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During the import process, Yellowfin create's a View based on the CSV file. This allows an administrator to edit the fields step of the view; categorising, formatting, and creating hierarchies. The view can then be reused for other reports.
Import through the Report Builder
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- Data Source: The user will need to select a writable data source to store the CSV data into.
Note: If the user does not have the Advanced CSV Functionality role permission, Yellowfin will select the Data Source marked as CSV Default. If no CSV Default was set the user will be alerted to contact their administrator. - View Category: This will be used when the view for this CSV import is generated, providing a list of available field categories.
- Precision: Defines how many rows in the file will be examined in order to determine the format of each field.
- Low Precision the first 1000 rows will be examined
- High Precision all rows will be examined, and as such could take a considerable amount longer to process
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View
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View Security
Security on the view is used to set who has access to the view through the Report Builder, i.e. who can create/see reports based on the view. The three options available are:
Unsecure | All users with functional access to the database can write reports against this view. |
Edit restricted | Only defined users will be able to create a report using this view. All other users will be able to read the reports that have been created by authorised users. |
Restricted | Only defined users can read and/or write reports from data in this view. |
Note: these options do not control who can edit the view itself, they only control the Report Builder access to the view.
Once you have selected the 'secure' option from the view option the Access button is displayed.
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