Connecting Excel/CSV file using Bold Data Hub

This article guides you through the step-by-step process of connecting an Excel or CSV file using Bold ETL.

Connecting excel/csv file using Data Hub

1. Click Data Hub.
   
   
2. Click ‘+’ icon to Add Pipeline and provide the name for the pipeline, Save the Pipeline.
   
   

3. Select the newly created pipeline and choose the Filesystem / CSV / Excel connector. Double click or Click on Add Template option to add template.
   

   

4. Click the “Upload File” button to upload your Excel or CSV file;
   

   

5. Copy the filepath and replace in filePath property. If it’s an Excel file, add the sheet name, otherwise remove it, if using Filesystem connector.
   

   

Sample YAML Template

Excel:

CSV:

5. Click Save and choose the desired destination to save the pipeline.

6. Now the pipeline will be saved and started automatically.

7. Click on Logs to see if the run is completed and data source is created in Bold BI / Bold Reports.
   

   

8. An equivalent live data source will be created by Data Hub using the datastore details in Bold BI.
   

   

9. Click Edit DataSource Option to view the created tables.
   

   

10. To configure interval-based scheduling, click on the schedules tab and click on the schedule icon and configure it.

Note: When using code view mode after connecting any connector with Data Hub , the column names will be displayed as names instead of GUIDs.
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