How-to 8 of 27

How to upload an Excel or CSV file

Start with a spreadsheet: choose File Upload, name the datasource, pick an Excel or CSV file up to 25 MB, test it, and continue. Narrated.

The steps

  1. 1Every analysis starts with data, and the quickest way in is a spreadsheet. From your workspace, choose New AI Insights, and you land on the list of datasource types.
  2. 2For an Excel workbook or a CSV file, choose File Upload.
  3. 3Give the datasource a name you'll recognise, then choose your file. Excel and CSV both work, up to 25 megabytes, and the file is stored encrypted.
  4. 4The format is detected for you, so you can leave the override on Auto. In an Excel workbook, every sheet becomes its own table.
  5. 5Choose Test Connection. When it says connected successfully, the file has been read, and you're ready to pick tables and set up your assistant.

Try it on your own data

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