Data sources

CSV

This article explains how to use the data source for data in CSV format. The exact specification and further information about CSV can be found here.

A nice example of CSV data can be found at this URL: https://mysafeinfo.com/api/data?list=presidents&format=csv. It lists all American presidents.

Add the data source

Right-click on [Data] and choose [Add data source]. In the following dialog, select the data source [CSV] (1).

Add CSV data source

Configure the CSV data source

In addition to the connection via URL, CSV files can also be included as a file via a network drive. A network share can be accessed directly specifying the desired domain user and password. In addition, CSV files can also be stored as a resource directly in the project. This can be useful, for example, if you simply want to “play” with the data offline at the beginning of a project, or if you don’t want to decide on the concrete access method yet.

Set the property [Source type] to the desired access type (1). In the case of access via a URL, the classic web authentication methods can be used to gain access to protected files. Use the property [Authentication Type] to select the desired method (2).

Normally, columns in CSV are separated by a comma. If a different separator is required, set the property [Delimiter] accordingly (3). To use the tabulator as a separator, enter \t in the field.

[Skip rows] (4) lets you skip a certain number of rows at the beginning of the file (for example because the file has a header to be ignored). [Max rows] (5) limits the number of rows that are read.

Finally, click on [Load data] on the right to call up a preview and display the metadata.

You cannot change the data type of a column inside the CSV dialog – CSV data is always read in as a string first. If you want to convert a column to a numeric type, for example, create a Dataflow and use the [Change column data type] step there.

Configure the CSV data source

We are learning from you!

Did you find this article helpful?

Be enlightened!

Do you need more support?

Peakboard Youtube icon Visit our YouTube channel

Our numerous videos for beginners and advanced users explain exactly how to design your dashboard.

Peakboard Templates icon Visit the Peakboard Templates

Download our templates for various use cases for free.

Peakboard icon Visit www.peakboard.com

Find out all about Peakboard and browse our different use cases and success stories.