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Name

Provide a Business Name for the View, which will be used to identify it during the Report Building process.

Business Description

Provide a Business Description for the View, which will help the Report Writer understand the intended use and contents of the View.

Technical Description

Provide a Technical Description for the View, which will help Administrators understand the design and purpose of the View.

Audience

Provide an Audience Description to help identify who the View was designed for.

View Category

Select a View Category. View Categories define which Field Categories are available in the second step of the builder.

Default Cache

Period (Hours)

Used to store queried data in a cache and reused by multiple report users. If the data in your source system is not time sensitive then you can set the cache time to be high and limit the impact of report users on the source system.

View Row Limit

You can set the maximum row to be returned for any report written from this view.

Optimise View

When enabled this will mean that Yellowfin will only include tables in report SQL that are being used within the report, or are set to Mandatory.
For example, say a user creates a report with fields from table A and C, and table B is used to join A and C together. Yellowfin will include tables A, B, and C in the report query and will ignore any other tables in the View.
If disabled, Yellowfin will include every table added to the View as part of the Report SQL.

Filter Text Suggestions

If enabled, this will allow certain fields to use the 'Filter Text Suggestions' functionality. See Field Access & Usage for more information.