, the datasource last modified date field gets updated.

How to Fix a Red Cell

If a cell appears with a red background after you've entered data it means the format of the data is incorrect and the system can't use what you entered for calculations or visuals. For example, a cell expecting numbers when letters are used will appear with a red background. To fix it, ensure the data conforms to the expected format. All values in a column share the same formatting and so you can review the formatting of cells in the same column for hints about how to enter data on other rows in the same column.