Summary

Importing additional data can be beneficial if you have split account numbers or created columns for filtering during column mapping, and would like to customize how those filter labels appear on the dashboards.

Learn about importing additional data into MindBridge.

Go to the Data page

1. Select the logo in the MindBridge sidebar.
   You will go to the Organizations page.
2. Select View in line with the desired organization, or click anywhere in the organization row.
   You will go to the Engagements page.
3. Select View in line with the desired engagement, or click anywhere in the engagement row.
   You will go to the Data page for that particular engagement.

Format data

To ensure filters are correctly labeled, format the file into 2 columns:

• The code
• The label

For example, in this case any occurrence of “2000” will instead be displayed as “Toronto” across the MindBridge platform.

Select files to import

MindBridge supports 3 ways to select and import data into this section.

Drag and drop

1. On the Data page, drag and drop files from your computer into the appropriate rows of the Account and additional data section.
2. Once the file has loaded, select Continue import.
   You will go to the first step in the import process.

Browse your computer

1. On the Data page, select Browse... in the appropriate rows of the Account and additional data section.
2. Select Browse your computer from the menu.
3. Select the file you wish to use and Open it.
   The file imports into your analysis.
4. Once the file has loaded, select Continue import.
   You will go to the first step in the import process.

Browse file manager

1. On the Data page, select Browse... in the appropriate rows of the Account and additional data section.
2. Select Browse file manager from the menu.
   A pop-up window appears.
3. Select the file you wish to use.
4. When you are satisfied, Import the file.
   The file imports into your analysis.
5. Once the file has loaded, select Continue import.
   You will go to the first step in the import process.
   
   

Map columns

Once the additional data file has imported, map its columns. Your existing column headers appear as draggable fields beneath Your Data Column Headers. 

1. In the Map Columns step, drag and drop a field from Your Data Column Headers to the appropriate field beneath Mapped Columns.
2. When you are satisfied, select Next to proceed.
   You will go back to the Data page.

To exit the mapping process, Close the page.

The data

Once you have run an analysis, go to any dashboard on the Analyze page. Your filters will now display the code and label from the additional data that you added.

Anything else on your mind? Chat with us or submit a request for further assistance.