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Section

Column Column Anchor menu menu Icon Input source Description Delimited file This input method is used when extracting data from a delimited file (that is, a file with separators). Freehand SQL Use this method to import data from a database using an SQL query. Report Use this method to use a Yellowfin report as the source of data. Single table This input step can be used to import data from a single database table. Single third party connector To extract data from a third-party connector, such as Twitter, Facebook, Google Analytics, etc.

Configuring Input Steps

Delimited File

1. Drag the Delimited File option from the input step list. 
   
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2. Configure the step to extract data from the file. Use the table below to understand the different fields in the Configure panel.
   
   

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   title Delimited file configuration fields
   Configuration Setting Explanation Protocol Choose the file protocol here. For example, you can define if this is a local file, a file on the shared network, FTP or SFTP. File path Enter the path to the file. Advanced settings This link reveals more setting options, discussed below. First row contains unique titles Enable this toggle switch if the first row of the file contains titles or column names. If switched on, the system will read these values as the column field titles. Field separator Choose a character from the list to set it as the field separator, or enter a custom one after selecting the Other option. Decimal separator Choose a character from the list to set it as the decimal separator, or enter a custom one after selecting the Other option. File encoding Select a file encoding option. Precision

   
   
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3. Then click Apply. Data extracted from the file will appear in the data preview panel.
   
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Freehand SQL

1. Drag the Freehand SQL option.
   
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2. Select the data source that you want to use.
   
   
   
   
3. Write the SQL query to extract the required data.
   
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4. Click on the Validate option to check the validity of the SQL you provided. This ensures there are no errors in the code.
5. Click on the Submit button when you are sure your query is correct.
6. Click on Apply in the Configure panel. The extracted data will appear in the data preview panel.
   
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7. To change the freehand SQL, click the Edit SQL option in the Configure panel.

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Report

1. Drag the Report input step onto the transformation canvas.
2. Search for the report that you want to extract data from, by entering and then clicking on its name.
   
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3. Once a report is selected, its column field names will be displayed.
   
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4. Click on the Add Report button.
5. The report fields can be customized in the Configure panel.
   
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6. You can remove fields that you don’t want included.
7. If the report has any embedded filters, they will also appear here. You can apply these filters when extracting data.
8. Then click Apply. You can see the extracted data from the report in the data preview panel. 
   
   
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