Thank you for your query.
There is no issue with the details you have shared. The steps you have followed for creating a metadata in case of CSV differd. Instead of selecting "Create", select "Workflow".
Following are the steps involved in creating metadata for CSV Datasource:
Step1 : Configure JSON file by providing folder path in which CSV file/'s are available.
Please refer to csv-model.json file
Step2 : Configure EFWD file : It consist of datasource connection details and JSON file path.
You can refer to sample.efwd file
Step3 : After configuration, login to Helical Insight.
Step4 : Click on Home Button ( on top left side ) then click "Adhoc".
Step5 : Now, click on "Metadata" , select "Workflow".
Step6 : Select Datasource Type "Virtual Datasource"
Step7 : Now, click on Datasource Name, in this case "Travel CSV Datasource"
( Datasource name can be renamed in the efwd )
Step8 : Then, select schema name (can be one or more ). Here, select "Travel".
Step9 : Select required tables from the list and click next.
Step10 : Select required columns from the list and then click next.
Step11 : Now, you will be redirected to metadata view where perform other operations like defining joins and many more. Click here to know more about metadata.
Step12 : Click on "Save" to confirm.
Helical Insight Team