Put your own numbers in the report

1. Open Data sources in the left-hand menu.
2. Press Add source (on a new workspace: Connect a source).
3. Drop your files on Add files, or press choose files. You can drop several at once; spreadsheets become data sources and documents (such as PDFs) are kept for asking questions about.
4. Wait for the file to finish loading. It is now a dataset you can use in any report.

Files you can upload as data: CSV, Excel (.xlsx and .xls), JSON and Parquet. Each file can be up to 50 MB; an Excel file up to 20 MB (save a bigger workbook as CSV). The original file is kept encrypted with a key that belongs to your organisation.

Need more control? Under the drop area, the CSV File and Excel File cards let you set First row is header, the CSV Delimiter, and the Excel Sheet Name (optional). If the file lives online, choose Link to a file on the web instead, and Rahoto can fetch the latest version on a schedule.

Working inside a report? Open the Data Sources tab on the left and press Add source or Quick import.

1. On Data sources, press Add source.
2. In Connect an integration, pick your system, for example a database, a warehouse or a business app.
3. Sign in to it, or enter the connection details your IT team gives you.
4. Rahoto reads which tables and fields are available and lists them as datasets.

Rahoto only needs to read your data, so ask your IT team for a read-only login.

• A table: insert a table and choose Connect data, then pick the dataset. The table arrives filled with your rows.
• A chart: open the Data Sources tab on the left and drag a field onto the chart, or select the chart and press Bind Dataset.
• A number in a sentence: click in the text, open the Live Values tab on the left, choose the field, give it a name and apply it. The number now updates with the data.

From then on the numbers come from the dataset each time it refreshes. To send the report on a schedule, see Publish & schedule.

1. On Data sources, open the source.
2. In Schedule, press Edit.
3. In Schedule Refresh, turn on Enable scheduled refresh and choose a Refresh Frequency: Interval (for example Every day), Schedule (for example First of every month), On publish (refresh whenever a report using it is sent), One-time or Manual.

Press Run now to refresh straight away. How often a source may refresh depends on your plan; faster options show upgrade required.

When the columns behind a scheduled report change, Rahoto tells you: Schema changes detected. Choose one of:

• Auto-repair: Rahoto fixes the changes it is sure about.
• Remap manually: a three-step wizard (Data Sources, Bind Fields, Review) where you point each item at its new column, then press Save Mapping.
• Later: decide another time.

What a scheduled send does meanwhile is set on the publication under When the source schema changes. With Auto-repair when safe (the default), Rahoto applies the fixes it is sure of and goes ahead; if it cannot, the run stops until you remap. With Require remap, any change stops the run until you remap. With Use existing bindings, it goes ahead with the old mapping and the run notes the change.

A report is a document people read, so very large tables have limits. When one applies, the table says so, for example Showing the first 100,000 of 2,400,000 rows; it never cuts rows off silently.

• A table in the editor shows up to 100,000 rows.
• A table connected to a bigger dataset can page its rows from the source as you scroll, with sorting and filtering done at the source. This works for tables set to scroll inside their frame, without formulas that read other rows, grouping, merged cells or frozen rows. You can copy up to 10,000 rows at a time from it.
• A published or delivered edition carries up to 10,000 rows of a connected table.
• Exporting a whole table as one image takes up to 10,000 rows. For every row, set Rows beyond the frame to Flow across pages.
• A table that flows across pages stops at 50 pages by default. Press Show all (up to 200 pages) on its last part to go further.

For a monthly report, it is usually better to narrow the data before it arrives: filter to the month, total by team, and keep only the columns you need.

Mode

Choose a report and run it from Rahoto. Save the result rows as a dataset for editable tables and charts, or import the finished run's PDF. A live Mode visual is not available.

Hex

Choose a published project, run it, and save a run reference that keeps the project and run details. Result tables and image or document exports are not available.

Funnel and Supermetrics

They keep collecting your marketing data on their own schedule. Rahoto guides you to a destination they support (Amazon S3, BigQuery, Snowflake, Redshift or Google Sheets, and for Funnel also the Push API), which you then connect as a data source with read-only credentials. They move data only, not visuals or finished reports.

Power BI, Tableau and Looker

Power BI imports a report as a stored PDF. Tableau imports a view as editable data or a PDF. Looker imports a Look as editable data, or a dashboard as a PDF. Your login for these tools never goes into report content.

Sigma and ThoughtSpot

Sigma imports a workbook's PDF export; its editable data is not available yet. ThoughtSpot imports an Answer as editable data or a Liveboard as a PDF.

My Excel sheet has a title above the headings, or merged heading cells

Rahoto reads the first row of the sheet as the column names. It does not look for the heading row further down, and it does not unpick merged cells, so a title row or merged headings give you odd column names. Delete the rows above the headings, unmerge the heading cells so each column has one name in one cell, and upload again.

Rahoto reads one sheet per upload: the first sheet, or the one you type in Sheet Name (optional) on the Excel File card.

My dates are UK style (31/01/2026)

In a CSV, Rahoto does not read day-first dates. A column like 31/01/2026 is kept as text, and a date like 01/02/2026 may be read as 2 January rather than 1 February. To be safe, write dates as 2026-01-31 (year-month-day). In Excel, dates stored as real date cells import correctly.

My amounts have £ signs or commas (£1,234.50)

In a CSV, a value with a currency sign or a thousands comma is treated as text, so it cannot be totalled or charted. Remove the £ and the commas so the cell reads 1234.50, then show it as currency in the table with the column's Data type set to Currency. In Excel, amounts stored as numbers import as numbers even when they display a £.

My CSV uses semicolons (common in Europe)

Rahoto does not guess the separator; it expects commas. Add the file with the CSV File card and set Delimiter to Semicolon (;). Decimal commas (1234,50) are read as text, so change them to decimal points first.

Accented names look wrong (José shows as Jos�)

Uploaded CSV files are read as UTF-8. Older Excel versions save CSV in a different encoding, which garbles accents. In Excel choose Save As → CSV UTF-8, or upload the .xlsx file instead.

Some cells are blank or say N/A

Blank cells are kept empty. In a column of numbers or dates, a few placeholders such as N/A, n/a, -, TBD or null are also treated as empty, as long as most of the column holds real values. If placeholders or stray words outnumber the real values, the whole column is read as text. In a text column they stay exactly as typed.

The message says a value does not match its column

One column mixes formats, for example some dates written 2026-01-31 and others 31 Jan. Give every value in that column the same format, then use Replace file.