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  1. In the menu bar, click Library
  2. In the Library page, click Import Data. Select the connection to use. See Import Data Page.


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    typefigure
    Import Excel workbook


    Tip

    Tip: If you experience issues uploading large XLS/XLSX files, you can convert the files to CSV files and then upload them.


  3. After you select the workbook, it is uploaded and converted to CSV format and stored by the platform. Depending on the size of the workbook, this process may take a while.
  4. By default, all worksheets in the workbook are imported as individual datasets. To change how the data is imported, click Edit in the right panel.

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    Import settings for Excel datasets


  5. Dataset creation:
    1. 1 dataset per sheet: (Default) Each selected sheet in the workbook is imported as a separate dataset. 
      Specify the base name of the datasets that you are creating. If you are creating a single dataset, the name of the workbook is used. 
    2. Selected sheets into 1 dataset: All selected sheets in the workbook are combined and imported as a single dataset.

      Info

      NOTE: The schemas of each dataset must match. Columns must be listed in the same order in each dataset. The column headers are taken from the first selected dataset.



    3. All and future sheets into 1 dataset: If the workbook is updated periodically with new sheets that you would like to add in the future, select this option. After initial selection of sheets, all sheets that are added to the workbook in the future are automatically added as part of the imported dataset.

      Info

      NOTE: This option is available only if you are connected to a backend file storage system.


      Info

      NOTE: When an imported dataset based on this option is first loaded into the Transformer page, the data grid displays an initial sample taken from rows in the first sheet only. When you take another sample from the Samples panel, data is collected from other sheets. For more information, see Samples Panel.


  6. Selected sheets: 
    1. You can select the sheets to import. 

      Info

      NOTE: If you are importing a folder of Excel files, data preview and initial sampling are executed against the first file found in the folder.


    2. To preview the data of an individual sheet, mouse over a dataset and click Jump to.

  7. Remove special characters from column names: Select this option to remove any special characters from the inferred column headers during import.
  8. To save changes, click Save.
  9. After your datasets have been added, you can edit the name and description information for each in the right navigation panel.
  10. Optionally, you can assign the new dataset(s) to an existing flow or create a new one to contain them