Connect to a CSV file

Overview

CSV or comma-separated values file is a popular way to store data in textual files. Many systems, such as spreadsheets and SaaS applications offer a way to export data in a CSV format.

Gtmhub can import any CSV file and use it as a data source for generating insights and metrics.

Example

The following is an example of a CSV file:

Name,Position,Salary
John Peters,CEO,100000
Mark Jacobs,CFO,95000
Tony Shaw,VP Sales,70000

In this example, the first row - Name,Position,Salary, is the header row that gives the names to the columns.

Prerequisites

The CSV file that you import must have headers.

Procedure

Perform the following:

1. In the navigation pane, expand Insights and click Data sources.

2. In the toolbar, click Add new data source.

3. Click the Files tab.

4. Click CSV file.

5. Enter a name for this data source.

6. In URL, enter the publicly accessible URL of the CSV file.
   For example, this could be a file shared on Dropbox or Google Drive.

7. Click Connect data source.

Use Dropbox

When you share the files on Dropbox, the generated URL will be a URL to the Dropbox viewer.

To make it a URL for the actual file, you must to change the ?dl=0 part to ?dl=1

EXAMPLE: Instead of: https://www.dropbox.com/s/mk51tebmxrd2n8v/employees.csv?dl=0, in Gtmhub enter: https://www.dropbox.com/s/mk51tebmxrd2n8v/employees.csv?dl=1