Data files produced by your suppliers or from within your organisaton for upload into a system will typically have differing configurations i.e. different file types, formats and content. Rather than requiring one standardised file configuration for upload, data sources can cater for a range of different configurations via its data file configuration functionality.
This functionality allows you to specify how your upload files are configured which then enables data sources to identify and upload file contents into the correct BraveGen CSR data tables.
On this page:
- Locate and View Data File Configurations
- Add, Edit and Delete Data File Configurations
- Choosing the Correct File Types
- Handling Dates
Locate and View Data File Configurations
Locate Data File Configurations |
Data file configurations are located on the 'Data File Configurations' page, available under the 'Configurations' menu option on the data sources Main Menu, as displayed below. |
View Data File Configurations | The grid on the Data File Configurations page contains the configurations created for your organisation's data upload requirements. To view the details of a selected data file configuration, click on its name, as indicated below.![]() The details of a selected data file configuration are displayed below. These details include:
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Add, Edit and Delete Data File Configurations
Add Date File Configurations | Adding a data file configuration involves completing the following 5 steps: 1. Click on the ![]() ![]() 2. Select the correct type of Data File Configuration by clicking the appropriate 'Add button', as displayed below. Click this link for more advice on choosing the correct Data File Configuration. 4. Specify the identifying information as displayed below. Determine whether the file contains location and/or inventory item related information and click the appropriate box. Then choose from the dropdown boxes to populate the requested identifier details and click on the 'Next' button: ![]() 5. Choose the activity data information by populating the fields provided, as displayed below. These fields allow the system to locate usage, costs, dates and commentary in the data file. Refer to Handling Dates for guidance on date formats. This section may differ depending on the Data File Configuration type you select. Finally, click on the 'Save' button. |
Edit Data File Configurations | To edit a data file configuration, go to the 'Data File Configurations page', locate the data file configuration on the grid and click its name.![]() This will take you to the 'Configuration Details' page for editing the required fields. Editing the selected configuration's name, description, file type or location of the data in Excel file sheets is handled in the fields displayed at the top of the page as displayed below. ![]() Editing facility or inventory identifier information is handled in the middle section of the page in the fields displayed below. ![]() Editing activity data information can be handled toward the bottom of the page in the fields displayed below. If the date format is being edited, refer to the guidance on Handling Dates. ![]() Finally, click the 'Save' button at the foot of the page to save your edits. |
Delete Data File Configurations | To delete a selected data configuration, go to the grid on the Data File Configurations page and click on the ![]() ![]() |
Choosing the Correct Data File Configuration Type
Handling Dates
Specifying Date Formats In Excel File Configurations |
The format of dates in an Excel spreadsheet are not always what they seem. Usually the format of a date in a cell is altered to reflect a more user friendly format and/or the format is based on the settings of your computer's locale. For example, if a date in a cell appears as Jul-2011, placing your cursor in the cell will show the date as dd/mm/yyyy or mm/dd/yyyy in the fx (Insert Function) box. It is this dd/mm/yyyy or mm/dd/yyyy format that should be entered in the Data File Configuration. |
Specifying Date Formats In CSV and Text File Configurations |
If viewing CSV or Text files in Excel the format of a date in a cell may be altered to reflect a more user friendly format and/or the format is based on the settings of you computer's locale. The safest way to determine date formats in CSV and text files is to open the file in Notepad. This is the format to enter when created a Data File Configuration in data sources. |