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Yellowfin requires a Data Source connection to be defined as writable in order to write the contents of the CSV file to a table in the database. Often the writable connection will be pointing to an empty database, created solely for the purpose of importing CSVs or caching views. This is to ensure that any imports are kept separate from the main data sources.
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In order to define a writable connection, complete the following:
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Role Permissions
In order for a user to import CSVs in Yellowfin they must have the appropriate role permissions defined. As there are two methods of importing CSVs, there are also two sets of role permissions available.
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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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