There are 6 steps to follow in order to use CSV files in DashThis:
- Get your file ready
- Create the template (CSV Files Manager)
- Link the CSV source to your dashboard(s) (Manage sources)
- Create widgets with the CSV source (Dashboard Editor)
- Upload the CSV data (CSV Files Manager)
- Refresh the dashboard (Dashboard Editor)
*The video shows the old branding, but the procedure remains the same
Step 1: Get your file ready
Before starting the procedure, make sure your file contains all necessary information.
1- Customer ID: The Customer ID is the name of your file, and how it will appear in the system. This is equivalent to the source name in other integrations.
2- Date: The date is the date or the period of time of the file. It needs to include only the year(s), the month(s) and the day(s). The system doesn’t support the time of the day, so be sure it’s not in your file.
Step 2: Create the template (CSV Files Manager)
2.1 – Add the template
Once in the CSV files manager, click on New Template
Choose your CSV file and upload it. The first screen you see after you’ve uploaded your file should look like this:
2.2 – File structure
The tool now needs a bit more information about the specific file structure, specifically the number of lines in the headers. This includes the lines containing the column names.
You also need to specify the number of lines in the footer (if any). This includes the lines displaying totals. Enter the column separator (be it comma or semicolon), and the file encoding. You can, of course, use default values.
Done with the file structure? Great! Let’s move on. Click Next.
You now get to see a preview of your file as the system sees it. It should look something like this:
2.3 – Define the fields
Now, you need to define the date, the customer field, the metrics, and the dimensions.
Defining these fields mean you have to indicate to the system where it can find each piece of information in the file. In our example, the date is located within the header, second column, second line, so you should enter the number “2” in both boxes.
Then, in the box Format, write how the date is presented in the file, so the system knows how to read it. Do not write the actual numbers, just the format. In our example, we would write yyyy-mm-dd in the box.
As far as the range separator is concerned, you need it only if your file covers a period of time, which would mean that you would have two dates in this field, 2016-05-15 to 2016-05-30 for example. If this applies to your CSV file, choose the appropriate sign separating the two dates of the period.
The Customer ID, as said earlier, is the name this source will have in the system. It is comparable to different accounts within another integration.
Later on, the tool will ask you the Customer ID in order to find the data. This box is case sensitive, so be sure you write the name the exact same way every time.
2.4 – Define the data
Now that the header, the date, and the costumer ID have been recognized by the tool, we will focus on the actual data. You need to define the different dimensions and metrics by selecting the columns and rows for each piece of information. You also need to specify the type of format of your data (Integer, %, $), and how many digits are displayed after the decimal point, if applicable. Have a look:
Step 3: Link the CSV source to your dashboard(s) (Manage sources)
The template now done, it’s time to create a dashboard using this CSV file. If you want to create a whole new dashboard, the process is similar to a regular one, and you proceed from the main admin panel. Just select your CSV file as a source; you’ll find it in your regular data sources list.
You have already created a dashboard, and want to add the CSV file as a source? Sure! Click on Manage Sources on the dashboard:
To add a source, you have to specify a key. Remember the Customer ID field you noted before? This is where it goes! In order for the tool to understand, you need to write the Customer ID here in the exact same way you did on your template.
This field is important for the system to find the right data. In our example, we only have one client (ACME), but you could have a template with dozens of CSV files. The Costumer ID would then be necessary to filter the one you want.
Step 4: Create widgets with the CSV source (Dashboard Editor)
It is now time to add your widgets using the data from your CSV file. Using the custom widgets menu, you’ll be able to select metrics and dimensions as you would with any other integration. You can proceed as you usually do.
Step 5 : Upload the CSV file’s data
Now that you’ve created your CSV file, your template, your dashboard and dropped some widgets and KPIs onto it, you have to push the data. It means you need to upload the CSV file again, so the tool will send the data to the widgets.
In the CSV Files Manager, select the template you just created on the right, and then select the CSV file . Click on Resend.
** Note that if you add a new widget, you’ll have to upload the data file again **
Step 6: Refresh the dashboard (Dashboard Editor)
The last step is to refresh the dashboard (which can be done by hitting the F5 key on most browsers).
There you go! You have a widget created with data from a CSV file.
Also, don’t forget that the data will only be visible according to the date included in the file. In our example, the date is 2016-05-12, so the widgets having the CSV file as a source will display the data only for the month of May. If you choose the month of December 2016 as a setup for your dashboard, the widgets based on the CSV file will be empty.