Assign CSV data source

1. Open the Assign Data (1/2) dialog of a dashboard component. See Assign data sources to dashboard components for details.

2. Click the CSV button in the Add a data source area.

3. Enter the URL to the CSV file in the Source field.

4. If required, you can upload CSV files to the MashZone NextGen Repository. For this, click on Upload a file to open the File Resources administration area of the Admin Console.

If you use an absolute URL, e.g. http://anyhost:8080/presto/files/admin_csv?1454486242000, then an authentication has to be set. All requests to the uploaded file will be made with the specified user / password combination.

If you us a relative URL, e.g. /presto/files/admin_csv?1454486242000, then an authentication is not required. All requests to the uploaded file will be made with the current logged in user.

In some cases, it might be necessary to grant view permission for a user. This can be done with the API console, e.g.:

{
"version":"1.1",
"sid":"PolicyService",
"svcVersion":"0.1",
"oid":"addPermissions",
"params":[
"fileName","type.entity.file","VIEW",
[{"principalId":"userID","principalTypeId":"User"}]]
}

5. Click the

Refresh Rate icon and select a Refresh Rate in the drop-down menu. The Refresh Rate specifies the time until the source file is read in again. Default value is 30 sec.

6. You can optionally add HTTP headers to the URL. Click HTTP Headers and select a header in the drop-down menu and insert a parameter in the input field.

7. You can optionally add a HTTP basic access authentication. Click Authentication and enter a user name in the User input box. Enter the Password of the user and click Save Changes.

8. Select a Separator in the drop-down menu. A Separator separates the column values in the CSV file. Available are comma (,), semicolon (;), space, tab and pipe ((l)), default is comma.

9. Activate the Get column names from source option and enter the number of the relevant row. The number specifies a particular row that contains the column names.

10. Enter a number in the Data from row input field. The number specifies a particular row from which the data source values extraction starts.

11. Set the Advanced parsing options.

Charset: Character set in which the source file is coded. The default value can be changed manually if the extracted data refers to a different coding type. Default: windows-1252.

Masking: Protects the enclosed characters against being split at the separator. If column values contain the specified separator, they can be enclosed in a pair of masking characters, e. g., "1,23". Masking characters can be set as required (available masking characters: single-quote ('), double-quote ("), none).

Remove quote characters in column value: Removes the characters used for masking from the result data. If this option is deactivated, then the masking characters will remain as part of the result data.

Sanitize Names: Transforms column names such that they can be used as XML names, in the same way as EMML treats them. This affects names containing spaces or other special characters. If this option is deactivated, then the names are kept as is.

Trim Whitespace: Removes all leading and trailing whitespace from column values. If this option is deactivated, then any whitespace will be part of the result data.

EMML Parsing: Parses values in the same way as they are parsed in EMML. This affects parsing of numeric and date values. It affects whether a particular value is understood as a date or numeric value, because different sets of date patterns and locales are used. If this option is deactivated, then dates without an explicit time zone are assigned to the server's default time zone, while when this option is deactivated, they are assigned GMT.

12. You can edit the list of requested columns of the data source. Click Columns: Detect to read out the columns of the data source automatically. The requested columns list will be displayed. Click Edit to configure the columns list. Unselect a column for excluding it from the result data. Entering a new name for a column will cause that to be used instead of the original column name in the result. Activating the Keep as Text option will force the column's values to be parsed as text rather than numeric or date. Click OK to save your changes.

In addition to the data source operator you can add further operators to transform the source data. SeeData transformation operators for details.