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Include an input step to define where to extract your data from. The following types can be used:

 

Section
Column

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Column
.Use this method to import data from a database using an SQL query.

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Input source

Description

Step

Description

Image AddedThird-party ConnectorTo extract data from a single third-party connection table. The connectors currently supported are: Google Analytics, Google Sheets, and Salesforce.
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Freehand SQL

Use this method to import data from a database using an SQL query.

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Single table

This input step can be used to import data from a single database table.

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Delimited file

This input method is used when extracting data from a delimited file (that is, a file with separators)

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Freehand SQL

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Report

Use this method to use a Yellowfin report as the source of data. This method accepts 2-dimensional reports, but not multi-dimensional ones. The following types of reports are currently not supported: Jasper, SSRS, and BIRT

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Single table

This input step can be used to import data from a single database table.

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Third party connector

To extract data from a third-party connector. The connectors currently supported are: Google Analytics, Google Sheets, and Salesforce.

 

Click here to learn more about these steps and how to configure them.

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Use a transformation step to transform or convert the connected data. Yellowfin includes the following built-in transformations, however more can be added.

 

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Column

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Transformation type

Description

Aggregate Step

This step transforms your data into a summary form, by applying functions like count, count distinct, sum, average, etc.

 

Calculated Field

This step creates a calculated field based on other fields in the step.

 

Filter

This step is for filtering data in a step.

 

Merge

This step merges two sets of data based on the configured Join Fields.

 

Split

This step duplicates an input dataset to create identical output datasets.

Image AddedUnionThis step combines data from two datasets together into a singular field

 

This section teaches you how to configure each of these steps, along with other types of transformations.

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