🧭 Overview

Every CSV must follow a clear structure to integrate successfully into your workspace.

This article explains the minimum required columns, schema setup, and formatting rules for smooth imports.

📊 Required File Structure (Minimum)

Optional: additional dimensions like Account Group, Subgroup, or Company.

Example Format:

date | measure | dimension_key
2024-01-01 | 5000 | account_001
2024-02-01 | 3200 | account_002

⚙️ Schema Configuration Tips

• Date Fields: Ensure consistent formatting in both CSV and schema (YYYY-MM-DD).
• Measure Fields: Mark quantitative columns as Measure type.
• Dimension Fields: Use unique keys for grouping and relationships.

🧭 What You’ll See in the UI

✅ Key Takeaways

• Structure CSVs with clear, consistent headers.