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This quick guide will help content writers to get familiar with the Yellowfin environment and begin creating and analyzing data.

 

  1. You will first need to make a data source connection to migrate your data to Yellowfin. (Learn all about it here.) 
  2. Depending on your selected data source connector, you might need to create a View, which is a metadata layer. This involves preparing and modelling your data in the platform. (Refer to our data preparation guide.)
  3. You might even need to add a plugin, based on your connector.
  4. Now you can begin creating reports and charts.
  5. Next, you will need to create dashboards and storyboards.