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Overview

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 Function fields in the Chart Builder allow you to create a new field available to the chart, which is based on a report field with a selected function applied to it.

 

Tip

The more basic chart functions, such as Average, Trend, Forecast, and Accumulation can be applied to the advanced ones like Set Analysis or Variance.

 

Using Functions

When building a chart you can add a function one of two ways:

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You can drag a function from the function list on the left side of the chart builder screen.

These fields will become available once required field components have been added to the chart.

For example, some functions require a metric to be based on.

Field List

You can add a function directly from the field you wish to base it on:

    1. Hover the mouse over the field in the chart area,
    2. Select Add Function from the drop down list, and
    3. Choose the function group to be used.

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Average

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Mean

This displays a line calculated as the sum of all values, divided by the number of values in a dataset.

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Trend

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Auto Trend

Much like with auto charts, Yellowfin applies what it deems most useful on the particular chart based on some complex algorithms.

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Forecast

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Auto Trend

Much like with auto charts, Yellowfin applies what it deems most useful on the particular chart based on some complex algorithms.

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Accumulation

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This displays an accumulative % of total line on the chart, using a secondary axis.

 

 

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Set Analysis

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This allows you to display a subset of the data contained within a specified field.

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Note: Set Analysis filtering happens after the report results are returned from the database. This means that set analysis filters do not appear within the report SQL, and as such will be applied after user prompt filters.

Learn how to perform a Set Analysis function here.

 

 

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Variance

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This displays the difference between two fields from either the table or chart. The variance can be displayed as either the calculated value, or a % difference.

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OptionDescription
Variance NameThis specifies the display name of the resulting variance field, used in the chart labels and/or legend.
Variance Between

This allows you to select two fields or data sets to apply the variance calculation to. The values in the second field will be subtracted from the values in the first field, as part of the calculation, so order is important.

There These are two the types of field available to be used as part of a variance (selected through the drop-down):

  1. Chart Fields - all standard fields used in a chart will be available, as well as:
    1. Chart Aggregated fields - this means you could calculate the variance between the chart aggregated field and it's original report field.
    2. Set Analysis fields - this means that you can calculate the variance between two sets that have already been created.
  2. Report Fields - all metrics included in your table. This means that you don't necessarily have to use a metric in your chart to include it in the variance calculation.

 

Or enable the Custom Set toggle to perform set analysis through the Create button.
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Display Variance as

This allows you to select how the resulting variance values are displayed. There are two four options:

  1. # Value - this This will display the result of subtracting field one from field two, as a number.
  2. % Percentage - this This will display the result of subtracting field one from field two, divided by value one (a percentage result).
  3. % of Total Variance - This calculates the  percentage of the total variance. (The total variance is either set on the report/chart field or is the default sum.)
  4. % Change in Relative Proportion - Use this formula to calculate the percentage change in relative proportion. That is, the percentage of the total second value is subtracted from the percentage of the total first value, and this amount is divided by the percentage of the total second value. (The total is either set on the values, or is the default sum.)

 

Learn how to use a Variance function here.

 

 

 

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