Create a New Report by Uploading a CSV File

This page explains how to create a report by uploading a CSV file as a data source. Users can practice this functionality using a provided sample file.

Workflow Overview

The Upload CSV option in the Create New Report page allows you to:

1. Upload a CSV file.

2. Configure delimiter and data store settings.

3. Preview variable types and sample data.

4. Generate a Data Store.

5. Build and save views in the new report.

Steps to Create a CSV Report

1. Navigate to the Create New Report page.

2. Provide the following details:

   • Report Name – Enter a name for the report.

   • Description – Add an optional description.

3. Select Upload CSV.

4. Provide a Data Store Name.

5. In the Delimiter field, specify the delimiter used in the CSV file (e.g., ,, ;, |).

6. Click Choose File and upload the CSV file.

   • The upload progress is displayed as a percentage.

   • A notification confirms successful upload.

   • A blue tick mark indicates the file has been uploaded successfully.

Explore Uploaded Data

Once the file is uploaded:

• The Data Store Details tab opens by default, displaying metadata.

• Open the Variable Types tab to review variable classifications and counts.

• Navigate to the Examples tab to preview sample rows from the uploaded file.

Create Report

1. Click Create Report at the bottom of the page.

2. A new Data Store is generated from the uploaded CSV.

3. The system redirects you to the Design page of the report.

4. Begin creating and saving Views (charts, tables, KPIs) inside the report.

Notes:

• Only CSV files with supported delimiters can be uploaded.

• Large files may take additional time to process. Progress is displayed in real time.

• Ensure column headers in the CSV file are well-defined; these become field names in the report.

• Saved reports can include multiple views created from the same uploaded data.

Rules to Remember while using a Flat File

Please ensure the selected CSV/ Excel file follows the format given below:

1. The first row in the file should contain the column headers.

2. The headers should not have a space. It should be a single word or two concatenated by an underscore(_).

3. The headers should not contain any special characters. E.g., %, #,$, @, *, etc.

4. The headers should not have only numerals. It should be with at least one alphabet.

5. All cells in a column should have a single data type.

6. The header should not use single or double quotes, dots, brackets, or hyphens.

7. Files with UTF-8 encoding are not supported in data store creation.

8. The size of an Excel file should be less than 10MB.

Try it out yourself

Follow the above instructions and use the CSV file as sample data to create your first self-service visualization report with BDB.

35KB

Smple Data for Report Creation.csv

Open

Please note: Kindly change the name of the Sample File while using it for your trial each time, if you are attempting more than one trial.