Trends vs SAP Import
Before we get started, it’s important to know the best place to import your data. In Subsplash, you can now import data to multiple places, including Giving, People, Media, and Trends.
Applicable information found in Subsplash is communicated to Trends. This includes information Subsplash creates (Giving, Events, People, Groups, etc.) and also includes data that has been imported into Subsplash (e.g., third-party giving and historical people records).
However, any information that is imported through Trends is not communicated to the rest of Subsplash. For example, if parking lot data is imported into Trends, it will not appear anywhere else in the Subsplash ecosystem.
Therefore, we highly recommend importing data to the rest of Subsplash whenever possible for any data it can ingest (Giving, People, etc.). If there is information that the rest of Subsplash does not natively collect or handle, then it should be imported using Trends.
Here are some resources for importing your data into Subsplash Giving and People:
Formatting your file
We recommend exporting your final export using a Comma-Separated Value (CSV) format for its simplicity and commonality. However, Trends will also accept Semicolon, Pipe, Space, & Tab formats.
Please follow these guidelines when preparing your CSV file:
Name each column to accurately reflect the data it represents, as these headers will serve as the specific attributes or measures once we begin building our charts.
Timestamps are common in imports. Trends can support a wide range of date and timestamp variations. For simplicity, we recommend using the either of the following.
1/30/2014
30/1/2014 10:32 AM
Lastly, please ensure that your final file size is not greater than 50mb.
The system interprets blank values in user-imported CSV files as {Null} values, including this case-insensitive instance: NULL. Other values (like the ones below) will show as text and not as {Null} values:
\NNAN/A[space]
Loading the CSV file
Each import creates a new Data source. Each Data source can hold 50mb of data; therefore, the maximum file size for an import is 50mb. If you require more than 50mb for a single data source, please contact your CSM.
Follow these steps to load your CSV file:
Sign in to the Subsplash Dashboard from a browser.
Select Trends.
Select Import in the left navigation menu.
Complete these tasks:
Import the CSV file by following the onscreen prompts.
Answer the question "Are the column names defined in the file header?" The options are Yes or No.
Answer the question "How are fields separated?" by selecting one of the given options. Examples are for parking lot numbers by date:
Comma (,), example:
3/29,320Semicolon (;), example:
3/29;320Pipe (|), example:
3/29|320Space ( ), example:
3/29 320Tab ( ), example:
3/29 320
Click Next and review your data. When necessary, click the column header names to change them to more descriptive names. Also, check the Data type column to ensure the automatically generated data types are accurate. These are the possible data types:
TRUE/FALSE: Boolean, Yes/no. See details.
INTEGER: Smaller integers represented by 32 bits. See details.
LARGE INTEGER: Larger integers represented by 64 bits. See details.
DECIMAL: Floating point or Decimal. See details.
TEXT: Character or text. See details.
DATE: Simple date, not including the time component. See details.
DATE_TIME: The date and time. See details.
TIME: Only the time, not including the date component. See details.
Click Next to accept the column names and data types and import your data. Once complete, you can begin working with it right away by clicking Start search on your data.
Add data to an existing Data set
You can easily add data to your existing Data sets within Trends. Ensure your CSV matches the target Data set's structure perfectly, including the number, type, and order of columns.
If you are adding data to an existing data set, the columns in your CSV file must be the same name(s) and follow the exact same order as defined in the target Data set. This will ensure that the existing Boards and Charts remain unbroken.
Sign in to the Subsplash Dashboard from a browser.
Select Trends.
Select Data in the left navigation menu.
Click the name of the table you would like to append data to.
Click the Load Data button.
Import the CSV file by doing one of these options:
Click Browse your files and select the file.
Drag and drop the file into the drop area.
Answer the question Do you want to append to the existing data or overwrite it?, select:
Append if you are adding new data, and not changing what is already in the table.
Overwrite if you are replacing all data in the table with new data.
If you choose
Overwrite, you lose all existing content in the table, and replace it with new content.
Answer the question Are column names defined in the file header?. The options are Yes or No.
Answer the question How are fields separated? by specifying one of the following:
Comma(,)
Semicolon(;)
Pipe(|)
Space
Tab
Click Next.
Review your imported data
Click Next to finish importing your data
You can begin working with your data by clicking Start search on your data.
Deleting an import
To delete a file you imported, you can follow these steps:
Click on Data in the left navigation menu.
Select the CSV you want to enable AI Analysis for.
Click on the 3 dots in the top right of the page.
Select Delete
Deleting data associated with charts will break them, as the data they reference no longer exists in Trends.
Enabling AI analysis
To enable AI Analysis for your imported data, you can follow these steps:
Click on Data in the left navigation menu.
Select the CSV you want to enable AI Analysis for.
Click on the 3 dots in the top right of the page.
Select Enable AI Analysis
Sharing your imported data
To share your data with other users or groups, you can follow these steps:
Click on Data in the left navigation menu.
Select the CSV you want to share.
Click on the 3 dots in the top right of the page.
Select Share.
Choose if you want to share Entire Table or Existing Columns.
Add users or groups if you wish and decide if they get viewing or editing privileges.
After adding users or groups, click Done.
Much like sharing a confidence, sharing an object or your data can quickly spread to individuals you may not have originally intended to include. We encourage you to be thoughtful in how you share work that is sensitive to your organization.
Troubleshooting imports
Please ensure that Boolean data uses only TRUE/FALSE values. The system
does not currently support other values like Y/N.