The File Open Dialog

The standard File Open dialog allows you to select a source file on your hard drive or network.

  1. Find the file or folder that you want to open.

  2. Double-click the file or folder to open it, or select the file and click Open.

 

Depending on the data source you select, one of the following can happen:

  • An explorer in which you can further define the details of the file or data to be imported displays.

  • You are brought to the Preview window, where you can view, select and/or load tables to use.

  • Your are brought to the Prepare window, where you can begin performing your data prep operations.

  • You are brought to the Report Design window, where you can define the fields to use from PDF and report files.

  • You are brought to the Excel Worksheet Design window, where you can define the fields to use from non-tabular Excel worksheets.

  • Your are brought to the PDF Table Extractor, where you can define tables from PDF files.

 

Notes:

  • You can bypass the File Open dialog and open a data source immediately by dragging the file from Windows Explorer to the Start or Preview window.

  • CSV is accepted as a valid file type that can be opened by the Excel and Worksheet Design connectors.

 

 

 

 

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