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On this page
  • Getting Data
  • Data Type Definition
  • Hierarchy Definition
  • Data Restrictions
  1. Data Center
  2. Data Stores
  3. Creating a New Data Store

Data Store using a Flat File Data Connector

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

PreviousData Store using an RDBMS ConnectorNextData Store using an API Data Connector

Last updated 1 year ago

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.

  • 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.

  • 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.

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.

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.

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.

Accessing the Data Store option under the New context menu
Accessing the Create Data Store option
Configuring the Getting Data tab
Configuring the Data Type Definition tab
Configuring the Hierarchy Definition tab
The Data Restriction tab
The File Data Store gets added to the Data Stores list