DatriseAI-first ETL

Excel File to Yellowfin Integration

AI-first ETL from Excel File into Yellowfin. Governed entities, incremental sync, typed landing tables.

How Datrise loads Excel File into Yellowfin

Datrise syncs Excel File's worksheets, rows, columns, headers, cell ranges, and workbooks into Yellowfin as warehouse tables Yellowfin builds views on. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.

Ideal for dashboards with automated data storytelling.

Endpoints

Excel File: Spreadsheet workbooks from exports and shared drives.

Yellowfin: BI suite with dashboards, automated insights, and data storytelling.

How Excel File entities map to Yellowfin

Excel File entityYellowfin objectNotes
worksheetsexcel_file_worksheetsid PK · custom fields → flattened columns
rowsexcel_file_rowsid PK · linked to excel_file_worksheets
columnsexcel_file_columnsid PK · linked to excel_file_worksheets
headersexcel_file_headersid PK · linked to excel_file_worksheets

FAQ

How does Datrise handle Excel File's custom fields in Yellowfin?

Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Yellowfin types.

How does the Excel File to Yellowfin sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables.

Related pipelines

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