Connect to CSV data source

The Bold Reports® allows you to connect to the CSV data source that retrieves data from csv and text files, or an external URL.

How to create JSON data source

To configure the CSV data source, follow the below steps:

  1. Click on the Data icon in the configuration panel. Data icon configuration panel
  2. In the DATA configuration panel, click on the NEW DATA button. New Data Panel
  3. In the connection type panel, choose the CSV data source type. Connection types panel
  4. Specify the data source name without special characters, in Name field. CSV datasource properties

You can connect CSV data using the following two options,

  • File Path - Load from disk
  • External - Load from external URL

Source types

Load from disk

  1. Choose File option in Type field. Now, the upload option will start displaying like below. New connection panel
  2. Click on the three-dotted button to open upload box. Browse the CSV file and click open, New connection panel
  3. If your data contains headers, enable Consider the first row as header option to treat them as headers.
  4. Use Separator based on the type of file uploaded. Click here to know about supported separators. New connection panel
  5. Click on the Connect to proceed with query design pane. The query design pane will show the specified CSV data’s structure in left pane. Left schema
  6. Drag and drop the table from the left pane in the query design view page and execute. New connection panel
  7. Click Finish to save the data source with a relevant name to proceed with designing report. New connection panel

Load from external URL

  1. Choose External option in Type field. New connection panel
  2. Specify a external URL in the External text area. New connection panel
  3. If your data contains headers, enable Consider the first row as header option to treat them as headers.
  4. Use Separator based on the type of file uploaded. Click here to know about supported separators. New connection panel
  5. Click on the Connect to proceed with query design pane. The query design pane will show the specified CSV data’s structure in left pane. Left schema
  6. Drag and drop the table from the left pane in the query design view page and execute. New connection panel
  7. Click Finish to save the data source with a relevant name to proceed with designing report. New connection panel

Separator

Use Separator based on the type of file uploaded. Available options are listed under separator drop-down.

Separator list

To set custom delimiter, choose Custom option in separator drop-down.

Separator list

In delimiter textbox, enter the required delimiter. The data will be retrieved from the data source based on that delimiter.