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These options are available outside of the Data Step menus.

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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.
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 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.

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

This menu is accessed by clicking on the blue arrow on a Column Title.

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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.

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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Security

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Settings

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Add Fields

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Create Report

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