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Here are some commonly used words that you will need to familiarize yourself with:

 

Data Source

This is the database Yellowfin retrieves database Yellowfin retrieves results from. Administrators create a Source Connection in order to access the data. See Data Sources for more information.

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This is a space to display multiple reports and charts in one place, allowing for interactive features to be used across them all at once. 

See Dashboard Overview for more information.

 

Reports

This is the result of an SQL query displayed in Yellowfin. The display can take the form of a table and/or chart.
See Reports Overview for more information

 

Charts

A visual representation of data. Yellowfin has a wide range of chart types available.
See Charts for more information

 

Instance

This is a single installation of Yellowfin running. Some systems may have multiple instances of Yellowfin running. In this case there is often a development instance, testing instance, and production instance. There may also be multiple instances for different production purposes, depending on requirements.

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Dimensions

A standard field in Yellowfin can in Yellowfin can either be classified as a Metric or Dimension. All text fields are automatically classified as Dimensions. The View Builder allows you to define numeric and date fields as Dimensions in order to be used in Drill Hierarchies, and limit the aggregations available to Count and Count Distinct.
Dimension fields retrieve the data that will provide the basis for analysis in a report. Dimensions typically retrieve character-type data (employee names, company names, etc.), or dates (years, quarters, etc.)
See View Builder - Field Types for more information.

 

Filter

These are fields that are fields that are being used to restrict the results returned in your report or dashboard. There are several types of filter in Yellowfin:

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