Create Dashboards from CSV Files

Overview Video

Load Template

To use a CSV file as a source for a visualization you need a valid CSV file in your file manager, in this guide, we will follow the example in the Visualization from CSV File template.

First, go to the Template section in Instadeq by searching it and selecting it in the search box in the navigation bar or by opening the menu in the navigation bar.

A list of templates will be displayed each with a + button on the right side.

Select the + button on the right of Visualization from CSV File, the message Imported should appear below it after some seconds.

Open Visualization

Go to the Home section by selecting the home icon on the navigation bar.

In the Visualizations section there should be an entry titled File: CSV Example, select it to open it.

Note

If the entry is not displayed in the first 3 entries use the search box below the entries on the bottom right or the pagination controls on the bottom left of the Visualizations section to locate it.

Download CSV File

Once opened you should see two panels, the one on the left focused on the Data section should contain instructions to download a file called sales.csv, click on the link and download it, if it opens instead of downloading it, right-click it and select Save Link As.

Open the folder containing the file.

Drag the file and drop it in the Data section, the area should highlight to indicate you can drop it there.

Once dropped you should see its content represented like a spreadsheet.

Configure Aggregation

Double click the row 0 on the Data section to open actions associated with it.

Select the red button to remove the first row since it contains the column titles.

Now that all the columns contain only numbers we can calculate aggregations on them, start by dragging the column 3 from the Data section to the Key target area in the Summary section.

Drag the column 2 from the Data section to the Field target area in the Summary section.

This will configure an aggregation that will calculate multiple statistics on each cell on the 3rd column by each cell in the same row on the 4th column. The statistics are calculated for each row because we dragged the complete columns, Instadeq detected it and added the iterator i on each path to imply that the statistics should be calculated for each row per column since both paths share the iterator i they will be calculated together for each value of i.

Update Aggregation

To calculate the aggregations you can either click the refresh button at the top of the Data section to reprocess recent data or you can drop the CSV File again.

After doing any of those actions a table should appear at the bottom of the Summary section with the current aggregation results.

Configure Chart

Now that we have data being calculated we can proceed to select a visualization for it.

Open the Chart section on the right panel, select the chart selector and pick a visualization, for example, Bar Chart, the visualization should appear below the selector.

Customize the visualization or explore alternatives.

Update Chart

Now every time you have an updated CSV file you can update the visualization by dropping the updated file into the visualization's Data section.

If you have configured an Instadeq Events source, you can save each upload so it can be visualized live by any dashboard that contains that visualization.