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Table of Contents
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Adding Fields

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Fields

To include a field in your table simply drag the field from the View Fields List, on the left of the page, to the Columns and/or Rows lists.

  1. Locate the field(s) you wish to use either by;
    1. Keyword Search at the top of the View Fields List
    2. Opening the field category(s) they are located in
  2. Select the field by clicking on it. If you have multiple fields to add hold down the Ctrl/Command or Shift keys while selecting the fields.
  3. Drag the field(s) into the desired Column or Row list (see Layout Options below for more information on where to place your fields) or directly into the preview panel.
  4. You will now see a preview of the table. Continue adding fields as required.

Field Types

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Fields

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Type

Description

Dimension

These are typically text or date fields and are used to describe the data.

Metric

These are the numeric values to be measured in the report. For example, sales sum, customer count, event count, average age.

Pre-Defined Filter

These are fields defined in the view to be used as filters in the report with pre-defined values attached, saving the user time defining the same filters over multiple reports.

Filter Group

These are like the pre-defined filters above, but are sets of filters, some of which may be set to user prompt rather than having set values.

Parameter

These are fields used to capture a value from the user which is then passed through to calculated fields or filters in the report.

Layout Options

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Fields

There are three types of table layout available:

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See Table Layouts for more information.

Data Validation

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Fields

Data validation checks are made by Yellowfin to ensure you are building your report the way in which the administrator intended. You will be prompted if you have used fields and filters incorrectly with the following messages:

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See Constraints & Semi Additive Fields for more information.

Removing Fields

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Fields

There are two ways to remove a field from your table:

  1. Select the field in the Columns/Rows list it's placed in, open the drop down menu and select Delete
  2. Select the field in the Columns/Rows list it's placed in, and drag it to an area of the page that cannot contain a field (as pictured)

Reordering Fields

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Fields

There are two ways to reorder fields in your table:

  1. Select the field in the Columns/Rows list it's placed in, and drag it to its new position
  2. Select the field header in the Table Preview area, and drag it to its new position

 

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Fields

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