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Overview
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- Import a new CSV file through the Report Builder process
- Import a new CSV file through the View Builder process
Import Methods
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- The user defines any converters to be applied to the data, creating additional fields in the final table.
- Yellowfin creates a table that is listed in the View Builder, allowing the user to select it, as they would any other table from the selected source connection. This table will be available to any View built on the writable source connection.
- The user selects the CSV table and adds it to the View like they would any other table, joining it to other tables, etc.
- The user defines any default formatting and relationships between fields, such as drill down, through the standard View Builder steps, rather than the CSV step.
Setup
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Writable Data Source
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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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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