You can upload data to your portfolio to add content to a portfolio and/or add additional tags to your data within the portfolio. Follow the steps below to upload data to your portfolio.
Overview
1. Open the portfolio
2. Go to Settings
3. Open Manage Content
4. Add content
5. Reviewing uploaded content
6. Selecting fields
7. Check field settings
Number
Yes/No
Short text
Long text
Date
Options: Filterable and Multi-valued
8. Save Settings
9. View your data in the project/portfolio
Results table
Filters view
Charts view
Overview
Adding content to a project involves selecting your content source, choosing which fields to include, and reviewing the settings for those fields. Follow the steps below to add and configure content in your portfolio. Use the steps below to add content (records/data) from various sources to your project.
1. Create/open a project
Create a portfolio/project by clicking on Create Project or open an existing portfolio by clicking the hyperlink under the Name column. If making a new project, provide a name and details, then click Create.
2. Go to Settings
If in a new project, the next screen will be Settings. If in an existing project, you may need to click on Settings in the left sidebar.
3. Open Manage Content
4. Add content
Click on the Add Content button at the top left. You have the choice of Uploading a Spreadsheet, or choosing Other Source, i.e. another third party tool, such as iSearch.
|
Important note: If you are importing data from multiple sources after a source has processed, you will need to make sure to include ALL previous data in subsequent uploads/additions when using Add Content. Not including previously added fields will conflict with the new data and result in empty data. This is particularly critical for uploading spreadsheets. If you intend to add additional tags/fields to your source records, you can use the Upload Data option. Using Upload Data does not require you to include all previous data uploaded to your project. |
Spreadsheet option
Other Source option
Choosing iSearch allows you to paste in a URL of a search, and make it dynamic (automatically add records that meet your search criteria) if you wish. Click Add once you have pasted in a unique search URL.
If you wish to add another URL to the project/portfolio, you can do so by choosing iSearch from the Source dropdown again and repeating the process. If you want to proceed, click on Add and Close.
- Note: Adding multiple URLs at once can help ensure that you choose relevant fields/data to be included at one time and resolve potential issues with erasing previously uploaded data, which may be caused by uploading different sources separately.
5. Reviewing uploaded content
Your uploaded spreadsheet or search will appear in the list of added content if it was valid. You will also have the option here to change the search URL source to Dynamic at any point. You cannot make a spreadsheet Dynamic.
6. Selecting fields
For both uploaded spreadsheets or searches, click Next at the bottom of this window to go to the next step and choose the fields to include in your portfolio.
Selecting fields for multiple uploads
Previous fields selected in the Included fields screen will be maintained in subsequent URL uploads. In addition, fields uploaded from multiple sources will not be duplicated. This means that after adding all URLs/sources, you can also go to Next and select fields to be included as a whole.
If you are uploading spreadsheets and you do not have all data which was previously captured in your project, you may be removing data that you uploaded in your project before. Be sure to include all previously uploaded fields in any new upload.
7. Check field settings
Review the field types for each selected field to be included and their corresponding options (see below for more details). If you make changes here, Save will become active; click Save to proceed.
We have attempted to make the field settings optimal, however, you may need make adjustments. For example, Appl ID will be set as a number, which is accurate and beneficial to exports in Excel, however, if you intend to use Search Assist in iCode, this will show as a range. To best use Search Assist, you will likely want to change this field format to short text to select different Appl IDs in this feature.
See more on field types below:
-
Number
This can be any numerical value with or without a decimal; this includes numbers without dashes such as a year.
-
Yes/No
This is any binary/Boolean option that has Yes or No options (or True or False).
-
Short text
This is short text such as some data topic labels, condition, or other bucketed category.
-
Long text
Choose this option for fields with multiple sentences of data like abstracts and other long text strings.
-
Date
This is a numerical date format, for example: 01-01-2026 or 26-01-01. Date types such as January 1st should be considered short text. A year should be considered a number.
Options:
- Filterable: select Yes to make a filter for this field. Long text fields are not filterable, however. Fields that are best utilized as filterable will be categorical so that you can filter/view records in the project that have this field value.
-
Multi Valued: select Yes to allow the field to accept multiple values. For example, Cancer; cardiovascular; metabolic could be kept together side by side as one value, or if multi-valued is set to Yes, each component of this field will be separated unto unique values so that you can select only Cancer. When left unselected, the field is single valued by default. You may want to use this if a record can be coded into multiple categories, or separate comments to read them easier. Use semicolon as the delimiter.
-
Default settings
- Searchable: By default, your coding fields will be searchable and exportable, so there is no need to add these options.
- Field Order: by default, each coding field is in the order which you have added them. If you wish to update this order, you can drag and drop the field boxes to the order of your choosing.
-
Default settings
8. Save settings
Once you are done editing/reviewing field types and the filterable and multi-valued feature for each, click Save at the bottom.
9. View data in the project
Once you have added data and edited the fields as necessary, you will be brought back to the main project screen. Click on the Results table, Filters view or Charts on the left hand side to visualize your data.
Table view
Record view
If you click on the hyperlink in the first column, i.e. iCode Record Index, you can view the Record and its data in full view.
Comments
0 comments
Article is closed for comments.