Creating & Editing CSV Data Sources

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Creating a CSV data source

Data sources can be created at the organisation level, meaning that the Data sources you create can be shared among the members of your organisation.

To create a data source:

• Navigate to the Data Sources page.

• Click on the button, +Create new data source.

• Choose CSV based from the dropdown and select the CSV file containing your data.

• Provide a name for your data source.

• Click save at the bottom of the page.

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Editing a CSV data source

Data sources can be updated after creation.

To edit a data source:

• Navigate to the Data Sources page.
• Click on the data source you wish to edit, from the list provided.
• Update your data source.
• Click on the save at the bottom of the page.

Once in the data source page, you will be able to:

• Replace the csv file
• Rename the data source
• Change the column types

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Columns

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Column names

When uploading the CSV file, please ensure the following requirements for the column names:

• Column names must be unique within the CSV file.

• Column names must be between 1 and 128 characters in length.

• Column names can only contain letters, digits, the underscore character and spaces, and must not start with an underscore.

• Column names cannot be any of the following reserved keywords:

  all, and, any, array, as, at, between, both, by, call, case, cast, check, coalesce, constraint, convert, corresponding, create, cross, cube, default, distinct, do, drop, else, every, except, exists, fetch, for, foreign, from, full, grant, group, grouping, having, in, inner, intersect, into, is, join, leading, left, like, natural, not, nullif, on, or, order, outer, primary, references, right, rollup, select, set, some, sum, table, then, to, trailing, trigger, union, unique, using, values, when, where, with

Also notice that column names will be lowered case.

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Column types

Before saving the data source (or when editing it), you are able to amend the column data types. You will find a
setting icon below the column name and, when clicking on it, you will be able to select the correct type for the column, as shown in the following figure.

The default data type is STRING, however you can pick any of the following types:

Example

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Date type

For DATE, TIME and DATETIME types, you can specify your own format string using the elements in the following table: