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Yellowfin content can have two possible states: Active and Draft.
If the content is complete and the user has Activated it, the content will be in an Active state, which enables it to be used by other users. This means that the View / Report / Dashboard / Category / Sub Category, etc, can be used as designed.

This is a user that manages the system. Generally Administrators create the source connections, views, and report categories and maintain all of the system options including users, security, and licences. Their role permissions are the least restricted, generally granting them access to all functionality available.

These are predefined calculations that can be applied to fields in a report. They run after the results are returned from the database as they are not part of the SQL query.
See Advanced Functions for more information

Rather than displaying each unique row (or all rows including repeats if 'Show Duplicate Records' is enabled), Yellowfin will show one row per unique category (or combinations). You will select from a range of aggregation options to do this. For example, if Sum is selected then Yellowfin will add all the numeric results together (or sum them) for each row. If Average is used, Yellowfin will display the average metric value for each row.
See Aggregation for more information.

This allows a view administrator to provide a table with a new name during the first step of the View Building process. Aliases are often used when multiple copies of a table are used in the one view.
See Aliases for more information.

These are User Prompt Filters that are applied to all reports on a single Dashboard Tab.
See Analytic Setup for more information.

Animated Chart

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These are descriptions of an event attached to a date or date range and displayed on a report and/or chart.
See Report Annotation for more information

This is a sort option that moves from smallest/lowest to largest/highest value. This means that numeric values are sorted 0-9 and letters are sorted A-Z.

Auto Chart

This is a sort option that moves from smallest/lowest to largest/highest value. This means that numeric values are sorted 0-9 and letters are sorted A-Z.

This aggregation returns the average value of a metric, ignoring NULL values.
See Aggregation for more information

Benchmark

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This is a method of distributing content. Email Broadcasts send emails to specified recipients that include a piece of content, such as a report. This is sent on a scheduled or once-off basis.
See Broadcasting for more information

Cache

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This is a type of field that does not come directly from the database. It is created from a formula that may use database fields.
See Calculations for more information

These are folders that are used to group content. Views, Reports, and Fields all use categories, with Reports using a Category > Sub Category structure to group and assign security.
See Content Categories for more information

A visual representation of data. Yellowfin has a wide range of chart types available.
See Report Builder - Charts Step for more information

Yellowfin has functionality called Client Organisations which allows multiple virtual instances of Yellowfin to reside in the same server instance. This provides a way to create content isolated within one organisation, hidden from other organisation users logging into the same server. This is Yellowfin's Multi-Tenancy solution.
See Client Organisations for more information.

This is a report output option that allows metrics to be aggregated by multiple categories, displayed as Row and Column headers.
See Table Layouts for more information.

This function allows you to display multiple reports on the one Report Preview page.
See Co-Display Reports for more information

This is when users work together to share insights into their data and the decision making process. Yellowfin provides features to assist the collaborative process including Comments, Discussions, and Annotations.
See Collaboration for more information.

This is a note attached to a report in order to discuss its design or results.
See Comments for more information.

This is formatting that is triggered when a condition is met. A rule is applied to a field in the report and special formatting, such as highlighting, is applied if the data matches the rule.
Basic rules can also be applied to charts.
See Conditional Formatting for more information

This is a filter that limits the rows returned from a table, set at the view level. This filter cannot be seen or removed at the report level.
See Table Conditions for more information.

This aggregation returns the total number of records in a field in a report.
See Aggregation for more information

This aggregation returns the total number of unique records in a field in a report. This means that if a record is found twice, it will only be counted the first time.
See Aggregation for more information

This method of linking two tables matches each row from the first table in the join to each row in the second table, multiplying the number of rows returned in the result.
Note: this join should be used with extreme caution, as it's only appropriate in a handful of cases, and has negative effects on performance if used incorrectly.
See Joining Tables for more information on Yellowfin's use of Cross Joins, and this blog: Visual Explanation of SQL Joins for general join information.

Create, Read, Update, Delete. These options are used to define role permissions and relate to SQL statements, allowing the user to create (INSERT records), read (SELECT records), update (UPDATE records), and delete (DELETE records).
See Roles for more information

Cascading Style Sheet. This is a type of file used by Yellowfin to define style options for the system that cannot be configured through Administration. Yellowfin's CSS files can be customised during the integration process.
See Custom Images & CSS for more information on customising CSS files for Yellowfin integration purposes, and http://www.w3schools.com/css/ for general CSS information.

Comma Separated Values. These files store data in plain text form, with each value, or column, separated by a comma character. Yellowfin allows you to import these files in order to report off their data.
See CSV Data Imports for more information.

This is a space to display multiple reports and charts in one place, allowing for interactive features to be used across them all at once.
See Dashboard for more information

This is where the data for your reports is stored, called a Data Source within Yellowfin.
See http://en.wikipedia.org/wiki/Database for more information

This is the database Yellowfin retrieves results from. Administrators create a Source Connection in order to access the data.
See Data Sources for more information

This is a sort option that moves from largest/highest to smallest/lowest value. This means that numeric values are sorted 9-0 and letters are sorted Z-A.

A standard field in Yellowfin can either be classified as a Metric or Dimension. All text fields are automatically classified as Dimensions. The View Builder allows you to define numeric and date fields as Dimensions in order to be used in Drill Hierarchies, and limit the aggregations available to Count and Count Distinct.
Dimension fields retrieve the data that will provide the basis for analysis in a report. Dimensions typically retrieve character-type data (employee names, company names, etc.), or dates (years, quarters, etc.)
See View Builder - Field Types for more information.

This is a stand-alone comment thread that allows users to discuss general topics and decisions while referring to multiple pieces of content if required.
See Discussion for more information.

Distinct

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Yellowfin content can have two possible states: Active and Draft.
If the piece of content is currently being created or edited by a user, then the report will be in Draft mode. This means that other end users will not be able to see or use the content until the editing process is completed by Activating the content.

Drill refers to the action performed by a user by clicking on a hyperlink in a report that either steps into more detail in the same report, or opens a separate detail report related to the row that was selected.
There are three forms of Drill available in Yellowfin; Drill Down, Drill Anywhere, and Drill Through.
See Dashboard Drill Analysis for more information.

This drill allows you to move up and down a hierarchy that is defined by the user during the drill process.
See Drill Anywhere Reports for more information.

This drill allows you to move up and down a predefined hierarchy within a single report.
See Drill Down Reports for more information.

This drill allows you to click on a row in a summary report and open a related detail report, filtered by what made the row in the summary report unique.
See Drill Through Reports for more information.

These are rows with the same values across all columns in a result set. By default, Yellowfin applies DISTINCT to the SELECT SQL statements it generates, meaning that duplicate rows are not displayed. This can be changed on the Report Data page of the Report Builder.
See Report Data for more information.

GeoPack

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GIS Base Layer

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GIS (Geographic Information System) Maps in Yellowfin refer to several chart types that make use of geographical information, in the form of Points or Polygons.
See GIS Map for more information.

Points are sets of latitude and longitude values used to define geographical locations. Examples of points include the location of customers, staff, and other points of interest. Yellowfin uses points in GIS Mapping.
See GIS Map for more information.

Polygons are sets of Points used to define a geographical shape. Examples of polygon shapes include the outlines of countries, states, territories, and regions. Yellowfin uses polygons in GIS Mapping.
See GIS Map for more information.

The level of detail in the data. Described as coarse through to fine. The finer the granularity, the more detail and less summarised the data is. Aggregation is used to summarise data.
See Common View & Join Design Issues for more information.

These are the dashed lines displayed across the chart's plot background by default on charts with an x & y axis.
See Gridlines for more information.

This is the alternating shading displayed with gridlines across the chart's plot background by default on charts with an x & y axis.
See Gridlines for more information.

This is a list of users that is created in Yellowfin to assign content and security to.
See User Groups for more information

This is a function that allows you to add something to the system from an external file. There are two types of import in Yellowfin:

See CSV Data Imports and Export & Import Repository for more information.

In Memory DB

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This is a type of link, or join between two tables based on a specified join condition. Only rows that match the condition in both tables will be returned.
See Joining Tables for more information on Yellowfin's use of Inner Joins, and this blog: Visual Explanation of SQL Joins for general join information.

This is a single installation of Yellowfin running. Some systems may have multiple instances of Yellowfin running. In this case there is often a development instance, testing instance, and production instance. There may also be multiple instances for different production purposes, depending on requirements.

This is the process of combining Yellowfin with an existing OEM system to create a system that feels seamless to the end user.
See Integration for more information

This is what the user interacts with. The Yellowfin interface is viewed through a web browser and contains all navigation and content.

This is what controls the y axis of a chart, determining the first and last values, as well as the increments used.
See Chart Formatting for more information.

These allow you to break up a report into sub reports. The table and/or charts will be broken up so there is one per section, rather than one overall.
See Sections for more information

Session

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This is a piece of content created by an administrator which defines the method of accessing the reporting data source.
See Data Sources for more information

These are filters applied to reports based on the user running the report. This means that a user will only ever see the data that is assigned to them through the Source Filter.
See Source Access Filters for more information.

These are folders that reside within report categories and contain reports. Security is applied at this level in order to restrict access and functions available.
See Content Categories for more information

This aggregation adds all of the field values and returns the total.
See Aggregation for more information

Structured Query Language. This is the language Yellowfin uses to retrieve results from the database, returned as results in table and/or chart.
See http://www.w3schools.com/sql/ for more general SQL information.

This is a symbol or character displayed after a value in a field. A common prefix to use is %. Suffixes can be defined at the view, report, and chart level.

These are used to index content to aid in searches.

Timeline

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Tooltip

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This is an account created in order to allow a person to access the Yellowfin system.
See Users for more information

This is a type of filter that requires users to provide one or more values to restrict report results.
See Filters for more information

UUID

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