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Setting the Field configuration for your CSV data sources
Setting the Field configuration for your CSV data sources

How to set the field configuration for CSV files uploaded on Nugit.

Mona Kelaman avatar
Written by Mona Kelaman
Updated over a week ago

Custom data sources like CSV gives you the flexibility to upload any type of data to complement your API data sources. Understanding the field configurations available will ensure that you have the most accurate representation of the custom data that you’re bringing in.

Set up your CSV Field Configuration

  • Include: Tick the blue box if a column must be included in the imported file. You can untick these boxes if you do not wish to include this corresponding column in your data upload.

  • Column Name: Displays the column header from the CSV file

  • Sample: Displays a sample value of a field under the Column Name from the CSV file. If you’d like to display a new set of sample data, you can click on the refresh button shown beside the Sample column.

  • Column Type: Displays the data type of values in each Column Name field in the uploaded CSV file. If you believe the data type captured is not accurate, you can change it to one of the following formats:

    • Plain Text: used for String (textual) data

    • Number: used for either dot-decimal and comma-decimal data

    • Date: used for any date field in the file

  • Field Mapping: Maps the columns based on Preset & Custom fields.

    • Preset: matches to built-in fields within Nugit. For e.g., “Spend” is mapped to a preset field named “Media Spend” based on other existing data sources in Nugit. Use ‘Preset’ if you want to unify this field with the same field found in those other data sources.

    • Custom: creates a custom field and unifies it with other data sources using the same custom field label.

  • Key: Column key used for categorising data in each column. If you select “Preset” under Field Mapping, you will be provided with a list of preset Keys to choose from in a drop-down menu. If you select “Custom” under Field Mapping, you will be asked to enter a custom Key in a text box.

  • Label: Refers to the Display Name for each field. This will be the name that you see in Live View stories and in the Nugit Story Builder. If you select “Preset” under Field Mapping, you will not be able to edit the Label (i.e. a preset field with the “Spend” key will have the label “Media Spend”). If you select “Custom” under Field Mapping, you can enter a Label name of your choice in a text box.

  • Type: Classifying columns between Dimension and Metric

    • Metric: columns expressed as numerical values (like numbers, or $)

    • Dimension: columns expressed as non-numerical values

  • Display Format: This gives a preview of the format in which the rows will be displayed in the Live Stories and the Nugit Story Builder.

Once the field configuration has been set up, click on the Next button at the bottom of the page, followed by the Start Import button. Nugit will then start importing the data.

Once the data is imported, Nugit will run a Data Validation to check for any errors within the file based on the selected configuration. Once the Data Validation is completed, you can click on the Save button to save the data source.

In case of any errors alerted, you can go back and correct them by clicking on the Previous button at the bottom, or the < button on the top left corner of the page.

Now your CSV data source is all set up!

You can go ahead and import another data file by clicking the Add More Data button or create another CSV data source by clicking the Create Another button, or simply click on the Done button to go back to the Data Factory.

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