This how-to guide includes 4 topics for Data Import, covering local file import, online document import, scheduled database import, and more import methods; 4 topics are free and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Import from a Local File | Free |
| 2 | 2. Import from an Online Document | Free |
| 3 | 3. Schedule a Database Import | Free |
| 4 | 4. View More Import Methods | Free |
How-to Guide
1. Import from a Local File
Entry path: Data → Data Import → Import File Data
- Click the Data tab and open the Data Import drop-down menu.
- Select Import File Data.
- In the dialog box, make sure the From Local File tab is selected.
- Upload a file by dragging it in, pasting it, or clicking Select File.
- Choose an XLSX, XLS, ET, or CSV file.
- After the file is selected, the data is imported into the current worksheet automatically.
Success Criteria
- Interface result: the imported data appears in the current worksheet.
- What you can do next: continue editing, filtering, calculating, or saving the workbook.
Tips While Using
- Common mistake: if you do not confirm the target worksheet position first, the imported data may appear in an unexpected area.
- Environment note: if the file uses a different encoding, check whether the imported text displays correctly.
2. Import from an Online Document
Entry path: Data → Data Import → Import File Data → From Online Document
- Click the Data tab and open the Data Import drop-down menu.
- Select Import File Data.
- In the dialog box, switch to the From Online Document tab.
- Click Select File to open the cloud document picker.
- Locate the file from Recent, Starred, Shared, My Cloud Documents, My Devices, or Frequent.
- Select the file and click OK.
- The data is imported into the current worksheet automatically.
Success Criteria
- Interface result: data from the selected online file appears in the current worksheet.
- What you can do next: continue organizing the imported content or choose another online file.
Tips While Using
- Common mistake: if you are not signed in or the file is not stored in an accessible location, it may be harder to find the target file.
- Environment note: this workflow requires a working internet connection.
3. Schedule a Database Import
Entry path: Data → Data Import → Scheduled Import MySQL Data / Scheduled Import SQLServer Data
- Click the Data tab and open the Data Import drop-down menu.
- Select Scheduled Import MySQL Data or Scheduled Import SQLServer Data.
- Configure the database connection details.
- Select the table that you want to import.
- Set the scheduled refresh frequency.
- Confirm the settings, and the data syncs to the current worksheet automatically.
Success Criteria
- Interface result: the target database data appears in the current worksheet.
- What you can do next: keep refreshing the data based on the selected schedule and review updated results.
Tips While Using
- Common mistake: incomplete connection details can prevent the import task from being created.
- Environment note: the database must be reachable and the network connection must remain stable.
4. View More Import Methods
Entry path: Data → Data Import → Import More Data
- Click the Data tab and open the Data Import drop-down menu.
- Select Import More Data.
- Browse the available entries for other data source methods.
Success Criteria
- Interface result: more import methods or related entries are displayed.
- What you can do next: choose another source type based on your next task.
Tips While Using
- Common mistake: if you do not confirm the source type you need first, you may spend extra time trying multiple entries.