Easy steps for importing data to Xcalar Design (with default settings)

This section describes the steps up to the point where you can start performing operations in tables presented in a workbook.

IMPORTANT: The easy steps are appropriate if you want to get started quickly to familiarize yourself with Xcalar 1.2.2. When you are ready to use Xcalar Design in a production environment, or if any of the assumptions listed in this section is not true, follow the instructions in Detailed steps for importing data to Xcalar Design (with custom settings).

This section assumes that:

  • the data format of your data source is natively supported by Xcalar.

    NOTE: Unicode is supported for both delimiter-separated values and JSON that is UTF-8 encoded. UTF-16 or other encoding systems are not supported without UDFs.
    NOTE: Importing Excel data does not require you to specify a UDF, but Xcalar actually uses a UDF when importing the data.
  • Field names in the data source do not contain illegal characters, which are the following characters.

    • caret (^)
    • single quote mark (')
    • double quote mark (")
    • left or right parenthesis (( ))
    • left or right square bracket ([ ])
    • left or right brace ({ })
    • backslash (\)
    • colons (:)
    • comma (,)
    • period (.)
  • you accept all the default settings suggested by Xcalar Design.

Starting Xcalar Design

If you use a Xcalar cluster you installed

Follow these steps to start Xcalar Design:

  1. Point the browser using the HTTP or HTTPS protocol to the location where Xcalar Design is installed. For example, enter the following URL:


  2. Log in by using the login name and password given to you by the Xcalar administrator.

Creating a workbook as your workspace

Follow these steps to create a workbook:

  1. The Workbook Browser is automatically displayed after you log in to Xcalar Design for the first time. Enter the workbook name and click CREATE WORKBOOK on the New Workbook card.

  2. Click to activate the workbook. The icon is the first one on the menu when you hover over the workbook card.

Displaying datasets

Click (Datasets icon) to display the window where you can start the steps for importing data.

The following screenshot shows the location of the Datasets icon:

Importing data from the data source

  1. In the Import Data Source window, follow these steps:

    1. Select the protocol for accessing the data source. The protocol can be HDFS, file, or S3. For information about protocols, see Preparing the data source.

      The following screen illustrates the Import Data Source window.

    2. If you select hdfs://, enter the host name followed by a slash (/) in the Data Source Path field. The slash enables you to browse the root directory of the specified host. For example, enter the following path for the root directory on host1:


      Alternatively, to browse the contents of a directory other than the root directory, enter the complete path to that directory as in the following example:


    3. Click BROWSE to display the Browse Data Source window, in which you can navigate to the data source. Click to choose the file or directory to be used as your data source, then click NEXT.

      NOTE: If your data source is a directory, Xcalar recommends that you follow the steps in Detailed steps for importing data to Xcalar Design (with custom settings), which describes various options specifically for importing a directory.
  2. When a preview of the records in the data source is displayed, create a dataset by clicking CREATE DATASET. The Dataset Preview window is displayed.

You now have a dataset that imports data from a data source. The dataset is listed in the Datasets section of the left panel.

Next step

To create a table from a dataset, see Creating a table.

To perform tasks associated with datasets, see Managing datasets.

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