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How to upload your Data using Address Columns and Latitude/Longitude Coordinates

How to video on uploading your data to eSpatial using either Address Columns or Latitude/Longitude Coordinates

Intro: 

This video will show you how to upload data to eSpatial 

In this how to video we will cover:  

  • Uploading data using address columns  
  • Uploading Data using Latitude and Longitude Co-ordinates  
  • How to change your Columns used for location 
  • And how to Manage your Columns. 

Before uploading your data, we recommend you first ensure it is formatted correctly. To see hints and tips on how to do this as well as common errors experienced when uploading data, see our how-to video on preparing data for upload. 

Uploading Data Using Address Columns: 

  • To upload your data to eSpatial using the address columns click on ‘add data’ in your control panel. 
  • You will then be prompted with a menu which allows you to ‘upload new data’ or ‘add from library’, Click on the Upload New Data button. This will allow you to search on a local or network drive for the file you want. 
  • select your CSV or Excel file you want to add. 
  • eSpatial will automatically find the relevant location address columns based on your column heading names.  
  • Before clicking on complete, you should ensure that the correct location columns are being used to locate your data.  

    Change Location Columns: 

    • If you want to change what columns are being used to locate your data, click on ‘change settings’.  
    • This will open up the location columns tab in the settings menu. 

      • Within this menu you can select if you would like to add your data by addresses, coordinates or link to boundary. As our data is being added using address columns, we will stay in the address menu.  
      • Within this menu you can select which columns you would like to use to locate your data. You can use the arrows to move the required fields from your data file into the Used for location table or you can drag them to the desired field. Please ensure secondary address information is not included in your used for location field. 
      • You can also drag the columns in Used for Location to reorder them, the top field will then be used first when plotting pins. 

      Manage Columns: 

      • In the settings menu we also have the option to manage the columns of the dataset being added to eSpatial.  
      • This will allow you to remove any columns you may not want to be present in your table or map, you can remove them by deselecting the tick icon under the column. 

      • You can change the column being used as the default label this defines the default label if you turn on labelling in styling or the identifying attribute for clusters pins.  
      • If required, you can change the default label column in eSpatial once your data has been uploaded by going to the style menu. See our labelling section in our Styling how to video for steps on this.  

      • You can change the name of a column within your data by selecting the box with the column name 
      • You can also ensure the correct column type is selected for each column in the dropdown: 
        • Text 
        • Integer 
        • Decimal 
        • Boolean 
        • Date 
        • We recommend ensuring that revenue and count columns are set as integer or decimal type but if the column is a unique identifier to use text as the column type. All address columns should be formatted as text types. 
        • Once you are happy with all your selections click on OK to return to the upload process. You can then ensure the correct region is selected for plotting your data, if your dataset contains data for more than one country then select multiple countries and ensure your data contains a country column. 

        • Click on the Complete button to begin your data upload. The Upload Data window will open where you can see the progress of your upload and how your data was plotted. 
        • During the upload process there may be some locations that cannot be plotted. These will show up as No Locations at the end of the upload. This is usually due to missing or misspelled address data. Once the upload is complete these can be fixed from within the Map by clicking on the gear icon next to the dataset in your control panel and selecting Manage locations. 
        • Finally, click on the Return to Map button to see your data plotted on a map. 

        Uploading Data using Latitude and Longitude Co-ordinates: 

        • Alternatively, if your data has latitude and longitude coordinates these columns can be used to upload your data. 
        • To upload your data to eSpatial using the coordinates click on ‘add data’ 
        • You will then be prompted with a menu which allows you to ‘upload new data’ or ‘add from library’, Click on the Upload New Data button. This will allow you to search on a local or network drive for the file you want. 
        • Then select the CSV or Excel file you want to add. 
        • eSpatial will automatically find the relevant coordinate columns based on your column heading names.  
        • Before clicking on complete, you should ensure that the correct location columns are being used for upload. This can be viewed under the location columns and that a projection has been set. 

        Change Location Columns: 

        • To change the columns are being used for your latitude and longitude columns or to set your projection, click on ‘change settings’. 
        • When the change settings menu opens, You can use the dropdown fields to choose another field in your csv file for latitude and longitude. 

        • Enter part of a new projection in the Find/Change Projection box to select another projection system. 

        • Click on the OK button to return to the upload process. 
        • Click on the Complete button to begin your data upload. The Upload Data window will open where you can see the progress of your upload and how your data was plotted. 
        • Finally, click on the Return to Map button to see your data plotted on a map. 

          Finish  

          Thank you for watching our how-to video. If you have any questions you can contact us by emailing help@espatial.com or by selecting the chat button to the bottom left-hand corner of your screen when on our website or logged into eSpatial.