DATA UPLOAD

The Data Upload feature is a comprehensive tool designed to facilitate the integration of various datasets into the system. It offers four primary methods for uploading data: Manual Upload, Soft Integration, Hard Integration, and Refer Previous Stage. Each method serves distinct purposes and caters to different data integration needs.

How and Why Manual Upload?

Data upload allows users to add or update datasets in the system, ensuring data is current and consistent. The manual upload method makes it easy to upload data using Excel files

Pre-condition

The user should be logged in with valid credentials, and Process, Dataset, and Metadata should be created.

Permissions related to Manual Upload

  • Can See Data Setup Left Menu
  • Can create ManualUpload
  • Can Delete ManualUpload

Access the "Data Upload" Section

STEP 1: Click on "Data Setup".

Navigate to the Data Setup section.

STEP 2: Click on the "Data Upload".

Click on Data Upload to open the data upload section.

MANUAL UPLOAD

The manual upload feature is designed to provide a straightforward method for users to add data to the system. Whether you're incorporating new datasets or updating existing ones, this feature ensures that your data is correctly formatted and uploaded efficiently.

Accessing "Create Manual Upload" Form

STEP 3: Click on "Manual Upload".

Click on Manual Upload, located on the top right corner of the page.

STEP 4: Click on the "Create" Button.

Click the Create button to open the Create Manual Upload form.

STEPS FOR MANUAL UPLOAD

The Manual Upload form will pop up.

MANUAL UPLOAD FORM

Create Manual Upload Form

STEP 5: Fill Out the Create Manual Upload Form

  • Name: Enter the name in the provided text field.
  • Dataset: Select the appropriate dataset from the dropdown menu.
  • Remarks: Enter any remarks or notes in the provided text field.

STEP 6: Download Sample Format

Click the Export Sample Format button to download a sample Excel file.

STEP 7: Upload Excel File

Fill in the information in the exported Excel file, then drag and drop the file or click "Browse" to select the file.

NOTE: Only Excel files are applicable for upload.

STEP 8: Additional Information

  • File Name: This field specifies the name of the file being referenced.
  • Sheet Name: This field specifies the name of a specific sheet within the spreadsheet file.

STEP 9: Create or Cancel

  • Create: After filling in all necessary details, click the Create button to submit the form and create the upload.
  • Cancel: Click the Cancel button to cancel the upload process and clear the form.

View or Search Manual Upload

  • Search for a Manual Upload: If you need to search for a specific manual upload, use the search bar.
  • View Created Manual Upload: Once the manual upload is created, it will be displayed in the window along with Upload Name, Upload Remark, Date, and Time.

MANUAL UPLOAD SEARCH VIEW

Manage Manual Upload: Actions

MANUAL UPLOAD ACTION

1. Delete

Click the Delete icon to remove the uploaded data from the system.

2. View

Click the View icon to see the details of the uploaded data.

MANUAL UPLOAD VIEW ICON

3. Preview

Click the Preview icon to see a representation of the uploaded data in a format similar to Excel, along with a few system-generated fields.

Users can also download the data by clicking the Download Data button.

MANUAL UPLOAD PREVIEW ICON

Data Upload Error Handling

When a user uploads a dataset file, the system performs automatic validation to ensure the data matches the expected formats and data types for each field.

Common Validation Errors

  • Invalid Data Type: For example, entering alphabetic characters in a field expected to be numeric.
  • Incorrect Field Length: For instance, providing more than 10 digits in a phone number field.

Error Notification and Resolution

If the system detects any issues during the upload:

VALIDATION

  • A popup notification will immediately inform the user that the upload has validation error occured.

  • The popup includes an option to download Error log, which provides a detailed report of:

    • The exact row(s) where the error occurred
    • The specific field(s).
    • The reason for the validation failure (e.g., "Datatype", "Phone number exceeds maximum length")

ERROR LOG