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CSV to Dashboard

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Load a CSV-style file, review its transform plan, and create a dashboard widget from the resulting governed source.

  1. Open Data Fabric and create a file area.
  2. Upload a CSV file with a date, category, and numeric measure.
  3. Review the transform plan and correct field names, types, and units.
  4. Run the load and wait for the job to finish.
  5. Open Dashboards and create a dashboard.
  6. Add a widget.
  7. Select the file area as the source.
  8. Choose a line or bar chart.
  9. Select the numeric measure and the date or category dimension.
  10. Preview and save.

Do not skip the transform review. A wrong type in the source will show up later as missing chart options, bad sorting, or failed filters.

Do not use production data for a first learning run unless your organization has approved that workflow.