Steps:

  1. Create a folder inside HI Repository. In this case we have created a folder named “CSV Datasource”.

  2. C:\Helical Insight\hi-repository\CSV Datasource 



    csv-datasource-folder-creation

  3. Inside this folder create another folder and save the CSV file inside it. In our case we have created a folder named “CSV”.

  4. C:\Helical Insight\hi-repository\CSV Datasoure\CSV



    csv-file-store-folder-creation

  5. Place the CSV which you intend to use in this folder. Please make sure that the CSV which you are putting is having datatype defined in the header.
  6. Note: Make sure that there are no special characters in the CSV that you create.


    Datatype format to use in a CSV :

    Column_Name : Datatype_Name



    Example:

    • Meeting_Agenda:string
    • Cost:double
    • Timeline:date


    List of Datatypes Available :

    1. boolean
    2. byte
    3. char
    4. short
    5. int
    6. long
    7. float
    8. double
    9. string
    10. date


  7. After that create a CSV Model JSON file.

  8. csv-json-file

    inline: {
      version: '1.0',
      defaultSchema: 'Travel CSV',
      schemas: [
        {
            name: 'Travel CSV',
            type: 'custom',
            factory: 'org.apache.calcite.adapter.csv.CsvSchemaFactory',
            operand: {
                directory: 'C:/Helical Insight/hi-repository/CSV Datasource/CSV'
              }
        }
      ]
    }
    


  9. After that create an EFWD (database connection file) file in
    C:\Helical Insight\hi-repository\CSV Datasource



    efwd

    Content of EFWD file is present below.

    <EFWD>
        <DataSources>
            <Connection id="1" name="Travel CSV Datasource" type="sql.calcite">
                <model>CSV datasource/csv-model.json</model>
    	       <driverName>org.apache.calcite.jdbc.Driver</driverName>
            </Connection>
         </DataSources>
    </EFWD>



  10. Now go to the “Meta Data” tab of Helical Insight application, select “Create” option to create metadata. Then select “Virtual Datasource” option from the list of available Datasource Type. Then from the list you can select the created CSV Datasource to create metadata and created metadata is then used for report creation in Adhoc.

For further assistance, kindly contact us on support@helicalinsight.com or post your queries at forum.helicalinsight.com

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A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
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