Augmenting your Salesforce data with flat files

Now, you are going to use a CSV (flat) file to augment your Salesforce data by performing the following steps:

1. Go to your Analytics Studio home page, navigate to My First Analytics App, and click on the option to create a new dataset.
2. This time, choose the option for CSV File.
3. Go ahead and select a file (any CSV file will do for this exercise). Then, click on Next, name your CSV dataset, and click on Next.
4. You will arrive at the user interface for editing the dataset field attributes, which should look similar to the following screenshot:

Figure 3.14 – Editing the dataset field attributes

5. Select each field/column and edit the field attributes, as required, before uploading the file to create the new dataset.
6. Once this is done, click on Upload File and the dataset will be created. It is now ready for exploration, transformation, and combination.

   Note

   One common error...