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How to Import Data or Tables From OneDrive

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Requirements

  • If you are relatively new to analyzing survey data and will be importing a data file, please read Find the Best Possible Data File before proceeding, as a lot of time can be saved by making sure you have the best possible file format. Excel and CSV files may require additional setup depending on whether they have been exported as labels or values.
  • A OneDrive account.
  • A data set or data tables in .sav, .zsav, .xml, .sss, .mdd, .xls, .xlsx, .csv, or .zip format.
  • A Displayr document.

Method

  1. Select Data Sources > Plus (+) > OneDrive.
     
  2. A new dialog box will appear. In the top left corner, select either OneDrive or OneDrive Business.
  3. Click Connect OneDrive.
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  4. Enter your Microsoft user credentials or select the correct user account if already signed in.
  5. Click Allow.
  6. Select the appropriate folder and then click the file you wish to import.
  7. OPTIONAL: To update your file, select your data set in the Data Sources tree, go to the object inspector, select Update, then repeat steps 2 to 6. 

Note about importing Excel/CSV data files

If you are importing an Excel or CSV file, Displayr can automatically detect the option best suited for your data, but you have the option to select one of the following options:

  • As summary tables: your data will be imported as summary tables and can be used to create tables, calculations, and visualizations. This option is best for files that contain aggregated data tables. See How to Import Excel Tables into Displayr for more information.
  • As a data set: your data will be imported as a data set where each column is a variable, and the variables can be used as inputs for further analyses, calculations, and visualizations. Note that only the first sheet in your Excel Workbook will be imported if there are multiple sheets.

By default, Displayr will automatically detect the best importing option. You can adjust the data format importing option from within the Where is your data? window. Expand the Advanced data file options section and update the Data format to your desired option. See Data Formats in Displayr for examples if you aren't sure which option is best suited for your data.

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If you wish to change the data format after importing, you will need to follow these steps:

  1. In the Data Sources tree, right-click the data set name and select Delete.
  2. Still within the Data Sources tree, click + or + Add Data.
  3. Expand the Advanced data file options section.
  4. Select a different Data format.
  5. Upload your file via the Upload file button or one of the other importing options.

Next

Once you've imported your data, it's always a good idea to Check Your Data.

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