Load CSV
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. 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: - Data Source - this allows you to select the writable data source you wish to import the CSV data into.
- View Category - this allows you to select the view category to store the CSV view, Yellowfin will create, into.
- 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 formatting step. |
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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.
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Clicking on the X button in the top-right corner of the screen will cancel the import process. The CSV View based on the file will be deleted. Select this option if you don't wish to go ahead with the import.
