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Overview
The Data Transformation module supports different ways of extracting data from sources and loading it into Yellowfin, using the input steps. This section will show you how to use and configure each of these steps.
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This input method is used when extracting data from a delimited file (that is, a file with separators). | ||
Use this method to import data from a database using an SQL query. | ||
Use this method to use a Yellowfin report as the source of data. This method accepts 2-dimensional reports, but not multi-dimensional ones. The following types of reports are currently not supported: Jasper, SSRS, and BIRT. | ||
This input step can be used to import data from a single database table. | ||
To extract data from a third-party connector. The connectors currently supported are: Google Analytics, Google Sheets, and Salesforce |
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Configuring Input Steps
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Delimited File
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Configure the step to extract data from the file. First select the file protocol.
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If the file to be imported is available locally, choose the Local option and drag it into the specified area (or click on it to browse and select the file).
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If you have selected to import a local file, the file should be local on your server. |
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Freehand SQL
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Report
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If a report that has already been configured into a transformation flow, gets changes made to it directly, then the report step will need to be manually configured again. To do this, simply click on the report input step, and when the transformation flow panel gets updated with the step’s configuration details, click Apply.
Editing a configured report When a user tries to edit a report that is being used in a transformation flow, they will see the following warning:
Once the report has been edited, the transformation flow will show an error on this step, indicating that changes has been made to the report that haven't been configured yet. For example:
Cases that require manual configuration
Note: If a configured report gets converted to a multi dimensional or section report, then the input step will fail to work. This cannot be fixed by using the Apply button, since such reports are not supported in the Data Transformation module.
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Single Database Table
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Select only the fields that you want data to be extracted from. (You can unselect any unwanted fields.)
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Click on the Add Filter button to apply filters to control the data being extracted through the Filter popup.
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Once you’re done with the configuration, click on the Apply button.
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Third-party Connectors
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name of an input step above to learn how to configure it.