Import Data

You can import data from existing spreadsheets to databases by following the steps below.

1. Select Import Data and click Continue.

Import Data

1. In the file explorer window, select the Excel or CSV file that contains the data, and choose Open.

Select the file

1. The selected file is uploaded. Choose the required sheet from the Excel file.

Select the sheet

1. You can verify the column headers, total number of rows, data, and other details in the preview.

Preview Data

If you wish to import only the table structure with column headers without any rows, you can enable the option, 'Exclude records and import table structure only'.

1. We want to import the entire table, including all records, so we left the check box unchecked. Click on Proceed.

Click Proceed

1. Select Connection: Choose from the list of admin or user connections, or EDITable managed DB. The supported database connections are mentioned here.

Select connection

1. If you do not want to choose any of the existing connections and would like to add a new connection, click on Add Connection. To learn more on adding a connection, refer to this page.

Add Connection

1. Table Name: Enter a name for your table.

Table Name

1. Column Details: Verify the column name, primary key, and other relevant details like length, precision, etc. You can edit the details wherever applicable.

Verify/Edit the table

1. Add Column: To add new columns, click on Add Column. You can then enter the required column details.

Add Column

1. Check the Advanced Properties option to view the advanced properties such as Display Name, Thousands Separator, Prefix, and Suffix.

Advanced Properties

1. Click the bin icon to delete a column.

Delete column

1. You can click on Preview Data to view the SQL query that will create the table in the selected database connection.

Preview Query

1. Click on Apply to create the table in the database.

Click 'Apply'

1. The table is now created at the chosen destination. Click Download Report to download a pre-configured Power BI report (.pbix file) with a live connection to the table.

Download Report

1. Click open the downloaded file. You can notice the pre-populated visual along with the assigned fields in the Visualizations pane. The system will prompt you to sign in. Click on Sign in with Office 365 to sign in to the workspace.

Sign in to the workspace

You can now start managing your data from Power BI. Any changes made to the table in EDITable, after saving (or after approval, if enabled), get applied to the database it is connected to.

After downloading the .pbix file, you might get the pop-up messages as shown in the image below:

1. Click 'Apply changes' to apply any pending changes to the queries.

2. Close the 'Pause visuals' suggestion tip that appears below. Do not pause the visuals so the live changes get synced to the database.

3. Save the .pbix report at regular intervals after making any changes to avoid loss of data.

Downloaded .pbix file with a live connection to the database

After creating a table, you can proceed to the next step: managing columns to configure them, and then you can start working on your data.

You can refer to the other sections of this guide for assistance.