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- Drag the Delimited File option from the input step list.
Configure the step to extract data from the file. First select the file protocol.
If the file to be imported is available locally, choose the Local option and drag it into the specified area (or click on it to browse and select the file).
Note If you have selected to import a local file, the file should be local on your server.
But to use a file that's available on a network, select the correct protocol (Network Share, FTP, or SFTP), then provide connection details to connect to the network.
You can also provide additional configuration settings by enabling the Advanced Settings toggle.
- 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 use it to separate values in the CSV, 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: Use this to specify how many rows of the CVS file Yellowfin will examine in order to define the field types and size.
- Low Precision is fast, and only examines the first 1000 rows of the file.
- High Precision is slower, depending on the size of the file, as it examines all rows.
Finally, click Apply. Data extracted from the file will appear in the data preview panel.
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Report
- Drag Extend the input steps panel and drag the Report input step onto the transformation canvas.
- Search for the report that you want to extract data from, by entering and then clicking on its name.
- Once a report is selected, its column field names will be displayed.
- Click on the Add Report button.
- The report fields can be customized in the Configure panel.
- You can remove fields that you don’t want included.
- If the report has any embedded user-prompt filters, they will also appear here. You can apply these filters when extracting data.
- Then click Apply. You can see the extracted data from the report in the data preview panel.
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If a report that has already been configured into a transformation flow, gets changes made to it directly, then the report step will need to be manually configured again. To do this, simply click on the report input step, and when the transformation flow panel gets updated with the step’s configuration details, click Apply.
Editing a configured reportWhen a user tries to edit a report that is being used in a transformation flow, they will see the following warning:
Once the report has been edited, the transformation flow will show an error on this step, indicating that changes has been made to the report that haven't been configured yet. For example:
Cases that require manual configuration
Note: If a configured report gets converted to a multi dimensional or section report, then the input step will fail to work. This cannot be fixed by using the Apply button, since such reports are not supported in the Data Transformation module.
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