Using the wizard for CSV files

The DataMapper wizard for CSV files helps you create a data mapping configuration for a CSV file. The wizard automatically detects delimiters and extracts all data in one extraction step.

The wizard interprets each line in the file as a record. If your data file contains transactional data, you will probably want more lines to go in one record and put the transactional data in detail tables.

The wizard cannot create detail tables. If the file contains transactional data, the data mapping configuration is best created without a wizard (see Creating a new data mapping configuration).

There are two ways to open a CSV file with a wizard: from the Welcome screen or from the File menu.

  • From the Welcome screen
    1. Open the PReS Connect Welcome page by clicking the icon at the top right, or select the Help menu and then Welcome.
    2. Click Create a New Configuration.
    3. From the Using a wizard pane, select CSV.
    4. Click the Browse button and open the CSV file you want to work with.
    5.  Click Next.

  • From the File menu

    1. In the menu, click File > New.
    2. Click the Data mapping Wizards drop-down and select From CSV File.
    3. Click Next.
    4. Click the Browse button and open the CSV file you want to work with.
    5. Click Next.

After selecting the file, take a look at the preview to ensure that the file is the right one and the encoding correctly reads the data. Click Next.

The wizard will then display the different settings it has detected, allowing you to change them:

  • Encoding: Defines which encoding is used to read the file.
  • Separator: Defines which character separates each field in the file.
  • Comment Delimiter: Defines which character starts a comment line.
  • Text Delimiter: Defines which character surrounds text fields in the file. Separators and comment delimiters within text are not interpreted as separator or delimiter; they are seen as text.
  • Ignore unparseable lines: Ignores any line that does not correspond to the settings above.
  • First row contains field names: Uses the first line of the CSV as headers, which automatically names all extracted fields.

Verify that the data is read properly and click Finish. All data fields are automatically extracted in one extraction step.

  
  • Last Topic Update: 04:30 AM Jun-12-2017
  • Last Published: 2019-05-22 : 2:51 PM