Page History

1. Click on the Create link to begin creating your chart.

Image Removed

2. You should now be on the Initialise Report page. Leave the Drag and Drop Builder selected as the build tool.

3. Select Ski Team as the Database View (if not already selected).

4. Now click either the Image Removed or Click here to continue button to proceed.

Image Removed

5. You should now be on the Step 1. Report Data page. To start with, set the Output Options to Chart Only by selecting it in the Report Options section on the right.

Image Removed

6. On the Report Data page, drag and drop the Image Removed Booking Step and Image Removed Athlete ID fields into the Column Fields area.

7. Drag and drop the Image Removed Booking Status field into the Filters area.

8. Select the Image Removed Athlete ID field and add a Image Removed Count aggregation to it.

9. Click on Image Removed at the top of the page.

Image Removed

10. On the Filters page, set Booking Status to be Equal to.

11. Click on the Image Removed link to set the value.

12. Select Cancelled. In this case, we are only interested in seeing bookings that have been cancelled, examining which step athletes cancel in.

13. Click Submit to save your changes.

Image Removed

14. Click on Image Removed at the top of the page.

Image Removed

15. On the Report Preview page click on the Pie Chart image as before.

16. Click on the Chart Menu and select Special Purpose as the Chart Type and Funnel as the subtype (click on the picture on the left).

17. Click Save to load the options for a Funnel Chart.

Image Removed

Image Removed

18. Set the Chart Data settings.

19. Select Booking Step for the Label.

20. Select Count Athlete ID as the Series.

21. Click Refresh to generate your chart.

Image Removed

Image Removed

22. You should now have a chart that looks like the one pictured here.

Image Removed

23. You now need to Save and Activate your chart. Click on the Close button to go back to the Report Preview page.

Image Removed

24. Click on the Save Menu and use Funnel Chart Tutorial as the Name.

25. Type This Funnel Chart was created using the Charts Tutorial as the Description.

26. Enter Tutorial as the Category and Charts as the Sub Category.

27. Click Activate.

Image Removed

Image Removed

1. Start creating a chart as you did with the other charts by clicking on the Create link.

2. On the Report Data page, drag and drop the Image Removed Camp Demographic dimension, Image Removed Profit Margin, Image Removed Invoiced (Pref Currency) metrics into the Column Fields.

3. Change the aggregations on both of the metrics to Image Removed Average, using the same steps as before, selecting Average rather than Count.

4. Make sure that you select the Chart Only option as you have for the other charts.

5. Click on Image Removed at the top of the page to move to the next step.

Image Removed

6. On the Report Preview page click on the Pie Chart image as before.

7. Click on the Chart Menu and select Special Purpose as the Chart Type and Radar as the subtype (click on the picture in the middle).

8. Click Save to load the options for a Radar Chart.

Image Removed

Image Removed

9. Set the Label to Camp Demographic.

10. Select Avg Profit Margin and Avg Invoiced (Pref Currency) as the Series.

11. Click Refresh to generate your chart.

Image Removed

Image Removed

12. You should now have a chart that looks like this.

Image Removed

13. Click on the Gridlines Menu and set the Show Gridlines option to Yes.

14. Click Save.

Image Removed

Image Removed

15. Click on the Labels Menu and set the Labels option to Yes.

16. Click Save.

Image Removed

Image Removed

17. You should now have a chart that looks like the one pictured here. Each line should have a label corresponding to a Camp Demographic, and the gridlines should now be visible.

18. You are now finished with this chart so Save and Activate it.

Image Removed

19. Click on the Close button to go back to the Report Preview page.

Image Removed

20. Click on the Save Menu and use Radar Chart Tutorial as the Name.

21. Type This Radar Chart was created using the Charts Tutorial as the Description.

22. Enter Tutorial as the Category and Charts as the Sub Category.

23. Click Activate.

Image Removed

Image Removed

1. Click on the Create link to begin creating your chart.

Image Removed

In order to complete this tutorial you will need to import some sample data to use. Make sure you have a writable data source prepared.

2. You should now be on the Initialise Report page. Select the Spreadsheet/CSV Import option.

3. Select your writable data source in order to store the spreadsheet data.

4. Select a view category

5. Select the EventChartSample.csv file.

6. Click on Image Removed at the top of the page to move to the next step.

Image Removed

7. You should now see the spreadsheet preview (as pictured here). Select Report as the category for each of the columns.

8. Set the spreadsheet name to be Event Chart Sample and the description to Tutorial Data.

9. Click on Image Removed at the top of the page to move to the next step.

Image Removed

10. You should now be on the Step 1. Report Data page. To start with, set the Output Options to Chart Only by selecting it in the Report Options section on the right. This will ensure that the information appears as a chart.

Image Removed

11. Now you need to add metrics to your report. Click on the Image Removed next to the Report category to expand it.

12. Drag and drop EventDate, SocialMediaCampaign, OnlineCampaign, PaperCampaign, and WebsiteHits fields into the Columns area.

13. Click on Image Removed at the top of the page to move to the next step.

Image Removed

14. You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page where you can setup your chart.

Image Removed

15. Click on the Chart Menu, select Special Purpose as the Chart Type and click on the picture of the Event Chart to select it.

16. Click Save, this will load the options for an Event Chart.

Image Removed

Image Removed

17. In the Chart Data section you will need to select the data for each setting in the chart.

18. Set the Label to EventDate, set the Value to WebsiteHits, and select the Events; SocialMediaCampaign, OnlineCampaign, and PaperCampaign.

19. Click the Refresh link to generate your chart.

Image Removed

Image Removed

20. You should now have a chart that looks like the one pictured.

21. You now need to Save and Activate your chart. Click on the Close button to go back to the Report Preview page.

Image Removed

Image Removed

22. Click on the Save Menu and use Event Chart Tutorial as the Name.

23. Type This Event Chart was created using the Charts Tutorial as the Description.

24. Enter Tutorial as the Category and Charts as the Sub Category.

25. Click Activate.

Image Removed

Image Removed

1. Click on the Create link to begin creating your chart.

Image Removed

In order to complete this tutorial you will need to import some sample data to use. Make sure you have a writable data source prepared.
2. You should now be on the Initialise Report page. Select the Spreadsheet/CSV Import option.

3. Select your writable data source in order to store the spreadsheet data.

4. Select a view category

5. Select the WeekDensityChartSample.csv file.

6. Click on Image Removed at the top of the page to move to the next step.

Image Removed

7. You should now see the spreadsheet preview (as pictured here). Select Report as the category for each of the columns.

8. Set the spreadsheet name to be Week Density Chart Sample and the description to Tutorial Data.

9. Change the Transaction ID field to a Dimension and ensure the Transaction Time field is recognised as a Timestamp.

10. Click on Image Removed at the top of the page to move to the next step.

Image Removed

11. You should now be on the Step 1. Report Data page. To start with, set the Output Options to Chart Only by selecting it in the Report Options section on the right. This will ensure that the information appears as a chart.

Image Removed

12. Now you need to add metrics to your report. Click on the Image Removed next to the Report category to expand it.

13. Drag and drop Transaction Time, Transaction ID, and Transaction Value into the Columns area.

14. Apply a Count Distinct to the Transaction ID and Sum to the Transaction Value fields.

15. Click on Image Removed at the top of the page to move to the next step.

Image Removed

16. You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page where you can setup your chart.

Image Removed

17. Click on the Chart Menu, select Special Purpose as the Chart Type and click on the picture of the Week Density Chart to select it.

18. Click Save, this will load the options for an Event Chart.

Image Removed

Image Removed

19. In the Chart Data section you will need to select the data for each setting in the chart.

20. Set the Label to Transaction_Time, set the Series to Count Distinct: Transaction_ID or Sum Transaction_Value.

21. Click the Refresh link to generate your chart.

Image Removed

Image Removed

22. You should now have a chart that looks like the one pictured.

23. You now need to Save and Activate your chart. Click on the Close button to go back to the Report Preview page.

Image Removed

Image Removed

24. Click on the Save Menu and use Week Density Chart Tutorial as the Name.

25. Type This Week Density Chart was created using the Charts Tutorial as the Description.

26. Enter Tutorial as the Category and Charts as the Sub Category.

27. Click Activate.

Image Removed

Image Removed

1. Start creating a chart as you did with the other charts by clicking on the Create link.

2. On the Report Data page, drag and drop the Image Removed Month dimension and Image Removed Invoiced (Pref Currency) metric into the Column Fields.

3. Drag and drop the Image Removed Year dimension into the Filters section.

4. Make sure that you select the Chart Only option as you have for the other charts.

5. Click on Image Removed at the top of the page.

Image Removed

6. On the filters page leave the Year set to Equal to and click on the Image Removed icon to select 2009.

7. Click on Image Removed at the top of the page to move to the next step.

Image Removed

8. On the Report Preview page click on the Pie Chart image as before.

9. Click on the Chart Menu and select Special Purpose as the Chart Type and Waterfall as the subtype (click on the picture on the right).

10. Click Save to load the options for a Radar Chart.

Image Removed

Image Removed

11. Set the Label to Month.

12. Select Sum Invoiced (Pref Currency) as the Series.

13. Click Refresh to generate your chart.

Image Removed

Image Removed

14. You should now have a chart that looks like this. You now need to Save and Activate your chart.

Image Removed

15. Click on the Close button to go back to the Report Preview page.

Image Removed

16. Click on the Save Menu and use Waterfall Tutorial as the Name.

17. Type This Waterfall Chart was created using the Charts Tutorial as the Description.

18. Enter Tutorial as the Category and Charts as the Sub Category.

19. Click Activate.

Image Removed

Image Removed

1. Start creating a chart as you did with the other charts by clicking on the Create link.

2. On the Report Data page, drag and drop the Image Removed Demographic, Image Removed Gender, Image Removed Age at Camp, and Image Removed Athlete ID fields into the Column Fields.

3. You will need to remove the aggregation from Avg Age at Camp by selecting the field and clicking the Image Removed Clear button. You will also have to apply the Image Removed Count Distinct aggregation to the Athlete ID field.

4. Make sure that you select the Chart Only option as you have for the other charts.

5. Click on Image Removed at the top of the page.

Image Removed

6. On the Report Preview page click on the Pie Chart image as before.

7. Click on the Chart Menu and select Special Purpose as the Chart Type and Trellis as the subtype (click on the picture on the right).

8. Click Save to load the options for a Trellis Chart.

Image Removed

Image Removed

9. Set the Columns to Age at Camp and Demographic.

10. Select Row to Count Distinct Athlete ID.

11. Set the Colour to Gender.

12. Click Refresh to generate your chart.

Image Removed

Image Removed

13. You should now have a chart that looks like this. You now need to Save and Activate your chart.

Image Removed

14. Click on the Close button to go back to the Report Preview page.

Image Removed

15. Click on the Save Menu and use Trellis Tutorial Tutorial as the Name.

16. Type This Trellis Chart was created using the Charts Tutorial as the Description.

17. Enter Tutorial as the Category and Charts as the Sub Category.

18. Click Activate.

Image Removed

Image Removed

1. Start creating a chart as you did with the other charts by clicking on the Create link.

2. On the Report Data page, drag and drop the Image Removed Month dimension, and Image Removed Profit Margin metric into the Column Fields area.

3. Change the aggregation on Profit Margin to average by selecting the field and clicking on the
Image Removed icon.

4. Make sure that you select the Chart Only option as you have for the other charts.

5. Click on Image Removed at the top of the page to move to the next step.

Image Removed

6. On the Report Preview page click Columns link.

Image Removed

7. Select Month as the Column.

8. Click on the Display Menu.

9. Set the Format to Date.

10. Select Other as the Date Format

11. Type MMMM, yy in the Format box.

12. These options will mean that instead of just displaying the Month names, Yellowfin will display the month name and then the year, eg: March, 09.

Image Removed

13. On the Report Preview page click on the Pie Chart image as before.

14. Click on the Chart Menu and select Line as the Chart Type and Z Chart as the subtype.

15. Click Save to load the options for a Z Chart.

Image Removed

Image Removed

16. Set the Label to be Month.

17. Set the Series to be Avg Profit Margin.

18. Click Refresh to view your chart.

Image Removed

Image Removed

19. Your chart should now look like this one.

Image Removed

20. You are now going to customise the look of your Z Chart. Click on the Chart Format Menu.

21. You are going to extend the chart so it shows 24 months worth of data at a time. When you do this, remember that Yellowfin needs double the amount of data in order to calculate the Moving Total. In this case it would need 48 months worth of data.

22. Click Save to see how these options have changed your chart.

Image Removed

Image Removed

23. Click on the Image Removed icon next to the Periodic Value to expand the options.

24. Set Line Shapes to Yes.

25. Set the Line Thickness to 2.

26. Repeat these steps for Cumulative Total and Moving Total.

27. Click Refresh to regenerate your chart.

Image Removed

Image Removed

28. Your chart should now look like the one pictured here.

29. You are now finished with this chart so Save and Activate it.

Image Removed

30. Click on the Close button to go back to the Report Preview page.

Image Removed

31. Click on the Save Menu and use Z Chart Tutorial as the Name.

32. Type This Z Chart was created using the Charts Tutorial as the Description.

33. Enter Tutorial as the Category and Charts as the Sub Category.

34. Click Activate.

Image Removed

Image Removed