Creating a data source

If your input pipe uses an external data source, you must specify the source file and, in some cases, a table name or worksheet in the external data source. Do not use a source file with a name that starts with a number (such as 2020_Rates.xlsx). This naming convention can cause issues when cloud solving.

If your input pipes use internal User defined tables, you do not need to add a data source. Simply select the existing user defined table from the Data Source drop down list on the input pipe definition.

Create a data source

1. Select Build > Input Pipes .
2. Click External Data Sources. You see the External Data Sources form.
   You can also access the External Data Sources form by clicking New on the Input Pipe definition form.
3. Click Add. The default name is “Data Source (n)”.
4. Edit the Name .
5. Enter the File Path, or click [...] and navigate to the file you want to use as the data source. The file can be one of the following types:
   • Excel Worksheet – This is an .xls or .xlsx Excel file.
   • Comma Separated Values (.csv) – This is a text file where values in each row are separated by commas.
   • Tab Delimited Text (.txt) – This is a text file where values in each row are separated by tabs.
6. Click Open.
7. For Excel Worksheet data sources, select the Sheet Name from the drop-down list.
8. Click Save.