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Getting started with data
from Upload to Analysis

Datawok is designed for business business people - not data analysts.
It takes just a couple of minutes to use Datawok and unlock the answers the sustainable growth. Here’s a quick guide of how to set up Datawok.

Or, if you want some bespoke help, you might want to consider Bespoke Datawok Setup or Datawok Premium.

Upload

What should I upload?

The more information your data holds, the more analysis Datawok can extract from it. This leads to better insights on your sales and business operations, and ultimately leads to a more profitable business.

Any record of sales or transactions will do!
As long as you capture the fundamental details
of a sale, that’s all you need.

For a basic analysis, we’d suggest you record:

  • what you’re selling (product id, product name)
  • when you sold it (order date, transaction date)
  • how much you sold it for (line total, sale value)

For a more advanced analysis, we’d suggest you record:

  • order id, so you can see things like the average number of products per order or what a typical basket looks like.
  • when you sold it (order date, transaction date)
  • how much you sold it for (line total, sale value)

For a truly sophisticated analysis, include additional details on the products sold so you can immediately see which areas of your business are doing well, and which may be struggling. You’ll be able to use all of these to perform like-for-like comparisons!

  • product category, colour, size, etc.
  • country, region, county
  • any other sort of grouping you might use to categorise either your sales, orders or customers

The more information your data holds, the more analysis Datawok can extract from it. This leads to better insights on your sales and business operations, and ultimately leads to a more profitable business.

Take a look at our sample file to see what an ideal dataset looks like! You can try uploading this in your free trial to see how it all works!
You can also download our data capture template to help unify the data which you might have across multiple data sources (e.g. you sell on both Shopify and a third-party marketplace).

30 Day Free trial Unlimited users.
No credit card required

How do I export it from my existing system?

Don’t worry - all point-of-sale (POS) & e-commerce platforms have an export functionality! They have to by regulation. You just need to find the button. Just download the file and upload it to Datawok.

It should already be in CSV format (comma separated values) but don’t worry if not - see the next step to find out about different file formats.

Make sure you’ve got administrator privileges on your account, as it may be hidden from you if you’re not already authorised. The export button is usually found in the settings section of the platform you’re in.
If you’re having trouble, try a Google search for
“How to export sales data from <the name of your sales platform>”.

I have an Excel file. How do I save it as a CSV file?

CSV files are useful because they don’t have any fancy formatting, so it’s much harder to get things wrong in it!

Think of a CSV file as the most basic form of a table you can have; just rows and columns - without any gaps in between.

The vast majority of point-of-sale (POS) & e-commerce platforms have a built-in “export as csv” tucked away in the admin options or settings somewhere.

If you’ve got an Excel file - all you need to do is click “save as...” and select “CSV UTF-8 (.csv)”. It’s one of the options near the top.
If you’re having trouble deciding how to structure your rows and columns, take a look at our sample and template files.

How do I upload it to Datawok?

You’re almost there! Just drag & drop your file straight into Datawok.

You can fine-tune your data within the Datawok app! For example, if you capture both “order date” and “shipping date” - you can choose which one you want to use for your analysis here. You can also include your additional insight column discussed above!

Once you’ve uploaded your data, Datawok automatically generates all your analysis and insight - using business data has never been easier!

30 Day Free trial Unlimited users.
No credit card required

See How Analysis Works

Want some help?

If you want some dedicated support on this, we can help!

Contact Us for a dedicated set-up support where we’ll capture all your data for you.

Or, if you have more complex needs, you might want to consider Datawok Premium.

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