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  1. You will first need to make a data source connection to migrate your data to Yellowfin. 
  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.
  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.
  6. You can also collaborate with your stakeholders.

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