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I need to be able to import an Excel Spreadsheet from my computer, specific date

  • July 24, 2021
  • 0 replies
  • 130 views
I need to be able to import an Excel Spreadsheet from my computer, specific recent date. 

What I have is two data sources that I merged into one Excel Spreadsheet, current date. Since today is 24 July 2021, current is Fri 23 July 2021. 

I see that I could do this by creating an App by 'Import A Spreadsheet'. This is perfect. My data will be an Excel file, the merged data I did in Excel.

Then I create a report, line-bar chart & other charts or tables eventually.

I like the new dashboards, so I place this line-bar chart on my dashboard, create some filters & voila I have correlated data for the 23 July 2021, and it's specific for a State & shows all the counties of that state. (This is in beta & further drill-down options I will probably incorporate, but for now I just want to correlate the data, line data & bar chart data & how they are related for a specific geographic area.)

Then because it's date specific, I want to run this again for a future date, say next Saturday I grab the two data sources for the previous Friday. 

I want to replace the table I set up initially with the new data. (Or just add a new table.)

But I can't get past the initial table I created, I can't delete it, I don't see options for, maybe it's not mean to be deleted. 

I could just create a new App, but then I have to setup the dash & reports that I want. I tried this, by printing by parameters and duplicating them with the new data. 

The only way I see to import new data via CSV is by using Google Drive, DropBox... I don't see a 'File Upload' dialog box that I can use to just upload the new table data via my own computer. 

Is my only option to upload my Excel Spreadsheet to my Google Drive & access it that way? I can do that, a bit of a hassle, but then am I using credits like in 'Pipelines' to do this?

There must be an easy way to be able to upload my new data. In the future I plan on updating my table so that old data is just discarded since the data I am using becomes very large after a couple months of new data is added.

Thanks.

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Bob T.
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This topic has been closed for replies.

  • BlakeHarrison
  • Quickbase Alumni
  • July 25, 2021
If you just need to upload an XLSX or CSV file, you can certainly do that. In your table ribbon at the top, select the Table you wish to import to. Then, on the right side of the Table dashboard, select the 'More' / 3 Dots option

Then select the 'Import/Export' option and follow the prompts to import a file. The old-style dashboards had a link for Import/Export, but this isn't available yet in the new Dashboards. Hopefully, this will be available soon.

If you're looking to do something a bit more automated, you can build a 'Sync' Table that would automatically upload new records from a cloud-based CSV file.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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