Data Import

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Requires the Enterprise tier

Importing your own data requires you to be on the Enterprise tier, or to be an Exabel data partner. Please contact us ([email protected]) to learn more!

Planning your data import

There are 4 steps for importing data into Exabel:

1. Prepare Data Mappings: Determine the identifiers to be used to map your data to the pre-loaded Factset company & security symbology.

2. Define a Data Model: Identify what entities and relationships exist in your data. Determine how to link entities to time series, and how to group these time series into signals.

3. Prepare Data: Transform your data into time series, at the right level of aggregation, in the right format, and mapped to the selected mapping identifiers.

4. Import Data: Import your data into Exabel with the available methods.

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Simple data sets - skip ahead to importing data (step 4)

If you have company-level time series, and have already mapped each time series to a company identifier (eg Bloomberg ticker), you may skip directly to importing data.

Import methods

There are 3 primary methods of importing your data into Exabel:

1. File Uploader: upload Excel files directly into the Exabel web app

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File Uploader: for quick, one-off evaluations of simple data

The File Uploader allows for imports of simple time series data that has to be at company-level, or at global-level (not linked to any entity).

Imports are processed in seconds, and appear directly in your Library, available for analysis immediately.

2. Import Jobs: import data with Exabel's direct database integration, currently available for Snowflake & BigQuery.

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Import Jobs: recommended for data pipelines

We recommend using Import Jobs for data pipelines, particularly if your data is already in Snowflake or BigQuery. Import Jobs allows you to express your pipeline as SQL queries that retrieve the entities, time series and relationships to be imported. A convenient scheduler is built in to allow you to run this at a regular interval.

Our data engineering team uses Import Jobs for all our vendor integration pipelines.

3. Exabel SDK: import data with Exabel's SDK (software development kit)