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titleClick to Expand Details

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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Defining field meta data and formatting is an important part of View creation and as such, an important part of the CSV import process. The Column Formatting menu provides you with a range of options depending on the field type.

See Field Format for more information.

Security

The CSV needs to have security defined in order to specify who can/cannot access and create reports based on the import. The security options defined here will be applied to the View that Yellowfin creates based on the CSV import. This will effect who can see the View listed on the Create Report page.

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