UPCOMING WEBINAR: From Thousands of Tables To One Clear Story: using AI in survey analysis Register now >>

Articles in this section

See more

How to Import Data or Tables From Dropbox

  • Updated
Follow

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 Dropbox account with a data set or data tables (.sav, .zsav, .xml, .sss, .mdd, .xls, .xlsx, .csv) saved in it, see How to Add a Data Set File to Dropbox.
  • A Displayr document.

Method

1. In Displayr, select Data Sources > Plus (+) > Cloud Sources > Dropbox.

2. Click Connect Dropbox.

mceclip0.png

3. Either enter your Dropbox user credentials or click Sign in with Google and use your Google user credentials (or select the correct user account if already signed in).

4. Click Continue > Allow.

5. Select the appropriate folder and then click the file you wish to import.

6. OPTIONAL: To update your file, select your data set in the Data Sources tree and press Refresh > Dropbox in Properties 26UI_ObjectInspector.png.

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. 

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.

DataFormat_5.png

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.

Editing the data source or manually refreshing the data

If you would like to manually refresh the data (outside of a schedule) or edit the data source, see How to Update a Data Set in Displayr.

Next

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

Connecting Data Video

How to Link Displayr Documents Using Dropbox

How to Automatically Append Data to an Existing Data Set Stored in Dropbox

Related articles