Open in ClaudeOpen in ChatGPT
← Back to Part 2: Set Up Dimensions

Part 3: Upload Data

In this part, you upload the sample Excel file and validate that it matches the project dimensions.

Data in Valsight provides the input values that feed models and serve as the baseline for calculations, simulations, and analysis.

For detailed reference on any of the concepts here, see Data Import & Export.

Watch the video guide

Sample file

Use one Excel file with one worksheet named Price and Volume.

Required columns

ColumnTypeNotes
YearDimension levelSystem default time level. Must be named Year
ProductDimension levelMust match the Product level name exactly
CountryDimension levelMust match the Country level name exactly
PriceMeasureUsed later in model calculations
VolumeMeasureUsed later in model calculations

Example data

Sample Excel data with Year, Product, Country, Price, and Volume columns

Before you upload, make sure:

  • Data starts in the first row
  • Cells are not empty
  • # is not used in cells
  • The worksheet contains only the upload data

Steps

  1. Upload the data source

    1. Open Data Sources.
    2. Click Add to create a new data source.
    3. Select XLSX as the file type and choose your sample file.
    4. Enter TutorialData as the name for the data source.
    5. Click Create Data Source.
  2. Validate dimensions

    After upload, Valsight checks whether the values in your file match the dimensions in the project.

    1. Click Validate dimensions.
    2. Check the Errors tab for any validation messages.
    3. If level values are missing, click on the Dimension Management tab and add them.
    4. Return to the validation result and verify that there are no errors.
    Important To add missing level values during upload, all levels must be present in the data source. For example, to fill missing values for Country, the corresponding Region values must also exist in the upload.

Result

  • Uploaded the sample file as TutorialData
  • Validated that the file matches the project dimensions
Was this page helpful?