The following procedure explains how to manually import data stored in an Excel spread sheet into Analytics:

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The first step is creating a Data Source. The reason is that you have to create a data table with the correct structure to which you will import the data.

1. Click the 'Add' Image Modified icon to create a new Data Source.
2. Copy the first 10 rows or so from the Excel file, including the header, into clipboard.
3. Go back to your new Data Source and click the 'Add fields from data sample' Image Modifiedicon.
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4. Paste the rows from the clipboard into the text area and click 'Apply'.
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5. Set each field's Data type if it was not set up correctly from the data sample.
6. Mark at least one field as 'Key' in the 'Function' column.
7. Define 'Measure' for Money and Number data types.
8. When finished, click the 'Validate'  icon to see if there are any errors in the setup.
9. Click the 'Deploy' Image Modified icon.

When you deploy a Data Source, a Data Feed and a Data Load are generated automatically.

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1. Go to 'Data Manager' > 'Data Feeds'.
2. Select the Data Feed generated for your Data Source (it has its name as a label).
    Make sure the labels are there and exactly match the one used in the Data Source.
3. Switch to the Data tab and click 'Data Load Actions' > 'Upload'.
   For the file requirements (format, size, delimiters etc.) see Data Feeds.
4. Browse for your Excel file and click 'OK'.
5. Wait for the upload to complete. This might take a while depending on the size of your data.

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1. Go to 'Data Manager' > 'Datamarts'.
2. Click the 'Add' Image Modified icon.
3. Select the newly created Datamart so that the details are shown in the right pane.
4. Set the 'Source' of the Datamart to be your Data Source.
5. Select the reporting currencies. All transactions are converted (based on the currency Data Source) to the selected currencies.
   For more details on currencies, see /wiki/spaces/KB/pages/22183992.
6. Pull in all the necessary fields from the Field Picker (drag & drop). All available fields are black. As soon as a key field from another data source is dropped into the Fields section, the related data source becomes available for selection and the fields get black in the Field Picker section.
   • If you have Per-Unit fields in the Data Source, make sure you have a Per Unit Basis field function set.
   • If you are using Date fields, make sure you have a Pricing Date field function set.
   • If you are using Currency fields, make sure you have a Pricing Date field set and the Currency (ccy) data source populated.
   • If you are using UoM fields, make sure you have the UoM (uom) data source populated.
7. When finished, click the 'Validate'  icon to see if there are any errors in the setup.
8. Click the 'Deploy' Image Modified icon. 

Load the Data from Data Source to Datamart

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