Reference data

This article provides an overview of reference data along with guides on how to upload and delete reference data.

You can upload reference data, for example, if you purchase third-party data by either importing a file or linking to the data by configuring a connection and file path.

Click More > Reference Data to navigate to the Reference Data page; there you will find the following information displayed:

The name of the reference data.

From this page, you can also:

Upload reference data

1. From the Reference Data page, click New.

2. Choose to either import a file or configure a file location.

3. Click Preview to see a preview of the file and the # of Rows, # of Fields, and Stream Size.

4. Click Save.

The reference data is added and appears in the table in the Reference Data page.

Import a file

1. Click Import.

2. Select the desired file and click Open.

3. Once the file is uploaded, the file name and the format is autodetected.

4. (Optional) Click Copy to copy the location of the uploaded file. The location includes the S3 default output storage and the file path (e.g. s3://<bucket-name>/reference-data/d97bf6a1-e41a-42b1-af49-6b8702761576/1000 Sales Records.csv where reference-data/d97bf6a1-e41a-42b1-af49-6b8702761576/1000 Sales Records.csv is the file path).

Configure a file location

1. Select a connection (or create a new connection) and enter the file path.

2. Change the name if required.

3. Select the content format and fill in the corresponding fields if necessary.

For CSV, TSV and x-www-form-urlencoded formats, you can select to auto detect the types.

Delete reference data

When you delete reference data, the link to the reference data is removed from Upsolver. The data itself is not deleted.

  1. Click MORE.

  2. Select Reference Data.

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