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Table of Contents
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Overview

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<iframe width="700" height="394" src="https://www.youtube.com/embed/t6BbCslVsWE?color=white" frameborder="0" allowfullscreen></iframe>

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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.

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1. Navigate to Administration > Admin Console, expand the Views section and click on the view you wish to import the CSV in.
Note: the selected view must be based on a writable data source.

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2. Edit the view and access the first step of the View Builder.

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3. Click on the Add CSV Table button at the bottom of the Database Tables list on the left.

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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:

  • 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 preview step.

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Configure Data

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Once you've selected your file, and defined any settings required, you will be taken to the CSV Data step of the process. This is where you will be able to define several things, including Column Titles, CSV Table Settings, and Converted Fields.

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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.

Finish or Cancel

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Once the formatting and configuration of the CSV data is complete, you will need to do one of the following:

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Clicking on the X button in the top-right corner of the screen will cancel the import process. The CSV Table 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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