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Load CSV
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Load CSV
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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
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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.
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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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