How do I import data from an Excel file to PRJCTS?

You can import data to PRJCTS from Excel in two ways:

  1. Import the data when you start a new project (see “How do I start a new project?“) or import data into an existing project (click the dot-menu on the project card in the Dashboard window and choose “Import dataset”. Be aware that your current data will be replaced with the new data that you import).
  2. Each column in the Excel file represents a variable and the column header will become the name of the variable in PRJCTS.
  3. During the import, you will have to choose the data type for each variable. You can choose between categorical data, date, text and numeric data. You can not change the data type after the import, so you will have to repeat the process if you choose wrong data type. 
  4. Be aware of the distinction between categorical text data and free text. If your text data are structured and used repeatedly such as countries, colors, diagnoses, gender etc, it should be imported as categories as opposed to free text that is unique and unstructured such as addresses, names and comments. Categorical data can be used in statistical analysis and in graphical presentations, whereas a text variable can not. 
Download example dataset:

Generally, it is advised to limit the use of text variables in research projects because it can not be used in statistical analyses and graphical presentations.

Prepare an Excel file for import

  1. Start in A1 – no empty rows or columns “surrounding” the dataset.
  2. Remove empty rows or columns within the dataset. 
  3. The first column needs to have data in all cells. If you have empty cells in the first column, just insert a new column in front and fill it with running numbers. You can delete this column/variable later after the data import.
  4. Be consistent with the use of punctuation as decimal separator.
  5. Keep only one data type in each column – i.e. do not mix dates in some cells and text in others.
  6. Your column headers will become the default label of the variables in PRJCTS. You can change the label during the import process or at any time later.
  7. Different date formats are OK. You don’t need to fix this.
  8. The file is automatically converted to a comma separated file (csv) during import, which means that only the values are imported and all formulas and calculations are lost.

It is possible to avoid the need for selecting the data type during the import. You will then have to enter the type of data that each column in the Excel file contains prior to the import. 

Allowed data types are integer (number without decimals), float (number with decimals), date, category (text or numbers), string (descriptive text, symbols or numbers).

If a column contains the weight of individuals, and the column header is “Weight”, you should rename the column to float#Weight, which means that this column contains numeric data with decimals.

Data types: Integer (number without decimals), float (number with decimals), date, category (text or numbers), string (descriptive text, symbols or numbers).

Here are a few examples: 

float#BMI, integer#Days after surgery, category#Country, date#Date of surgery, string#Comments.