The field definition CSV is a file you can download and upload to update the field definitions for a datasource. The CSV has a particular format to conform to in order to properly update.
Downloading CSV
Downloading a field definition is a fairly straightforward operation
- Log into Bettrdata
- Click on the “Data Source” link on the left navigation bar
- Click on “BD Select Sources” on the top menu bar
- Select your data source
- Click on the “Fields” tab
- Click on “Download CSV” to download the CSV file.
Editing
The CVS has a set of columns used to fill edit field definitions the columns are in a certain order and some columns pertain to certain field types. The columns are:
- name
- The column name of the table in all-caps
- label
- The label for the filter, usually corresponding to the column name, but not required
- displayType
- This is the filter type. Types include
- number-slider
- number-input
- range-slider
- selection-unique
- selection-multi
- boolean
- data-relation
- multi-text
- date-picker
- contains
- zip-code-radius
- categories
- Pipe delimited set of category name, the left most being the parent
- Example: “Interests and Affinities|Interests|Sports”
- skipDefaultWhere
- Used to designed whether this field will be included in the main query
- See, , advanced features
- whereTags
- Use to designate a sub-query
- See, , advanced features
- isStatic
- Whether the field is of type static
- See, , fields
- validations.min
- For numeric data types
- Specifies the minimum accepted value
- validations.max
- For numeric data types
- Specifies the maximum accepted value
- validations.value
- For string data types
- Specifies the column table to match in the table column
- validations.value_label
- For string data types
- Specifies the displayed value
- validations.minDate
- For date data types
- Specifies the minimum accepted value
- In date format YYYY-MM-dd’T’HH:mm:ss.SSS’Z’
- See
SimpleDateFormat (Java Platform SE 8 )
- Example: “1924-01-01T07:00:00.000Z”
- validations.maxDate
- For date data types
- Specifies the minimum accepted value
- In date format YYYY-MM-dd’T’HH:mm:ss.SSS’Z’
- See
SimpleDateFormat (Java Platform SE 8 )
- Example: “1924-01-01T07:00:00.000Z”
Considerations
- For multivalue choices, make sure all the rows are contiguous related to the field
- Order of rows determines order on the UI
- If editing in a spreadsheet application, make sure to not mistakenly add or remove columns. This can be difficult to detect. Check in a text editor (NOT Word) to see if the number of columns are correct if there are issues
- All rows should be contiguous
Uploading CSVs
Uploading a field definition is a fairly straightforward operation
- Log into Bettrdata
- Click on the “Data Source” link on the left navigation bar
- Click on “BD Select Sources” on the top menu bar
- Select your data source
- Click on the “Fields” tab
- Click on “Upload CSV”. A dialog box appears to find the file upload.
- Select the file and choose “Select”
- A dialog box asks if you want to import the file
- Choose “Yes” to finish the process