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CSV Dataset

I. Overview

File dataset refers to the dataset in TXT file, Excel file and XML file, load the data in these files, and display it in the dataset in a two-dimensional table structure for template use. Currently, FR has four types of file datasets: TXT dataset, Excel dataset, remote Excel dataset, and XML dataset

This article will introduce that take the CSV file as a dataset.

II. Function introduction

The designer version needs to be upgraded to the 20210125 version or above to use the CSV dataset related functions.

Support file types: CSV, TSV

Note: It can be set in the template dataset and server dataset.

1) Template dataset

Click Template>Template Dataset, click "+", select CSV Dataset, as shown in the figure below:

1.png

CSV type: The same as the current TXT type, the default separator is a comma, as shown in the figure below:

2.png

TSV type: Similar to the TXT type, but does not provide a separator option (tab separated by default)

3.png

2) Server dataset

Click Server>Server Dataset, click "+", select CSV Dataset, as shown in the figure below:

4.png

Note: The file type and corresponding settings are the same as the template dataset.

III. Define CSV dataset

1. Template dataset

1) CSV type

Click Template>Template Dataset, click "+", select CSV dataset, and choose CSV as the file type, as shown in the figure below:

5.png

After the template dataset is successfully created, you can drag and drop the corresponding fields to design the report, as shown in the following figure:

6.png

Save the template, click Pagination Preview, the effect is as follows:

7.png

2) TSV type

Click Template>Template Dataset, click "+", select TSV dataset, and choose TSV as the file type, as shown in the figure below:

8.png

After the template dataset is successfully created, you can drag and drop the corresponding fields to design the report, as shown in the following figure:

9.png

Save the template, click Pagination Preview, the effect is as follows:

10.png


2. Server dataset

Refer to II and III.1 for the method of creating a dataset. After the dataset is created, it will appear in the server dataset on the lower left side. You can design the report by dragging and dropping fields, as shown in the following figure:

11.png

Note: The preview effect is the same as III.1.

IV. Dynamic CSV dataset

The steps are the same as the dynamic Excel dataset.

V. Remote CSV dataset

The steps are the same as remote XML dataset.

VI. Decision-making Platform

1. CSV type

Click Manage>Data Connection>Server Dataset>Create Dataset, select CSV Dataset, as shown in the figure below:

12.png

Select CSV as the file type, click Server File to select the csv file, preview and save it, as shown in the figure below:

After the setting is completed, the csv dataset will appear in the existing datasets on the left, as shown in the following figure:

15.png


2. TSV type

The steps to create a dataset are the same as in VI.1, select TSV as the file type, click Server File to select the tsv file, preview and save it, and it will appear in the existing datasets on the left, as shown in the figure below:

16.png

Note: The server dataset in the decision-making platform is sync with the server dataset in the designer, and there is no need to create it repeatedly.

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