---
title: "View Builder CSV Import"
canonical: "https://wiki.yellowfinbi.com/space/USER73Plus/1376401/View%20Builder%20CSV%20Import"
format: markdown
---
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## Overview


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## Load CSV

Before importing a CSV file you will need to ensure the functionality is enabled and your CSV file is ready.

> See [CSV Data Imports](https://yellowfin.atlassian.net/wiki/spaces/USER73Plus/pages/1376592) for more information.

 

### Create

To import a CSV file through the View Builder you will first need to open the builder:

 

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### Load

From here you will be taken to the CSV File step where you will need to locate and load the CSV file.

 

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## 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, CSV Table Settings, and Converted Fields.

![image](media://630e823c-a313-4379-a145-8959680f7dd5)

 

### Data Step Options

These options are available outside of the Data Step menus.

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| **Column Titles** | By default, Yellowfin assumes that the first row of your CSV contains the text to be used as column titles, rather than data itself.   
 To change this option you can uncheck the **First row contains unique titles** option at the bottom-left of the page.   
 This will take the first row of the CSV and treat it as data, allowing you to provide your own labels.   
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 If you wish to change some or all of the column titles displayed, you can click on the title, which will select it and allow you to enter new text   
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| **Rows** | This allows you to change the number of rows previewed.  
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| **Refresh** | This allows you to refresh the data displayed in the preview.  
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### Field Drop Down Menu

This menu is accessed by clicking on the blue arrow on a Column Title.

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### 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.

 

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| **Name** | This will be the name of the CSV Table that Yellowfin will create at the end of the import process. This is how view creators will identify it in the list of database tables in the first step of the view builder. |
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| **Description** | This will be the description of the CSV Table that Yellowfin will create at the end of the import process. This should contain information about what's contained in the CSV. |
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### Add Fields

This menu allows you to choose from one of the available options in order to create a new field, based on existing fields from the CSV. These functions will not change the existing fields, only create new ones to store the result of a conversion.

 

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<summary>Click to Expand Details</summary>

| **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](https://yellowfin.atlassian.net/wiki/spaces/USER73Plus/pages/1377195) for more information. |
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| **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. |
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## Finish or Cancel

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

 

### Finish

Clicking on the **Finish** link will complete the CSV import process, creating the CSV Table in the background, and will return you to the Drag & Drop step of the View Builder. From here you can drag your CSV table into the Entity Relationship Diagram, like any other table.

![image](media://7e05c450-5b28-4343-a720-23dde1d3ca28)

 

### Cancel

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.

![image](media://4e6029db-3d89-42b0-a81a-3a68b6409714)