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Import additional data

  • Updated

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.

Tip: If you are already in an analysis, simply use the sidebar 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 be displayed as “Toronto” across the MindBridge platform.

Region-Mapping.jpg


Select files to import

Note: Once you have added columns for filtering, the Account data section at the bottom of the analysis will update to "Account and additional data," and will display any columns you have added for filtering.

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.

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?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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