How to Upload a CSV Dataset (Dropbox or OneDrive)

This article describes how to upload a CSV file from Dropbox or OneDrive to BrightGauge. To upload a CSV file into BrightGauge, you must first add Dropbox or OneDrive as a datasource. Please refer to the following articles for instructions:

CSV Requirements

CSV files must meet the following requirements before they can be uploaded to BrightGauge:

  • Date values must be in the YYYY-MM-DD format.
  • Time values must be in the hh:mm:ss:nnnn format and use UTC time. BrightGauge converts the UTC time to your local timezone.
  • CSV files cannot contain the following:
    • Blank rows
    • Blank column headers
    • Duplicate column headers
    • Symbols in column headers
    • Column headers with more than 25 characters
    • Numbers with commas
  • After a dataset is built from a CSV file, the following changes cannot be made to the file:
    • File name
    • Column titles
    • Column arrangement
    • Number of columns
  • If a CSV file is updated and must be re-uploaded, the updated file must have the same configuration (filename, column titles, etc.) as the original file.

Upload a CSV

To upload a CSV:

  1. Select DATADatasets.

    Image_2019-11-21_at_12.58.03_PM.png

  2. Click Upload CSV.

    Image_2019-11-19_at_4.57.59_PM.png

  3. Select either Dropbox or OneDrive from the Datasource menu.

    Image_2019-11-21_at_1.01.13_PM.png

  4. Enter a name for the dataset. This is the name for your new dataset that pulls the data from your Dropbox CSV file.

  5. Enter the file path of the CSV file. Type the name of your CSV file into the search box or click Choose File. After you select a file for upload, you are redirected back to the main dataset overview page.

    Note: If the file was recently uploaded to Dropbox or OneDrive, it may take a few minutes for the file to appear in the search.

    Note: If an Enterprise Dropbox account was used to connect Dropbox to BrightGauge, the file must be located under the folder of the user who authorized the connection. For personal Dropbox accounts, the file may be placed in any folder within the account.
    For OneDrive accounts, make sure the file is located in a folder, not directly in the main OneDrive account folder.

    Tip: If you are having trouble finding your files in the search, type .csv into the search field and wait a few minutes for your files to show.

    Image_2019-11-21_at_1.28.25_PM.png

  6. (Optional) Select the Contains Header Row option if the CSV file has a header row. If it does not, you can specify these column headers in the next section.

  7. Dashboard Sync Frequency: Your dataset will sync when one of its gauges is up on a dashboard. For further explanation on a dataset's Dashboard Sync Frequency, please refer to this article.

  8. Click Choose Field Types to assign the field types to each column from the CSV file. To preview the data in a field, click the black 'i' icon beside the dataset field name. Four field types are available:

    • Text
    • Number
    • Date Time
    • Boolean: True or False

    zd_bg_createcsv_sample.png

  9. Click Test Field Types to verify that all the selected field types match up with the content in the CSV columns. 

    zd_bg_createcsv_sample_testfieldtypes.png

  10. If all fields test successfully (✓), click Finalize Dataset. If any field returns an error (!), please review the selected field type and confirm it is set correctly.

  11. zd_bg_createcsv_sample_finalizedataset.png

  12. (Optional) If your dataset has a client column, pick which one it is to make sure your Client Mappings work correctly. Otherwise you can leave it as No client column.

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