Uploading files

You can easily upload your CSV files to ChartFactor Studio Desktop's local repository to visualize them. Uploading your CSV file consists of two main steps outlined below.

Step 1: Selecting your file

The assumption is that you already downloaded and installed ChartFactor Studio Desktop and you are currently in the home page.

1. Select New > App or open an existing application
2. Select the blue button on the lower right corner of your application page to open the Data Provider dialog
3. Select the Manage button to open the Local Uploads page

4. Select the import process you want to use (csv or google sheets)

   For CSV files, you will see the page below, where you can drag and drop a file to the Drag & Drop area or select the Browse link to browse in your files.

   For Google Sheets, you will see the page below, where you can specify the URL of the Google Sheet you want to import.

5. After selecting a csv file or specifying a Google Sheet URL, you should see the page below (csv file in this example).

   Use the Import button to continue to the next step.

   Use the Edit button to override settings and perform actions that affect the import process such as:

   • Update the number of lines to sample
   • Specify a different CSV file delimiter
   • Modify target field names
   • Change data types
   • Remove fields
   • Create geo_point fields

Step 2: Importing your file

After selecting the Import button on the previous step you should see the page below.

Type the name of your source in the input field provided and then select the Import button.

The import process starts and a message appears after the process is complete showing the source name created and the number of documents ingested.

At this point the data is ready and you can visualize it. Just select the Visualize data button to go back to your dashboard. Example shown below.

If an error occurs, the process stops and a notification shows at the top of the page as shown on the example below:

Accessing the generated Python script

Sometimes, you may want to customize your upload process by using your own Python script. Studio allows you to view and download a Python script that you can modify as needed to upload your data. To view the Python script, use the Preview py script button located below the Import button which becomes available right after you select the file to upload. Using this function displays a code editor with the python script to create and populate the index. You can download this script and make all customizations needed. See the illustration bellow.

Managing your uploads

You can view all your imported files and remove the ones you don't need. To do this, select the Manage tab located next to the Import tab. You will see a page as the example below:

You can sort the contents of the table by selecting its columns. Additionally, you can filter its contents by selecting the hamburger button on each column and typing a filter.

Finally, there are two actions you can perform on individual sources: * Edit source: It allows you to change data types, make fields searchable, and perform minor transformations such as multipyling a number by 100. * Remove source: It allows you to remove a source you don't need by selecting the trash icon of the rezpective source and confirming the dialog.

Note

Remember that if you remove a source there is not a way to recover it. Please be careful deleting your data sources.

Uploading files to your Elasticsearch engine

You can also use ChartFactor Studio Desktop to upload files to Elasticsearch. The main requirement is Elasticsearch v7.x. Refer to the File Uploads section for requirements and how to enable this feature.

When this feature is enabled you will see the File Upload icon next to your Elasticsearch data provider as shown below.

After selecting this option, the file selection and importing functions work in the same way as described in the previous sections of this document.