Report Builder - Data Step

Overview

The Report Data page is where you build, edit and view the report data definitions used to generate Yellowfin reports. These definitions include both the queries you use to retrieve data for your document, and the data formatting.

#	Option	Description
1	Navigation	Access various builder steps by clicking on the links in the navigation bar. The Report link provides the user with save options throughout the building process, rather than waiting until the final step.
2	View Fields Search	Search for fields to use in the report here, accessing all fields provided by the selected View in the previous Create step of the builder.
3	View Fields List	Select fields to use in the report from the list provided by the selected View in the previous Create step of the builder. To add multiple fields at once, simply hold down Ctrl/Command or Shift while selecting fields.
4	Formatting Menus	Access various formatting menus from this section of the navigation bar. This allows the user to apply formatting changes to the report and preview the output while still on the Data step, rather than having to toggle between it and the Output step.
5	Table Body Fields	Drag fields into the Columns and/or Rows lists to build the body of the report. Adding fields to both lists will create a cross tab report automatically.
6	Field Drop Down Menus	Apply aggregations, formatting, advanced functions, totals, and other options to a field via its drop down menu.
7	Table Preview	View a preview of the final report output. The user can also drag fields into this preview area, rather than adding them to the Columns or Rows list to add them to the table. Fields can also be reordered here by dragging the field headers into position.
8	Section Fields	Select fields to be used as sections in the report, these will create splits in the table for each value of the section field(s).
9	Filter Fields	Select fields to be used as filters in the report, values for these can either be defined during the report creation process, or left as user prompt.
10	Close Builder Button	Leave the builder using this button.
11	Filter Panel	Apply values to filters defined as user prompt here in order to restrict the results in the table preview. Values applied here are only used to adjust the preview, not the final report output.
12	Analysis Style	Enable Related Reports and Drill functionality through this panel.
13	Report Data	View the Data Source and View name that the report is built on. The user can also limit the rows returned in the report, the preview, and switch the Auto Refresh off if they wish to build with dummy data, rather than continually querying the database after each field change.
14	Source Filters	If there are source filters applied to the View selected to build off, they will appear here to be enabled/disabled. If the user does not have the Access Filter role permission they will not see this section.
15	Sub Query Panel	Create and switch between sub queries through this panel. If the user does not have the Sub Queries role permission they will not see these buttons.
16	Edit View	The user can access the view via this button in order to make changes required for the report creation. If the user does not have the appropriate Database Views role permissions they will not have access to this button.
17	Add Calculation	The user can create calculated fields to use within the report. Depending on the user's role permissions they may be able to create Freehand SQL calculations as well as using the builder interface.
18	Table Preview Info	View the number of rows and time taken to return the table preview.
19	Refresh Report	Refresh the data displayed in the table preview.

Adding Fields

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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.

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
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.
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.
You will now see a preview of the table. Continue adding fields as required.

Field Types

Icon	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

Data Validation

Removing Fields

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Reordering Fields

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Content

Space Tools