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Column Titles | By default, Yellowfin assumes that the first row of your CSV contains the text to be used as column titles, rather than data itself.
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Rows | This allows you to change the number of rows previewed. |
Refresh | This allows you to refresh the data displayed in the preview. |
Field Drop Down Menu
Convert to Text Field | This allows the contents of the field to be treated as text, changing the functionality that's available to it from numeric or date to text. This option is only displayed on fields not recognised as text natively. |
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Field Type | This allows you to change the field from a Metric to a Dimension or Geography, or from a Dimension to Geography. |
Index | This allows you to add an index to the field in order to increase read performance. Generally, indexes should be added to fields that will be used in joins or filters. |
Drill To | This allows you to define a Dimension field to Drill Down to. |
Format | This opens the Column Formatting menu, allowing you to apply default formatting options and apply meta data to the field. |
Default Aggregation | This allows you to assign a default aggregation to be applied to the Metric field when added to reports. This can be overridden in the Report Builder. |
Copy | This allows you to create a duplicate copy of the field, which can then be formatted, converted, or changed separately to the original. |
Column Formatting
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