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This is the process of combining Yellowfin with an existing OEM system to create a system that feels seamless to the end user. 

See Integration - OLD for more information.

KPI

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This is a column in the database that will be used to build reports. Fields can be used as Columns/Rows, Sections, and Filters. They are defined either as Metrics or Dimensions. Calculations can also be created to use as fields, these are called Calculated Fields.
See Prepare Views for more information

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A standard field in Yellowfin can either be classified as a Metric or Dimension. Numeric and Date fields are classified as Metrics by default, but can be changed to Dimension if required. Metric fields have the full range of aggregations available to them. They also have different functionality available to them when used as filters. Metrics do not allow for prompts, as there are generally too many possible values available, so they have slider options available in order to allow users to easily define ranges. Metric filter values cannot be cached.
See View Builder - Field Types for more information.

Dimensions

A standard field 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 being used to restrict the results returned in your report or dashboard. There are several types of filter in Yellowfin:

1. User Prompt - these filters allow the user to define the value used
2. Hard Coded - these filters have the value set at the report writing stage and cannot be changed by the report reader.
3. Source - these filters are created by an administrator and use the report reader's user details to restrict results to what's relevant to them.

See Filters for more information

Conditional Formatting

This is formatting that is triggered when a condition is met. A rule is applied to a field in the report and special formatting, such as highlighting, is applied if the data matches the rule.
Basic rules can also be applied to chartsto charts.
See Conditional Formatting for more information.

Visit the glossary to learn about more Yellowfin terminologies.

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