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Contributor III
Contributor III

What is best method to reload data every month?

There are several dashboards in Production.

The only data source is one Excel spreadsheet stored on a folder file path.

Each month the spreadsheet is updated with newly incoming data.

What would be the best method to upload WITHOUT any scripting. No  incremental loads,  no where exists function or use of QVDs.

Can 'Where Exists' be used on an attached csv, file in  QS library ?

What should happen to last month's attached file ? delete every month after new monthly data gets attached ?

Should a new auto generated script be inserted every month ?

4 Replies

Hi Layla, just a couple of considerations:

1) the old data on that xls(x) file is deleted or simply they add more data to each already existing row? If they simply add new data you just have to load everything in each dashboard (but I assume this is not the case cause it seems very simple).

2) Or each month data is a new xls(x) file with different name?

Contributor III
Contributor III

Exact same monthly data with same column names just newly added values.  What is the easiest way to do without ANY scripting in the data load editor ?


May be schedule every month

Before develop something, think If placed (The Right information | To the right people | At the Right time | In the Right place | With the Right context)

If the metadata doesn't change you just need to reload your app every month, right after your excel source has been updated. If you have access to the QMC you can schedule a reload task every month (i.e. every 5th at 9 am).

Hope it helps,