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Overview

The Data Transformation module supports different ways of extracting data from sources and loading it into Yellowfin, using the input steps. This section will show you how to use and configure each of these steps.

 

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Input source

Description

Delimited file

This input method is used when extracting data from a delimited file (that is, a file with separators).

Freehand SQL

Use this method to import data from a database using an SQL query.

Report

Use this method to use a Yellowfin report as the source of data.

Single table

This input step can be used to import data from a single database table.

Single third party connector

To extract data from a third-party connector, such as Twitter, Facebook, Google Analytics, etc.

 

Delimited File

 

  1. Drag the Delimited File option from the input step list. 



  2. Configure the step to extract data from the file. Use the table below to understand the different fields in the Configure panel.

    Configuration SettingExplanation

    Protocol

    Choose the file protocol here. For example, you can define if this is a local file, a file on the shared network, FTP or SFTP.

    File path

    Enter the path to the file.

    Advanced settings

    This link reveals more setting options, discussed below.

    First row contains unique titles

    Enable this toggle switch if the first row of the file contains titles or column names. If switched on, the system will read these values as the column field titles.

    Field separator

    Choose a character from the list to set it as the field separator, or enter a custom one after selecting the Other option.

    Decimal separator

    Choose a character from the list to set it as the decimal separator, or enter a custom one after selecting the Other option.

    File encoding

    Select a file encoding option.

    Precision

    		 





  3. Then click Apply. Data extracted from the file will appear in the data preview panel.




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Freehand SQL

 

  1. Drag the Freehand SQL option.



  2. Select the data source that you want to use.



  3. Write the SQL query to extract the required data.



  4. Click on the Validate option to check the validity of the SQL you provided. This ensures there are no errors in the code.
  5. Click on the Submit button when you are sure your query is correct.
  6. Click on Apply in the Configure panel. The extracted data will appear in the data preview panel.



  7. To change the freehand SQL, click the Edit SQL option in the Configure panel.

 

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