Using CSVs in Datasets

Sigma's CSV Upload feature allows you to upload CSV data to a dataset. This feature stores a copy of the CSV directly in your data warehouse. As such, it must be enabled on both your organization and individual warehouse connection by an organization admin.

Summary of Content

Requirements
CSV Data Storage
CSV Deletion
Create a Dataset from CSV
Replace an Existing CSV

Requirements

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

CSV Data Storage

When a CSV file is uploaded to Sigma, its data is automatically written back to your data warehouse as a new 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 dataset created during file upload. You will not see it listed as a Table in the connection. The CSV dataset can however, be joined to other data stored in the same warehouse.

CSV Deletion

If the dataset referencing the uploaded CSV is deleted from Sigma, the associated table created in your warehouse will automatically be removed within 24 hours.

Create Dataset from a CSV

The following instructions will guide you through uploading a CSV file to create a new dataset.

  1. Click the + New button in the left hand navigation panel.
  2. Select Dataset dropdown menu.
    41-plus-menu-home-page-open.png
  3. You will be taken to the data source selection page.
  4. Select CSV as your data source to navigate to the upload page.
    44_-_datasource-select.png
  5. Select CSV as your data source to navigate to the upload page.
  6. 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.
    42_-_select-csv.png
  7. Upload your CSV file by dropping it in the page, or click Browse. 
  8. After adding a CSV, you will be shown a preview of your data. From here you may include/exclude columns, adjust the parsing options, and address any errors if necessary.43_-_select_csv_columns.png
  9. Click the blue Explore button in the top right corner of the screen.

Replace an Existing CSV

The following instructions will guide you through replacing the underlying CSV in an existing Dataset. 

  1. Open the dataset containing the CSV you would like to replace.
  2. Select the Worksheet tab from the dataset header. Then click the Edit button, also in the dataset header.
  3. Navigate to your Data Sources tab in the right hand panel.
  4. Open the ••• menu on the CSV source you would like to replace and click Replace CSV.
  5. You will now be prompted to select a file from your computer. 
  6. After selecting a new CSV, you will be taken to Sigma's Edit Source page. Here you can preview your data and specify parsing options.
  7. When you are satisfied with your new CSV data source, click Done at the top right corner of the screen.

Related Resources

Enable CSV Upload