Dragging a data file into your application

The following steps should help you drag and load the data onto the Qlik Sense application: 

  1. Start a new application with the help of the Create new app button and name your application. When prompted for the data loading method you want, just drag Orders.xlsx onto the screen:

  1. Once the file is dropped, it will be uploaded to the Qlik Sense environment and a wizard will open to assist you in importing the data to the application:

The following options are available on the wizard:

    • We will load tables (A in the panel on the left) and then the Orders table is preselected. If your Excel has more sheets, every sheet will be represented as a different table. We can load as many tables as we want and we can use search box B on the top left panel that's marked to filter tables if you have a substantial table quantity.
    • For each selected table, you can choose which columns should be loaded. You can do this by selecting/deselecting the checkbox on top of each column. You can use the search box C to filter columns if you have a substantial quantity.
    • The File format/Field names, option D, should be correct, since Qlik Sense will identify it correctly. We will focus on this later in this section when loading text files.
    • Use the Header size, option E, if your Excel sheet is structured with empty rows on top, so that Qlik Sense will skip them before loading the data.
    • The Filters option can be used (located on the screen top-right corner of the screen) to apply filters for each table, or for the column you're loading. In the following example, we're filtering the Orders table for rows that have USA in the ShipCountry field only. You don't need to apply this filter at this moment—it is merely being used to understand the concept of applying filters. In the following example we are filtering only the records that have ShipCountry = USA:

  1. Make sure that the Orders table is selected, all columns are checked, and no filters are applied, and then press Add data on the bottom-right corner:

  1. After a few seconds, a screen like this will be displayed, indicating that the table from the Excel file was loaded successfully:

When you press the Close button, you're going to get an Insights screen. However, before we go there, let's load some more data using different modes. 

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