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{anchor:top} {toc: class=contents} h2. Overview {styleclass: Class=topLink}[top|#top]{styleclass} h2. Load CSV {styleclass: Class=topLink}[top|#top]{styleclass} h3. Create To import a CSV file through the Report Builder you will first need to open the builder: {expand:title=Click to Expand Instructions} # Click *Create* in the main navigation menu, and select the *Report* option. !01createReport.png! # Click the *Create* button on the Report Initialisation page. !02CreateData.png|thumbnail,border=1! # Select the *Load CSV file* option. !03csv.png! {expand} h3. Load From here you will be taken to the CSV File page, where you will need to locate and load the CSV file. {expand:title=Click to Expand Instructions} # 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. !04file.png|thumbnail,border=1! # Once selected, Yellowfin will confirm that the file has been uploaded. !05dragged.png! # 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: !06advanced.png|thumbnail,border=1! ## *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. # Once complete, click the *Next* button to progress to the formatting step. {expand} h2. Format & Configure Data {styleclass: Class=topLink}[top|#top]{styleclass} 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 needbe able to define several things, including: # Column Titles #, Column Default Formatting Settings, # CSV View Security #, CSV View Settings, # Additional Fields, and #converted ConvertedFields. Fields h3. Data Step Options These options are available outside of the Data Step menus. * *||Column Titles* - by |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. !07columnTitle.png! If you wish to change some or all of the column titles displayed, there are two methods you can use. # You can either click on the title, which will select it and allow you to enter new text, or !08columnTitle2.png! # You can access the Column Formatting menu and change the Title there. !08columnTitle2.png! * *Rows* - this | ||Rows|This allows you to change the number of rows previewed.| * *Refresh* - this ||Refresh|This allows you to refresh the data displayed in the preview.| h3. Field Drop Down Menu h3. Column Formatting h3. Security h3. Settings h3. Add Fields h2. Create Report {styleclass: Class=topLink}[top|#top]{styleclass} \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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