How to Upload Variables via CSV

Defining your variables in a "Comma-separated values file" or CSV and uploading the CSV is an easy way to create an edit a system of variables.

Brim has different CSV files and formats for the two different types of variable uploads:

• Normal Variables. These variables use only what is available in the medical record and the instructions you provide to generate labels.
• Dependent Variables. These variables use the values of other variables and the instructions you provide to generate labels.

To upload data:

1. Access Project Setup on your Project Dashboard.
   • Click on the first section, which should be named "Project Setup".
2. Preparing a CSV
   • Scroll down to the "Variables" section of the page.
   • Click on the Upload Variables option.
   • You'll see two places to Choose a File: one for each of Normal Variables and Dependent Variables. You can click on Example Format to see the required fields in each type of CSV, some formatting notes, and a link to a Sample CSV file.
   • Each variable CSV file should have a row for each variable with the details for how Brim should extract labels for that variable.
3. Select File
   • Click "Choose File", and then choose the CSV file you want to upload from your desktop.
   • You can Upload two files at once, or just one.
4. Upload File
   • Click on the Upload button to upload the selected file.
   • Depending on the size of the file, this might take a few seconds, a few minutes, or longer for very long files. You'll see the status in the table change to "Complete" when the variables are ready.
5. Preview Data
   • After the upload is complete, you can see the variables update in the table at the bottom of the screen. Remember that the dependent variables are on the second tab.