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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 and select. !02CreateData.png|thumbnail,border=1! # Select the *Load CSV file* option. !02CreateData03csv.png|thumbnail,border=1! {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. !03csv04file.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} 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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