---
title: Delimited Files
description: Efficiently manage Datasources with support for various file formats, including Excel and JSON. Configure tables and calculated columns.
---
import { Aside, Steps } from '@astrojs/starlight/components';
import { MediaPlayerComponent } from "../../../../../components/video-player";
import RunScript from "../../../../../components/RunScript.astro";

# Delimited Files

<MediaPlayerComponent video="Create-A-Datasource-Using-Delimited-File.mp4"
chapters={[
  {
    "start": 0,
    "end": 8,
    "text": "Click Datasources under Studio",
    "description": "From the Infoveave menu, click 'Studio', then click 'Datasources' from the dropdown menu. Wait for the datasources list to load."
  },
  {
    "start": 8,
    "end": 13,
    "text": "Create New Datasource",
    "description": "Click the 'New Datasource' button to begin creating a new data source."
  },
  {
    "start": 13,
    "end": 18,
    "text": "Select Delimited File Type",
    "description": "Under the 'Files' section, click the 'Delimited' card to select this file type for your new datasource."
  },
  {
    "start": 18,
    "end": 20,
    "text": "Upload CSV File",
    "description": "Click the 'Please select file' area and choose 'Acme banking.csv' from your local files to upload it."
  },
  {
    "start": 20,
    "end": 32,
    "text": "Review Basic Configuration",
    "description": "Verify that the uploaded file (Acme banking.csv) and the connection details are correct. The default delimiter (Comma) and other settings should typically be auto-detected correctly. Click Next to proceed to the preview stage."
  },
  {
    "start": 32,
    "end": 38,
    "text": "Name the Datasource and Table",
    "description": "On the Preview screen, enter Acmbanking loan data CSV into the Datasource name field. Click the Edit icon next to the table name (ocme_banking by default) and change it to loan_data_CSV."
  },
  {
    "start": 38,
    "end": 41,
    "text": "Add Upload Date Column",
    "description": "Check the Add upload date box to include a column that records when the data was uploaded. The Column name will automatically populate as upload_date."
  },
  {
    "start": 41,
    "end": 51,
    "text": "Review Table Schema",
    "description": "Click the Edit icon next to the table name (loan_data_CSV) to open the Table schema dialog. Scroll through the columns to confirm that data types and other properties are correctly inferred. Click Save when done."
  },
  {
    "start": 51,
    "end": 63,
    "text": "Add 'Loan Amount' as a Measure",
    "description": "Right-click on the 'loan_amount' column, click 'Add measure'. In the 'Add measure' dialog, set 'Aggregation' to 'Sum', then click 'Add measure' to confirm."
  },
  {
    "start": 63,
    "end": 72,
    "text": "Add 'Loan ID' as a Dimension",
    "description": "Right-click on the 'loan_id' column, click 'Add dimension'. In the dialog, click 'Add dimension' to confirm adding 'loan_id' as a dimension."
  },
  {
    "start": 72,
    "end": 76,
    "text": "Add 'Loan Application Date' as a Dimension",
    "description": "Locate the loan_application_date column and click on ellipsis and add dimension. In the Add dimension dialog, keep the default settings and click Add dimension to define it. A success notification will confirm the addition."
  },
  {
    "start": 76,
    "end": 85,
    "text": "Save the Datasource",
    "description": "Finally, click the Save button in the top-right corner of the screen to save the new Acmbanking loan data CSV datasource with all its configured measures and dimensions. A notification will appear, confirming that the datasource has been saved successfully."
  }
]
}
poster="/images/introduction-poster.png"
posterText="Creating A Datasource Using Delimited File"
client:load/>

Infoveave supports adding file formats such as Excel, JSON, Delimited, Unstructured, Fixed length files, and Multiple files as a Datasource in Infoveave.

## Creating a Datasource Using a Delimited File

To access Infoveave Datasource types, navigate to **Studio** <i class="fa-duotone fa-regular fa-arrow-right"></i> **Datasources**.

<Steps>
1. All types of Datasources created by you or shared with you are displayed under **My Datasources** and **Shared Datasources**.
2. To create a new Datasource, click on **New Datasource**.
</Steps>

<Aside>
The configuration settings may vary based on the file type you choose.
</Aside>

<Steps>
3. Choose **Delimited** under Files as the Datasource type.  
![Delimited File](/images/Delimited-File.png)  
4. Upload the delimited file from your local storage. Supported file formats include **.csv**, **.tsv**, and **.txt**.  
![upload delimited file](/images/uploaddelimitedfile.png)  
5. Choose the connection type for your Datasource. In this case, the connection type is set to default.  
6. Define the Excel Skip Row settings.  
7. After you provide the necessary details, click on **Next** to configure the data table.  
8. Once the file is processed, a tabular preview of the data is displayed.  
![delimited tabular](/images/delimitedtabular.png)
</Steps>

<Aside>
If your file contains multiple sheets, each sheet is treated as a separate file in Infoveave. You can delete any sheets that are not required for your analysis. You can add a maximum of five files to your Datasource.
</Aside>

<Steps>
9. Provide a name for your Datasource.  
10. To add additional files to support your Datasource, click on the **Add files** option.  
11. To customize the **Table name** and choose the **Ingestion type**, click on the **Edit** icon <i class="fa-duotone fa-regular fa-pen"></i> next to the table name. Configure the following fields in this section.  
    * **Table name** Specify the desired table name.  
    * **Ingestion type** Choose from options such as **Incremental**, **Truncate and Reload**, or **Update** to define how new data is integrated into the existing dataset.  
    * **Date column exists** This checkbox helps to identify the date column in your dataset by default.  
    * **Add upload date** If you want to include an upload date column, select this checkbox. This is helpful for tracking when new data is added to the dataset.
</Steps>

* **Incremental** When you choose the "Incremental" ingestion type, new data is added to the existing dataset without affecting the already loaded data. This mode is ideal when you want to continuously append new records to your dataset without modifying or reloading the existing information. It is efficient for scenarios where your dataset is frequently updated.
* **Truncate And Reload** When you select "Truncate and Reload," the existing dataset is completely replaced with the new data. This mode is useful when you want to refresh your dataset with the most recent information and remove any previous data. It is particularly suitable for scenarios where the entire dataset needs to be updated periodically.
* **Update** In this mode, Infoveave identifies matching records between the new data and the existing dataset based on defined keys. Updated records are replaced while new records are added. This mode is efficient when you want to refresh your dataset with new information and update existing records without starting from scratch.

<Steps>
12. Click on the column header in the tabular view to set the following.  
    * **Column Type** Change the column data type.  
    * **Auto Size All Columns** Perfectly fit the data in the columns.  
    * **Fit to Chart** Set the visibility of the data for quick viewing.  
13. Enable the **Upload the selected file** option to upload the data to the table structure.  
14. To make any changes to the data table, select the required one and click on **Previous**.  
15. Use the [Add calculated column](/studio-v8/datasources/calculated-columns-datasource) feature to create a new column with calculated values that are not available in the original dataset. This is especially useful for performing custom calculations on your data.  
16. To define the measures and dimensions for the dataset, click on **Next**.  
![Table Schema](/images/delimitedschema.png)  
17. The table schema is displayed so you can rename the columns if needed.  
18. Click on **Save** to save the updated table schema. You are redirected to the Datasource Designer.  
![datasource window](/images/delimiteddesigner.png)  
19. The Datasource you created is now available in the designer window.
</Steps>

To learn about adding measures and dimensions to the data table, visit [Measures and Dimensions](/studio-v8/datasources/measures-dimensions-and-hierarchies).

To learn about adding calculated columns, visit [Calculated Columns](/studio-v8/datasources/calculated-columns-datasource#configuring-calculated-columns).

To learn about adding calculated measures, visit [Calculated Measures](/studio-v8/datasources/calculated-measures#configuring-calculated-measures).

<Aside>
* Table Name can only contain characters and numbers.  
* Add multiple data tables to the designer using a simple drag and drop.  
* A Datasource must have at least one measure and one dimension to enable the **Save** button.  
* Make sure you have selected the appropriate dataset before adding a calculated column.
</Aside>