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Yellowfin contains functionality that works with the Client Organisation structure called Client Source Substitution. This means that , coupled with Primary Organisation content sharing, users can view the same content across separate Client Orgs, while viewing results corresponding to their own Data Source Connection.

To set up Client Source Substitution, you will need to create a Data Source Connection at the Primary Org level, and connections to redirect to at the Client Org level. The Data Source Connections will need to point to different Databases, but they should contain the same table schema. This means the same tables and fields will be available for use in the substitution.

1. Once the connections have been established, log in to the Primary Organisation and edit the Data Source you wish to apply substitutions to. 
2. There will now be a Client

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1. Source step in the builder. On this step you will see a list of available Client Orgs.
   

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2. After selecting the Client you wish to redirect, select their connection from the Data Source list and click Save

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2. If you wish to inherit the access filters set up in that Client Org, then enable the Inherit Access Filters from Client Source option. This will limit the report to display only the client org access filters, overwriting filters from the Primary Org.
   Note: This toggle will only appear if the Access Filters functionality is switched on.
   
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3. You should now see the Data Source that will be used for this Client, in place of the Primary Org Source.

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Each time a user views content from the Primary Org based on this connection, they will see their own data, rather than that specified by the Primary Org.

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