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.
Icon | Input source | Description |
This input method is used when extracting data from a delimited file (that is, a file with separators). | ||
Use this method to import data from a database using an SQL query. | ||
Use this method to use a Yellowfin report as the source of data. | ||
This input step can be used to import data from a single database table. | ||
To extract data from a third-party connector, such as Twitter, Facebook, Google Analytics, etc. |
Configuring Input Steps
Delimited File
- Drag the Delimited File option from the input step list.
Configure the step to extract data from the file. Use the table below to understand the different fields in the Configure panel.
Then click Apply. Data extracted from the file will appear in the data preview panel.
Freehand SQL
- Drag the Freehand SQL option.
- Select the data source that you want to use.
- Write the SQL query to extract the required data.
- Click on the Validate option to check the validity of the SQL you provided. This ensures there are no errors in the code.
- Click on the Submit button when you are sure your query is correct.
- Click on Apply in the Configure panel. The extracted data will appear in the data preview panel.
- To change the freehand SQL, click the Edit SQL option in the Configure panel.
Report
- Drag the Report input step onto the transformation canvas.
- Search for the report that you want to extract data from, by entering and then clicking on its name.
- Once a report is selected, its column field names will be displayed.
- Click on the Add Report button.
- The report fields can be customized in the Configure panel.
- You can remove fields that you don’t want included.
- If the report has any embedded filters, they will also appear here. You can apply these filters when extracting data.
- Then click Apply. You can see the extracted data from the report in the data preview panel.
Single Database Table
Third-party Connectors
- Drag the third-party table connector option from the input step onto the canvas.
- A list of all third-party data sources will appear. (Ensure you have already created a third-party data source. Learn how to do this here.)
- Choose the data source.
- Then select the table with the data you wish to use.
- Finally, click Submit.
- Next choose the fields that are to be extracted.
- Note: If you’re extracting data from a Google Analytics table, you will need to provide the start and end date to filter your data.
- Click on the Apply button. The extracted data will appear in the data preview panel.