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How to import tabular data with address (from Excel or CSV)

Here is the list of supported formats Here is the list of formats supported by CartoVista. In this article, we will focus on tabular data. Type Format Extension Vector ESRI Shapefile .ZIP MapInfo…

Here is the list of supported formats

Here is the list of formats supported by CartoVista. In this article, we will focus on tabular data.

TypeFormatExtension
VectorESRI Shapefile.ZIP
MapInfo Tables.ZIP
KML file.ZIP
SpatiaLite (.sqlite, .db3).ZIP
Geopackage.ZIP
GeoJSON.geojson
PIX.ZIP
GPX.ZIP
Tabular DataExcel.XLSX / .XLS
CSV.CSV
Raster DataTagged Image File Format.TIFF / .TIF

Requirements for CSV files

The structure of your file should be aligned with CSV standards:

  • the first row contains the headers
  • each of the following rows contains a separate record
  • each column value or header is separated by a comma (other delimiters are not supported)
  • each row has the same number of columns.
  • your file should contain one of the following:
    • coordinate information: a column with latitude value, and a column with longitude values, in decimal degrees.
    • address information: one or multiple columns with location information. The more information your file contains, the more precise the geolocation will be. If your location information contains precise street address information, don’t forget to add the country information for instance.

If your file contains coordinates, please refer to this article.

Requirements for Excel files

Your file should contain the headers and the values to be imported only. Cell A1 should contain your first header, and A2 your first value. Any other metadata or document titles should be removed.

Your file should contain one of the following:

  • coordinate information: a column with latitude value, and a column with longitude values, in decimal degrees.
  • address information: one or multiple columns with location information. The more information your file contains, the more precise the geolocation will be. If your location information contains precise street address information, don’t forget to add the country information for instance.

If your file contains coordinates, please refer to this article.

For instance, the following file is not valid:

Screenshot showing invalid excel address in CartoVista when importing tabular data with address (from excel or csv)

This file is valid, and has more accurate address information:

Screenshot showing valid excel address in CartoVista when importing tabular data with address (from excel or csv)

Drag and drop or select your file

Navigate to the Data Gallery, drag and drop your file to the drop zone, or click on “Browse files” to select your file from your File Explorer.

Screenshot showing drag and drop data in CartoVista when importing tabular data with address (from excel or csv)

A pop-up window shows you the process of the table upload. Once the upload is completed, you can rename your table and select the attribute columns to be imported, then click Next.

Screenshot showing define data details address in CartoVista when importing tabular data with address (from excel or csv)

Set layer properties

The next step allows you to edit column properties:

Screenshot showing define properties of columns address in CartoVista when importing tabular data with address (from excel or csv)

Property nameProperty descriptionColumn type
NameThis is how the column will be displayed in the mapAll types
Data typeNumeric, String, Image URL, Date/Time.All types
MappableWhen set to false, this column won’t be visible in the map.All types
Aggregation typeThe aggregation method to be used in charts and time-based data.
- Supported aggregation types for Strings, Image URL and Date/Time are: Count, None.
- Supported aggregation types for Numeric are: Average, Count, Max, Min, Sum, None.

When set to None, the column cannot be aggregated and will be set to an N/A value on aggregation.
All types
DescriptionFree text to describe your column. The description is only accessible from the Data Gallery in the Column Properties.All types
MetadataFree text to add metadata to your column. The metadata are only accessible from the Data Gallery in the Column Properties.All types
PrecisionThe number of decimals to display. Any additional precision is still stored but not displayed, meaning you can increase the precision after the import. The default is 2.Numeric
UnitsUnits to be displayed next to the value in the map data tips, info tool, table view, charts, legend, etc.Numeric
Unit placementUnit placement after or before the value.Numeric
Not available valuesEnable N/A values to convert a value of this column to N/A.Numeric
Value to convertThe value to be converted to N/A. This property is only accessible when Not available values are enabled.Numeric

Select your location information

Click Save to validate the column properties. The next step allows you to choose what to import this table. Select “Geocode by Adress”.

Screenshot showing what would you like to do in CartoVista when importing tabular data with address (from excel or csv)

In the next step, select the columns that contain your location information. By default, all columns are selected. Click on the “x” icon next to a column’s name to remove a column, or click on the “x” icon on the left of the selection box to remove all. Use the down arrow to select a column that has been removed.

The preview shows the concatenated values of the selected columns for the first rows of your table. Make sure the address is complete before clicking Geocode.

Screenshot showing geocode by address in CartoVista when importing tabular data with address (from excel or csv)

ℹ️  Clicking Geocode will geocode the whole table. Each record counts as a Geocoding Transaction: if your table has 1,000 rows, this will consume 1,000 Monthly Geocoding Transactions. Make sure you have enough Geocoding Transactions left in your subscription or license before geocoding a new dataset.

Result

When you click Geocode, your layer will be imported and added to the Data Gallery. The notification will inform you of the progress of the layer import. Once the layer has been successfully imported, the notification will show you how many records were geocoded successfully, and allow you to create a map using this layer:

Screenshot showing address layer import notification in CartoVista when importing tabular data with address (from excel or csv)

ℹ️  Our tool to help you fix geocoding errors will be coming soon!

The layer will be added with a default layer style and a preview in the Data Gallery, in the folder you were in.

Screenshot showing address layer import result in CartoVista when importing tabular data with address (from excel or csv)

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