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Upload and process data

View details of uploaded data, preview, and prepare for processing

After data has been uploaded to the All Uploads tab, you can view its details and choose processing options.
  1. Select
    Data
     from the menu bar.
  2. Select the
    All Uploads
     tab.
  3. Select the link from the
    Name
     column to view more details about the file and choose further processing options. The screen shows
    Name
    ,
    Type
    ,
    Status
    ,
    Uploaded By
    ,
    Upload Date / Time
    ,
    File Size
    , and a preview of the 1st 10 rows of the file.
    • You can choose a different
      Year
       and
      Period
       for the purposes of processing the file.
    • For
      Delimited
       file uploads,
      Comma
       is the default, but you can change this.
    • For
      Excel
       uploads,
      Worksheet Name
       is the default, but you can change this. You can choose different
      Worksheets
       or
      Named Ranges
       from the dropdown list. You can also add a cell range of the data you want to process and preview the 1st 10 rows of the uploaded data based on these selections.
  4. Select
    Advanced Search
     to search for existing Schematics. You can search by Schematic name, User ID, number of uploaded columns, and Schematic creation date.
  5. Select
    Create Schematic
     if you don't have a suitable Schematic to choose from.
  6. When you've checked the details of your uploaded file and chosen your processing settings, you can
    Process
     it from here or go back to the
    All Uploads
     tab.
After you've checked the details of your data on the
All Uploads
 tab and chosen your processing options, you're now ready to process the data.

This article applies to:

  • Product: ONESOURCE Data Hub

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