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Connect to CSV

To create a CSV data source in Wyn Enterprise, follow the below steps.

  1. On the Resource Portal, navigate to Create (+) >> Create Data Source.

    CSV-createDatasource

  2. Select CSV in the data source list on the left or in the icon view on the right.

    CSV-CSVoption

  3. Fill in the database configuration information for the selected data source and click the Next button.

    CSV-CSVconnectiondetails

Field

Description

Name*

Specify a name for the data source.

SourceType

Select from the list that displays the following options - Local, Web, Embed, and File System.

Data Source*

  • When the source type is Local, click Select File to select the local source file.

  • When the source type is Web, you need to enter the source address of the source, which is usually a URL.

  • When the source type is Embed, you need to enter or paste the content of the CSV file.

  • When the source type is File System, you need to enter the connection string containing the Schema Definition of the data source.

Request Method

For Web source type, select the Get or Post request method and set the following;

  • Parameter: Click the + Add Parameter button and add a name, select a data type, and add a default value.

  • AuthMode: Set the authentication mode. You can choose from None, Basic, and OAuth2.

    • If the AuthMode is Basic, you need to set the user name and password.

    • If the AuthMode is OAuth2, you need to set GrantType, Token Endpoint, Client Id, Client Secret, UserName, Password, and Scope.

  • HTTP Headers: Click the +Add HttpHeader button to add HTTP headers.

Column Delimiter

Column delimiter describes the delimiter of each column. The default value is , click to modify.

Use First Row as Header

If this option is checked, the first line in the file will be used as the column header; if this option is not checked, the column names will be the default column names F1, F2, F3...

  1. On clicking Next, you will be redirected to the data source editor where you will have the schema editing functions including,

  • Change Column Data Type: You can select up to 5 types of data types including Number, Text, Date, DateTime, and Boolean.

  • Delete Column: Click the delete icon next to a column name to remove the column.

  • Rename the Column: Click the edit icon next to a column name to rename the column.


    Click the Create button to finish.

    CSV-dataSourceEditor

However, you cannot perform the following operations on the data source editor page,

  1. Rename the table.

  2. Rename the columns.

  3. Add new columns.

  4. Delete columns.

  5. Reorganize columns.