Creating a connection to a file

To create a connection to a file:

1. Open the page for creating a new connection.

2. Under Files and services, select the Files connection.

3. Click Upload files and select the file. The information about the added file and the uploaded data will be displayed at the center of the screen.

   Note

   • Currently, you can upload CSV, TXT, and Excel (xlsx only) files.
   • The number of files per connection cannot exceed 10. Each Excel sheet is counted as a separate file.
   • The size of each file may not exceed 100 MB.
   • The maximum number of columns per file is 300.
   • After you upload the file, the preview shows only the first 30 rows.

4. Select the file upload parameters:

   CSV or TXT

   Excel

   1. The information about the added file and the uploaded data will be displayed at the center of the screen. At the top of the screen, select:

      • Encoding: Specify the file data encoding. The available values are utf-8, utf-16, windows-1251, and utf-8-sig.
      • Delimiter: Specify the delimiter that is used in the file. The available values are Comma, Semicolon, and Tabulation character.
      • Column header: Select the title option. If you select Yes, DataLens will use the first row of data as a heading.

   2. Optionally, select the type of data for each column. To do this, click the icon to the left of the column.

   1. If the file contains multiple sheets, specify the ones you want to upload in the Add sheets window. You cannot select empty sheets. Enable the Sheets option to select all available sheets. Each sheet is uploaded to a separate table.
   2. The information about the added file and the uploaded data will be displayed at the center of the screen. At the top of the screen, select the Column header option. If you select Yes, DataLens will use the first row of data as a heading.

5. Repeat steps 3 and 4 to add files.

6. Click Create connection.

7. Select a workbook to save your connection to or create a new one. If using legacy folder navigation, select a folder to save the connection to. Click Create.

8. Enter a name for the connection and click Create.

You can add, rename, replace, and delete existing files in the connection.

Additional settingsAdditional settings

You can limit data export from charts based on this connection. To do this, click at the top right and uncheck Allow data export. With this option disabled, the charts will no longer display the export data option in their menu. However, you will still be able to copy chart data and take screenshots.

File replacementFile replacement

To update the connection data, replace a file:

1. In the row with the file name, click → Replace and specify a file. After the file is uploaded, the updated data will be displayed in the central area of the screen.
2. Click Save changes. This will update the data for all datasets and chats built based on this connection.

Use casesUse cases

• Simple dashboard from a CSV file
• Public chart with a map of Moscow from a CSV file
• Retail chain's dashboard based on a ClickHouse® DB

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