Overview
Load CSV
Create
To import a CSV file through the Report Builder you will first need to open the builder:
Load
From here you will be taken to the CSV File page, where you will need to locate and load the CSV file.
Format & Configure Data
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, Column Default Formatting Settings, CSV View Security, CSV View Settings, Additional Fields, and converted Fields.
Data Step Options
These options are available outside of the Data Step menus.
Field Drop Down Menu
This menu is accessed by clicking on the blue arrow on a Column Title.
Column Formatting
Security
The CSV needs to have security defined in order to specify who can/cannot access and create reports based on the import. The security options defined here will be applied to the View that Yellowfin creates based on the CSV import. This will effect who can see the View listed on the Create Report page.
Settings
This menu allows to define meta data and other options relating to the View that Yellowfin will create from the CSV file at the end of the import process.
Add Fields
Create Report