How should I prepare the file?
Give each row one item of work and use the first row for clear, unique column names. Include the context a person would need to make the same judgment.
- Save the file as CSV.
- Keep one record per row and one kind of value per column.
- Check a few rows for missing values, broken delimiters, and shifted columns.
- Keep the file at or below 25 MB for the dashboard upload.
Where do I upload it?
Open Datasets and choose Upload CSV, or open the workspace and drop the file into a new thread. Everyn shows the upload while it prepares the dataset.
- Wait until processing finishes.
- Open the dataset and confirm its row count, columns, and sample values.
- Attach the completed dataset to a thread before asking Everyn to create work from it.
If preparation fails, follow Upload failed.