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Overview

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When creating a new data source connection, you will need to first specify either the type of source you wish to connect to, or provide/select a third party connector to use.

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New Connection Window

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When creating your new database connection, you will be presented with a basic list of details to complete.

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  1. Create View - this will allow you to continue onto the New View window. See Creating a View for more information.
  2. Advanced Connection Editor - this will take you to the advanced options available for your connection, otherwise accessed via the Admin Console.
  3. Test Connection - this will allow Yellowfin to test the connection information provided to ensure that the database can be reached.
  4. Save & Close - this will allow you to save your connection and return to the page you were previously on.
  5. Cancel - this will allow you to close the New Connection window without saving your connection.

 

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Advanced Connection Editor

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In order to edit the advanced options of a new or existing connection you will need to access its connection details through either the Understanding the Administration Console or the New Connection Window options. From here you will have a range of options, split into the groups explored below.

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