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- You will first need to make a data source connection to migrate your data to Yellowfin.
- 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.
- You might even need to add a plugin, based on your connector.
- Now you can begin creating reports and charts.
- You can also let Yellowfin assist in discovering data by providing automated insights.
- Next, you will need to create dashboards and storyboards.
- You can also collaborate with your stakeholders.
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