Adding a new dataset

To add a new dataset, proceed as follows:

1. In the Dataset management module, select the icon in the top right-hand corner.
2. The Dataset information dialog will then open.
3. Enter a name for the dataset.
4. You have the option to enter a Description and a Comment for the new dataset. The description is displayed in the Dataset management module. The comment is displayed only in the Dataset information dialog.
5. Select the button next to the field Dataset file to upload a file for enriching the dataset. Currently, only CSV files are supported.

Due to the structure of the CSV file, it will be necessary to consider implementing some restrictions.

1. Click on the Save new dataset button.

The dataset will be uploaded to the octoplant pro hub. This can take a few minutes, depending on how much data is in the dataset.

Once a new dataset has been created, it is mandatory to open and edit it in order to use it in reports.

Restrictions for the CSV file

• The CSV file contains a table with one or more columns with corresponding contents.

• The first line of the file must contain the attribute names.

• To use the global filters Server and Date for the newly created custom reports, the relationship to the respective standard tables must be set.

  • For the date filter: The CSV file must contain a column ‘Datekey’ in the format ‘YYYYMMDD’, for example ‘20230124’ (24th Jan 2023) . This must be set in relation to the table ‘DIM_DATE’, column ‘DATE_KEY’.
  • To create a central time filter: The CSV file must contain a column ‘Timekey’ in the format ‘HHMMSS’, for example ‘001015’ (00:10:15).

• All data from the CSV is interpreted as STRING or DECIMAL. This will affect some of the functions you can perform in Microsoft Power BI.