Documentation

Upload CSV From Computer

 

If you wish to upload a CSV files once to datapine choose the direct upload option. This is a fast and easy way to get your data into datapine.

 

Please note: Files that are uploaded from your local machine cannot be updated.

 

1) Check if your CSV file meets our requirements in terms of structure and file format.

 

2) Go to Settings in the right upper corner of the navigation bar.

 

3) Click on the CSV File Button below the data sources tab.

 

4) In the next view select the upload option Upload file from your computer.

upload-csv-file-computer

5) You can now either drag and drop your CSV file into the highlighted area or choose the path to the CSV file manually by clicking on Browse.

 

6) The structure of your CSV file will be now displayed in the preview screen and can be now formatted or edited. datapine tries to automatically detect the right format of your file but this does not always work and you might  need to adjust the format of your file. You will have the following options to customize your CSV import:

 

a) Name: Give your file a name. This name will be displayed in the data source structure in the Chart Creator and helps you to distinguish this data source from others.

 

b) Format: If datapine does not automatically recognize the structure of your file you may need to select a different format. You can choose between Microsoft Excel CSV, Standard Comma Separated Sheets as well as custom formats with individual field separators and quotes.

 

c) Headers: If the headers of the file are not automatically detected you can manually choose whether you want to include them or not. You also have the option to change or add individual names to your columns – all without making changes to your underlying CSV. Simply click on the header of the visualized table and edit the column name.

 

d) Field Separator: Choose the field separator, which is used in your file e. g. comma (,), semi-colon (;) or tab character. For custom formats you can directly type in your individual field separator.

 

e) Quote: Select the type of quotes that are used for your text values e. g. single (‘) or double quotes (“). For custom formats you can directly type in your individual quote.

 

f) Column Names: Change the name of your columns by clicking on the header and typing in a new name for your column. This will be the field names displayed in the Chart Editor.

 

g) Inlcude/ Exclude Columns: You can exclude one or more columns in your CSV from the import by simply deselecting the checkbox below the column name.

 

h) Data Type: Check if datapine has detected the right data type of your columns. We differentiate between Whole Numbers, Text/Mixed, Decimal, Date, Timestamp in sec. and Timestamp in millisec. If you need to change the data type of a column click on the dropdown icon and select the correct data type.

 

select-data-type

 

  1. Once you are done formatting your file, click on Import File. Depending on the size of your CSV file the extraction might take a while. After a successful integration of your file, you will get a notification. Click Ok and you will be redirected to the data sources overview, where you can now see a new widget for the uploaded file.