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Overview

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Load CSV

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Create

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

 Click to Expand Instructions
  1. Click Create in the main navigation menu, and select the Report option.
  2. Click the Create button on the Report Initialisation page.
  3. Select the Load CSV file option.

Load

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

 Click to Expand Instructions
  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.
  2. Once selected, Yellowfin will confirm that the file has been uploaded.
  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:
    1. Data Source - this allows you to select the writable data source you wish to import the CSV data into.
    2. View Category - this allows you to select the view category to store the CSV view, Yellowfin will create, into.
    3. 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.
    4. Precision - this allows you to define how many rows of the CSV Yellowfin will examine in order to define the field types and size.
      1. Low Precision is fast, and only examines the first 1000 rows of the file.
      2. High Precision is slower, depending on the size of the file, as it examines all rows.
  4. Once complete, click the Next button to progress to the formatting step.

Format & Configure Data

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Field Drop Down Menu

Column Formatting

Security

Settings

Add Fields

Create Report

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