Assisted Discovery allows Yellowfin to automatically generate charts and insights through the report builder. The feature is activated using the Smart Analysis button on the report builder toolbar when the required data is added to the columns fields. An Insight Wizard helps provide the context for the analysis, and uses that information to generate charts and explanations, as opposed to a manual data discovery process.
The Insight Wizard contains the following options:
Option | Description |
---|---|
Explain Metric | Select this option to better explain a single metric. Yellowfin will identify related data that influences the chosen metric. |
Compare Metrics | Select this option to compare the values and drivers of two chosen metrics. For example, comparing Actual Revenue (metric) to Planned Revenue (metric). |
Compare Dates | Select this option to compare a single metric across two time periods. You will need to configure the following information using the dropdown menus:
For example, comparing Actual Revenue (metric) for Sales Date (date field) from this year to last year (time periods). |
Compare Dimensions | Select this option to compare a metric across two dimensions. You will need to configure the following information using the dropdown menus:
For example, comparing Invoiced Amount (metric) between Regions (dimension) Asia and Europe (dimension values). |
Higher values are | Select whether higher numeric values are ‘good’ or ‘bad’ for the analysis result. For example, a higher profit margin value is typically good, but a high cost value is typically bad. |
Fields to Analyze | Select or deselect specific fields to narrow down the analysis. For example, remove any fields that are not likely to be relevant, such as Date of Birth. Removing fields can help to improve the processing time of your analysis. |
Number of unique values allowed in a field | Set the maximum number of values for Yellowfin to include in the analysis. For example, setting the value at 500 for will only include the first 500 values for the selected fields. |
Assisted Discovery must be configured at the view level by an admin before making it available to users. |
Assisted Discovery can only be performed on standard reports with at least one metric and 2 dimensions. Cross-tab reports, sub query reports, and reports containing only dimensions are not supported. When building a report for Assisted Insights, only add values to the columns section. |
This guide outlines how to perform Assisted Discovery when building reports.
Click the Create button and click Report to create a new report
Use your mouse to drag your data from the left panel to the Columns fields
To activate Assisted Discovery for a chart, select at least 1 metric and 2 dimensions
You have now created relevant report content with a fraction of the effort it would normally take to analyze data and build reports. These charts can be used to build and publish reports in the usual way.
If you choose to re-run the Assisted Discovery process, the charts from the previous analysis will be removed from the Auto Analysis panel, but will remain in the chart builder.
On performing Assisted Insights, a report is generated by Yellowfin in the background and saved in the configuration database, which is the basis for the auto insights charts and natural language narratives. If you choose to discard the insights, the reports will not be used. The system will carry out a check for these orphan reports every 48 hours, and delete any that are unused. |
Yellowfin allows you to change the data set of an Assisted Discovery report, even after insights have been created. Once a data set is altered, you have the following Assisted Discovery options:
Both options allow you to manually configure your data and build new charts. |
The following steps describe the process of performing Assisted Discovery with a new data set.