Dashboard Data upload Creation and Editing

Overview

The data upload process on the dashboard allows you to upload your dataset, map fields to appropriate data types, configure filters, and generate insights. Follow this step-by-step guide for a seamless upload experience.

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1. Starting the Data Upload Process

Steps:

1. Navigate to the Dashboard Layout or Create Insights section.
2. Click the Upload Data button to start uploading your dataset.

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2. Uploading a Dataset

Steps:

1. Fill in the Dataset Name field with a descriptive title for your data.
   • Example: “No of Schools”.
2. Drag and drop your dataset file or click the upload area to select a file from your device.
   • Supported formats include .xlsx, .csv, and others.
3. Toggle the Public Access option if you want the dataset to be publicly accessible.
4. Click Next Step to proceed.

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3. Mapping Data Fields

Steps:

1. Map each header from your dataset to an appropriate Data Type:
   • Text: For strings or descriptive fields.
   • Number: For numerical values like counts or metrics.
2. Ensure all fields are correctly assigned to avoid processing errors.
3. Click Next Step to confirm and move to filter configuration.

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4. Configuring Filters

Steps:

1. Assign fields from your dataset as filters or parameters:
   • X-Parameter: The variable for the horizontal axis (e.g., Sub County).
   • Y-Parameter: The variable for the vertical axis (e.g., Number of Schools).
2. Adjust filter configurations as needed to align with your visualization requirements.
3. Click Upload Dataset to finalize the upload.

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5. Completion

• Upon successful upload, your dataset will be processed and available for creating insights and widgets.
• You will be redirected to the dashboard to view your updated data visualization options.

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