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Overview

Yellowfin's Spreadsheet/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.

Creating a Report from a Spreadsheet

To write a report based on spreadsheet data you will need to be granted specific user access. In the first step of the report builder, select the Spreadsheet/CSV Import from the authoring option drop down.

You will now have the option to use an existing spreadsheet (as seen in the list below) or import a new one.

Importing a spreadsheet or CSV file simply requires you to choose a file and category, then click upload.

Once uploaded, Yellowfin recognises the data type for each column in the spreadsheet, and allows you to choose options such as indexing, categories, drill down links, name, and description.

After configuring the spreadsheet data, you will be taken to the report builder where you can set up the report as you normally would. When you reach the preview page, the only difference from a normal report will be that instead of being able to edit the view, you will now be able to edit the spreadsheet.

If you choose to edit your spreadsheet, you will be presented with three options:

  1. Modify Existing: This allows you to modify the name, category, and drill to, of the spreadsheet columns. The data will not be affected.
  2. Overwrite: This overwrites the current data. The new spreadsheet must have the same number of columns and column types as the existing spreadsheet. Column names, categories and drill to settings can also be updated.
  3. Append: This allows you to add data to the end of the existing spreadsheet. The new data must have the same number of columns and column types as the existing data. Column names, categories and drill to settings can also be updated.



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