This documentation corresponds to a historical version of Yellowfin

Icon

Access the latest release, or view a list of available versions of the documentation.

Skip to end of metadata
Go to start of metadata

Overview

Yellowfin's CSV functionality allows business users to transform their existing spreadsheets into reports. This means that any of Yellowfin's reporting capabilities can be quickly applied to spreadsheet contents, including the ability to drill down and categorise data.

Yellowfin allows spreadsheet data (stored as CSVs) to be imported into a specified data source and used for reporting. There are two methods for importing CSV data to use for report building;

  1. Create a report based on a CSV file
  2. Create a table, through a view, based on a CSV file

Selecting the Import Method

When importing a CSV file for reporting use, it’s important to consider what the data will be used for, and which import method would best suit that use.

Report Import

If the CSV has been developed for stand-alone use, or the CSV data needs to be stored in a separate data source from other reporting data, and the desired reporting results can easily be achieved with advanced sub query functionality, then the report import method should be used.
This option allows the import to be used across multiple reports.

View Import

If the CSV data is to be used in conjunction with tables from a reporting data source, the view import method should be used.
This option also allows the import to be used across multiple views, rather than just multiple reports.