CSV upload to Answers

You can now upload data related to your Search and append it directly to an Answer. This allows you to add data columns to an Answer without navigating away from your current analysis. To enable this feature contact your administrator.

Prerequisites

User role and permissions

You must have the can-upload-data role. This role grants permission to upload CSV files.

Saved Answer requirements

You must have access to a saved Answer that is built on a Model. This Model’s underlying connection must support CSV uploads.

Answer and Model sharing

The saved Answer must be shared with the user who is uploading the CSV file. You should have edit access to both the saved Answer and the associated Model to ensure you can manage and interact with the uploaded data.

Connection setup

Only Snowflake connections are currently supported for CSV uploads. You must have write access to the Snowflake connection where you intend to upload the CSV file. This access is necessary to create new tables within Snowflake.

CSV upload location

The CSV file will be uploaded to the same Snowflake connection where the saved Answers are created.

Upload data to an Answer

To append data from a CSV file to an Answer, follow these steps:

  1. Open an Answer created on a Snowflake connection. In the top left corner of the side panel, click +Add and select Custom data.

  2. The Upload a CSV file page appears. Click Browse files and select your CSV file, or drag and drop it into the field.

    1. Choose whether column names are defined in header or not defined.

    2. Choose the appropriate field separator: comma, semicolon, pipe, space, or tab.

  3. Click Next.

  4. The Review and upload .CSV file page appears.

  5. [Optional] Click the edit icon next to the CSV file name to update the name within ThoughtSpot.

  6. [Optional] Click the edit icon next to the column names to update the names within ThoughtSpot.

  7. [Optional] Click the data type below each column name to select a new type from the dropdown.

  8. Click Next.

  9. The Link your .CSV file to the Answer page appears.

  10. Under Answer columns, click Choose a column and select a column on which to join the CSV file.

  11. Under CSV columns, click Choose a column, and select the column to join with the Answer column.

  12. [Optional] Click + Add new columns to add multiple join columns. Sample data from the joined columns appears at the bottom of the page.

  13. Click Next.

  14. The Add columns from your .CSV file page appears. Click the checkbox next to each column you want to add to your Search and click Done.

  15. Your Answer appears with the new columns grayed out in the side menu. Click the X in the search bar to clear the Search, and you can remake the Answer with the new columns included.


Was this page helpful?