If the data resides in an Excel file or in a comma-separated (.csv) text file, you just select the file.
When you choose Excel or CSV as the data source, the next step of the wizard displays as illustrated in the following figure.
You can use the sample Excel file to see how a view is created based on an Excel file: click on the sample and follow Steps 5-6 below.
To upload a file:
1. Select the Upload a File option and click Browse to navigate to the location of the Excel or CSV file and select it.
2. In the case of an Excel file with multiple worksheets, select the Auto model a single data sheet option, and choose a worksheet from the Sheets dropdown.
A model will be created automatically based on the selected sheet.
3. To create a model using more data sheets, select the Create a model using one or more data sheetsoption. Then, click the Model Creation step.
Select the tables you want to include in the model and complete the model creation steps.
To use a file in a shared folder:
To use a file in a shared folder to which Necto will have direct access for current updates, select the Use a File in a Shared Folder option. Specify the file’s path and click Connect. Complete the process as described in the above steps.
To use a file in a network:
To use a file in a network like SharePoint, select the Use a File in a Network option. Specify the file’s path and click Connect. Complete the process as described in the above steps.