CSV plugin

The CSV plugin allows you to visualize CSV data, which can either be read from a CSV file or entered manually.

To add a data source click on the + next to Data Sources on the left-hand menu in SquaredUp. Search for the data source and click on it to open the Configure data source page.

You can also add a data source by clicking Add data source on the Settings > Data Sources page, but pre-built dashboards are not added when using this method.

Configuring the data source

  1. Display Name:
    Enter a name for your data source. This helps you to identify this data source in the list of your data sources.

  2. Restrict access to this data source:
    You can enable this option if you only want certain users or groups to have access to the data source, or the permission to link it to new workspaces. See data source access control for more information.

  3. Click Add to add the plugin.

Next steps

Once you've added a CSV data source, you can start creating dashboards to visualize your data.

Use the File data stream to use CSV data which is saved in a file, or theRaw Text data stream to copy and paste the raw CSV data straight into the tile.

Show data on a tile using a CSV file

You can share a file on Onedrive, but you will need to set the link settings to work for Anyone, so you should consider whether this is suitable security for the data you are using.

  1. On a dashboard click + and then Data to add a new data tile.
  2. Data Stream tab:
    Click on File.
    If File isn't listed then perhaps the data source was added for the organization but not this workspace. Click the Data Source menu > Add new data source and look through the data sources listed.
    If you still can't see the data source perhaps it doesn't exist at the organization level, so click the link at the bottom of the page to add a new data source.
    Click on the Objects tab (or click Next).
  3. Objects tab:
    Click on the name you gave your Data Source to tick it.
    Click on the Parameters tab (or click Next).
  4. Parameters tab:
    CSV Location:
    Select Web URL.
    URL:
    Paste the web location of your CSV file into the box.
    Cover image
    Has Header Row:
    If your data uses the first row as the header tick the box.
    Advanced Options:
    Delimiter:
    If the delimiter is not automatically detected, you can specify the delimiter, such as a semicolon, here.
    Skip Lines:
    Enter the number of lines in the file to skip before importing CSV data. This is useful in circumstances where the file includes some sort of intro text.

    Ignore Certificate errors:

    If you activate this checkbox the data source will ignore certificate errors when accessing the server. This is useful if you have self-signed certificates.

  5. Timeframe tab: Timeframe is not supported for this tile.
  6. A suitable visualization is chosen, where possible, but at this point you might like to change the visualization used, see Visualization Settings.
    In the right hand pane you can also hide and sort columns,
    The Shaping and Columns sections can help you configure the visualization as you need.
  7. Shaping tab:
    Shaping allows you to perform filtering, grouping and sorting operations on the data.

  8. Columns tab:
  9. Optionally, configure Monitoring and KPIs.
  10. When you have finished click Save.
    Bar chart showing number of people with each eye colour

Show data on a tile using CSV Raw Text

This data stream is designed to quickly handle small amounts of data and is therefore limited to 20,480 characters. If you need to work with larger amounts of data, use the File data stream to read directly from the source file. Alternatively you may want to aggregate the data to use here.

  1. On a dashboard click + and then Data to add a new data tile.
  2. Data Stream tab:
    Click on Raw Text.
    If Raw Text isn't listed then perhaps the data source was added for the organization but not this workspace. Click the Data Source menu > Add new data source and look through the data sources listed.
    If you still can't see the data source perhaps it doesn't exist at the organization level, so click the link at the bottom of the page to add a new data source.
    Click on the Objects tab (or click Next).
  3. Objects tab:
    Click on the name you gave your Data Source to tick it.
    Click on the Parameters tab (or click Next).
  4. Parameters tab:
    CSV Text:
    Paste your raw CSV data into the box.
    Screenshot showing sample CSV data input to SquaredUp
    Has Header Row:
    If your data uses the first row as the header tick the box.
    Advanced Options:
    If the delimiter, i.e. comma, is not automatically detected, you can specify the delimiter, such as a semicolon, here.
  5. Timeframe tab: Timeframe is not supported for this tile.
  6. A suitable visualization is chosen, where possible, but at this point you might like to change the visualization used, see Visualization Settings.
    In the right hand pane you can also hide and sort columns,
    The Shaping and Columns sections can help you configure the visualization as you need.
  7. Shaping tab:
    Shaping allows you to perform filtering, grouping and sorting operations on the data.
    Screenshot showing how configuring Group by and Aggregation type can show a donut
    Configure Group by and Aggregation type to show a donut

  8. Columns tab:
  9. Optionally, configure Monitoring and KPIs.
  10. When you have finished click Save.

Was this article helpful?

Have more questions or facing an issue?
Submit a ticket