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Load CSV
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During the import process, Yellowfin create's a View based on the CSV file. This allows an administrator to edit the fields step of the view; categorising, formatting, and creating hierarchies. The view can then be reused for other reports.
Import through the Report Builder
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- Click on Create in order to start the Report Building process
- On the Report Initialisation page, select the CSV Import authoring option
- The following will now need to be defined;
- Data Source: The user will need to select a writable data source to store the CSV data into.
Note: If the user does not have the Advanced CSV Functionality role permission, Yellowfin will select the Data Source marked as CSV Default. If no CSV Default was set the user will be alerted to contact their administrator. - View Category: This will be used when the view for this CSV import is generated, providing a list of available field categories.
- Precision: Defines how many rows in the file will be examined in order to determine the format of each field.
- Low Precision the first 1000 rows will be examined
- High Precision all rows will be examined, and as such could take a considerable amount longer to process
- Data Source: The user will need to select a writable data source to store the CSV data into.
- Lastly a CSV file needs to be selected and uploaded. Click on the Choose File button and locate the CSV.
- Click on the Upload button to progress to the next import step.
- Once the file has been uploaded, you will be shown a 10 row snapshot of the data and be required to define the following:
- Name: This will be the name of the View that is created
- Description: The Business Description of the View
- Column Titles: Names for each field in the View.
The First row contains unique column titles option on the left hand side of the page allows the user to either use the first row of the file to define column titles, or define their own (if no column titles are contained in the file). - Field Type: Define whether the field should be a Metric or Dimension
- Index: Identify which fields should be indexed in the table
- Category: The folder each field will be located in, within the View Definition
- Drill To: Define a drill hierarchy, selecting the field to be the next level down. Remember that only Dimension fields can be used in a hierarchy.
- Click on the arrow to progress to the main report builder. From here the user can create their report as normal.
View Security
Security on the view is used to set who has access to the view through the Report Builder, i.e. who can create/see reports based on the view. The three options available are:
Before importing a CSV file you will need to ensure the functionality is enabled and your CSV file is ready.
See CSV Data Imports for more information.
Create
To import a CSV file through the Report Builder you will first need to open the builder:
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Load
From here you will be taken to the CSV File page, where you will need to locate and load the CSV file.
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Format & Configure Data
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Data Step Options
These options are available outside of the Data Step menus.
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Field Drop Down Menu
This menu is accessed by clicking on the blue arrow on a Column Title.
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Column Formatting
Defining field meta data and formatting is an important part of View creation and as such, an important part of the CSV import process. The Column Formatting menu provides you with a range of options depending on the field type.
See Field Format for more information.
Security
The CSV needs to have security defined in order to specify who can/cannot access and create reports based on the import. The security options defined here will be applied to the View that Yellowfin creates based on the CSV import. This will effect who can see the View listed on the Create Report page.
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Settings
This menu allows to define meta data and other options relating to the View that Yellowfin will create from the CSV file at the end of the import process.
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Note: these options do not control who can edit the view itself, they only control the Report Builder access to the view.
Once you have selected the 'secure' option from the view option the Access button is displayed.
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Add Fields
This menu allows you to choose from one of the available options in order to create a new field, based on existing fields from the CSV. These functions will not change the existing fields, only create new ones to store the result of the calculation or conversion.
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Finish or Cancel
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Finish
Clicking on the Finish link will complete the CSV import process, creating the CSV View in the background, and will progress you to the Report Builder Data step. From here you can start creating your first report based on the CSV.
Cancel
Clicking on the X button in the top-right corner of the screen will cancel the import process. The CSV View based on the file will be deleted. Select this option if you don't wish to go ahead with the import.
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