To speed up the creation of lists in Dashpivot, you can upload a CSV file to generate all your list items, rather than typing them in manually. If you already have a list in excel, you can simply download a CSV file to then upload into Dashpivot.
How to upload a list with list items only
Go to Lists
Create a new list
Click the upload icon at the top of the Items column, select upload List Items Only
Select you file
Upload
How to upload a list with list items and properties (Beta)
With this new Beta release, you will be able to upload a CSV file to create a list with items and associated properties.
Note: For the Beta release, you are limited to a maximum of 200 list item rows in the upload. This limit will be increased once the feature moves out of Beta.
Step 1 - Setup your CSV to upload
When preparing your CSV file to upload, make sure the CSV file:
Has a header row.
The property column items are formatted correctly to use matching data types as those in the Dashpivot system. If any cells in the CSV have incorrect formatting, they won't be uploaded into the list, and those property cells will be left empty.
Only if you want to specify the colour for the list item,
include a colour column as the second column in the CSV, and
specify the hex-codes for every list item as per the table below
note: ensure there is a valid hex code in the first list item colour cell (not left blank)
Here are some formatting examples for each property type:
Property Type | Accepted Formatting | Sample |
Text | Alphanumerical characters only | Jane Smith |
Number | Numerical characters only | 12345 |
Date/Date Expiry | DD/MM/YYYY | 29/02/2024 |
Colours | #000000 (You can reference the cheat sheet below) | #E2514D |
Click here to see a sample file you can use to set up your CSV file to upload into Dashpivot.
Step 2 - Setup the List in Dashpivot
Go to Lists
Create a new list, or edit an existing list
Set up the property columns on the Dashpivot list to match the property data type of the property columns in the CSV file you want to upload
Click the upload icon and select 'Upload List Items and Properties'
Select the file you want to upload (must be a CSV file and maximum 10MB)
Upload (if you are uploading in an existing list, the existing list contents will be overwritten)
Notes
Uploading of excel files (.xls or .xlsx) are not supported, only .csv files are accepted. This is a common format, which can be downloaded from Excel, Google sheets and most other software platforms.
Existing list items will be overwritten if you re-upload.
Uploading a CSV file with no colour column, will add all list items with default colour 'none.'
Incorrectly formatted cells in the CSV file will be uploaded blank unless resolved prior to upload.
How to download a list
Open an existing list
Click the 'Download' icon at the top of the Items column
Notes
Downloading the list will include all items and associated property types, along with links to attachments on Dashpivot. Additionally, hex codes representing colours corresponding to each list item will be included in the download.