How do I upload an Excel or CSV file as a source?

Overview

Lets you upload an Excel (.xlsx) or CSV (.csv) file as a data source for dashboards. Vantage reads the file's columns and rows and makes the data available to widgets. You can upload multiple files and later join them using relationships.

When to Use

Use this feature when:

You want to turn spreadsheet data into charts and KPIs
You have data exported from another system (ERP, HRMS, POS)
You need a one-time or periodic snapshot instead of a live connection
You want to prototype a dashboard quickly with real data

Concepts

Data Source – A named data set inside Vantage that widgets query
Connector – The method used to bring data in (Excel/CSV, API, or internal forms)
Ingest – Automatic process that loads your file into Vantage's analytics engine
Column Mapping – Vantage's detected name and type for each column; editable before saving
Replace vs Append – Replace overwrites existing rows; Append adds new rows to them
Typed Columns – Each column's data type (String, DateTime, Int64, etc.) for correct filtering and aggregation

Set Up Guide

From the Home Page, click the Vantage Dashboard widget to open Vantage. If you have not added this widget yet, follow the Custom Widget help doc to set it up.