Page tree

This documentation corresponds to a historical version of Yellowfin

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

The purpose of the tutorials and reference materials outlined on this page is to assist you in undertaking a guided tutorial of Yellowfin. As you navigate through the tutorials, you may come across technical terms that you find yourself unfamiliar with. When this is the case, explore our Glossary, which contains a wide variety of definitions for commonly used terms and concepts.

 

 

Ski Team Tutorial Data

The tutorials and examples will make use of the tutorial content database (Ski Team), which can be included as part of the installation process. The data has been structured to provide a similar experience to that you may have had when reporting from many operational databases.

Ski Team is a ski tourism business that organises ski trips in various locations around the world and markets these to its existing clients. The Ski Team database contains information relating to the core tourism business. It contains details of the camps run, the athletes who attended those camps, and campaigns associated with sourcing athletes. In addition it does contain financial information related to the amount invoiced and received for each client taking part in ski trips.

The data in this database will assist managers of Ski Team to understand the profitability of each of their programs, identify who their most profitable clients are and better manage their best performing camps.

Core Tables

The main tables used in Ski Team examples are:

Athlete Fact

This contains information about each athlete and their participation on a camp. In this database the person fact will generally have one record for each camp and each person for every year. The fact record is concerned about the individual trips for each program.

Camp

This is a dimensional table which contains information about each camp. For example the name and location of the camp. Camp ID is the Key to this table.

Person

The person table contains information about the athlete such as name and address details. Person ID is the Key to this table.

Yellowfin Components

Yellowfin is designed to reuse components, such as Source Connections and Views, as much as possible. This model creates a hierarchy of objects within Yellowfin and understanding this hierarchy will assist you with this tutorial.

Source Connections

A source connection stores details of how Yellowfin will connect to an external database that you wish to report from. For every database that you wish to write reports for, you will have to create a single source connection record within Yellowfin.
A source connection can have many views.

Views

Once you have defined a source connection you must create one or more view records that your users can report off.
A view is a metadata layer that allows you to define which fields, from which tables in your source database can be made available for reporting.
A view can have many reports written against it.

Reports

Once a view is defined you can write a report against it. A report record is a report definition which defines which columns in your database you want to display and how you want to display them.
A report can be used on one or on any number of dashboard tabs

Dashboard Tabs

Once you have written reports, you can begin to construct your dashboard. You can place as many reports onto a tab as you wish. You can also create as many tabs as you wish on your own personal dashboard.

Storyboards

Storyboard is a presentation layer in Yellowfin that allows users to create slide shows with fully functional reports as well as text, images, and videos.

Introductory Tutorials

When first starting to use Yellowfin, you will need to learn how to setup, login, and navigate the system. This set of tutorials is designed to get you into the system, and ready to begin building content.

  1. Installation
  2. Logging In
  3. System Navigation
  4. Content Access
  5. Interaction

Content Creation Basics Tutorials

Once you've logged in for the first time, you will need to start building content. This set of tutorials walks you through the basics of content creation from Data Source through to Discussion Topic.

  1. Source Connection
  2. View
  3. Report
  4. Dashboard
  5. Storyboard
  6. Discussion Topic

Report Basics Material

The material in this section will provide you with information about some of the basic functionality available in the Report Builder. Build on the creation basics explored in the previous section.

  1. Fields
  2. Table Layouts
  3. Aggregation
  4. Advanced Functions
  5. Summaries
  6. Calculations
  7. Sections
  8. Filters

Chart Tutorials

Once you've started writing reports, you will need to learn how to add charts to enhance your report display. Explore the tutorials below to learn how to create specific visualisations.

Analytical Charts

  1. Scatter Chart
  2. Histogram
  3. Box & Whisker
  4. Trellis
  5. Heat Grid

Standard Charts

  1. Area Charts
  2. Bar Charts
  3. Column Charts
  4. Combination Charts
  5. Financial Charts
  6. Line Charts
  7. Meter Charts
  8. Pie Charts

Special Purpose Charts

  1. Funnel
  2. Proportional Infographic
  3. Comparative Infographic
  4. Radar
  5. Waterfall
  6. Event
  7. Week Density

Dashboard Tutorials

When you've created sets of reports and charts you will need to learn how to group and display these together through use of the dashboard. Explore the following tutorials to learn how to create and link up content through dashboard tabs.

  1. Basic Standard Tab
  2. Pre-Built Tab
  3. Standard Tab with Analytic Links
  4. Standard Tab with Series Selection
  5. KPI Tab

Advanced Report Concepts

Once you explored the tutorials outlined above, you may find you need to implement some advanced concepts to achieve more detailed and complex report results.

Related Reports Material

  1. Drill Through
  2. Co-Display

KPI Reports Tutorials

  1. Spot KPI Report
  2. Categorical KPI Report
  3. Time KPI Report

Sub Queries Tutorials

  1. Append Sub Query
  2. Union Sub Query
  3. Intersect Sub Query
  4. Minus Sub Query
  5. Advanced Sub Query

 

 

 

  • No labels