Zoomdata Version

Uploading a Flat File into my Zoomdata Server

Zoomdata can visualize data from flat files including CSV, JSON, TSV, and XML. Please note the following:

  • Maximum supported file size is 500 MB
  • Data from the flat file is stored in PostgreSQL (Zoomdata's metadata repository)
Please note that for users that have upgraded from v2.2 (or earlier) to v2.3, flat files that were cached in MongoDB will be converted into MongoDB sources (you will see the MongoDB icon in v2.3 instead of the Flat Files icon). However, if you choose to remove MongoDB from the Zoomdata environment, you will need to upload your Flat Files again. New flat files that are uploaded into Zoomdata v2.3 will be cached in PostgreSQL. For additional information about upgrades, refer to the article README: Preparations to Upgrade Zoomdata .

To upload a flat file, follow these steps:

  1. Log into Zoomdata.
  2. Click the Sources menu item.

Figure 1

  1. Click the CSV, JSON, TSV, XML connector icon.
  2. Specify the name of your source and add a description (if desired). Click Next .

Figure 2

  1. On the File Path page, click Add File and select a CSV, JSON, TSV, or XML file to upload. Prior to uploading the file, make sure that the selected file meets the requirements listed on the page. As an option, you may use Zoomdata file for test to try out this connector.

Figure 3

  1. Based on the data in the provided file, Zoomdata defines the data type. Modify, if needed, the columns of the selected file to ensure the proper types are assigned to the fields.
    When you have made all the necessary changes, click Next .

Figure 4

  1. On the Fields page, create unique label names, as needed, for each Label field. If necessary, change the Type and Default options, select the checkboxes in the Distinct Count column. Configure Filter Display settings for the required fields. Click Next .

Figure 5

  1. On the Charts page, you can:
    • Edit Global Default Settings
    • Select the Standard and, if available, Custom chart styles to be used with the data source
    • Set default parameters  (group-bys, colors, sorting, etc.) for each chart style
    Learn more about how to customize a chart .

Figure 6

  1. ​Click Finish to save your changes.