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Include an input step to define where to extract your data from. The following types can be used:

 

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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. This method accepts 2-dimensional reports, but not multi-dimensional ones. The following types of reports are currently not supported: Jasper, SSRS, and BIRT.

Single table

This input step can be used to import data from a single database table.

Third party connector

To extract data from a third-party connector. The connectors currently supported are: Google Analytics, Google Sheets, and Salesforce.

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Use a transformation step to transform or convert the connected data. Yellowfin includes the following built-in transformations, however more can be added.

 

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Transformation type

Description

Aggregate Step

This step transforms your data into a summary form, by applying functions like count, count distinct, sum, average, etc.

 

Calculated Field

This step creates a calculated field based on other fields in the step.

 

Filter

This step is for filtering data in a step.

 

Merge

This step merges two sets of data based on the configured Join Fields.

 

Split

This step duplicates an input dataset to create identical output datasets.

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Save the transformed data into a database using an output step.

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Transformation type

Description

SQL Database

 

This outputs data to a selected writeable data source. There are multiple options to create and manage tables and indexes, and to insert or update data.

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