Upload CSVs

Summary of Content

Requirements
Where's my data stored?
Create a New Workbook from a CSV
Add a CSV to an Existing Workbook
Related Resources

Requirements

• CSV Upload must be enabled for your organization and warehouse connection.
  Admins can enable this feature by following these instructions. 
• To upload CSVs, you must be a Creator or Admin with permission to use your target connection.
  
  

Where's my data stored?

When a CSV file is uploaded to Sigma, its data is automatically written back to your data warehouse as a new warehouse table. If your organization has multiple warehouses with write access enabled, you will be given the option to select a single destination.

CSV data stored in your warehouse is only accessible through the workbook in which it is used. You will not see it listed as a warehouse table in the connection's data catalog. 

Create a New Workbook from a CSV

1. Click the + Create New button in the left navigation panel.
2. Click Upload CSV.
   
   This will open the Upload CSV page.
   
3. Select a Connection from the list provided.
   The connection you select points to the warehouse your file will be uploaded to. If only one data warehouse has write access enabled, it will be selected by default. 
   
4. Upload your CSV file by dropping it in the page, or click Browse. 
5. After adding a CSV, you will be shown a preview of your data.
   • [optional] On the left side of the page, uncheck any columns you wish to exclude from your upload.
   • [optional] Customize your parsing options under Parsing Options. 
   • [as needed] Address any warnings or errors.
     
6. Click Explore in the top right corner of the page.
   
   

Add a CSV to an Existing Workbook

1. Open the workbook's ADD NEW panel.
   
   
2. Under DATA ELEMENTS, click to select your desired element type: TABLE, VIZ, or PIVOT TABLE. 
3. It's time to select a data source.
   Open the NEW tab.
   
4. Click UPLOAD CSV.
   
5. Select a Connection from the list provided.
   Note: The connection you select points to the warehouse your file will be uploaded to. If only one data warehouse has write access enabled, it will be selected by default. 
   
6. Upload your CSV file by dropping it in the page, or click Browse.
7. You'll see a preview of your data.
   • [optional] Customize your parsing options under Parsing Options. 
   • [as needed] Address any warnings or errors.
   
   
8. Click Done.
   Your new element will appear on the page, and the editor panel will open up to the specific element’s configuration view.
   You may now interact with your new element using the editor panel, toolbar, or the element itself.
   
   

Related Resources

Enable CSV Upload (Admin)