Data Management
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      Data Select

      The Data Select section contains all the templates required for your project. These templates are customized to meet the project module selected in the Project Management portfolio. A modification to the module or sub-module will automatically reflect in the templates displayed.  

      • The application is most efficient when data is uploaded in the provided template format.  
      • You may upload your data in either .xlsx, .txt, or .csv format.  
      • Use the download button for a .xlsx format of the entire grid showcased on your work area.  
      • Use the refresh button if you are unable to see updated templates.

      Upload Data Source 

      Before you begin to upload a new data set for analysis, you must first understand data requirements. To do so, go through the templates provided in the portfolio. 

      • Click on the applicable template name to upload new data.  
      • Provide requested information in the pop-up on your screen. 
      • Click on the Download Template button in the pop-up to access the template.  
      • All column names in the template are displayed in the first row.  
      • Some columns in the template may be irrelevant to your data and can be skipped. However, ensure you adhere to the template format for consistency across data. 

      Phase Feature 

      • You may upload the data in multiple files under a single phase or across different phases. 
      • Phase feature: What if you have uploaded data in multiple files and segregated it based on the numbers of rows your .xlsx file accepts? And now you have trouble recollecting this segregation. 
        • Phase feature fills such gaps by letting you segregate the data based on dates/months/years i.e., Jan_Files, Feb_Files or based on geographical locations i.e., Asia, Europe, North America or any other criteria and process them in phases.
        • You can keep track of these phases, right on the application.
        • The application also lets you upload multiple files for a single phase. 
      • Choose the appropriate phase details and file type, when uploading the data.
        • These are mandatory fields. 

      File Upload 

      • If you’ve chosen .txt or .csv file format for upload, you will need to choose the type of delimiter, to separate the fields.  
      • Locate the data file from your system (laptop, computer, etc.), and click on Save to upload the file for processing. 
      • The progress bar appears while your file is being uploaded, this in turn disables the Save and Cancel buttons.