Data Import Steps

Step 1: Create data pool

Data pool is created automatically with the Line of Business.

step 1.pdf


Step 2: Create the tag

  • A tag is used to organize the data pools and the work.
  • It is a label used to group the inputs related to a work project.

step2.pdf


Step 3: Create the data source

step3.pdf


Step 4: Import data files in the data source

step4.pdf


Step 5: Configure columns and filter data

step5.pdf


Final: Data Source details