Like what you see? Have a play with our trial version.

Error rendering macro 'rw-search'

null

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

Overview

This section, and the tutorials contained within it, have been designed to help guide you all of Yellowfin's functionality. Depending on your technical knowledge and previous experience with tools like Yellowfin, you may sometimes find that there are terms used within this wiki that you are unfamiliar with. When this is the case, explore our Glossary, which contains a wide variety of definitions for commonly used terms and concepts. 


Yellowfin Components

When first learning to use Yellowfin it's a good idea to familiarise yourself with the core components available. You will probably find that you don't personally use all the components listed below, but having a basic understanding of what they are will help you understand how everything slots together.

 

ComponentDescription
AdministrationYellowfin's content, users, settings, and security are all managed through the Administration area.
Data Sources

This is a connection to a database that provides all the data to make up your report. You will need to create a connection for each individual data source you wish to use for report creation.

A data source may have many views, and many reports based on it.

Views

Once you have created a data source connection you will need to create views based on it. A view is a metadata layer, between the data source and the report, which specifes the fields and logic required for users to build reports.

A view may have many reports based on it.

Reports

Once a data source connection and view have been defined a user can create a report based on them. A report is a combination of fields, formatting, and charts.

A report can be used by many dashboard tabs and storyboards.

Dashboard TabsOnce you have written some reports you can create a dashboard tab to display them for a consumer. Dashboard tabs consist of multiple reports displayed in a way that is easy for a user to read and understand.
StoryboardsStoryboards are a presentation within Yellowfin that allows you to combine fully functional reports with text, images, and videos.
TimelinesTimeline is a collaborative feed that allows users to interact with each other and events that have occurred in the system.
StreamsDiscussion Streams are a collaborative feed for a particular topic and audience. Each steam is made up of posts that can contain a variety of content such as reports, dashboard tabs, storyboards, images, and screenshots.
UsersAnyone who logs in to Yellowfin is considered a user. Each user may have different access to Yellowfin providing them with more or less functionality and content to make use of, depending on the security defined by administrators.
Tasks 

 

  • No labels