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titleClick to Expand Instructions
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1. Click Create in the main navigation menu, and select the Report option.

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2. Click the Create button on the Report Initialisation page.

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3. Fill in all the required fields in the CSV Settings. 
Add a Nickname, a Description (optional), select the data source, and Drag and drop or browse the file to install. Then, click Save.
Note: Only CSV files are accepted.

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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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titleClick to Expand Instructions
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1. Either click on the Browse Files link, or the CSV image to locate your file, or drag your file from the file system onto the grey area.

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2. Once selected, Yellowfin will confirm that the file has been uploaded.

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3. From here, if you have Advanced CSV Settings permissions, you can click on the Advanced Settings link, otherwise progress to step 4.
Advanced Settings include:

  • Data Source - this allows you to select the writable data source you wish to import the CSV data into.
  • View Category - this allows you to select the view category to store the CSV view, Yellowfin will create, into.
  • Field Separator - this allows you to specify which character is used in the CSV to separate values in the case that it's not a comma. If Other is selected, you can type your own character.
  • Precision - this allows you to define how many rows of the CSV Yellowfin will examine in order to define the field types and size.
    • Low Precision is fast, and only examines the first 1000 rows of the file.
    • High Precision is slower, depending on the size of the file, as it examines all rows.
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4. Once complete, click the Next button to progress to the formatting step.

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Format & Configure Data

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