Imported CSV data does not display correctly in charts

[Paul]

Hi,

I have a .csv file of the monthly Shiller CAPE Ratio data doing back to 1905.  I can import the file, but when I create the chart, it displays yearly instead of the monthly data.  Selecting a monthly time frame on the chart does not display the data correctly – it still defaults to yearly.  I have included the Excel csv file that I imported.

Can Optuma read this monthly data and display it on a chart, or do I need to format the data differently?

Thanks – Paul

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[Paul]

One last questions – is there a limit to the historical data that can be imported into Optuma?  Thanks again – Paul

[Matthew]

Hi Paul,

Looking at the CSV file the dates aren’t using the same format for all rows (Excel tends to remove extra zeros from dates when the file is first opened).  You need to adjust the date format to be the same across all rows to mm/dd/yyyy.

Once that is done save the csv file and import / open it into Optuma.  When asked to setup the Text File Properties use the following:

When i did this on my system the file imported correctly and i was able to display the chart using a 1 month time frame:

For more information on how to format and import CSV files please refer to the following article: https://help.optuma.com/kb/faq.php?id=672

With regards to your second query, there’s no limit on the amount of historical data you can import, however please note that dates before 01-01-1900 in Excel aren’t always picked up as valid dates, so formatting can be tricky.

[Paul]

As always thanks for your quick response and you help – Paul

[Author]

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