Automate Data Processing with [Update CSV Data]

Data transfer between business systems often relies on the CSV (Comma-Separated Values) format.

Questetra’s Auto-Processing Task, [Update CSV Data] allows you to automate the processing and transformation of CSV data directly within your workflow. This includes tasks like extracting specific rows or columns.

1. About the [Update CSV Data] Step

1-1. Step Overview

[Update CSV Data] is a built-in, automated processing task available on the Advanced and Professional workflow platforms.

Its key feature is that it treats CSV data saved as a multi-line string as a relational database table. This allows users to manipulate the data using SQL queries.

1-2. Benefits of Automating CSV Processing

Using Update CSV Data offers several advantages:

• Reduces the need for manual CSV editing
• Ensures consistent data processing by applying the same rules every time
• Integrates CSV processing seamlessly into your workflow

This feature is particularly useful for tasks involving repetitive, standardized CSV processing.

2. Basic Configuration

2-1. Input Data

• C1: Specifying Data Items to Load
  • Define the String-type (multi-line) data item where your CSV data is stored
  • You can also specify the table name that will be used in your SQL query (e.g. “List”)
• C2: Specifying Additional Data
  • Use this option when working with a second set of CSV data

2-2. Query

• Specifying Table and Column Names:
  Table and column names must be enclosed in double quotes (e.g. `SELECT * FROM “List”`)
• Be Aware of Restricted Words:
  Certain terms are prohibited for security reasons

2-3. Save Settings

• To retain both the original data and the processing results, specify a different data item for saving the output
• Selecting the same data item as C1 will overwrite the original data
  This is convenient if you no longer need the original CSV data

3. Processing CSV with Queries

The examples in this section illustrate typical processing flows.
These examples use the following sample CSV data:

id,name,status
1,Yamada,Active
2,Sato,Inactive
3,Suzuki,Active

3-1. Filtering Rows

Generates a CSV file containing only rows that match a condition.

Query example

SELECT *
FROM "List" 
WHERE "status" = 'Active'

3-2. Selecting Columns

Generates a CSV containing only specified columns.

Query example

SELECT "id","name" 
FROM "List"

3-3. Reordering Columns

Control the column order in the output CSV.

Query example

SELECT "name","id","status" 
FROM "List"

4. Summary

Questetra’s [Update CSV Data] automates CSV data processing by:

• Loading CSV data
• Treating the data as a database table
• Processing the data using SQL queries
• Outputting the results as CSV

By automating these steps, you can significantly reduce manual CSV editing, seamlessly integrate CSV processing into your workflows, and achieve more efficient and error-free operations.