It is possible to connect and use CSV or Excel directly inside Helical Insight. Pre-requisites include you should have Dremio installed. This blog gives the steps how to upload CSV/Excel in Dremio and use that as a datasource at Helical Insight application end..

Step 1: Install Dremio and start it.

Step 2: Open Dremio in the browser by typing your-host-ip:port. In this case, we have localhost:9047. The default port for Dremio is 9047.

Step 3: Click on Add File icon.

Step 4: Click on Browse. You will be taken to the file browser. Select your file. Click on Next after file is uploaded.

Step 5: Set the File Format as you would like to see it. Click on Save.

The file will be uploaded to Dremio.

Step 6: Go to Data Sources page in Helical Insight. Click on Dremio.

Step 7: In the Create popup, enter the details:

• Host: Enter the IP address of the machine where Dremio is installed. Please note that direct= should be present before the IP address.
• Port: Enter the port for Dremio.
• Database Name: Dremio has a file-based system. So enter the path to the CSV file as a dot notation in the format Folder-name.file-name.csv
• User Name: Authentication required to access Dremio.
• Password: Part of the authentication required to access Dremio.
• Data Source Name: Give the name of your choice to the data source.

Step 8: After entering the details, click on Test Connection.

Step 9:Once the connection test is successful, click on Save DataSource. You can now use the connection to:

• Create Metadata
• Edit the Datasource
• Share the Datasource

For more information you can email on support@helicalinsight.com