{"id":4796,"date":"2025-07-30T13:20:29","date_gmt":"2025-07-30T13:20:29","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/?p=4796"},"modified":"2025-07-30T13:20:29","modified_gmt":"2025-07-30T13:20:29","slug":"how-to-use-the-data-reader-preview-function-in-board","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/how-to-use-the-data-reader-preview-function-in-board\/","title":{"rendered":"How to Use the Data Reader Preview Function in Board"},"content":{"rendered":"<p><strong>How to Use the Data Reader Preview Function in Board<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4797\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture15.png\" alt=\"\" width=\"780\" height=\"306\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture15.png 780w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture15-300x118.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture15-768x301.png 768w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/p>\n<p>The <strong>Data Reader Preview<\/strong> is a powerful feature in Board that lets you inspect and validate your data files before executing a load. Whether you&#8217;re importing hierarchies, cube data, or metadata, previewing your file can help catch issues early saving you time and preventing downstream errors.<\/p>\n<p><strong>\ud83e\udded Where to Find the Preview Option<\/strong><\/p>\n<ol>\n<li>Navigate to the <strong>Data Model<\/strong> section.<\/li>\n<li>Choose <strong>Data Readers<\/strong> from the left-hand menu.<\/li>\n<li>Open the relevant Data Reader configuration.<\/li>\n<li>Click the <strong>Preview<\/strong> button at the bottom before executing.<\/li>\n<\/ol>\n<p><strong>\ud83d\udd0d What to Look for in the Preview<\/strong><\/p>\n<ul>\n<li><strong>Column Mapping<\/strong><br \/>\nVerify that each column in your source file is correctly mapped to the Board entity or cube.<\/li>\n<li><strong>Value Formatting<\/strong><br \/>\nCheck for:<\/p>\n<ul>\n<li>Extra spaces or trailing commas<\/li>\n<li>Missing values in mandatory fields<\/li>\n<li>Unexpected nulls<\/li>\n<\/ul>\n<\/li>\n<li><strong>Hierarchy Logic<\/strong><br \/>\nIn parent-child files, confirm that:<\/p>\n<ul>\n<li>Each child has a parent<\/li>\n<li>No invalid or unknown parent codes exist<\/li>\n<li>Codes match existing entities if required<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>\u2705 Tips for Successful Previews<\/strong><\/p>\n<ul>\n<li>Use <strong>\u201cSkip rows\u201d<\/strong> to ignore headers or notes at the top of the file. This does not exist.<\/li>\n<li>If using a CSV file, ensure it&#8217;s <strong>UTF-8 encoded<\/strong> to prevent character issues.<\/li>\n<li>Watch for <strong>date formatting mismatches<\/strong> (e.g., MM\/DD\/YYYY vs YYYY-MM-DD).<\/li>\n<li>Always preview when loading: SM: Always preview when <u>initially<\/u> configuring the data reader for loading any data.\n<ul>\n<li><strong>Unbalanced hierarchies<\/strong><\/li>\n<li><strong>Financial data<\/strong><\/li>\n<li><strong>Large datasets<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>\ud83d\udee0 Example Use Case<\/strong><\/p>\n<p>You&#8217;re importing a P&amp;L structure with parent-child relationships. Before executing the load:<\/p>\n<ul>\n<li>Use the preview to spot an orphan node with no matching parent.<\/li>\n<li>Correct it in the file, re-upload, and proceed confidently with your import.<\/li>\n<\/ul>\n<p><strong>\ud83e\udde9 Related Topics<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/quebit.com\/askquebit\/how-to-build-a-profit-loss-report-using-unbalanced-hierarchies-in-board-14\/\">Error Handling \u2013 Common Hierarchy Loading Errors and Troubleshooting Tips<\/a><\/li>\n<li>Automating Hierarchy Loads with Board Procedures <em>(coming soon)<\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>How to Use the Data Reader Preview Function in Board The Data Reader Preview is a powerful feature in Board that lets you inspect and validate your data files before executing a load. Whether you&#8217;re importing hierarchies, cube data, or metadata, previewing your file can help catch issues early saving you time and preventing downstream&hellip;<\/p>\n","protected":false},"author":5,"featured_media":4797,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[115],"tags":[114,113],"class_list":["post-4796","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-board","tag-board","tag-tutorial"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Use the Data Reader Preview Function in Board - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/how-to-use-the-data-reader-preview-function-in-board\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Use the Data Reader Preview Function in Board - QueBIT\" \/>\n<meta property=\"og:description\" content=\"How to Use the Data Reader Preview Function in Board The Data Reader Preview is a powerful feature in Board that lets you inspect and validate your data files before executing a load. 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