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A user may be granted permission to import CSV files through the Report Builder. This is the less advanced import method of the two available. If the user needs to import CSV data through the Report Builder, they will require the following Role Permissions.
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View Builder
A user may be granted permission to import CSV files through the View Builder. These permissions are generally only granted to users that maintain standard Yellowfin Views as part of their role already. They may also be granted the Report Builder import permissions, allowing them to user either method. If the user needs to import CSV data through the View Builder, they will require the following Role Permissions.
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Prepare CSV File
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- Crosstab/Pivot - do not attempt to import data that is in crosstab/pivot format as Yellowfin will examine the file as though it was in column format and as such will store the data in an unintended and unusable structure.
- Totals - do not apply totals to your fields, as Yellowfin will not differentiate them from the rest of your data.
- XLS - do not store your data in XLS or XLSX formats as Yellowfin will only read CSVs.
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