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There are two methods for importing CSV data to use for report building:

1. Create a Data Source process  and follow the instructions for CSV.
2. Report Builder process

Import Methods

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1. The user defines any calculations or converters to be applied to the data, creating additional fields in the final table.
2. The user defines all default formatting and relationships between fields, such as drill down, through the CSV step. These will be reused whenever someone selects this CSV for report building.
3. Yellowfin creates a View with all of the above fields, formatting, and relationships for reuse by other report writers. This View will be available during the report writing process, and the View itself can be edited by users with permission in order to adjust the default settings defined.

View Builder Import

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1. .

When the View Builder import process is used, the following happens:

1. The user defines any converters to be applied to the data, creating additional fields in the final table.
2. 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.
3. The user selects the CSV table and adds it to the View like they would any other table, joining it to other tables, etc.
4. 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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View Builder

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