Creating a Dataset From a CSV File in Dropbox

CSV Requirements

Before you get ready to upload a CSV file to DropBox, please note the following requirements/guidelines: 

-The CSV file cannot contain:

-Blank rows 

-Blank column headers

-Duplicate column headers

-Symbols in column headers

-Column headers can be no longer than 25 characters long

-Numbers cannot have commas

-Once a dataset has been built from a CSV, Changes cannot be made to the CSV with regards to the:

-File name

-Column titles

-Column arrangement

-Number of columns

The overriding (or updated) CSV's moving forward, must be identically configured to the original CSV that was used to create the dataset, with regards to the components just mentioned above.



Accessing "Datasets" Page and "Upload From Drop Box"

Open your account menu by clicking on the green arrow next to your username on the top right hand corner of the screen. Then select "Datasets".


Once on the "Datasets" page, at the top right of the page, click on the "Upload From Dropbox" option.




Configure DropBox Dataset "Overview"

Configure the necessary fields below:

-Name the Dataset (#1 Above)

-Set the "Sync Interval" (#2 Above)

This is the frequency at which the dataset will sync when one of its gauge is up on a dashboard. For further explanation on a dataset's Dashboard Sync Frequency, please refer to this article.

-Select the "Client Mapping" Column (#3 Above)

This is the column (or field) that will be used to conduct our filtering for client reports. For further explanation on specifying client columns on custom datasets, please refer to this article.

Click on "Choose File" to access the DropBox File Search (#4 Above)

Type the name of your CSV file into the Dropbox search box and hit "Enter" on your keyboard. 

(If the .CSV file was recently added to the Dropbox account, please allow a few minutes for it to Sync before trying to search and create a dataset from it.)


It might take some time for the search to occur, but eventually a blue link should appear below.  Click on the desired link to select your CSV file for upload.


Once a file is selected, you'll be redirected back to the main dataset overview page.


-Check the "Contains Header Row" box (#5 in screenshot above) if the CSV file has a header row. If it does not, you will be able to specify these column header in the next section.


-Click "Next" (#5 in screenshot above)



Set DropBox Dataset "Field Types"

The last step is to name the columns (if no header row) and assign the field types to each column from the CSV file.



Date Time = All values must be in the following format:  YYYY-MM-DD hh:mm:ss:nnnn and in UTC time.  BrightGauge will convert the UTC time into your local timezone.  If it's not in UTC time, then the time (and possibly date) will be off.

Boolean = True or False



Once the field types have been set, click on the "Test Field Types" button at the bottom of the page. This will verify that all the selected field types match up with the content in the CSV columns. 

If all fields test successfully(✓), select the "Save" option and you are all set. If any field returns an error(!), please review the selected field type and confirm it is set correctly.

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