How to upload your files

You can upload a single file or multiple files to a maximum total file size limit of 100 MB (megabytes) per upload.  If you need to upload several large files that will take you over the 100MB limit, you should upload these individually as single files.

You can only upload .CSV and Excel files (.XLS and .XLSX) containing a single or multiple tabs. When uploading and Excel file that contains multiple tabs – each tab will be listed under the main Excel file name.

  1. There are two ways of uploading your files:

    • Drag and drop the file(s) into the highlighted region on the page, or

    • Click in the highlighted region and use the Windows explorer pop up to navigate to the relevant folder where the files are stored.

Note:  When uploading your files, the system may take a little longer to display them in times of heavy traffic to the site.  If you experience this, you can simply refresh the page.

  1. Once you have chosen your files to upload, they will appear in the uploaded files table and you will see the processing icons next to each file name.

  1. As your data is uploaded, the system will perform validation checks and will alert you to any errors or warnings that you may need to address, via the data validation icons that appear next to each uploaded file.    

  1. Once your files have been uploaded the table will update to display your files. If you have uploaded an Excel file with multiple tabs, each tab will be displayed under the main file name.  You will not be able to tag the main excel file but you can tag/mark as not required, the individual tab files displayed below the main file name.

  1. You will be now be able to do the following (see relevant help pages):

    • Sort your file list or delete an uploaded file

    • Review and fix data validation errors

    • Preview, block and exclude data

    • Edit your source data

    • Create and apply tags

    • Assign the "Mark as not required" option to data tabs that have been uploaded from an Excel file, if the data they contain is not required for the calculation.

  1. When you are ready, click on the Save and go to mapping button.

 

 

 

 

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