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Yellowfin is designed to reuse 'objects'components, such as source connections Source Connections and viewsViews, as much as possible. This model creates a hierarchy of objects within Yellowfin and understanding this hierarchy will assist you with this tutorial.
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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. |
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Views | Once you have defined a source connection you must create one or more view records that your users can report off. |
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. |
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. |
In this guide tutorial we will work sequentially through this hierarchy. First we will understand how connections to the database function, then create a view and then write reports before finally adding these reports to a new dashboard tab.
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The tutorial database used for this guide tutorial is the Ski Team database. This database has been included as is part of your installation and the Tutorial Content that you will have had need to choose to install it in addition to along with Yellowfin. The data has been structured to provide a similar experience to that you may have had when reporting from many operational databases.
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Ski Team is a ski tourism business that organises ski trips in various locations around the world and markets these to its existing clients and to new potential clients. The Ski Team database contains information relating to the core tourism business. It contains details of the camps run, the clients athletes who attended those camps, the employees that worked on those camps and campaigns associated with sourcing clientsathletes. In addition it does contain financial information related to the amount invoiced and received for each client taking part in ski trips.
The data in this database will assist managers of Ski Team to understand the profitability of each of their programs, identify who their most profitable clients are and better manage their best performing employeescamps.
Ski Team Tables used in this
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Tutorial
For the examples in this guide tutorial only four tables from the Ski Team database are used. These are:
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