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Once a view has been defined either through the View Builder, SQL clause or straight from the database you will need to define the field definitions and apply business metadata to them.

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  1. Each field originally selected will initially be unattached. The process of adding columns fields to the view requires that metadata be applied. Drag columns fields from the unattached table Table Fields list to the folders you wish to apply them to.
  2. Fields are categorised grouped into folders. These folders are related to the view category. The purpose of this is to assist end users to find the columns fields they require. Columns Fields displayed in the list provide some indication of their metadata, such as; hierarchies, dimensions or metrics, and business name.
  3. Click the edit category link <icon> to create or delete categories for the current view type.
  4. On the field edit section a set of tabs provides reference to the metadata and business logic you can apply.
  5. access a create menu that contains the following funtions:
    1. Add Fields - this will expand the Table Fields panel, allowing you to add new fields to the view.
    2. Add/Edit Folders - this will open the Field Folders lightbox, allowing you to adjust the folders used to group fields in the view.
    3. Calculated Field - this will open the Calculated Field lightbox, allowing you to build a calculation to be included in the view.
    4. Calculated Filter - this will open the Calculated Filter lightbox, allowing you to build a filter to be included in the view.
    5. Parameter - this will open the Parameter lightbox, allowing you to define a parameter to be included in the view.
    6. Grouped Data - this will open the Group Data lightbox, allowing you to define a field made up of groups of values based on another field, to be included in the view.
    7. Date Function - this will open the Date Function lightbox, allowing you to define a new field calculated based on a date field, to be included in the view.
    8. Filter Group - this will open the Filter Group lightbox, allowing you to start creating a group of filters to be included as a set in the view.
  6. The menu bar contains menus that allow for metadata preparation as well as access to security and view options. 
    1. View Options
    2. Field Settings
    3. View Security
    4. Data Profiling
    5. View Info
  7. The blue heading bar displays the name of the field folder the fields are grouped into.
  8. The field name can be clicked on to rename it.
  9. The profiling bar will display a histogram of the data profiling result. Clicking on this will open the data profile panel on the right of the screen.
  10. The Data Profile panel shows a full breakdown of the profiling applied to the selected fieldThe definition tab allows you to change the Business Name and Description of the column, as well as setting it to metric/dimension and active/draft.

  

Define View Fields

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A major process of setting up a new view and creating meta data is column definition. Using Yellowfin you can give columns sourced from your database business terminology or create new columns derived from data included in the view. This section includes information on managing and updating the columns included in your view.

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Each field in the view has a drop down menu with access to a range of options related to it. This menu can be accessed via two methods:

Table FieldsData Preview
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The options available will depend on the type of field that has been selected. They will include a selection of the following:

    • Field Type
    • Default Aggregation
    • Drill To
    • Rename
    • Edit Format
    • Edit Calculation
    • Edit Filter Calculation
    • Edit Grouped Data
    • New Grouped Data Field
    • Configure Filter Group
    • Link to GeoPack
    • Profile
    • Convert
    • Copy
    • Delete

 

 

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