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Uploaded Files - Create tables from Excel, CSV, JSON, and Parquet files.

Create tables from Excel, CSV, JSON, and Parquet files.

Upload a file from your computer and Dashbreeze will turn its data into tables you can use in your dashboards. You can upload Excel, CSV, JSON, and Parquet files. When the information changes, open the table and upload the latest version of the file.

Important:Dashbreeze cannot check an uploaded file for changes automatically. To show newer data, open the table, select Sync data, and upload the latest version of the file.

Which file types can you upload?

Excel

Choose one or more worksheets to import as separate tables.

XLSX · XLS

CSV

Upload a simple table saved from Excel or another spreadsheet app.

CSV

JSON

Upload a collection of records saved as a JSON file.

JSON

Parquet

Upload larger datasets saved in the Parquet format.

PARQUET

How do you upload CSV, JSON, or Parquet?

  1. Open Tables, select Create Table, and choose Upload File.
  2. Drop the file into the upload area or browse for it.
  3. Select Create Table.
Dashbreeze file upload screen for choosing a CSV, JSON, or Parquet file.

How do you upload an Excel workbook?

Before uploading, make sure every worksheet you plan to select follows the column-oriented structure described below.

  1. Upload the XLSX or XLS workbook.
  2. Select one or more worksheets from the workbook.
  3. Click Create Table. Each worksheet becomes a separate table.

Important:Keep the worksheet names the same after you create your tables. When you upload a newer version of the workbook, Dashbreeze looks for those original names. If a name has changed, Dashbreeze may not be able to update that table.

Dashbreeze Excel upload screen for choosing worksheets to turn into tables.

How should you format a file for Dashbreeze?

Set up each Excel worksheet like a simple Google Sheets table. Use the first row for column names, then place one item on each row underneath. Do not put multiple tables, report titles, or notes on the same worksheet.

  • Put column names in the first row and make every name unique.
  • Start spreadsheet data in cell A1 and remove merged cells.
  • Use one row per record and one type of information per column.
  • Keep dates, numbers, and text consistently formatted.
  • Remove titles, notes, totals, and blank rows that sit above or inside the dataset.

What column-oriented data means

Keep one kind of information in each column. For example, put every date in a Date column and every price in a Price column. Each row should describe one item, such as one sale.

Row-oriented (avoid this)

MetricJan 3Jan 4
Revenue$120$45
Orders31

Column-oriented (do this)

DateRevenueOrders
Jan 3$1203
Jan 4$451

Instead of creating a new column for every date, keep all dates in one Date column and add a new row for each record.

How do you update an uploaded file?

Open the table and select Sync data. Then choose the latest version of your file. Keep the same column names and worksheet names so your charts, metrics, and other dashboard content continue to use the correct data.

Dashbreeze Excel upload screen for choosing worksheets to turn into tables.

Common issues and how to fix them

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