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Table of Contents
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Overview

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Tutorials

The purpose of the tutorials and reference materials outlined on this page is to assist you in undertaking a guided tutorial of Yellowfin. As you navigate through the tutorials, you may come across technical terms that you find yourself unfamiliar with. When this is the case, explore our Glossary, which contains a wide variety of definitions for commonly used terms and concepts.

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Source Connections

A source connection stores details of how Yellowfin will connect to an external database that you wish to report from. For every database that you wish to write reports for, you will have to create a single source connection record within Yellowfin.
A source connection can have many views.

Views

Once you have defined a source connection you must create one or more view records that your users can report off.
A view is a metadata layer that allows you to define which fields, from which tables in your source database can be made available for reporting.
A view can have many reports written against it.

Reports

Once a view is defined you can write a report against it. A report record is a report definition which defines which columns in your database you want to display and how you want to display them.
A report can be used on one or on any number of dashboard tabs

Dashboard Tabs

Once you have written reports, you can begin to construct your dashboard. You can place as many reports onto a tab as you wish. You can also create as many tabs as you wish on your own personal dashboard.

Storyboards

Storyboard is a presentation layer in Yellowfin that allows users to create slide shows with fully functional reports as well as text, images, and videos.

Introductory Tutorials

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Tutorials

When first starting to use Yellowfin, you will need to learn how to setup, login, and navigate the system. This set of tutorials is designed to get you into the system, and ready to begin building content.

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Content Creation Basics Tutorials

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Tutorials

Once you've logged in for the first time, you will need to start building content. This set of tutorials walks you through the basics of content creation from Data Source through to Discussion Topic.

  1. Source Connection
  2. View
  3. Report
  4. Dashboard
  5. Storyboard
  6. Discussion Topic

Report Basics Material

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Tutorials

The material in this section will provide you with information about some of the basic functionality available in the Report Builder. Build on the creation basics explored in the previous section.

  1. Fields
  2. Table Layouts
  3. Aggregation
  4. Advanced Functions
  5. Summaries
  6. Calculations
  7. Sections
  8. Filters

Chart Tutorials

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Tutorials

Once you've started writing reports, you will need to learn how to add charts to enhance your report display. Explore the tutorials below to learn how to create specific visualisations.

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  1. Area Charts
  2. Bar Charts
  3. Column Charts
  4. Combination Charts
  5. Financial Charts
  6. Line Charts
  7. Meter Charts
  8. Pie Charts

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Maps

  1. Raster Map
  2. Google Map
  3. GIS Google Map
  4. GIS Map
  5. GIS Bubble Map
  6. GIS Heat Map

Special Purpose Charts

  1. Funnel
  2. Proportional Infographic
  3. Comparative Infographic
  4. Radar
  5. Waterfall
  6. Event
  7. Week Density

Dashboard Tutorials

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Tutorials

When you've created sets of reports and charts you will need to learn how to group and display these together through use of the dashboard. Explore the following tutorials to learn how to create and link up content through dashboard tabs.

  1. Basic Standard Tab
  2. Pre-Built Tab
  3. Standard Tab with Analytic Links
  4. Standard Tab with Series Selection
  5. KPI Tab

Advanced Report Concepts

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Tutorials

Once you explored the tutorials outlined above, you may find you need to implement some advanced concepts to achieve more detailed and complex report results.

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  1. Append Sub Query
  2. Union Sub Query
  3. Intersect Sub Query
  4. Minus Sub Query
  5. Advanced Sub Query

 

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Tutorials