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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.

Report Builder

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.

Expand
titleClick to Expand Instructions
  1. Navigate to Administration > Admin Console.
  2. Open the Roles section and click on the role you wish to enable CSV access for.
  3. Enable the following:
    1. Report Types - this provides the user with access to advanced report authoring options, such as CSV Import.
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    2. CSV Reports - this gives the user access specifically to the Load CSV File option on the Report Builder's initialisation step.
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    3. Advanced CSV Functionality - this allows users to select advanced options, including which writable data source to use, rather than relying on the default option.
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      Note: this is an optional role permission.
  4. Save the role.

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.

Expand
titleClick to Expand Instructions
  1. Navigate to Administration > Admin Console.
  2. Open the Roles section and click on the role you wish to enable CSV access for.
  3. Enable the following:
    1. Database Views - this provides the user with access to the standard View Builder.
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    2. Create CSV Table - this enables the CSV Import functionality within the View Builder.
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  4. Save the role.

Prepare CSV File

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