Questions? We have answers.

Import additional data

Article author
Jonathon Plowman-Samson

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.


Navigate to the Data page

  1. Select the MindBridge icon in the sidebar to go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row to go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row to go to the Data page.


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 display “Toronto”.

Region-Mapping.jpg


Import additional data

The Additional data section displays any columns you have added for filtering.

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

Drag and drop

  1. On the Data page, drag and drop the file from your computer into the Additional Data section.
  2. Once the import has completed, select Continue to step 2.
    You will go to the Map Columns step.
 

Browse your computer

  1. On the Data page, select Browse in line with Additional Data.
  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 import has completed, select Continue to step 2.
    You will go to the Map Columns step.

Browse file locker

  1. On the Data page, select Browse in line with Additional Data.
  2. Select Browse file locker from the menu.
  3. Select the file you wish to use from the file locker.
    The file imports into your analysis.
  4. Once the import has completed, select Continue to step 2.
    You will go to the Map Columns step.


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.


The data

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

Note: When filtering, if a column contains more than 10,000 unique values, you will not be able to import or apply an Additional data file, and the filter will only return values from the original file.

Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.


Share this:

Was this article helpful?

Comments

1 comment

  • Comment author
    Kevin Kimathi

    At the beginning of this article, it would be helpful to add a note stating the following:

    NOTE: Before you can add Additional Columns, you will need to create Columns for Filtering as described in this article.

    1

Please sign in to leave a comment.