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Load CSV
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CSV File
Before the import process can begin, Before importing a CSV file you will need to obtain or create your CSV file. There are some guidelines in place to ensure a compatible file:
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ensure the
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functionality is enabled and your CSV file is ready.
See CSV Data Imports for more information.
Avoid the following:
- 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.
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.
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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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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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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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