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.
2. In the DATA configuration panel, click on the NEW DATA button.
3. In the connection type panel, choose the CSV data source type.
4. Specify the data source name without special characters, in Name field.

You can connect CSV data using the following two options,

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

Load from disk

1. Choose File option in Type field. Now, the upload option will start displaying like below.
2. Click on the three-dotted button to open upload box. Browse the CSV file and click open,
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.
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.
6. Drag and drop the table from the left pane in the query design view page and execute.
7. Click Finish to save the data source with a relevant name to proceed with designing report.

Load from external URL

1. Choose External option in Type field.
2. Specify a external URL in the External text area.
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.
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.
6. Drag and drop the table from the left pane in the query design view page and execute.
7. Click Finish to save the data source with a relevant name to proceed with designing report.

Separator

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

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

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