Connect and upload data from spreadsheet, dashboard tutorial

In Modeler Connect, you can either drag-and-drop or click Browse Files to upload the spreadsheet.

A preview shows the sheets as separate tables, also called "raw sources", and the columns in each.

Modeler Connect shows a preview of the tables and columns, the data is not yet in Birst. Modeler gives you a chance to refine and select only what you need to upload. This is extremely useful when connecting to large data sets.

In the preview, you select the tables and columns you want to pull into Birst.

For this tutorial, you do not need all the tables; you only need Categories, Products, and Suppliers. By default all tables are selected. You can either uncheck the ones you do not want or use the Select/Deselect toggle and select the ones you do.

If you want to change column selections later, Modeler lets you update the connection details, so you are never stuck with your initial column selections.

When the three tables are selected, click Done.

Note: If you have a specific use case in mind, you don't have to select all the tables and columns when you know that you only need to use particular ones. If you want to create different reports from different data in the same space, you would probably select them all.

Modeler may show a message prompting you to add filters. For this tutorial, this file size is under the limit. Click Proceed.

Modeler shows the tabs you selected and previews the contents.

Note: This step gives you a chance to change your mind before uploading all the data. You can click Edit to go back and see the original list of files and modify your selected items.

Then click Import Files.

Modeler shows a progress bar, and then a message when the imported files have been extracted into Birst.