Data Store using a Flat File Data Connector

This page displays step-by-step process on how to create a Flat File Data Connector.

Look at the given walk-through on how to create a Flat File connector based Data Store.

This section describes steps to create a Data Store using a Flat File.

  • Navigate to the Data Center homepage.

  • Click the New option.

  • Select the Data Store option from the context menu.

Accessing the Data Store option under the New context menu
  • The Data Connectors page opens.

  • Select a Connector Type from the Data Source filter (E.g., A file data source is selected in the following image).

  • Select a data connector from the Data Connector list.

  • Click on the Create Data Store option.

Accessing the Create Data Store option
  • The Getting Data tab option opens to create a new Data Store based on a Flat File Data Connector.

Getting Data

  • Enter a name for the Data Store.

  • The pre-selected Data Connector Name gets displayed.

  • Click the Choose File option to browse a file from the system.

  • Select a sheet using the Sheet List drop-down menu.

  • Select an option to display Sheet Layout using the drop-down menu out of Column Headers or Row Headers.

  • Click the Next option to proceed.

Configuring the Getting Data tab

Please Note: The user can choose an Excel or CSV file as a file data connector.

Data Type Definition

  • Navigate to the Data Type Definition tab.

  • Define the required Dimensions, Measures, and Time by interchanging the categories.

  • Enable the Dimensions by using a checkmark to avail LOV lookup in the filter panel of the Self-service BI Report.

  • Click the Next option to proceed.

Configuring the Data Type Definition tab

Hierarchy Definition

Define hierarchy using multiple dimensions or dropping the selecting time fields in the Drill Definition box.

  • Navigate to the Hierarchy Definition tab.

  • Click the Add option provided in the Hierarchy Definition window.

  • A new Drill Def box gets added to the screen.

  • Drag and drop the dimensions or time options to define a hierarchy.

  • Proceed to the next tab by clicking the Next option.

Configuring the Hierarchy Definition tab

Data Restrictions

The Administrator can restrict access to data for a specific user by configuring the User Property via the Data Restrictions tab.

E.g., If for a user/user group Country custom field value is USA and the administrator passes Country as a User Property while creating a data store. Users for whom USA was selected as a value for the Country custom field can access data related only to the USA from the data store.

  • Navigate to the

  • Click the Add icon to add a new box for inserting the data restriction parameter.

  • Select a dimension using the drop-down menu.

  • Enter the user/group-specific custom field to restrict the data.

  • Click the Finish option.

  • A success message appears to confirm the data store configuration.

  • The Data Stores list opens.

  • The newly created Data Store gets added at the top of the Data Stores list.

The File Data Store gets added to the Data Stores list

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