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Once you've selected your file, and defined any settings required, you will be taken to the CSV Data step of the process. This is where you will need be able to define several things, including : Column Titles

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, Column Default Formatting Settings

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, CSV View Security

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, CSV View Settings

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, Additional Fields

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, and converted Fields.

Data Step Options

These options are available outside of the Data Step menus.

Column Titles

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By default, Yellowfin assumes that the first row of your CSV contains the text to be used as column titles, rather than data itself.
To change this option you can uncheck the First row contains unique titles option at the bottom-left of the page.
This will take the first row of the CSV and treat it as data, allowing you to provide your own labels.
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If you wish to change some or all of the column titles displayed, there are two methods you can use.

  1. You can

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  1. click on the title, which will select it and allow you to enter new text, or
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  2. You can access the Column Formatting menu and change the Title there.

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Rows

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This allows you to change the number of rows previewed.

Refresh

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This allows you to refresh the data displayed in the preview.

Field Drop Down Menu

Column Formatting

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