Hi! I have a CSV file containing sales data from my company, along with several other CSV files that include different datasets. Some of these files share common identifier fields like company_id or sale_id.
Is there a simple way to use these files in ChartFactor Studio and visualize all the related data?
To guide you properly, I first need to know if you’re working with ChartFactor Studio Online or the Desktop edition. Additionally, do you have any data server available (e.g., Elasticsearch) to store or query your datasets?
I’m using ChartFactor Studio Desktop, and since I’m a developer, I can start an Elasticsearch server without any issues
Great! In that case, just make sure you have Elasticsearch 7.x running. When creating the provider, Enable File Uploads, or simply use the Local Uploads provider, which is an OpenSearch server that comes bundled with ChartFactor Desktop.
For Elasticsearch, click “Upload File”, or if you’re using the Local Uploads provider, click “MANAGE”. In both cases, choose the CSV option and upload your file. From there, you can adjust settings such as field types and even define geo-point fields if needed.
Thanks! I followed your steps and everything is working smoothly now. Issue solved.