Online CSV Data Source


Apps - Datasource - CSV Online icon.png This data source belongs to the Files category in the data source library. It enables you to retrieve dynamic content from CSV files (Comma-Separated Values, a structured text data format) located on an FTP directory or in a file sharing and storage solution such as Google Drive.

  • Once the file is uploaded via the URL, you should define its configuration. In particular, you should specify the column separator used to divide each row into columns.
  • The file data is then automatically updated each time the file is refreshed on the network.

Notes

 Open url.png See General remarks on data sources.

Example

ExampleCSVFile

You want to retrieve from a CSV file the number of incidents and requests per employee by department:

  • The file contains a header row ==> the First Line Contains Column Titles property is checked 
  • Column separator = ; (semicolon)
Data source
EVApps - datasource CSV - Example Datasource.png

Download Zip icon.png Download Example (CSV file)

List of properties

Content

Base Uri: URL for accessing the online CSV file.  Open url.png See Procedure Create an Online CSV file from a Google document

Preview

Configure Field Types: Used to display a preview of the structure and data from the data source via a data editor. 

  • The button Apps - datasources Properties - Preview button.png displayed below the property indicates the number of extracted rows (up to a limit of 15) and columns. Click on it to open the editor. Open url.png See the Description.
  • The button will display No data available as long as you have not selected any of the mandatory elements of the data source.
  • In edit mode, only the first 15 data source records are displayed.
  • In execute mode, all of the data source records are displayed.
  • Data in static data sources comes from the last file upload.
  • Data in dynamic data sources is updated when you open the app in edit mode.
SelectFirstRowAsCurrentRecord

Select First Row As Current Record: Used to indicate if the first record of the data source, when displayed in widgets, is selected by default (box is checked) or if no record is selected by default (box is not checked). 

NoDataMessage

No Data Message: Message displayed when no data is returned in the data source. Enter the code directly in the field or click Apps - Edit Html icon.png to open the text editor

AutoRefresh

Auto Refresh (Note: Only for dynamic data sources): Used to indicate the automatic refreshment interval for a dynamic data source. The frequency is expressed in hours/minutes. The updating of data is done in execute mode or edit mode, each time the app is run and each time the page is redisplayed.

    Best Practice icon.png

  • Because the updating of data requires additional activity on the EasyVista Service Apps platform, you should define an automatic refreshment interval only if the app is required to constantly display  real-time data for long periods of time on a screen.
             Example documentation icon EN.png  Dashboards
  • You should not define an automatic refreshment interval if the app is only used for displaying a snapshot of data for short periods of time.
             Example documentation icon EN.png  A portal for consulting catalogs
FirstLineContainsColumn

First Line Contains Column: Used to indicate if the first row of the datasource contains the Dimension and Measure column headers (box is checked) or if the first row contains values (box is not checked) -  Open url.png  see Standard data source structure

Box is checked Box is not checked

Apps - datasources Properties - First line Headers.png

  • The first row identifies the column headers.

Apps - datasources Properties - First line Values.png

  • A header row is automatically created.
  • The Dimension and Measure columns will be numbered from 0 to N so that they can be identified in the Data Transformer.
ColumnSeparatorCharacter

Column Separator Character: Character used to separate data into columns in the CSV file. It can be a comma, semicolon or tab. Note: Click on the button below Preview property to see the result of the setting you specified.
   Example documentation icon EN.png  CSV file row: Department, Incident per Employee

  • Column separator = comma  ==>  The row is divided into 2 columns: Department; Incident per Employee  
  • Column separator = tab  ==>  The row has only 1 column: Department, Incident per Employee
ColumnEnclosingCharacter

Column Enclosing Character: Character used to identify or delimit text in the CSV file (usually double quotes). This helps prevent any conflict due to the use of a column separator (defined in the Column Separator Character property) within a column. Note: Click on the button below Preview property to see the result of the setting you specified.

   Example documentation icon EN.png  CSV file row = Incident per Employee, "2,700" (column separator = comma)

  • Text delimiter = double quotes ==>  The row is divided into 2 columns: Incident per Employee; "2,700"
  • Text delimiter = unspecified ==>  The row is divided into 3 columns: Incident per Employee; "2; 700"
LineSeparatorCharacter

Line Separator Character: Sequence of characters used to identify a row change in the CSV file, i.e. modified record, based on the platform used:

  • In Windows: \n\r = CR (Carriage Return) + LF (Line Feed)
  • In Linux or Mac: \n = CR (Carriage Return)
DecimalSeparatorCharacter

Decimal Separator Character: Character used to identify the decimal separator in the .CSV file (by default, a dot).

ThousandSeparatorCharacter

Thousand Separator Character: Character used to identify the thousand separator in the .CSV file (by default, a space).

Master/Detail

SectionMasterDetail

Master Data Source: In a master-detail relationship, this is the name of the master data source linked to the current data source.

Master Field: Name of the primary key in the master data source used to establish the link with the current data source. As a general rule, it is the PK (Primary Key) column in the Product name - ev itsm.png table.

Detail Field: Name of the EasyVista data source column identifying the key in the Product name - ev itsm.png table. As a general rule, it is the column whose prefix is FK (Foreign Key).

Example documentation icon EN.png You want to display all actions (detail data source) associated with an incident (master data source):

  • Master Data Source = Incidents data source defined using the Operation > Incidents > All Incidents parent query.
  • Master Field = PK identifying the Incident_ID column in the Incidents table.
  • Detail Field = FK_AM_ACTION_REQUEST_ID identifying the action number related to the incident.

Procedure: How to create an Online CSV file from a Google document

1. Open your file with Google Docs, Google Sheets or Google Slides.

2. Click on File > Publish to the web.

3. Select the data you want to publish on line (by default, all the file is published) and select the Comma-separated values (.csv) option.

4. Click [ PUBLISH ] and copy the link displayed.

5. Go to your app and paste the link in the Base Uri property.

Examples of integration

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Google Sheets Logo - Google Sheets.png 

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Last modified by Christine Daussac on 2017/09/01 16:48
Created by Administrator XWiki on 2014/11/12 20:38

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