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Yellowfin requires a Data Source connection to be defined as writable in order to write the contents of the CSV file to a table in the database. Often the writable connection will be pointing to an empty database, created solely for the purpose of importing CSVs or caching views. This is to ensure that any imports are kept separate from the main data sources.

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titleClick to Expand Instructions

In order to define a writable connection, complete the following:

  1. Navigate to Administration > Admin Console.
  2. Expand the Data Sources section of the Admin Console main panel.
  3. If you already have a connection defined that you wish to set to writable, simply click on the connection name, otherwise create a new connection by clicking the Add button.
  4. In the Data Source Details section of the connection setup, set the Writable option to Yes.
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  5. In the case that a user has permission to import a CSV, but not permission to access the advanced options, they will need there to be a writable source connection that has been set to the CSV Default so Yellowfin knows which connection to select for them. If this is the case for some of the users in the system, set the CSV default to Yes.
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  6. Complete the process by clicking the Save button at the bottom of the page.

Role Permissions

In order for a user to import CSVs in Yellowfin they must have the appropriate role permissions defined. As there are two methods of importing CSVs, there are also two sets of role permissions available.

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