VectorBoard Docs ES

Data and calculations

Import, refresh and export data

1 min readPDF page 62

Import creates a data table from a file or a read-only query. Refresh reads the source again. It is not the same as recalculating formulas with the values already on the board. Keep the source link when you need repeatable reports.

  1. Drag a CSV, TSV or Excel .xlsx file onto the board, or open the data import dialog.
  2. Review the preview, encoding, delimiter, detected columns and proposed types. Correct how dates or figures are interpreted before you accept.
Import preview
Import preview Import a CSV or Excel file
  1. Import and check a few rows, the number of records and the important totals.
Imported table
Imported table Keep the connection to the source
  1. For a database, choose SQLite, PostgreSQL or MySQL and provide the connection and a read-only SELECT query. Review the preview.
Import from databases
Import from databases Query a database in read-only mode
  1. Use Refresh in the source footer when the source changes. Then check the data and its dependent formulas.
  2. Export a table or a range as CSV or Markdown. For CSV, choose original values, displayed values or formula text.