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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.

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Introductory Tutorials

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

Content Creation Basics Tutorials

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

Report Basics Material

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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

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