Qwikidata
User Guides
Short videos that answer your questions
WATCH THIS FIRST: Introduction to file formats
You get request for reports all the time but what is slowing you down is getting the data you need. Don’t re-key in the data when your colleagues already have them. Get them to share it with you or simply capture it from documents.
0-1: Required format
The type of Excel and CSV file formats that will work with Qwikidata.
0-2: File validation
How Qwikidata will validate the file before processing the file.
Step 1: Creating a template
Before you can start to upload, manage, share and analyze your data, the first step is to create a template for that file.
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1-1: Upload sample file & select data
How to upload a sample file and select the field/column you want.
1-2: Defining Field type 1
Important step on how to define the field/column as alphanumeric & numeric. All fields are defaulted to alphanumeric.
1-3: Defining Field type 2 & save template settings
Important step on how to define the field/column as date. Once all fields are set, you can save the template settings. More date format examples below.
1-4: Activate template & upload sample data
Once all fields are set correctly, you can activate the template & optionally upload data from sample file.
1-5: Activate template & separately upload data
If you decide not to upload the data from the sample file, you can separately upload data from another file with the same filename.
Step 2: Upload files for processing
After creating the template, now you can start to upload data from your files for charting, analysis and sharing with others.
note: click ‘Full screen’ to expand video size.
2-1: Upload data from file
This video will show you how to upload data from a file.
2-2: Adding more data to existing table
You have a table with existing data and you want to add more data to it.
2-3: Replacing existing data in table
Sometimes, you just need to replace an existing data in the table with edited data. This short video will show you how.
Step 3: My Data
‘My Data’ section is where all the tables containing the data that you have uploaded.
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3-1: My Data -overview
This video is an overview of the main My Data section. It’ll show you how quickly you can find the data you need.
3-2: Quick search for data in table
You want to quickly find the data you need. The ‘Search’ function allow you to do real-time search & filtering with multiple keywords.
3-3: Advance Filtering - numbers
There are times when you need to narrow down data with multiple conditions with various fields like ‘greater or less than’ or ‘between’ certain values. The Advance Filtering does that easily.
3-4: Advance Filtering - dates
Many situations require a need to focus on specific time period. Advance Filtering by dates can be done easily with ‘point & clicks’.
3-5: Search + Advance Filtering
When you need data based on multiple conditions, combining ‘Search’ and ‘Advance Filtering’ is the best way to get results.
3-6: Bar chart + Group bar chart
Creating a bar chart is essentially a 3-clicks process. Just add one extra click to tweak it to a Group bar chart.
3-7: Bar chart + Search + Ad. Filter
Create a Bar chart & tweak it with a combination of Search & Advance Filtering for amazing flexibility. You’ve got to see this!
3-8: Stacked bar, Pie & Line chart
Use Stacked bar chart when you need to see the break-down of components or view it as Pie and line charts.
3-9: Share data with pre-set formats & conditions
Sharing or receiving data is super-easy. You can immediately analyze & chart it or combine with your own data.
Step 4: Analytics
‘Analytics’ section is where all the magic happens. You can blend data, add columns with formula and conditions, and create inter-linked charts tto perform scenario analysis.
4-1: Analytics - overview
This short video will walk you through the basic functionality of Analytics homepage section.
4-2: From data to charts in > 2 minutes
Analytics is design to take you quickly from your data to interactive charts fast & easy.
4-3: Add new date & simple count column
This video will show you how to change the date to other date formats & create a simple count
4-4: Add conditional count column
You can use conditional count for filtering or calculations based on specific conditions,
4-5: Calculations for between columns
It it common to perform calculatons between 2 columns or more. All you need is to point, click & select.
4-6: Calculations for between rows
In some cases, calculations between rows are needed i.e. Daily share price differences. This video will show you how simple it is for row calculations.