Populate Data Source from CSV Dataset (v7+)

In Metric Insights, a Data Source can be created not only by generating Object List automatically but also from the Dataset. This includes Datasets, created from CSV files. So, a list of Reports, organized into a CSV file, can be uploaded into a Dataset and then be used for Data Source generation. This article describes how to create a Data Source from such a CSV Dataset.

1. Create a Dataset

Create a Dataset from a prepared CSV file. If you need detailed instructions about how to do that, go through the Create a Dataset from CSV File article.  

NOTE: Make sure to include the following columns in the CSV file:

  • id: List report IDs here
  • name: Fill this column with Report titles
  • level: Mark if the Report has a Parent Object (type "2") or not (type "1")

You can fill in the other columns with any necessary data.

2. Create a Data Source

2.1. Create a New Data Source

For this example, let's create an Image Plugin Data Source.

Access Admin > Collection & Storage > Data Sources and click [+New Data Source]

  1. Plugin: Select the "Image" option in the drop-down menu
  2. [Next]
  3. Data Source Name: Give the data Source a descriptive name
  4. [Create]

2.2. Set the Advanced Data Source Configuration

After selecting the Auth Type and adding URL, scroll the Data Source Editor page to find the Advanced Data Source Configuration section

  1. Use Remote Data Processor: Select the "No" option
  2. Generate Object List: Choose the "Dataset" option
  3. Dataset&View: Select the prepared Dataset from the drop-down list
  4. Object List Refresh Trigger: Select the "No Trigger" option
  5. [Test Connection]

2.3. Check the Objects List

Click [Save] and go to Source Objects tab

The Objects List is successfully populated with Objects from the CSV file.