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Convert to Text Field

This allows the contents of the field to be treated as text, changing the functionality that's available to it from numeric or date to text. This option is only displayed on fields not recognised as text natively.

Field Type

This allows you to change the field from a Metric to a Dimension or Geography, or from a Dimension to Geography. See Geography Fields for more information.

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Index

This allows you to add an index to the field in order to increase read performance. Generally, indexes should be added to fields that will be used in joins or filters.

Drill To

This allows you to define a Dimension field to Drill Down to.

Format

This opens the Column Formatting menu, allowing you to apply default formatting options and apply meta data to the field.

Default Aggregation

This allows you to assign a default aggregation to be applied to the Metric field when added to reports. This can be overridden in the Report Builder.

Copy

This allows you to create a duplicate copy of the field, which can then be formatted, converted, or changed separately to the original.

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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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Unsecure

All users with functional access to data source the CSV is imported into can write reports against this CSV table.

Edit Restricted

Only specified users will be able to create reports using this CSV table. All other users will be able to read the reports created by other users on this table, as long as they have the correct report and category access permissions. Users will need to be specified either by their name or User Group, along with assigning Read, Edit, or Delete access levels to them.

Restricted

Only specified users will be able to read and/or write reports using this CSV table. Users will need to be specified either by their name or User Group, along with assigning Read, Edit, or Delete access levels to them.

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Formula Builder

This allows you to create calculations using either the Calculated Field option, or the Grouped Values option.

Formula Templates

This allows you to create advanced calculations based on Pre-Defined Formulas.

Date Conversion

This allows you to convert a non-standard format date field (one Yellowfin doesn't recognise as a date by default) to a recognised date/time field, by specifying its format.
See Date Conversion for more information.

Timestamp Conversion

This allows you to convert values stored in Java time format (milliseconds since midnight January 1, 1970, GMT) to timestamps.

Numeric Conversion

This allows you to convert fields recognised as text by Yellowfin, that contain numeric values, to numeric fields.

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