The formats are limited to the data type – For example the data type below is integer so only number based formats are permitted – such as currency, decimal, percentage or time stamp.
|Display Name||This allows you to define the display name of the field, to be used in the report builder process. This can be overridden at the report level.|
|Table Name||This displays the name of the source table that the selected view field comes from. This is a read-only value.|
|Table Display Name|
This shows the display name of the table if it is different from the actual table name (the display name is used to differentiate a table name, if another table of the same name exists in the view). This read-only value will only appear if the display table name differs from the table name.
|Column Name||This displays the name of the source column that the view field is based on. This is a read-only value.|
This allows you to provide a description for the column, to aid report writers' understanding of its purpose and contents.
This will be displayed as a tooltip when a writer hovers over the field in the data step of the report builder, and will also be listed in the report information.
|Data Type||This displays the type of data contained within the source column. This is a read-only value.|
|Converted Data Type||This displays the type of data contained within the field, after converters have been applied. This is a read-only value.|
|Default Value||This displays the default value provided for a parameter field. This is a read-only value.|
|Field Type||This displays the type of field, defined by Yellowfin, which specifies how the field can be used. This type can be changed on some fields, but is read-only on others.|
|Date Field||This allows you to change the field the date function has been based on. This is only available on date function fields.|
|Geometry Format||This allows you to specify the format of your native geometry field, define the order of lat and lon values in each point.|
|Cache Field||This allows you to select which field to cache the geometry data against.|
Each data type will have a unique set of format options – eg Text, Date or Numeric.
If you have a defined a numeric format you can set the number of decimal places to be defined. This can be used to define cents in a decimal place for $20.00 by adding in: 2
|Prefix||The prefix is used to include additional characters before the value that is returned from the data base. This can be used to define currency for $20.00 by adding in: $|
|Suffix||The suffix is used to include additional characters after the value that is returned from the data base. This can be used to define percentage for 30% by adding in: %|
This allows you to define how the value of the field should be rounded. The following options are available:
|This toggles the visibility of the thousand separator. For example, '1,000' or '1000'. Note that it's possible to display different separators for users of different languages within your instance. See Configuration for more information.|
|Bracket Negatives||This allows you to wrap negative values in brackets.|
When the field type is a metric you will be able to set the default aggregation (e.g. Sum, Average etc).
This is used when adding the metric to a report it will automatically set the aggregation based on this default value.
The options in the dropdown when the field type is a date are count, max and min. For all other field types the dropdown options are sum, average, count, max and min.
When the field type is a metric you will be able to define a default colour to be applied in charts.
|Chart Granularity||Defines the default unit applied to this field when used in a time series chart.|
|Filter Value Case||This allows you to specify if user prompt filter values entered by a user are converted automatically to upper or lowercase before being applied.|
Based on the type of field that the column being formatted is there are various format options. The ones listed below come default with Yellowfin, however as this is customisable there may be additional ones that comes as part of your installation.
Common Format Options
Link To URL
Allows you to pass the value of the returned data into a URL link. Use the hashes ## to indicate to Yellowfin where you want the column value to be placed in the URL itself.
For example: Formatting on a column of IP addresses and the URL typed in is:http://www.google.com.au/search?hl=en&q=##
This essentially means that every IP address will be placed into it i.e.:
Converts the text in the cell to the value of an internal lookup table. E.g. AU to Australia. This also allows for custom sorting, colours, and images to be applied.
Displayed the data as it would have been returned from the database – no additional formatting applied.
Displays as plain text.
Define if the value of the field should be converted to display as a specific case.
Creates a hyperlink on the text that will open an email client and pre-populate the sent to address.
|Flag Formatter||If your data contains ISO country codes you can display these as flags of the world instead of text.|
This allows you to format a field that contains HTML tags.
|HTML 5 Video Formatter|
This allows you to display video from a path stored in the field.
Creates a hyperlink on the text and will open web page on click. Assumes the text is a legitimate URL.
This allows you to display a YouTube video by using the value in the field as the video ID.
Displays value as a date – multiple date options exist.
Displays value as a time field – multiple date options exist.
Displayed full date and time value
Date Part Formatter
Allows you display part of the date, e.g. Month Name, rather than the full date.
Displays value as a decimal – allows you to set the decimal places to be used.
Converts a percentage value less than or equal to 100 into a bar.
|Default Geometry||This uses the default settings for the geometry, as defined by the source database.|
|Access Filter||This allows you to associate a field with access filter records for use within reports. See Restricting Data with Access Filters for more information.|
|Access Filter Logic|
If this button is switched on: Report data will be filtered to only show the user records that do not match their access filter record values.
If this button is switched off: Report data will be filtered to only show the user records that match their access filter record values.
This allows you to define if all users with access to use the view can see the field, or if it should be hidden and restricted to only a sub set of users, and finally if it's secure.
Fields can be restricted to an individual user and/or groups of users. This will allow only those nominated permission to write reports with these fields.
Users will need to be nominated through the View Security menu.
Field permissions dictate how the field can be used in reports. For example can the field be displayed, grouped or sorted.
|Mandatory Field||Displayed when the access level is set to ‘Global’. It is used when creating a report to determine if the field selected is a mandatory or suggested field.|
|Mandatory Filter||Displayed when the access level is set to ‘Global’. It is used when creating a report to determine if the field selected is a mandatory or suggested filter.|