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Uploading Data

Updating datasets with new data in Kiplot is a quick and easy process.

Get Permission to Edit Datasets

Before you can edit any dataset in Kiplot, ensure the dataset owner or an Admin user grants you the necessary editing permissions. This access is essential to maintain data integrity and security.

How to upload data to an existing dataset

Step-by-step

  1. Go to the Datasets page in the navigation panel.

  2. Use the search bar to find the dataset you want to update.

  3. Click 'Upload' in the toolbar next to the dataset you wish to update.

  4. Drag and drop the file you want to use to create the dataset, or click the grey box to browse and select the file.

  5. Wait for the import tool to turn green, confirming the file is valid and ready to upload.

  6. Click 'Upload'.

Kiplot analyses the data that’s being uploaded and generates a schema. This will determine which format the data will be stored in (e.g. as text or numbers). It’s important to remember that the data’s format will determine how the data can be used in a report (e.g. data must be saved as a number to appear on a scale and data must be saved as a date to appear on a timeline). Make sure the first row of your spreadsheet contains the column headings to be recognised in the upload.

Once the file has been imported the last step is to review the column mapping and the Schema. Most of the time, if your data data is structured in the same way, all you need to do is check that all the columns have been mapped (See point 1 below). It’s only if things have changed in some way that you need to follow further instructions.

  1. Check the column names and data type have been imported correctly. You can make any adjustments via clicking the drop down menus

  2. Click ‘edit schema’ to make further adjustments

  3. Find the column where you would like to change the input type:

  4. Once you’ve made changes, remember to scroll to the bottom of the schema editor and hit save

  5. Once you’re ready, hit the ‘create dataset’ button to upload your data

Uploading Tips

  1. If you delete columns in your spreadsheet that exist in the current dataset, it will still leave the column in the schema but it will not update the data for that column.

  2. If the Unique Identifier (UID) in the shema and the upload do not match the upload will fail.

  3. If your schema has multiple UID’s your upload will need to contain columns for all of them. You can check which columns are UID’s in your dataset by checking the Schema.

  4. If you have duplicate rows in your spreadsheet the first row will be read and all duplicate rows ignored.