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1. Click Create in the main navigation menu, and select the Report option Navigate to Administration > Admin Console, expand the Views section and click on the view you wish to import the CSV in.
Note: the selected view must be based on a writable data source.

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2. Click the Create button on the Report Initialisation page Edit the view and access the first step of the View Builder.

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3. Select Click on the Load CSV file option Add CSV Table button at the bottom of the Database Tables list on the left.

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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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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:

  • 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 preview step.

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Configure Data

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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 Table Settings, Additional Fields, and converted Converted Fields.

Data Step Options

These options are available outside of the Data Step menus.

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