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.

The Data Restriction tab

• 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