Creating a dataset by using a CSV file

When you use variable data that is contained in a CSV file, you can import the data from the CSV file and create a dataset in HCL OneTest™ Server.

Before you begin

You must have completed the following tasks:

Ensured that you are assigned a role as a Project Owner or Tester in the project. See Managing access to the server projects.
Created a project in your team space in HCL OneTest™ Server. See Adding a project.
Added the remote Git repository that contains the test resources to the project. See Adding repositories to a server project.
Saved a CSV file that contains variable data on your computer.

About this task

When you want to create or modify any dataset, you must have an edit branch. You can create the edit branch during the creation of dataset. All your dataset reside in the edit branch until you publish or discard the changes.

After you create the dataset, you can either publish your changes to a remote Git repository or you can discard the changes made to the dataset. The edit branch automatically disappears from the Branch list as well as from the remote Git repository and sets the global branch to the previously selected branch in the following conditions:

When you publish changes to the remote Git repository.
When you discard the changes made in the dataset.

Procedure

Log in to HCL OneTest™ Server.

The team space that contains your project is displayed.
Click Active projects > My projects > project_name to open the project that contains the test assets.

The Overview page of the project is displayed.
Click Author > Data.

The Data page and the Data navigator are displayed.
Select the branch in the project repository from the Branch list.
Perform any of the following actions:
- Click the Open action menu icon in the Data navigator, and then click Dataset.
- Click Add files in the right panel, and then click Dataset.
The Edit branch dialog is displayed.
Select your action to either select an existing Edit branch or create an Edit branch:
- Perform the following steps to select the edit branch:
  1. Select an Edit branch from the Select branch list if Edit branches already exist in the selected branch of the repository.
  2. Click Ok.
  You selected an existing Edit branch.
- Perform the following steps to create the edit branch:
  1. Select Create new branch.
  2. Enter a name for the edit branch.
  3. Click Save.
  You created an Edit branch.
Perform the following steps in the Create Dataset dialog:
1. Enter a name for the Dataset along with a folder name in the Name field, if the folder does not exist in the location that you select in the Location field of the dialog.
  
  For example, you can enter MyFolder/MyDataset in the Name field.
2. Select a folder if the folder exists in the Location field.
3. Click Next.
4. Select the Import from a CSV file option from the Select source list.
5. Click Select File and choose the CSV file that contains variable data to import into the dataset.
6. Enable First row contains headers by using the toggle icon if the CSV file contains the header.
7. Click Create.
The dataset is displayed in the Data page with data imported from the CSV file. You can view the location of the dataset in the Data navigator, listed in the folder that you specified in the project.

Results

You have created the dataset by using the CSV file in your project.

What to do next

You can perform the following tasks:

Add, modify, or remove data in the dataset. See Editing a dataset.
Publish the dataset to the Git repository so that other members of the project can use the dataset. See Publishing changes in datasets.