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Getting Started

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KPI Tab

There are three different types of KPI Report available in Yellowfin:

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You will need to create at least one of these before attempting this tutorial.

See KPI Report Tutorial for more information.

Creating a KPI Tab

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KPI Tab

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1. Now that you have created a KPI Report, you can create a KPI Tab. Click on the Add Tab link and select the KPI Tab option. This will bring up a blank tab, ready for reports to be added.

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Reading and using the KPI Tab

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KPI Tab

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Now that you have a finished KPI Tab and Report it's time to learn what it all means.

1. Click on the next to the name of the KPI Report. This opens up the menu pictured.

2. From here you can reorder your KPI Reports (if you have more than one, and if the tab is in Edit mode) by clicking on the Move Up and Move Down options

3. You can view the original report by either clicking on the View Report option or clicking on the name of the report itself

4. You can select the Print option to generate a hard copy of the report

5. You can the Delete option to remove the report from the tab

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10. The % of Target is a Bullet Chart that helps visualise performance and lets you compare all metrics on an equal basis.

11. Finally, the Last Run field tells you when the report was refreshed.

12. You have now finished with KPI Tabs.

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KPI Tab

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Old Version 4

New Version 5

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Getting Started

Creating a KPI Tab

Reading and using the KPI Tab