Below are a couple of helpful tips and tricks for working with spreadsheets within Analytics.
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Analytics expects your data to be organized in columns and will name fields after the spreadsheet's first row. If your data is organized in rows, you can transpose the fields in Analytics.
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For 2 or more series charts, the order in which you drop fields in "Columns", "Rows" and "Values" will determine how the chart is plotted, regardless of the column order in your Excel file.
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If columns have different types of data combined (strings, numbers, etc.), Analytics will treat them as a column with strings only. This will affect, among other things, formatting.
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Password-protected files and hidden ranges are not supported.
Data Ranges
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Excel files allow you to select a custom range of data within your spreadsheet, while CSV does not. If you need to select specific data, make sure you always work with an Excel spreadsheet.
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If you have a spreadsheet with a named range, you can choose that specific Named Range as a data source.
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If your Excel data is organized in non-adjacent columns, Analytics will pick up the column with the most data.
Dates, Numbers and Percentages
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By default, numbers will have 2 fraction digits. To change this, access the Formatting menu for the field.
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The 1000 separator is disabled by default, even for large numbers. To turn it on, access the Formatting menu.
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If you need to show percentages or currencies, you will need to select that option from the Formatting menu.
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If you want a date as a column header, make sure you include a ' so Excel will respect your format. The default date format for headers is the full-length format (YYYY-MM-DD 00:00:00 +0000).
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Percentages in Excel sheets will be shown on a 0 to 1 scale unless the format is changed to "Percentage". For example, 39% will be displayed as 0.39.
Transposing Rows to Columns
You can use the transpose functionality to switch from rows to columns. You can access the transpose menu in the Visualization Data menu when expanding the sheet in your data source.
Only data with 200 rows or less can be transposed.
You will see a transpose icon in the top right-hand corner next to the cross button. Once you press it, Analytics will switch rows to columns and vice-versa.
Once you are ready, select the tick icon. This will take you back to the Visualization Data menu, where you will now see the name of the sheet with a new icon to its left indicating that the sheet has been modified.