Yellowfin Release 6.

.0 Users Guide Under international copyright laws, neither the documentation nor the software may be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine-readable form, in whole or in part, without the prior written permission of Yellowfin International Pty Ltd, except in the manner described in the software agreement. The information in this document is subject to change without notice. If you find any problems with this documentation, please report them to Yellowfin in writing at support@yellowfin.com.au Yellowfin does not warrant that this document is error free. Copyright Yellowfin International 2011. All rights reserved. Portions Copyright Microsoft Corporation. All rights reserved. Trademarks: Yellowfin and the Yellowfin Logo are registered trademarks of Yellowfin International. All other product and company names mentioned herein are the trademarks of their respective owners. Version: 1 Published: December 2011

Welcome to the Yellowfin user guide. This guide is to designed to assist you gain the most from your Yellowfin report writer. The guide will first take you through the basics from an overall overview, to specific instructions on how to create your reports prior to moving to advanced features such as formatting and scheduling. Yellowfin is an easy-to-use report writer for non-technical users, delivering drag-anddrop simplicity for formatting and data selection. With Yellowfin, you can access information from multiple data bases without special coding knowledge. This is easy because you work with data in business terms that are familiar to you without the need to understand complex technology principles. This chapter provides you with: 1. An introduction of what you can achieve with Yellowfin. 2. Information on the major elements of Yellowfin and how they help you to access, write and publish reports.

Yellowfin makes it easy to access data for your reports because it uses what is called a meta-data layer that hides the technical issues of the underlying database. Generally you do not need to know much about the meta-data layer, only that it is there and is referred to as a VIEW (since it provides you with a view of your data). The View is created by your Yellowfin Administrator and maps to data in your database, using everyday business terms. This makes it easy to select the data you want for your report through user-friendly drag and drop interface. You will learn more about the report writer later. Views consist of categories and items. The categories are logical groupings of items. For example in a human resource view the category of PERSONAL DETAILS could consist of items including last name, date of birth and gender. When you build a report, you select items from a view, and then run a query. Yellowfin connects to the database, and retrieves the data mapped by the items you selected.

Figure 1 Categories and Data Items

Yellowfin is very secure. Your administrator has many options for managing security profiles. All of the rights you have as a user are granted by your administrator. The administrator defines: The parts of the Yellowfin interface you can access. Your administrator can restrict the availability of Yellowfin functionality, such as access to certain menu commands; The Categories and Subcategories of reports that you can access; The views you can access for creating and editing queries; Your ability to publish public reports; and The data that you can access

The rights accorded to each user define the users profile. This profile-based security system allows a single report to be distributed to many users with end users having access only to the information that they are authorised to see.

Using Yellowfin you can create many types of reports to suit your reporting needs. These can vary from basic tabular reports to far more advanced varieties. 1. With Yellowfin you may be able to create and distribute reports that are drillable. This means that other users can simply click on values in the report to see more detail as they feel they need it, without having to run the query all over again.

Figure 2 Drill Report 2. You can set up a report to include calculations and Conditional Formats.

Figure 3 Report with Formatting 3. You can include prompts that let you obtain just the information you need, and filter out the rest.

Figure 4 Report Filters 4. You can choose from a wide variety of chart formats to represent the data. If you think another graphical format would make the data clearer, you can change the format in a couple of mouse clicks:

Figure 5 Report Charting

There are a few simple ways that Yellowfin lets you find and manage your favourite reports. These include the report list, your favourites, your inbox and the search functionality.

The Yellowfin dashboard is your personal reporting portal. At a glance you can view all your key reports on a single page. The dashboard allows you to switch between tabs to view subject related reports, search your corporate repository for dashboard enabled reports and add them to your selected tab, or access a corporate tab.

Figure 6 Dashboard

Figure 7 Report List

The Report List is one of the main ways to find and run reports in Yellowfin. It shows you all the reports that you have access to and allows you to add these documents into your favourites providing you with a short cut to you most used reports. The Report List is discussed in detail in the next chapter.

If you cannot find a report in your repository you can search for it using the report search function. The search function is located at the top of the Report List and Dashboard pages. To use this facility type in a key word such as drill and click GO. 1. Enter in your search keyword into the search box and hit Enter or click on .

Figure 8 Report Search Box 2. A list of all reports containing the word you searched in the title, tag, or description will be returned. Click on the report title to run the report that is required.

The favourites list is unique for every user. Rather than having to search for frequently used reports user can add these to their list of favourites. This allows quick and easy access to these as required.

To add a report to favourites select it from the report list, and click on the add to favourites link, found on the left menu bar. This will add the report into your list on the right hand side of the page. This link toggles between Add to Favourites and Remove from Favourites depending on the report.

Figure 9 Favourites

Once a report is in your list of favourites you can delete it at any time by clicking the drop down menu icon and selecting delete (as seen below).

Figure 10 Delete Favourite

You will be prompted when you delete a report from your favourites. Click OK to confirm the deletion.

Figure 11 Confirm Deletion When you delete a report from you favourites it does not delete the report from the corporate repository. It only removes it from your list of favourites.

The inbox is used to share information between users. This can include reports and comments about reports. If you subscribe to a report or its comments, whenever comments are made to the report a new comment link will appear.

Your drop down will vary based on the item type in your inbox.

Figure 12 Report Drop Down Menu

Move to Favourites Delete Email

Moves a report from your inbox to your favourites list. Removes the report from your inbox. Enables you to email the report to users or external email addresses.

View

Opens the report.

Figure 13 Comment Drop Down Menu Delete View Unsubscribe Removes the comment from your inbox Opens the report. Removes your comment subscription from the report. You will not see further comments related to this report in the future. View Report Opens the report that the comment relates to.

The Draft Report List displays reports currently in draft mode, with the most recent reports at the top of the list. From here you can click on the report name to view it in edit mode, or click on the image to delete the report.

Figure 14 Draft Report List

The Recently Accessed Report List displays reports you have been working with or viewing, with the most recent reports at the top of the list. From here you can click on the report name to view it in edit mode, or click on the image to delete the report.

Figure 15 Recently Accessed Report List Move to Favourites Delete Email Moves a report from your list to your favourites. Removes the report from your list. Enables you to email the report to users or external email addresses. View Opens the report.

The report list provides you with the ability to search and browse for reports. This section covers the features of the report list page. This chapter covers: 1. Browsing reports by category, and 2. Editing, copying or deleting reports from the reports list.

The report list page provides you access to all the reports that you have available to you. It is the main entry page for Yellowfin if you do not have access to a Yellowfin Dashboard.

Figure 16 Browsing Reports

The Report List displays detailed information relating to the selected report, such as: Delete (deletes the report) Edit (allows you to edit the report, placing it in draft mode) Edit Metadata (allows you to edit the name, description, category and subcategory of the report) Tags (displays the tags assigned to the report for easy searching) Display Type (report format settings table/chart/both) Drag and Drop Builder(report writing method) Active (active/draft mode) Public Report(access settings) Fast Run Time (Less than 1 second)(the reports average run time) Dashboard Enabled (can the report be used on the dashboard?) Linked (the report is linked to another report) Broadcast (reports that are marked for broadcast to nominated users). Add to Favourites Copy Information

You can apply basic or advanced filters to your list to assist finding the report you are searching for. The basic filter allows you to search for reports by name. The advanced filter allows you to filter by report mode and access settings, as well as data source and views.

Figure 17 Advanced Report Search

While Folder View is selected in the top-right, the report list will be arranged in a folder structure based on the category the report as been saved into. To browse reports by category, simply open and close the folders by clicking on them. You can also arrange reports in order of name, description, date modified, type, status and run time by clicking on the column headers (this will arrange reports within their categories).

Figure 18 Browsing By Folders

To browse all of your reports at once, click on list view on the top-right. You can now sort all of your reports by the column headers at once.

Figure 19 Browsing By List

You are able to choose which columns you display by clicking on the Columns option on the top-right.

Figure 20 Column Selection

To assist in finding and managing access to reports, the reports are categorised into major and minor categories. The effect of this categorisation is three fold: 1. Display & Classification: By using the folders structure a user can navigate through the available list of reports. This assists the user to understand the purpose of a report. It is not possible to classify the same report into two different categories. If this is required a report can be copied and the new report given a different category than its original parent report. 2. Security: Report Categories and subcategories also control access to reports. It is possible to define which specific users can read, edit or delete reports from a selected category or subcategory. 3. Default DRAFT folders: Within your list your administrator may have setup a default draft folder. When creating new reports if you do not specifically save them into a folder they will be placed in this folder. The folder is identifiable by the draft folder icon.

The report list displays some information about the reports. The report name is the title of the report and by clicking on the link the report will open. The description column provides an overall description of the report. The run time column provides an indication of the time taken for a report to run. Depending on the complexity of a report or the amount of data that needs to be retrieved the time taken for a report to run can vary significantly.

Icon

Description Fast Execution the report should take less than 1 second to return a data set. Medium Execution the report should take between 1 and 5 seconds to return a data set. Slow Execution the report takes over 5 seconds to return a data set. Public reports are potentially available to all users, depending on the security level of the report category. Private reports are reports that you have created for your own use. These reports will not be available to any other user. Draft Reports these are reports which you are currently working on but have not yet activated. Whether these are corporate or personal they are not available to any other user of the system whilst in a draft state. Public Drafts are public reports that are currently being edited by other users generally only administrative uses will see this status of report. Linked Reports are reports that are linked to other reports. Broadcast Reports are reports that are marked for broadcast to nominated users.

Table 1 Icon Descriptions

The edit report functionality allows you to make changes to existing reports and continue to work on your draft reports. When a report is edited it goes into a DRAFT status. This is to prevent other users from accessing the report whilst it is being modified. Once you have finished editing the report ensure that you save it back into its ACTIVE status so that other users can continue to access it.

You will only be able to edit reports to which you have edit rights. Your ability to edit reports will be based on: 1. The general report writing function. You must be able to write and edit reports. 2. Your access level to reports in a specific category. E.g. If you only have READ access to finance reports you will not be able to edit them. 3. Your access rights to the VIEW. You must have rights to access the view so that you can write reports.

To edit an existing report select it from your list and click the edit link. This will open the report data page.

When a corporate report is saved the user may specify that when it is edited a copy is to be made. The new version will have (copy) inserted after its name to assist you to identify it. This is done so that others users can continue to access the report even once it is in edit mode as only the new version is in a DRAFT status. The edit version remains a standalone copy of the original.

Yellowfin provides you with the ability to make copies of existing reports. Through this function you will be able to use any report in your repository as the basis for your next report rather than starting every report from scratch. Select the required report by clicking in the report selection checkbox and then clicking the COPY link. This will create a copy of the report and open up the report data page so that the user can begin to edit the report.

Similar to the edit rights discussed above you must have the appropriate access rights to copy a report. These include: 1. The general report writing function. You must be able to write and edit reports. 2. Your access level to reports in a specific category. E.g. if you only have READ access to finance reports you will not be able to edit them. 3. Your access rights to the VIEW. You must have rights to access the view so that you can write reports.

To delete a report from your repository select one or more reports using the check box and click the delete link.

Figure 21 Report Deletion

A confirmation page will open which will prompt you to confirm your intention to delete the report(s) selected. Confirm you wish to delete the report to continue.

Figure 22 Delete Confirmation

You will only be able to delete reports to which you have delete rights. Your ability to edit reports will be based on: 1. The general report writing function. You must be able to delete reports. 2. Your access level to reports in a specific category. E.g. if you only have READ access to finance reports you will not be able to delete them. 3. Your access rights to the VIEW. You must have rights to access the view so that you can delete reports.

When a report is accessed either from the Report List page or as part of a preview for a draft report it is displayed in its output form. This section covers some of the options you may have when running a report; such as printing, exporting and filtering.

On the Report List page, click on the report name hyperlink of the report you wish you view. Once clicked, the report will open in the Report Output page.

Figure 23 Report View List

The report output page allows you to view the content of your report. There are a number of additional features to assist your use of the report, such as the tool bar, report title and description and report data. Additional aspects to the page may include Filter Prompt and Charts.

Figure 24 Report Output Page 1. The menu bar is displayed at the top of the page, and includes a number of features such as edit, print buttons etc. These are explained in more detail below. 2. Report Filter user prompt. The user prompt is only displayed when a report contains user prompts that require a user to enter prior to retrieving the data from the database. 3. 4. Report title and description is displayed at the top of the report. Tabular output - this example report displays the data retrieved from the data source in a table in which sections have been applied. 5. Conditional Format description this is displayed if conditional formats have been applied to your report.

The Menu bar assists you to manage various reporting functions. The items that appear here will be dependent upon your user rights and the nature of the report such as its status. The following is an example tool bar.

Figure 25 Report Toolbar

These options allow you to manage the report, change its format, edit the data presented, view and hide filters and charts. These are covered in more detail in later chapters of this guide.

The selection of menu buttons provides you with the ability to manage access to new reports and export your report in alternative formats. These buttons are described below. Section Open New report Copy report Description Opens the report list and closes the current report. Opens the report builder and initiates a new report. Copies the current report and opens the edit function. The current report is closed. Export Edit Opens a drop down menu of export options Places the report in DRAFT mode and takes you the step in the view builder you selected, from Format, Chart, Data, Filters, and Related Reports. Name Allows you to change the name and description of the report without placing the report in DRAFT mode. The report remains active. Comment Allows you to add a comment to the report

Distribute Favourites Broadcast Subscribe Information

Allows you distribute a report to other users inbox Add the report to your list of favourites Set up scheduled report delivery for other users of the report Set up scheduled report delivery for yourself To find out more about the report such as a description of all the columns used in the report (the report Meta Data) you can use the report information link. This opens the information popup which provides you with detailed information about the report.

Close

Closes the report.

Some reports do not run automatically and require you to refresh the data contained in them. If your report is not refreshed automatically the data you see when you open the report may be relatively old. The age of the data is displayed under the menu bar. There are three refresh options; None, Manually (allows the user to click Refresh when they want), and Periodically (with options shown below).

Figure 26 Report Refresh Options

When a report is refreshed, and archiving is enabled, all versions are saved under the drop down history so that different versions of the report can be viewed at any time. 1. Click on the history drop down and select the date of the report you wish to see. 2. The report will refresh and show you the version requested.

Figure 27 Report History

Using Yellowfin you can export your reports in a number of formats. These include printing your report, exporting it into a PDF format or exporting the data into Excel / CSV (Comma Separated Values). This section describes each of these options in turn.

To print a report you must open the report into the Report Output page. 1. Click the Export menu and select Print.

Figure 28 Print 2. When the popup opens you can view the report output and then click print again to print.

Figure 29 Print Friendly Version 3. You may be prompted to select your printer settings. These settings are determined by your printer and local software / hardware components. Choose the settings that are appropriate for you, and click the print button.

1.

To export a report as PDF click on the Export menu. This will open the drop down menu and select the PDF link.

2.

A PDF format popup will open allowing you to choose your preferred export options. Select you options and click submit. This will create a PDF and prompt you to save it to your local drive. The selected options will be saved for the current report, and will be the default the next time you export this report to PDF.

Figure 30 Export to PDF

Yellowfin gives you the ability to export your report for use in other applications such as excel or word. To export your report: 1. Click the Export menu and select the format you wish to export to, e.g. or

Figure 31 Export to PDF

2. You will be prompted by to either OPEN, SAVE or CANCEL the export data. Click the SAVE button. 3. Once you have chosen save your computer will prompt you to select a location to save the file to. Choose an appropriate folder, and click SAVE 4. Once the download is complete you will be able to either open the file, or close the prompt. Click CLOSE to close the prompt window and return to the data output page. Note: if you choose to export report which contains a chart your chart will not be updated if you change your data in Excel. The chart will not be exported to CSV.

Generally a report will run instantly and return a result set if no user prompts are required. However you have the option to set the report to run only once filter values have been provided. To do this, open the Filter Actions menu and set the Autorun report on load option to No.

Figure 32 Report Autorun Option

If you are unsure of the filter data you wish to use you can use the prompt option to query the database for available values. 1. Click the prompt icon A popup window will open with a list of current values from the database.

Figure 33 Prompt for Values 2. Select the value you wish, using the tick box and click the Submit button. This will return the value to your filter display. 3. Click the Go Button to run your report with the filter.

If you do not wish to apply a filter to your report you can return all values by leaving the values blank. The filter(s) that you choose to omit will be ignored by the query when querying the database.

Figure 34 Omit Filter Condition

If you wish to hide the filter box from your report, click either the minimise or the close button on the filter menu bar. The filter box can always be re-displayed by using the filter option on the report menu bar.

Figure 35 Minimise Filter Display

When a report has several user prompt filters it can be useful to provide pre-defined filter sets, saving the user time.

Figure 36 Saved Filter Sets

In order to use Saved Filter Sets you will need to do two things: 1. Enable the role permissions through Administration. There are two settings you can enable: a. Filter Sets: allows users to see public filter sets created by other users, and create/delete their own private filter sets if applicable. b. Create Public Filter Sets - allows users to create public filter sets that can be used by other users.

Figure 37 Saved Filter Sets Role Permissions 2. Enable Saved Filter Sets through the Filter Action menu on your report

Figure 38 Enable Saved Filter Sets

Once you have enabled the functionality, you will need to define your sets on each report. To do this your report will need to be activated, and then you can follow these steps: 1. Select the filter values you wish to use and then click on Save Filter Set.

Figure 39 Save Filter Set 2. If you have permission to save Public Filter Sets then you will be presented this panel:

Figure 40 Public Filter Sets Here you will be asked to define the filter set as either private (only for your user account) or public (available for all users with access to filter sets). Then you will need to provide a descriptive name for the set. Click Add Set once complete. If you only have permission to create Private Filter Sets then you will be presented with this panel and will only need to provide a descriptive name.

Figure 41 Private Filter Sets Click Add Set once complete. 3. You should now have a report with filter sets as below:

Figure 42 Filter Sets

When you have defined sets of filters you are ready to use them. To apply a filter set simply click on the name of the set you want.

Figure 43 Apply a Filter Set

To delete a filter set you will need to click on the

image next to the name of your

chosen set. You will then be asked to confirm your decision in the following window:

Figure 44 Delete a Filter Set Click Yes to confirm. Note: You are only able to delete filter sets that you have permission to create. If you only have permission to create Private sets then you will not be able to delete Public ones.

Saved Filter Sets should always be implemented when the report is complete. If, at any stage, you need to edit a report that has filter sets you will need to re-add the sets after editing is complete as they are lost when a report is placed in draft mode.

The Yellowfin dashboard is your personal reporting portal. At a glance you can view all your key reports on a single page. The dashboard allows you to create new tabs, search your public repository for dashboard enabled reports and add them to your selected tab, or access a public tab.

Figure 45 Dashboard 1. Menu: links you to additional reporting functions such as Create Report, and access Report List your report repository 2. 3. 4. 5. 6. 7. 8. 9. Inbox: used to receive distributed reports, reports to be approved, and comments Search: allows you to search reports across your repository Tabs: navigate between various pages on your dashboard Buttons: add, delete and edit your tabs Display area (portlets): allows you to add various reports to your dashboard tab Favourites: lists your favourite reports to the right of the dashboard display area Draft Reports: provides access to recently edited draft reports Recently Accessed Reports: lists the most recently viewed reports in a session

Once a tab has been added to your dashboard you can continue to update and edit them to suit your needs. The tab menu allows you to add, delete or edit tabs. By clicking on the tab link you will have a drop down menu from which you can choose the following options.

Figure 46 Tab Options

The first tab from the left of the page is the tab that will open first when you login. 1. To move a tab location in the list, click the tab drop down menu icon. 2. Choose the direction you wish to move the tab

If you no longer wish to have a tab on your dashboard then: 1. Click the Delete link whilst the tab you want to delete is Active

2. Confirm the deletion by clicking OK on the confirmation prompt.

Figure 47 Tab Delete Confirmation

If you wish to export all the reports on a tab to one document then: 1. Click on the Export option in the tab menu 2. Select the format you wish to export to.

Figure 48 Tab Export

When initially logging on you may not have any tabs defined to your dashboard. The following message will be displayed.

Figure 49 Add Tab

To add a new tab to you dashboard click the add tab link. This will open a drop down menu which will present you with a list of options (these will be dealt with in more detail later): Standard A basic tab containing reports that may be linked by filters, drill hierarchies, or series selection. KPI A KPI style of tab

Pre-Built Tab Choose a pre-existing tab from your repository

Figure 50 Add Tab Drop Down Adding a new Tab to your dashboard allows you to add more reports into a related area such as Sales, Finance or HR. You can add as many tabs to your dashboard as you wish.

1. To add a pre-built public tab, select the Pre-built Tab option. This will display a drop down list of possible tabs that you can add. Note: you can only have one instance of a public tab on your dashboard.

Figure 51 Public Tab Description 2. On selecting a tab you will be presented with a description of the tab, the intended audience and a list of all the reports that it contains. This will assist you to determine the most appropriate tab for you. 3. Click the add link to add the tab to your dashboard.

If the tab is active you will have to place the tab into edit mode for you to make changes such as deleting or adding reports. When you edit a tab you will change the status and as a result if it is a public tab no other users will have access to the tab whilst you are editing it.

The tab edit menu allows you to determine the layout, security and in the case of analytic dashboards the filters that link the reports together.

Figure 52 Tab Edit Menu The main sections of the edit page include: 1. Search for reports to display on the dashboard 2. The ability to activate, select the layout, set security and set the linkages between reports. 3. Set up filters for the dashboard 4. Add Associated Reports to the tab

1. To add a new dashboard report to your dashboard click you will need to use the report list search panel on the left of the tab.

Figure 53 Add Report Window 2. Search for the report you want to add. Note: you can use advanced search settings to narrow down your search as available on the Report List page. 3. Once youve found the report you wish to add, drag it from the list onto a portlet .

Once the report is on your tab you can resize it or position it within a column or across columns using drag and drop.

Figure 54 Resizing Portlet

Not all reports are appropriate to add to a dashboard, but you may want to include them to provide supporting information for a specific tab. To do this you can use the associated report list. Add reports to this list and they will be displayed as a link to the report only not as a pre-run report.

Figure 55 Associated Reports

When you delete a report from the dashboard it is not deleted from the repository. The original report can still be found in your report list - you did not delete the actual report, only the dashboard copy of it. 1. To delete a report click the delete button at the top right of the report menu.

Figure 56 Delete Dashboard Report 2. A prompt will confirm that you wish to delete the report. Click OK to delete the report from your dashboard.

Figure 57 Delete Confirmation

Once you are happy with the setup of your dashboard you should activate it by clicking the save icon on the dashboard edit menu. This will open the save drop down menu allowing you to set the tab name and description. Click Activate to save your tab into read mode.

Figure 58 Tab Activation

The report portlet menu provides you with a set of options for managing the display of a report on your dashboard. On the report menu you will find: 1. Report Title 2. Report Menu 3. Chart/Table Toggle 4. Maximise 5. Close

Figure 59 Dashboard Report Menu

Maximise

The maximise function opens the report to its full size in the reports preview page.

Close

The close button will delete the portlet from the users dashboard when the tab is in draft mode.

Menu Chart/Table Toggle

Opens the drop down menu If the report is in a chart and table format this button lets you toggle between both views

Click on the dropdown link to open the portlet menu. This allows you to print, export or edit your report. The contents of the drop down menu will vary based on the nature of the report.

Figure 60 Dashboard Report Drop Down

Minimise

Allows you to reduce the size of the portlet and display the title only. (Only available when a tab is in edit mode toggles with Restore)

View Report Print Export

Open the report into the main report view page. Print the report to your local printer. Export the report to multiple formats including CSV, MS Excel, PDF etc.

Reset Report

If filters or drills have been applied this will return the report to its original state.

Email Report

Opens the email window and allows you to email the report directly from within Yellowfin.

Show Filters Information

Displays filters for the report The information link opens up meta data about the report. Such as the details of the source data and the security settings for a report.

Report URL

Displays a link to access the report outside of the system. Accessing reports this way will depend on security settings.

There may be times when you wish to manage your dashboard by minimising the reports that have been displayed. This provides you with more room on your dashboard to add further reports and maximise them as you need them. 1. To minimise a report click the portlet edit drop down and select the minimise option. The page will refresh and the selected report will minimise. The minimise option will now be replaced by a restore option in the drop down. 2. To expand the report back to its original size click the restore link in the drop down menu. This will refresh the page and your report will be displayed in your dashboard again.

The maximise option provides you with the ability to open the report in the standard view mode instead of on your dashboard. This will also give you access to the edit function if you wish to edit the report data rather than the dashboard properties.

From your dashboard you can drill into more detail. There are three drill types available a drill through to a different report, a drill down within the same report using a predefined hierarchy, or a drill anywhere within the same report using dimensions selected by the user. Drill capability is indicated by hyperlinks on fields within your report.

Drill down reports do not open a new report but drill into the detail of an existing report. For example you may be able to drill from Year > Month > Week When you click on the link to the report will refresh with detail updated. For example if your report contained Year and you clicked on 2003 the refreshed report will display all months for 2003.

Figure 61 Region Drill Down on Year

If you have drilled down multiple layers or down multiple hierarchies you may wish to reset your report to its original state. This can be done by selecting the reset option from the report drop down menu. As shown in the figure above. Your report is automatically reset each time you login to Yellowfin.

Figure 62 Drill Reset

Drill Anywhere reports allow the user to select from a list of available dimension fields to drill to. When you click on a drill enabled field, a popup list of dimensions will appear.

Figure 63 Drill Anywhere Select the desired field and the report will be refreshed.

Figure 64 Drill Anywhere Result

Some reports that you add to you dashboard may permit you to drill through to a different report with more detail. This will be evident from data that has a Hyperlink on it. To view more detail click the hyperlinked data, this will open a new report with a greater level of detail.

Figure 65 Drill Through

KPI Tabs are a unique dashboard tab which present reports to the user in the form of KPI metrics. These assist an organisation to understand its goals and objectives essentially, the direction in which they want the enterprise to progress. To help with this analysis key performance indicators (KPIs) are laid down to assess the present state of the business. The KPI tab differs from a standard dashboard tab in that Reports are run as a regular task against predefined targets the results include: 1. Current Status 2. Trend of the report over time 3. Actual versus target and variance 4. And the last relevant time period (as displayed below)

Figure 66 KPI Tab Benefits of this style of tab include: 1. Data is easy to interpret users can quickly identify which business measures are on target or not. 2. Multiple Metrics can be displayed on a single tab for quick access 3. Trends in the report are displayed providing users with an understanding of both current status and direction of the data.

1. The creation of a KPI tab is similar to a standard tab. Simply click the Add Tab link. 2. From the Type selection option, choose KPI. 3. Add reports by click the add button as with a standard tab.

Note: Only KPI reports will be searchable via the add report popup. You will have to create KPI reports through your report builder see the appropriate section below in this guide. You can find more information in the Dashboard Tutorial Guide.

The KPI tab structure allows you to quickly browse the status and trend of your Key Performance Indicators.

Figure 67 KPI elements

Status

The status will display an icon that indicates whether or not the measure has met your target thresholds.

Menu

The menu drop down lets you manage the KPI report. You can view, print email, and export it.

Title Trend

The title of the KPI metric. Click on the hyperlink to see detail. The trend compares the current version of the KPI report run with the previous versions and indicates whether there has been a change in the trend, the direction of the trend and whether the trend is good or bad.

Actual Target Variance % of Target Last Run

The current actual value of the metric as returned in the report. The target value as set for the KPI metric The difference between the Actual and Target values. A bullet chart that assists you to visualize performance and compare all metrics on an equal basis. The specific date for when the KPI is relevant.

Standard Tabs can be used if you wish to create relationships between multiple reports on a single tab. In a filtered Standard Tab you can link reports so that if you drill down on one report the associated filters are applied to all reports on the same tab.

Figure 68 Analytic Tab

The benefits of this style of tab include: 1. Data is easy to slice and dice users can quickly drill down on multiple dimensions and views of their data 2. Multiple related reports can be displayed on a single tab for quick access

1. To create a standard tab simply click the Add Tab link. 2. From the menu select Standard. 3. This will return you to the tab where you can add reports by searching for them in the report list on the left hand side and dragging them onto portlets. 4. Once you have added all your reports you will need to link them via shared filters.

1. From the edit tab menu click the analytical set up link.

Figure 69 Analytic Tab Setup Link This will open a new page with all the reports listed as well as a panel with the reports and their linked status as shown below.

Figure 70 Analytic Tab Linking 2. By clicking on the linked reports you will be able to see how each report is linked to the current subject report identified in the left hand reports panel. Reports that are not linked are highlighted in red. 3. Choose the type of linking. For example if the reports share a common drill hierarchy choose Drill Down Field, otherwise choose filter. This will allow you to select which fields correspond to the filters that will be applied from the report.

Figure 71 Filter Linkages 4. Click Save to continue and go through each report to set up is linkages which all the reports on your tab. 5. Once you have set up the links between reports you will need to set up the filter user prompts, these will be displayed on the right hand side of your analytic tab. In the example below the filter values have been cached (set at the report level). For more information go to the filters section of this guide.

Figure 72 Filter Prompts

Once you have linked all your reports together, you can format the way the filters are displayed on the dashboard. 1. Click on the icon next to the filter you wish to format.

Figure 73 Analytic Filters Formatting 2. From here you will be presented with a menu that allows you to change the Title, Display Type, List Length (where applicable), and Default Value.

Figure 74 Analytic Filters Formatting Menu 3. Set the desired options and click Save to apply changes.

You are also able to reorder filters in the same way you would move reports on the dashboard. Click the position. icon next to the filter you wish to move, and drag it into

Filters are able to be arranged into collapsible groups when displayed on the dashboard. 1. First, the group will need to be created. Type a name into the Add a Filter Group area at the top of the filter panel. Click the icon to add the group.

Figure 75 Create Filter Group 2. Now you will need to add filters to the group. Drag desired filters to below the filter group name.

Figure 76 Populate Filter Group

3. Lastly, you will need to configure the display options for the group. Click on the icon next to the filter group name.

Figure 77 Grouped Filters Formatting Menu 4. From here you will be able to rename the group, choose an initial display state (open or closed when the tab is first loaded), and delete the group.

Standard Tabs can be used if you wish to create relationships between multiple reports on a single tab. In a series selection Standard Tab you can link reports so that you are viewing the same selectable metric across all linked reports.

Figure 78 Series Selection Standard Tab

1. To create a standard tab, click on the Add Tab link. 2. From the menu, select Standard. 3. This will return you to the tab where you can add reports by searching for them in the report list on the left hand side and dragging them onto portlets.

4. Once you have added all your reports you will need to link them via series selection.

1. From the edit tab menu click on the Series Select link. This will open a new page with all the series select options available.

Figure 79 Series Select Link 2. Firstly, you will need to select a master report to join your other reports to. This will be the report you select series on, through dashboard, so select the one that displayed series the way you want. You will also need to select a default field this is the series that initially selected when the tab is loaded.

Figure 80 Master Chart 3. Once youve selected the master report, you will notice the other reports on the dashboard listed directly underneath on the left. You will need to select these one by one and link them to the master, much as you would during the analytic setup. You will know its selected by the blue border around it. 4. Link up matching series to the ones listed from the master report, then click Save to complete the links.

Figure 81 Series Linking

5. You will need to link all reports that have a red border, indicating they have not yet been linked. 6. Click on Return to Dashboard to finish the linking process.

Figure 82 Return to Dashboard 7. Your reports will now be linked and series selection will be ready to use across the tab.

Dashboard tabs can be shared between users by setting them to public. Security can be applied to Public tabs. If you choose to create a private tab you will not be able to set security as you will be the only user with access to the report. However, if you choose to create a Public Tab you will have the option to add additional security. Note: if you create a personal tab no other users will be able to share your personal tab.

To create a tab for sharing with other users you will need to create a public tab. Create the tab as described above and then on the main menu select public from the security drop down. Note: Whilst the Public tab is in draft no other users will be able to add it to their dashboard. When you have finalised the dashboard activate it by clicking on the activate link.

Figure 83 Public Dashboard Tab

Security on the tab is used to set who has access to the tab system. You have two options Unsecure: this allows all users to access the tab Secure: securing the tab you will control who can view or edit the tab record 1. To secure the tab select the secure radio button as shown in the example above. 2. This will display the security management elements on the screen. You will need to select either a person or a group that you want to secure the tab for. 3. One the person or group is selected choose the appropriate access level. Note at least one user must have DELETE access else the tab will be locked to all users for update purposes.

Read Edit and Update Delete

Allows selected users to add this tab to their dashboard but not edit it. Allows selected users to edit and change the dashboard Allows selected users to delete the dashboard from the corporate repository

Figure 84 Access Level

4. Once you have select the user and access click the add button to add them to the access list. You can add as many users or groups as users to the list as appropriate.

Yellowfin supports dashboard collaboration by permitting public authors to distribute pre-built tabs to individual or groups of users. Similar to the distribution of reports all recipients must have appropriate access levels to receive reports. Why distribute a tab? By distributing a dashboard tab you can create a single tab for an entire department and then distribute it to all users within that department. 1. To distribute a tab click the distribute tab link in the tab menu drop down. (You will only see this link if you are authorised to manage the corporate tab selected)

Figure 85 Distribute Tab 2. You can then select if you wish to send it to a single person or to a group of users.

Figure 86 Distribute Tab Options 3. Search for either the person or the group and click add 4. A confirmation page will confirm the tab has been delivered and you can go back to distribute the tab to another set of users. Note: Tabs and associated reports will only be distributed to users that have the appropriate level of access for the report.

The remove option is different from the delete corporate tab option. The delete only deletes the tab from your dashboard but does not affect other users. Whilst the remove deletes tab from all users and makes it unavailable for future use. 1. To remove a corporate tab for all dashboards that it appears on select remove from the tab drop down menu. 2. You will be prompted on a confirm page if you wish to permanently remove the tab. If you do not wish to do so click Cancel otherwise click OK to continue.

There may be instances where a corporate tab is used to track rapidly changing data such as call centre information, or system tracking. Generally with dashboard reports once a tab is opened the reports displayed are static they do not automatically update. However, with Yellowfin you can set up

refresh cycles for various reports so that as long as the dashboard tab is open the reports will continue to be updated. 1. To create a refresh cycle for a dashboard report you will need to define before saving a report. Click on the Display menu in the report builder. 2. Click YES for the refresh dashboard option and define the number of seconds you wish to elapse prior to a report being refreshed.

Figure 87 Refresh Dashboard Report Option 3. Activate your report. When this report is added to your dashboard it will automatically refresh based on the seconds you have indicated. Note: You will need to have the Refresh Dashboard Reports role permission in order to access this option.

The drag and drop report builder provides you with an easy to use report creation wizard that assists to create both simple and sophisticated analytical reports. In this section the steps required to create a basic report will be covered. More advanced functions such as report formatting, filtering and charts will be covered in subsequent chapters.

When you create reports you will be using the report builder wizard. The wizard takes you through the steps to create a report. These steps will be determined by some of the options you choose along the way. This chapter will explain some of the major steps in the wizard. These include: 1. Selecting the source of data you wish to query 2. Choosing the fields you want to have on your report 3. Determining Filters and Sections 4. Choosing the layout of your Report

Included in the report builder are a number of sections: 1. Initialise Report: The first step in building any report is selecting the type of report you wish to run and the data source required. Your organisation may have many views and data sources so selecting the correct one is critical prior to building your report.

Figure 88 Report Initialisation Page 2. Report Data: The report data section allows you to define the look and feel of your report, including the fields to be displayed, the filters to be used, and whether a chart or drill through should be displayed. Select the items from the view that you wish to include in your report and drag them into the appropriate section of the screen.

Figure 89 Report Data Page

3. Report Filters: The filters page allows you to set up conditions to return only certain values rather than returning all the data from a selected view. For example, you can specify customer segments for particular organisation units.

Figure 90 Report Filters Page 4. Related Reports: One of the major features of Yellowfin is the ability to create drill through reports or display associated reports on the same page. This is done by linking reports together through related reports.

Figure 91 Related Reports Page

To create a new report click the create button located on your main navigation bar. This will open the report initialise page and allow you to start creating a new report. Note: Only users with CREATE access to the reporting function will be able to create new reports.

Figure 92 Creating a Report

The first step in creating a new report is the initialise report step. In this step you will select the type of report you wish to create, how you want to write the report and to select the source of the reports data.

Figure 93 Initialisation of a Report

This question is for advanced users. If you have access to this option then you can select either Drag and Drop, Freehand SQL or one of two alternative authoring environments BIRT and Jasper Reports. For most users it is recommended that you choose the drag and drop report creation method.

Most importantly when creating a report you must select the data source and individual view. At this point you are specifying the exact subject area that you wish to query. Firstly you must select the data source this is the database in which your data is stored. For example a data source may be you HRIS system. Once you have selected a source the available views for that source will be displayed. There may be many views in the same data source. Select the view that you wish to use. To assist make the right selection you roll your cursor over the image to find out

more about a data source or once you have selected a view click the more information link. Both of these will provide you with more information about either the data source or the view. Note: Once you select a view and continue to the next phase of report building you cannot return to this page to change the view. This is because all the items associated with the view will be loaded for this report.

If you use the same view on a regular basis you can set it as your default by clicking the default view check box.

Once you have selected the view for your report click either the next button at the top of the page or click here to continue. Both of these will take you to the Report Data Page.

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. You can easily add data to an empty report by dragging and dropping the report items from the available data fields list.

Figure 94 Report Data Screen 1. Navigation: The process step guide provides you with a visual display of the steps required in your report builder wizard. The number of steps displayed will vary based on some of your selections on this screen for example if you choose to include a chart on the report. 2. Search: The Search box allows you to quickly find a field for your report when instead of browsing through the categories. 3. Data Fields: The Data Fields display provides you with a list of all available items to add to your report from the selected view. Click on the folder expand image to open the folder and view all the items within it. 4. Calculations: You can create calculated columns that are unique for the current report. 5. Source: The current data source and view name is displayed. Click on the view name to view a summary of the view.

6. Resize: Used the drag icon to resize the Data Fields panel to make it easier to read the column names you wish to add to your report. 7. Data: The report data section is used to specify which items you wish to include in your report. Drag an item from the report field list and into the report column. The calculation buttons allow you to perform calculations on metrics included in your report. 8. Filters: Filters allow you to specify which attributes should provide a filter such as date only show events that have occurred today. 9. Sections: The report section area allows you to create sections in your report based upon dimension data. An example may be that a new section is created based upon Business Unit. 10. Report Options: The report options section provides you with advanced functions for manipulating the output of your report. Options include: Charts, Crosstab Display, Totals etc. Click on the expand image to open the various sections available to you.

The data fields section on the left hand side of the Report Data page provides you with a list of all possible items that can be used in your report and grouped into useful categories. These items relate back to the data in the database and in some cases have already had some manipulation occur to them this is especially likely for metric type items Category: click to expand folders and display item list

Items: a list of Dimensions (yellow cubes), Metrics (blue circles), Filters and Parameters (aqua funnels)

Hierarchy: drill down capability indicated by the join between icons

Calculated Field: build derived attributes and calculated fields

The purpose of categories is to provide logical groupings of items. For example, the Personal Details category contains items that map to data on people in the database. A folder represents a category. Each icon within a category represents an item.

When creating a VIEW, the administrators define and categories items. The definition of an item reveals how it can be used in analysis and reports. An item can be defined as a dimension or a metric. Each type of item serves a different purpose: Dimension items 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.) Metric items retrieve numeric data that is the result of calculations on data in the database. Metrics tend to be dynamic: the values they return depend on the dimensions they are used with. For example, if you include Person and Age in a query, Age per person is calculated. Basic Metrics do not need to have an aggregate calculation (such as a SUM or AVERAGE) performed on them within a report. Pre-Defined Filters are items where a set of conditions have been set up when the view was created. This assists users to limit the data returned in a query to only the expected results. For example if the filter is called United States then only data from the united states would be included in the results. Parameters are items which are used to capture user defined values and pass them into calculated fields or filters. These parameters can assist in conducting what if analysis.

A common issue when using a report writer is to understand what the fields that you can select from actually mean in your business context. Yellowfin makes this easy with view meta data. When your administrator creates a view they also provide a long description for each field contained in it.

To see the long description click the view name located at the bottom of the data fields panel. It will open up a view popup. This popup providers you with a summary of the view, its attributes, and the users that have access to it.

Figure 95 View Information Popup

To include a field onto your report simply drag the field from the data fields panel to a column field on your report. Click on an item in your data field list and holding down the mouse button drag the field onto the report data section. Your drag and drop is successful when you see the item you have selected turn transparent and move along with your mouse pointer. The order that items appear in the data list will determine the order of data columns in your report.

Figure 96 Dragging items onto Report

To delete an item from your report you will have to remove the object from the Report Data Section that it is placed in. 1. Click on the item that you wish to remove 2. Once highlighted drag the object out of the edit box and off the main page data page and let go of it. 3. The item should no longer be displayed in the report data list. The attribute is now removed from the report.

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:

The fields shown in this type of message must be included into the field or filter section of the report. For example:

Figure 97 Error Message A variation of the mandatory field section validation is when a selected field in the table is being aggregated by sum or average. Constraints can be set when this occurs so that meaningful data is presented in the report. The validation message will look like this:

Figure 98 Validation Message To proceed with your report you can remove the sum or average aggregation on the selected field or drag the relevant fields indicated in the validation message into the report.

The fields shown in this type of message must not be included into the field or filter section of the report when a selected field in the table is being aggregated by sum or average. Constraints can be set when this occurs so that meaningful data is presented in the report. The validation message will look like this:

Figure 99 Validation Message To proceed with your report you can remove the sum or average aggregation on the selected field or remove the relevant fields indicated in the validation message out of the report.

When a suggested field or filter occurs, a messages box will appear with the suggestion. The user can chose to include this field or filter into the report or to ignore the suggestion.

Figure 100 Confirmation Box

When constraints are set up on a report, one of the options is to select a few fields from a table and set the constraint as one in list. This means that at least one of the selected fields must be included in the report. When this validation message is displayed it will show the list of all the fields where at least one must be included in the report. To fulfil this constraint simple make sure one of these fields are included in the report.

Figure 101 Validation Message

One of the first things that you may notice when building a report is that your data is at too low a level. For example you may want to know the total revenue for a year but the report is bringing back every transaction for the years selected. In this example you need to aggregate the data in your report. You need to sum revenue for the year.

Figure 102 Aggregation in the Report Builder

Yellowfin includes standard aggregation functions (sum, count, average, minimum, maximum and percentage) that enable you to make quick calculations on the data in reports. The choice of metric applied is determined by the aggregation menu buttons. Advanced Functions (see later chapter for details) Sum of all values returned Count of the Number of items returned Count of the Number of Distinct items returned Maximum value returned Minimum value returned Average value of the items returned Clear Aggregation or function

To change a metric aggregation, complete the following: 1. Move your cursor over the metric object in the box and click on the metric name. The item will now be highlighted. 2. Now select the aggregation type that you wish to apply you will notice that the icon on the left hand side of the measure object will be updated with a new icon to indicate the aggregation applied.

Figure 103 New Aggregation Applied

To remove an aggregation or advanced function from a field, do one of the following: 1. Reset the calculation by selecting the metric and clicking the clear link. 2. Remove the measure from the report entirely by dragging it out of the columns section.

The report options menu allows you to change the layout of your report (cross tab with charts) and determine the way your report will behave such as will it contain drill down or can it be scheduled.

Figure 104 Option Menu

The main feature of the report output design options is the ability to specify how your report will be presented. The possible options are included below:

Figure 105 Display Data As Simply click on a radio button corresponding to the display type you wish to use. The default for Yellowfin is the table display option.

If you choose one of the chart options the report builder wizard will have an additional step included. This step is the chart builder page it is there that you will be able to select the specific style and detail of your chart.

Data displayed in your reports are displayed in tables. With Yellowfin you have the option to select what type of table you wish to use for data output. When creating a new report the default table type is set to COLUMN. To select a table type click on one of the table radio buttons presented in the report options section. For example if you want to create a crosstab table, click on the crosstab table radio button.

Figure 106 Table Type Selection Box

Your Analysis options provide you with the ability to select co-display to display multiple reports on the same output page, create drill through / down reports or add sub-queries. For example you may want to display data from two separate views on the same page or drill from one report into more detailed data from a different view.

Figure 107 Analysis Option Menu

You can select to create a regular report or a KPI report. A KPI report is one that is run on a scheduled basis and has a specified target. Yellowfin will determine how the current value in the report compares to the target value and will determine the trend of the data. Only KPI style reports can be added to a KPI dashboard style tab.

Figure 108 Report Type Options

Use the report properties section to save the name and description of your report. Note: these can be updated when you save your report as well.

Figure 109 Properties Giving your report a name from the Report Data page is useful if you choose to leave your report in DRAFT. Since your report will already have a name by which you can search.

The report data section provides you with the ability to: 1. Show duplicate records rather than distinct values 2. Limit the amount of data returned in your report. This option is especially useful if your report contains a lot of data but you wish to pre-view it multiple times as you are designing it.

3. Show NULL values as zero this is only displayed as a cross tab option. If the cross tab contains NULL values they will be displayed as a 0. Un-tick this if you want to show nulls or blank cells. 4. Set a default access filter so that for each person that runs a report they will only see data relevant to them.

Figure 110 Report Data Note: when your administrator sets up a data source they may specify a default limit for that source. For example they may specify that the maximum number of rows that can be returned by a query is 1000 rows. You will not be able to override this default limit.

Yellowfin automatically applies aggregations to a query. It makes the assumption that when a user is building a report that distinct values are being requested from the database. For example if you have 3 records with a customer name Fred Smith a report containing first and last name will only return 1 record for Fred Smith. However, it is possible to turn the distinct process off so that you will return 3 records containing fed smith. From the Report options menu select Report Data and tick the Show Duplicate records check box.

Figure 111 Duplicate Records

KPI reports are a style of report which assists you to measure actual performance against targets. A KPI is usually made of: A metric A filter(s) A date restriction or period By using KPI metrics, you can track actual performance and compare it to a goal and you can detect trends. These metrics are most commonly used in organisations as Key Performance Indicators (KPIs) to monitor critical business areas. KPI reports are most useful if they are added to a KPI dashboard tab. See the dashboard section of this guide for more details.

Whats the difference between a KPI report and a standard report? A KPI report differs from a standard report in a number of ways these include: 1. It is run periodically to detect trends and changes in data 2. It uses Conditional Formatting functionality to classify the current status of the report 3. It can be added to a KPI dashboard tab to easily monitor critical business areas. Note: KPI reports do not support the use of cross tabs you can only choose the column or row formats for your report.

From the report data page select the KPI report style.

Figure 112 Selection of KPI Type This will create a new menu tab on the report output page. From this drop down you will be able to configure the relevant KPI options required.

1. Select your data The first step in creating a KPI report is selecting the data to be contained in your report. A KPI report is not a detailed report but rather focuses on a single metric for a single point of time. For example did I reach my sales target for last month. Note: Only KPI reports may not work if you have multiple dimensions e.g. if your data has sales levels for each of your sales staff.

2. Define your Conditional Formats Next you will need to apply conditional formatting to the column which is the subject of the KPI. Your subject column needs rules defined that specify what is a good or poor outcome. Note: Only Basic Rules can be used for KPI reports see the conditional formatting section of this guide for more details.

3. Define KPI Definition From the Report Menu select the KPI option. From the drop down choose: a. the metric that you want to apply the KPI to b. The desired trend what is a good trend? When the KPI value goes up or down? c. Set the target value what is the goal of the KPI. Each metric should have a target value. That is a value that you desire to reach. There are two ways of setting this field. One manually where you hard code the desired value or alternatively select from an existing field with which to compare your actual versus desired. A good example of this might be a planned field which compares against actual.

Yellowfin has two basic ways of displaying the data in a report. You can display data in tables or in charts. This chapter deals with the different types of tables, including crosstab tables, which you can use in Yellowfin. It describes how to create tables and how to organize the way your data is displayed in them.

Yellowfin has three types of table output options: Column Based The most common form of table output and the default output of reports within Yellowfin. Row Based Crosstab A variant of the standard column based table. A special kind of table that allows you to summarise data.

Yellowfin tables display data in either rows or in columns and have a header and footer. Header and footer rows and columns are special rows and columns. The header displays information about the row or column e.g. a label or the name of the variable whose values are displayed. The footer displays calculations on the values displayed in the columns or rows. You can display the variable labels along the top row of the table so that you read the data down the columns as shown below:

Figure 113 Column Format Table

A column table is a sequential, two-dimensional list. This doesnt imply that the data in a table is simple or uncomplicated: you can present a great deal of data in a table. The layout of columns within a table is directly related to the layout of the items within the columns data list. Yellowfin places the cells in the table in the same order in which they appear in the report columns list.

Suitable for Presenting data in a tabular, two dimensional list. Keep in mind: 1. Arrange the items in the order you want them to appear in the column list. For example, if you want each row to have a location, headcount and basic pay, in that order, arrange the data items in that order in the Dimensions Edit Field. 2. Whether your document includes sections or not, you always lay out the body of the table in the Column Edit Field.

Row based tables allow you to have the variable labels displayed down the left edge of the table so that you read the data across the rows as shown below. This table format is typically used in financial reports or where the value of a field needs to be highlighted. For example if the reader of the report were to focus on location then this type of report allows them to easily view the data related to Sydney.

Figure 114 Row Table Format

A Row table is similar to a Column table, but the header and information are displayed vertically, instead of horizontally. When you set the report type to Row, the Row Edit Field looks identical to the Dimensions Edit Field. However, when the report is run the data will be displayed in rows rather than columns.

Suitable for Presenting data in a vertical format. Keep in mind: 1. Arrange the items in the order you want them to appear in the Row Edit field. 2. Whether your document includes section or not, you lay out the body of the table in the Row Edit field.

You can create a crosstab report to present data more clearly. A crosstab report shows a summary value at the intersection of each row and column. Create a crosstab report by rotating the values in a list report to product column headers. You can crosstab on more than one non-measure column to create a nested crosstab. For example, add cities underneath the Country column headers at the top of the report. Adding this report item will further subdivide sales by individual cities in each country. The example below displays the total number of products sold in each country, broken down by product line. The values at the intersection points of rows and columns show summarized information.

Figure 115 Crosstab Table Report Keep in mind: 1. Arrange the items in the order you want them to appear in the row and column fields. 2. Whether your document contains sections or not, you lay out the body of the table in the row and column dimension item fields. 3. Metric items cannot be used in the vertical or horizontal headers; they can only be used in the body of the crosstab table. 4. You can add more than one item in the body of the crosstab table. 5. You can use more than one item in the vertical or horizontal headers.

A basic crosstab table will have only one row dimension, one column dimension and one measure specified. 1. Open the report data page and select the Crosstab Table option in the report options menu. This will enable the row and column fields. The page will be refreshed and you will see the addition of two additional fields input boxes.

Figure 116 Selecting Crosstab Table 2. Drag the dimensions and metrics that you wish to display in your crosstab table. You must have at least one dimension in each of the row and dimension fields and at least one metric specified for the crosstab table to function. 3. Click Preview once you are happy with the data defined for your crosstab report. This will create a report and display you data in a rows and columns intersect method.

To create more advanced crosstab tables you can add additional metrics or dimensions to your report data. However, consideration needs to be taken into account of the complexity of the data output that is being created.

Two include more than 1 metric in your crosstab table drag an additional measure into the metrics box. Note: the order of your measures as displayed in the output will reflect the order of measures as displayed in the measures edit box.

Figure 117 Multiple Metric Crosstab In this example Received amount and Average Client Rating are included. There are now two measures displayed in the report. They span the column heading. E.g. Each value of Year has two corresponding measures The measure title has moved into the report body as well.

To include more than one Row or Column Dimension onto your report drag an additional dimension into the row or column fields edit box.

Figure 118 Multiple Row Crosstab In the example above Current Code has been added to the row dimension.

Note: the order of your data items in the row dimensions edit box will determine the output order of the data. Two row dimensions are now displayed. The Division dimension spans the current code dimension. This breaks up division by current code. As many row dimensions as required can be added to a report.

Report filters allow you limit the amount of data that is brought back in your query to specifically the information that you require. You may decide that you dont want to include all the data in a document. Applying conditions or filters to queries allows you to include only the data you need. The following illustrations show how a condition or filter works.

Figure 119 Filter data Example Yellowfin lets you setup a variety of filters for your reports. These filters can be preset so that every time a report is run, the same conditions are used; or alternately, a user prompts can be created to allow a user to select the data filter when they run a report.

There are a number of filter types available when building a report. These include pre-defined filters, user defined which includes the ability to create user prompt or parameter driven reports.

Pre-defined filters can be created to assist users with adding filters or conditions to their reports that ensure the data they require is easy to extract. The use of pre-defined filters is especially useful in instances where: 1. A common set of filters are used by report writers such as location, or business unit; or 2. If there are particularly complex filters that can be built ahead of time and are commonly used. Predefined filters are indicated by the icon used in the data field list. This is indicated by the filter icon . To include a pre-defined filter on your report select an item from your report data menu. As shown below.

Figure 120 Predefined Filter Example You will not be able to edit the contents of the filter once it is included in your report. If you wish to do so then creating a user defined filter as described below is required.

If you wish to create your own filters from the data available to you in your view then you will have to create a user defined filter. 1. The first step in adding a filter to your report is to drag either a dimension or metric item from the data fields list into the Filters Box as seen below. 2. On the filter management page (discussed below) you will then be able to set the values for these filters.

User prompt filters or parameter driven reports can be created by creating user defined filters. If you do not specify particular values for the filter as discussed in detail below then the filter will be displayed on the report as a user prompt.

Figure 121 User Prompt Parameters

Parameters are a special type of field which allows you to user input into calculated fields or have a single user prompt for multiple filters requiring the same input value. A parameter differs from a standard filter in that the input values can be used for calculations which permit you to do what if analysis. For example a standard filter for Revenue would limit the result set to a specific revenue value e.g. Greater than $100. However, a parameter could be used to drive a calculation Multiply current sales units by $100. Parameter fields are defined at the view but can be applied to report calculations and filters. Parameter fields are indicated by the icon used in the data field list. This is indicated by the blue filter icon .

The access filter is a global filter applied to a report based on the user that is viewing the report at the time. This filter allows the same report to be distributed / used by many people but will only display data that is relevant for them. For example an access filter may associate the user as the manager of a particular cost centre. When that user runs the report they will only see data for the cost they will not be able to view data for other cost centres.

Figure 122 Source Filters

1. The first step in adding a filter to your report is to drag either a dimension or metric item from the data fields list into the Filters Box as seen below. Once you add a field to your filters box the report wizard will include an additional filter management step. It is on this page that you will specify all the filter values.

Figure 123 Report Filters 2. You can drag as many fields as you wish to use into your filters box. Once all the items you wish to filter on have been selected click the next button to go to the filters management page. 3. Use the report filter page to edit and define your filters in detail. All filters added to your report through the report data page will be displayed on this page for you to edit.

Aggregate filters allow you to filter on aggregate values such as the sum of received amount. For example if you filter on received amount you will be filtering on each record, filtering on the aggregate value would filter on the total for the sum of the region. Aggregate filters are applied just like aggregate metrics. Select the item you wish to filter on and choose the aggregation you wish to apply.

Figure 124 Report Filter Criteria 1. The item that has been selected on the report data page for filtering. E.g. Last Name 2. The Operand drop down lets you select what type of filter to be used. For example Last Name is Not Null or Equal To. 3. The brackets allow for greater complexity in data filtering by using AND and OR with the where clause operator. 4. The filter data displays what the filter is to be. If you have selected specific data to filter on it will be displayed here. The default USER PROMPT this allows the user to set the filter prior to running a report. Use the Prompt icon to browse available values. 5. This allows the user to set multiple filters and join them using AND or OR. For example filter all People where AGE is Greater than 50 or Gender = Female. 6. The move up and down buttons allows the user to build complex bracketing filters. The level of a statement within the bracket will affect the overall filter statement and impact upon the data returned in the query. 7. The filter logic display allows a user to read a summary of the filter that they have defined.

Aggregate filters allow you to filter on aggregate values such as the sum of received amount. For example if you filter on received amount you will be filtering on each record, filtering on the aggregate value would filter on the total for the sum of the region. The filter options are available on the report preview page. You are able to set the action and formatting options of all filters here. These will be discussed in more detail in the filter formatting section.

Figure 125 Filter Properties

In the filter options section on the report preview page you can select a filter and customise its display and entry style settings. These will also be discussed in the filter formatting section.

Figure 126 Filter Specific Properties

When defining a filter initially you need to specify how the filter values are to be selected for example where company name is equal to or different from the values that you want to filter on. The options within the drop down will vary based upon the type of field that the filter is to be applied to.

Figure 127 Operand List Possible values for the operand include: Operand Description Type
1

General Filtering Equal to Greater than Greater than or equal to Less than Less than or equal to Different from Between Equal to a single alphanumeric or string value Greater than a single alphanumeric or string value Greater than or equal to a single alphanumeric or string value Less than a single alphanumeric or string value Less than or equal to a single alphanumeric or string value Not equal to or different from a single alphanumeric or string value Between variable 1 and variable 2 these will need to be legitimate parameters such as date, age etc. Not Between Not between variable 1 and variable 2 these will need Numeric Numeric Numeric Numeric Numeric Numeric

The Type column is only specified if the operand is not common across all data types.

Numeric Types include date data types.

to be legitimate parameters such as date, age etc. In List Not In List Is Null One or more alphanumeric or string values Two or more alphanumeric or string values Record contains no value for selected attribute. No Parameter can be set Is Not Null Record contains any value. No Parameter can be set

Advanced Filtering Contains Does Not Contain Starts With Does Not Start With Ends With Does Not End With Is Empty String Is Not Empty String Equals Column Different From Column Greater Than Column Greater Than or Equal to Column Less Than Column Less than or Equal Than The records in the filtered column will have values equal to the values of an alternate column The records in the filtered column will not have values equal to the values of an alternate column The records in the filtered column will have values greater than the values of an alternate column The records in the filtered column will have values greater than or equal to the values of an alternate column The records in the filtered column will have values less than the values of an alternate column The records in the filtered column will have values less than or equal to the values of an alternate column Numeric Numeric Numeric Numeric A String that is not empty Text Records that contain text that matches the input value Records do not contain text that matches the input values String starts with letter or letters Records do not contain text at the start of the string that ends with the input values String end with letter or letters Records do not contain text at the end of the string that ends with the input values A record that is an empty string Text Text Text Text Text Text Text

Column Minimum Date Maximum Date Link to Filter This filter allows the user to select one value on the report page and have it used across multiple filters. For example have Athlete Region set as a User Prompt filter and link the Camp Region to it. This will mean that the user selects the Athlete Region and the Camp Region will be set to the same value. Table 2 Operand Types This option will find the latest date value available. Numeric This option will find the earliest date value available. Numeric

By changing the filter data in the filter you will change it from a user prompt to a permanent condition. This means that when the report is run Yellowfin will automatically filter the report based on the values you set. 1. To set the filter value you can either click the prompt icon up, and allow you to insert a value. 2. The types of values that you can insert will be dependent upon: a. The type of field that the filter is being applied to b. The type of operand chosen. (and select from

presented values) or click the change hyperlink. This will open a filter data pop-

Figure 128 Reference Code Value Select 3. When you have chosen a value for the filter data it will be displayed on the main filters page. To edit this value or change it back to user prompt click on the Hyperlinked Value. See Below.

Figure 129 Filter Data

The default filter value is USER PROMPT. If this setting is not changed the user that runs the report will be prompted to fill in the filter data at the time of running the report. This is useful when the type of interest that a user may have in the report data varies based upon a context. The figure below shows the effect of selecting User Prompt.

Figure 130 User Prompt Filter 1. The user selects USER PROMPT for the filter data type on the filters edit page of the report builder. 2. When the report is run the user is prompted to insert a division. No data is displayed until the user has inserted a division and clicks the GO button. 3. Once the user has clicked the result set is returned and the filter is used to ensure that only the relevant data is returned. 4. The user running the report chooses how to filter the report, based upon the prompt provided.

By clicking the prompt values button you can see all the values available in your filter. Yellowfin will take into account any additional filters you may have to limit the amount of data returned.

Figure 131 Prompt Values

With Yellowfin you can set up a number of different prompt types. These can include standard text entry fields, drop down selections, in list grouped selections, and date fields as seen in the example below.

Figure 132 Prompt Types

1. The text field allows the user to type in the desired value to filter by. 2. The filter icon allows the user to view all the available filter values and select one to use. If the filter were an aggregate there would be no prompt to allow the user to search the database. 3. The date filters allow the user to manually type dates into the fields, or use the calendar to search for, and select a date. There is an option in the filter Entry Style menu to Allow Prompt which will enable the user to select from a list of dates (as in point 2.). 4. When setting a date to the between operand, and then formatting it to be a dropdown using pre-defined date ranges, you get the following

options: Figure 133 Between Pre-defined Date Ranges 5. When setting a date to the equal to operand, and formatting it to use pre-defined filter ranges, you get these options: Note: If you wish to base these dates on the last update date of your view or excel spreadsheet then go to the Filters Action menu and set the Filter Date Reference to View Update Date.

Figure 134 Equal To Pre-defined Date Ranges 6. The Gender dropdown uses cached values from the database to generate a list the user can select one value from. 7. The Last Name list uses cached values from the database to generate a list that the user can select multiple values from.

If multiple user prompt filters exist on a report then Yellowfin will treat these as cascading filters. What this means is that as a user starts to fill in possible values when they click the prompt icon to search for possible values the values displayed will be further filtered based on the previous selections of the user. Therefore, when writing a report with multiple filters place them in an order that will make sense for a user if cascading prompts are likely to be used. For example if you have both a region and a country filter on the same report then the region filter should be placed before the country filter so that any countries displayed are only those that equal the pre-selected region.

If multiple filters are used on a report filter dependencies can be set up so that the child filter will not be displayed until the parent filter has a value. This can be useful for sets of cached filters. When the user selects a value for the parent filter, the dependant filter will be displayed and it will have its values filtered by the previous selection, making the filters cascading and dependant. For example, if you have an In List filter on Camp Region and a dependant Camp Name filter, before you select a value for Region it would look like:

Figure 135 Main Filter Once the user picks Europe in the main filter, it will look like this:

Figure 136 Dependant Filter

There are a number of special filter types that you need to be aware of when using the data filter option. They have a number of various rules associated with them. These are: 1. In List Filters for Reference Codes Filtering 2. Date Filters 3. Between Type Filters

If the operant type In List or Not In List is chosen then you will be able to select from multiple options. The in list is only available for specific types of variables such as codes.

Figure 137 In List Filter Values 1. Set the values for the user, click on the filter prompt icon on the filter page of the report builder. Select all the variables that you wish to add to your list then click Submit to save your changes and close the popup window.

Figure 138 In List Selection 2. To select multiple options from the list box hold down the control key and click on the values you wish with your mouse. As shown above.

If the operant type is set to Between or Not Between then the filter values popup will display two value text boxes. You must insert a value into both of these. In addition you must ensure that the lower end value is inserted in the top box and the higher value in the lower box for the filter to work effectively. 1. Insert a value in both the top and bottom text boxes. 2. Click Submit to save your changes and close the popup window

Figure 139 In Between Filter Type

When editing a Date filter type you will have three selection options. These are to either insert a fixed date or a variable date. 1. The fixed date option is defined by inserting a single date. 2. The variable date is set by selecting the current date option with either the + or option. This will filter the data based on the system date whenever a report is run. For example if the filter set is Current date 10 and the report run on February 11 then the filter date will be Feb 1. However, if the report is run Feb 21 then the filter date in the report will change automatically to Feb 11. 3. The Pre-defined date period provides the user with a list of date range choices.

Figure 140 Setting Date Filters

You can combine conditions to increase control over the data a report contains. Combining conditions lets you retrieve data that, for example, contains the people Smith or Johnson, or concerns on female clients. Whenever you have more than one condition in a report, Yellowfin automatically combines them with an And. All you have to do to combine conditions is add them to your filter list.

Figure 141 AND Where Clause Once combined, however, you can determine how the conditions work together by bracketing them together and changing the logical operators that specify how the conditions are combined.

Logical operators let you specify how you want conditions combined. Yellowfin filters allow two types of logical operators: 1. The AND logical operator combines two conditions into a narrower condition. A data item must meet the first condition and the second condition to meet the conditions requirements. 2. The OR logical operator combines two conditions into a broader condition. A data item can meet the first condition or the second condition to meet the conditions requirements. For example return clients where their last name = Smith or their Gender = Female. To switch between the AND operator and the OR operator, select the value from the drop down list box.

If youve combined at least three conditions in your query, you can bracket certain conditions to bind them together. You use this the same way you might use parentheses to change the value a in the following arithmetic equations: a = 36 * (6 +12) as opposed to a = (36 * 6) + 12 For example, you want information about the Events or People in the system on a particular day. 1. To create a bracket, select the line that you wish to bracket and click the bracket icons (initially the right pointing arrow). This will indent the line and create the bracket condition. To view the result of the bracket read the statement in the filter logic section below the filter attributes table. 2. To change the level of the bracket you can use the move up and move down links to change the order of your filter attributes in the statement.

Figure 142 Bracketing Filter Conditions

As previously discussed, the formatting options for filters are now found on the report preview page when in draft mode, along with columns and sections.

The main formatting options for report filters are displayed below.

Figure 143 General Filter Formatting Options 1. The User Prompt location allows you to choose where the filter box will appear in relation to the report results, with the options; Top, Bottom, Left, and Right 2. The Apply link can be moved so that it is displayed at the Top, Bottom or Top and Bottom of the filters box. 3. The Apply Style allows you to change the formatting of the Apply Filters link between Button and Text.

4. Filter Width allows you to adjust the width of the text boxes and lists to accommodate longer values. 5. The Display option allows you to choose if you wish to have a list of filters used to display with the report results, either at the Top or Bottom of the results.

Figure 144 General Filter Action Options 1. Automatically Apply Filters: Yes, No 2. Drill Filters: Hidden, Closed, Open (breadcrumbs) 3. Minimise Filter Section allows you to collapse or expand the filter box. 4. Enable Saved Filter Sets will allow users with the required role permissions to use filter sets on the report.

When using a dimension as a filter you will have dimension specific options available in the Display and Entry Style filter menus. These options will allow you to define various settings, such as filter caching, custom descriptions and list length (if using an In List operand). These options may differ from the ones available when using a metric or a date.

Figure 145 Dimension Filter Display Menu 1. Display Filter 2. The Description option allows you to change the display text from the default field name to a customised label. 3. You can choose to let the user skip the current filter by selecting Allow Omit, you can have the filter set to Omit By Default or you can make it mandatory, removing the omit option from the filter box. 4. As discussed earlier in the filter section of this guide, you can set filters to be dependent on other filters, so they are only displayed when the main filter has a value selected. Note: This will only be displayed if you have another filter that had cached values.

Figure 146 Dimension Filter Entry Style Menu User Entry 1. If User Entry is selected you will be able to define whether you want the prompt list option to be available to the user or not Note: It is recommended that the user prompt option be disabled if your data set has many variables that as it may take some time for the values to be returned.

Figure 147 Dimension Filter Entry Style Menu Drop Down 2. If Drop-Down is selected instead of User Entry then you will get the above menu.

3. You can either choose to cache the values manually or schedule a task to regularly update them, or you can write a custom query to select values for the filter. 4. The Default Value shows you how the filter will be displayed in the filter box.

Metric filters options only permit you to change the title/description, determine the omit option, and set default values. There is no prompt option for metrics.

The display options for metrics are the same as those for dimensions. Please see the previous section for details.

Figure 148 Metric Filter Entry Style Menu 1. The Entry Style menu for a metric will provide the user with a User Entry display or Slider option. If the Slider option is picked, the following configuration options will be displayed:

Figure 149 Metric Filter Entry Style Menu Slider 2. You will also have the option of specifying a default value.

Date filter options allow you to: change the title/description of the filter, enable use of predefined ranges, and cache values.

The display options for dates are the same as those for dimensions and metrics. Please see the dimension section for details.

Figure 150 Date Filter Entry Style Menu User Entry 1. Selecting the User Entry option will allow you to set default values for you dates either by selecting a date using the calendar or prompt, or setting a date relative to the current system date.

Figure 151 Metric Filter Entry Style Menu Drop Down Pre-defined Range 2. Selecting the Drop Down option will permit you to cache values, use a custom query or select from a set of predefined date ranges.

To delete a filter from your report simply click the object in the report filters list and drag it off the report screen or delete it from the report filter management page.

Parameters are a unique type of input field within Yellowfin. They can be used to pass values from a user prompt into a calculated field or to have a single entry field for multiple filters. One of the most interesting ways that parameters can be used is in the creation of what if reports. This works by creating calculated fields which use parameters in their calculations. For example if you had a Product Cost field you could create a what if calculation that was Parameter x Product Cost where the parameter was the expected units to be sold.

A parameter field has to be created when a view is created. Generic parameters can be created so that they can be used for user defined calculated fields or filters. 1. To add a parameter into a calculated field drag it into your filter section 2. Create a calculated field that uses the parameter You will now be able to define how the parameter is to be used by formatting it on the filters page.

Parameters have different format options from standard filters. The process of changing the format options is however the same. Depending on the type of parameter field you will have different options. Like filters you can change the display name this is useful to provide a more relevant user prompt text for the user. In the Entry Style menu there are three formatting options unique to parameters; Field, Dial, and Slider.

Figure 152 Parameter Entry Style Menu Field 1. When you select Field as the entry style you will be able to set the default value for the parameter in the text box on the menu.

Figure 153 Parameter Field 2. This will be how your parameter is displayed on the report preview page, when formatted as a Field.

Figure 154 Parameter Entry Style Menu Dial 3. When you select the Dial entry style option you will be able to set the colour, minimum, maximum, and default values of the dial.

Figure 155 Parameter Dial 4. This will be how your parameter is displayed on the report preview page, when formatted as a Dial.

Figure 156 Parameter Entry Style Menu Slider 5. When you select the Slider entry style option, you will be able to set the colour, minimum, maximum, and default values of the slider.

Figure 157 Parameter Slider 6. This will be how your parameter is displayed on the report preview page, when formatted as a Slider.

For numeric parameters you will be able to set: 1. The default value the value that will initially be used when the report is run 2. Display Type you can choose between text field input or dial and slider. If choosing dial and slider you can choose the image colour to be used (grey, black or blue) and set the minimum and maximum values for these input processes.

For text parameters you will be able to set the default value this is the value that will initially be used when the report is run

For text parameters you will be able to set the default value this is the value that will initially be used when the report is run

If you wish to use a parameter as the input for a filter value (you may want to have a single input field for one or more filters that require the same value) then you can do this by setting the filter operand to equal to column and select the required parameter column.

Once your parameters have been defined you can run your report. Unlike standard filters you will have default values defined for parameters so the report will automatically run if you do not have any additional user prompt filters defined. You will be able to adjust the parameter values using either text box, dial or slider and click the go button to re-run you report to see new values.

If you wish to filter a report so that the result set displayed is specific for an individual user then an access filter will need to be applied. The data displayed is therefore personalised for the reader. The access filter determines the relationship between the user and the filter type. For example if cost centre is a filter type Yellowfin will determine if the user is related to any cost centres and therefore only show the data for those cost centres. Access filters need to be setup on the source system and view for them to be accessible for report writing. In addition you will need to have the access filter function which permits you to set the filter for a report. 1. From the report data page open the data options section of the report options side bar. You will see the access filter options.

Figure 158 Access Filters 2. Select the access filters you wish to apply. These types are configurable to your organization and have been set up by your administrator. 3. Run the report. 4. You can only see information where you have an association with the filter type selected. Note: If the user does not have an association with the access filter selected they will not see any data in the report.

Charts are the graphic equivalent of tables and crosstab tables. Yellowfin has a very powerful and easy-to-use charting feature which enables you to produce sophisticated and visually appealing charts to display a simple summary of your data or to represent complex relationships within it. With Yellowfin, once you have selected the data to be used in the report, you can visualize this data in many ways simply by altering the attributes that you use in the chart.

The chart creation process requires that the data for the report already be defined. When creating your report, select the data you wish to use and choose either the: Chart Only; OR Chart & Table; options from the report menu Note: You will only have the chart configuration option if you have selected one of these two options. When you first run your report you will not see a chart but instead you will now see a configure chart image. Click on this image to open up chart configuration.

Figure 159 Chart Configuration Image

The chart configuration page provides you all the tools to better visualise your data. From here you can select the data you wish to use in your chart, define the series formatting such as colours etc, and format your chart for professional presentations.

Figure 160 Chart Configuration 1. Chart Configuration Menu all the format options relevant to the chart type you have selected. To select a chart use the Chart selection drop down 2. Chart Data Selection choose the data you wish to apply to the chart 3. Series Settings edit the series options for the chart type selected 4. Either your chart will be displayed or the chart configuration image as no chart has been selected and appropriate data applied 5. The Chart Resize option allows you to drag the chart corner to resize the chart to fit your report 6. Close Button click this to return to the main report page

The first step in creating your chart is selecting the appropriate chart type to most effectively visualise your data. The following table of chart choices will assist you to make you selection. One of the features of Yellowfin is that even after you have made a selection it is easy to swap between chart types to see how your data might look with different visualisations.

Figure 161 Chart Selection

Icon

Chart type Area

When to use You want to emphasize the magnitude of change over time. Use an area chart to show how much the value of a measure changes over time.

Stacked Area

You want to emphasise the magnitude of change over time, while comparing multiple categories.

Horizontal Bar

You want to highlight values for easy comparison and plot your numbers horizontally. Use a bar chart to place less emphasis on time and focus on comparing values.

3D Horizontal Bar

Similar to the horizontal bar chart, but in three a dimensional form.

Stacked Horizontal Bar Horizontal Cylinder

Categorical data, grouped or stacked to assist comparison. Use when part-to-whole comparison is important. Similar to the horizontal bar, but having chart components shown in cylindrical form.

Proportional Bar

Displays how close values in different categories came to the highest category value.

Vertical Column

You want to highlight values for easy comparison and plot your numbers vertically. Use a column chart to place less emphasis on time and focus on comparing values.

3D Vertical Bar

Similar to the vertical bar chart, but in three dimensional form.

Stacked Vertical Bar

Also referred to as stacked column charts and used when part-to-whole comparison is important.

Cylinder

Similar to the vertical bar, but having chart components shown in cylindrical form.

3D Stacked Vertical Bar

Similar to the 3d stacked vertical bar chart, but in three dimensional form.

Layered

Compares the contribution of each value to a total across categories.

Combination Charts

Combination charts, in effect, superimpose one chart type above or below another. Use to improve clarity and highlight relationships between data sets.

Overlay Chart

Use the line chart to emphasize a trend and bars to emphasize specific values. Line/Bar combinations may work better by de-emphasizing bars through the use of subtle colours.

Financial Line

Use this chart to display a trading value with a subchart displaying volume.

High Low

Shows daily high, low, opening and closing values with tick positions corresponding to opening and closing values.

Candlestick

Shows daily high, low, opening and closing values with different colour bars depending on the daily direction.

Line

You want to view trends over time by plotting data at points connected by lines. Use a line chart to plot many metrics.

3D Line

Similar to the line chart, but in three-dimensional form.

Stepped Line

A line chart where movement is shown in steps rather than straight lines.

Z Chart

Trends over a short period of time; displaying the data, accumulative total, and moving total.

Image Maps

If you do not have GIS defined columns you can use the Image Maps to create heat maps these are a good way to display metrics with a spatial element such as Revenue by State or Country You will only be able to render maps for which an image map has been defined.

Google Maps

Google Maps allow you to render location data points onto a Google map which will be displayed as a Yellowfin Chart along with associated Google map widgets. You will have to have a Google Map Key to use this type of chart

GIS Maps

GIS Maps allow the rendering of complex GIS polygons. These can be used to render spatial reports on the fly based on the GIS data available in a report.

GIS Bubble Map

A bubble map in which bubble positions are specified by GIS points.

GIS Heat Map

A heat map where colours representing GIS points are blended based on intensity.

Meter

You want to measure the rate of change of a measure against pre-defined targets. Useful for dashboard reporting.

Thermometer

Vertical representation of the meter chart, indicating a range of qualitative indicators.

Dial

Used to communicate key performance indicators.

Numeric Display

Shows the value of a metric on a digital display.

Pie

You want to show the relationship of parts to the whole. Use a pie chart to highlight proportions rather than actual values. If it is important to show actual values in the chart, avoid using the pie chart type.

3D Pie

Similar to the pie chart, but in three a dimensional form.

Multi Pie

Used to highlight individual component sizes in a system of multiple components.

Ring

Similar to the pie chart, but in a circular ring form.

Funnel

Used to show the status of stages in a process.

Radar

You want to compare data by integrating multiple axes into a single radial figure.

Waterfall

Waterfall charts are a special type of Floating Column Chart. A typical waterfall chart shows how an initial value is increased and decreased by a series of intermediate values, leading to a final value.

Event

Maps the occurrence of events against the values of a numeric data set over time

Week Density

Shows the density of occurrences based on hour relative to other densities on the same day of the week.

Trellis

A segmented chart for which the behaviour is determined by the data selected.

Bubble

Can be used with categorical, sequential or timeseries data. Bubble size and location combine to effectively display 3-D data on a 2-D chart. Bubble charts can also be displayed in quadrants, allowing for negative X and Y values.

Scatter

A scatter plot (points not joined) chart that allows the charting of 2 related attribute series. Can only be used if the data series are related. Useful for seeing trends in data that is not linear.

Histogram

Shows the number of times a given value occurs in the dataset.

Box & Whisker

A chart which gives a quick overview of series of values and their statistical properties.

In the chart data panel you will be prompted to select the series you wish to use in your chart and also edit the series style options.

Figure 162 Chart Series Data Setting

Having selected your chart type the data selection panel will be refreshed to display the appropriate options for the chart time. 1. Select the data you wish to use for your report as prompted by the available options see the table below for more detail on the definition of these. Note: if you have more than 1 dimension in your report data Yellowfin will automatically aggregate the data in the report to accurately chart the label dimension selected. This is a very powerful way for you to visualise and gain insight into your data. 2. Once you have selected the fields you wish to use click the refresh link to display the selected series in the Series Settings edit panel.

The following table displays the data selection options for the various types of charts that you select. Bar, Column, Line, Pie, Area, Combination Charts Label Series This is the category label for the X axis Typically a numeric value such as $. An item that you want to measure on your Chart Colour This option is only available if you have a cross tab data set available and is used to determine the colour applied for cross tab series data. Financial Charts Label Start End High Low Volume Trend This is the label for the X axis, time series data. Share value at the beginning of the time period (commonly: day) Share value at the end of the time period (commonly: day) The highest value the share reached in the time period The lowest value the share reached in the time period Number of shares traded in the time period A metric the user created to display a trend line on the chart Bubble Charts / Scatter Plots X Axis Y Axis Size The value to be displayed on the X axis must be numeric The value to be displayed on the Y axis must be numeric The value that defines the size of the bubble relative to all other points on the chart must be numeric Colour The item that defines the colour of the bubble must be a dimension Meter Charts Series Meter charts only display a single value select the series to be used for this value. Image Maps Map Layer Choose the relevant map that you want to use to display your data. The layer is the image layer that has reference codes associated with zones on the map. Label The label is the field in your data set that has the reference codes that match your layer data.

Colour

The colour you wish to use as the maximum colour variable. Google Maps

Label Description Link

The label for the roll over bubble A description that is contained in the roll over bubble A hyperlink that can be embedded into the bubble to take the user to an external site / report.

Latitude Longitude

The Latitude coordinates column The Longitude coordinates column GIS Maps

GIS Field Colour

This is the field in your report that contains the GIS data types The maximum colour to be used for the heat map Event Chart

Label Value Event

Time value Metric shown in the line (the top of the chart) Binary values that signify if the event was occurring on each of the time values.

Once you have select the series you wish to apply the selected series will be displayed in the series settings panel. The series setting panel lets you set the style and colours of selected series. Although defaults are applied you can change these by managing the individual series. The choices available for your series settings will vary based on the chart type selected and whether Conditional Formatting has been applied to your data.

Option Style

Description When setting the colour style of the series you can choose default or either set solid colour or gradient colour options.

Direction

If you have selected gradient you can set the direction of the gradient to be applied.

Colour

If not selecting default you can set the colour(s) to be applied to the series.

Border Colour Width Line Thickness

For bar style series you can select the series border colour For bar style series you can select the series border thickness For line and Area charts you can set the weight of the line. The Area line is the line at the top of the area chart.

Opacity

Opacity is only available for area charts. Use this to reduce the opacity of the area and highlight the area line which will remain solid.

If a series has conditional formatting applied to it you will have the option for appropriate charts to display these on the chart in a variety of styles. Option Display Style Description If you wish to display the conditional formats for the column select Yes. The style setting lets you choose how you want to display it. Choices include: Area Creates a block of colour of the plot area Bar Changes the colour of the bar Line Creates a line of appropriate colour on the plot area. Position Select how you wish the conditional format to be displayed in front of or behind your chart data.

The main chart configuration menu provides you with all the formatting options for your chart. You can use these options to change the legend, background, axis and label settings.

Figure 163 Chart Formatting

The chart section of the format menu has been discussed above mainly for the chart selection drop down. This is not covered in detail here but should be referred to above. The main formatting options consist of the chart format drop down and the Chart Title drop down.

The chart format options are the most dynamic options and are based on the type of chart selected. For example for a pie chart you will be able to set the shadow colour and exploding slice options. The common options found in the chart format drop down include interactivity options such as visible series selection.

Option Visible Series Selection

General Options This option will allow you to toggle between the series that you have selected for your chart (if Bar, Line style etc) or those that are available in your data set when only a single series can be selected for that chart type (Pie, Map)

Annotations

Annotations can be displayed on charts to prompt a user to view the comments made for a select data point.

Option Date Slider

Time Series Options If your report is a time series (eg you Label is a date and you gave selected time series) you will be able to turn on the date slider. This allows you to zoom in and out of time banded data.

Yearly Comparison

If you have a line chart which is a time series spanning more than 1 year you can use the yearly comparison to split the line into 12 month groups for easy comparison. When using this option the data granularity is set to month and cannot be changed.

Date Granularity

Allow you to set the time units of the chart to match the data set. Eg if data set is hourly you can view the time periods as hours. If you set the option greater than hourly ie day then your data will be aggregated to the day period.

Option Opacity

Pie Chart By reducing opacity you can make the pie slightly see through. This option will make the shadow more visible and give a raised effect to the chart.

Other Segment

This setting is useful if you have a pie which contains many segments which are too small to be accurately plotted. Use the other Segment to size to set the % at which smaller values should be grouped and displayed as Other.

Shadow Colour Outline Colour Outline Width Pie Shading Style Explode Slice

Sets the background shadow colour

Sets the outline of the pie and segment line colour

Sets the outline of the pie and segment line width These options provide you with the capacity to create Bevelled and Inset looking pie charts for better presentation. If you wish to highlight the largest or smallest segments you can do so using the explode setting.

Start Position

Using this option you can decide where on the pie the segments start, moving clockwise around to fill the chart, allowing you to rotate the chart.

Depth Factor

Used for 3D Pie Charts, this allows you to define how tall the sides of the pie are, the higher the % the taller the pie.

Keep Circular

Used for 3D Pie Charts, this allows you to set the pie to always display as a circle, or allow it to be resized and stretched into an oval.

Option Needle Colour Font Settings Opacity Inner Colour

Meter Plots Sets the colour of the Needle to be used on the plot

Allows you to set the font settings to be displayed on the plot. By reducing opacity you can make the plot slightly see through. This option is for thermometers only and lets you change the colour of the mercury

Option Orientation

Combination Charts Determine the orientation of your chart by selection either horizontal or vertical orientation.

Chart Type

The combination chart lets you create multiple charts to be displayed in a single plot. You also have the ability to add new charts by clicking the add link. Choose between Line or Bar for the chart type that you want to display.

3D

The 3D option lets you choose if the bar or line is to be displayed in the 3D style or if unchecked in a plain style.

Secondary Axis

If you have selected Overlay chart you can have a secondary axis option. This will display the axis on the right hand side of the chart for the selected chart.

The title option allows you to change the title of the chart as well as the style such as the font settings. Option Title Setting Description Use this setting to determine how the title of the chart should be derived. Your options include: Report Name Section Name (uses the name of the report as saved), (If your report has sections you can use the section title as the chart title so that for each chart displayed the appropriate section name is used.) Custom: None: Chart Title Style Set the Chart title manually Do not display a chart title

Use this to Change the Chart title by default it will use the Report Name. Allows you to set the font options for the title

The Legend is a box that identifies the patterns or colours that are assigned to the data series or categories in a chart. This section of the menu lets you set the following options. Option Position Description By using this option you can set the location of the legend relative to the chart. You can also choose to hide the legend as well. Font Style Set the font (Colour, Style) of the legend using this drop down menu. The style lets you set the background colour and borders of the legend box.

The background options let you set the style and colour of the main chart elements such as the plot and chart areas. You can apply elements such as background images and or gridlines.

Gridline options are available for all category charts, bubble and scatter charts. Option Gridlines Description Lines you can add to a chart that make it easier to view and evaluate data. Gridlines extend from the tick marks on an axis across the plot area. Band Colour Highlight the Y axis gridlines with a band colour. This will insert a selected colour for each alternating gridline pair. Band Opacity Use this setting to reduce the opacity of the band colour making it lighter.

The plot area is the area bounded by the axes, including all data series. The drop down options let you set the background colours applied to the plot area. Option Style Description If you wish to set the colour of the plot area you can do so either as a solid colour or as a gradient. Direction If you have chosen gradient you can choose the direction of the gradient starting with the 1 colour and moving to the 2 . Colour Choose the colours you wish to apply as the background to the plot area. If you have chosen gradient you will have two colour selections. Image You can apply an image as the background to a plot area. You will have to have images loaded in through the administration console for this option to be available. Images will be layered behind any other plot area formatting. Border For pie charts you will be able to set the plot border. Select solid if you want to display it. Border Colour Border Width For pie charts you will be able to set the border colour For pie charts you will be able to set the border width.
st nd

The entire chart and all its elements are described as the chart area. The drop down options let you set the background colours applied to the chart area. Option Style Description If you wish to set the colour of the chart area you can do so either as a solid colour or as a gradient. Direction If you have chosen gradient you can choose the direction of the gradient starting with the 1 colour and moving to the 2 . Colour Choose the colours you wish to apply as the background to the plot area. If you have chosen gradient you will have two colour selections. Image You can apply an image as the background to a plot area. You will have to have images loaded in through the administration console for this option to be available. Images will be layered behind any other plot area formatting. Border To set the chart border use this option. Select solid if you want to display it. Border Colour Border Width Set the border colour using this selection. Set the border width using this selection.
st nd

A line bordering the chart plot area used as a frame of reference for measurement. The y axis is usually the vertical axis and contains data. The x-axis is usually the horizontal axis and contains categories.

Option X Axis Title

Description Determine the test to be placed on the X Axis if you do not wish any title to be displayed delete the text from the text box

Style Y Axis Title

If you wish to set the font styles of the X Axis choose the custom setting. Determine the test to be placed on the Y Axis if you do not wish any title to be displayed delete the text from the text box

The Axis style drop down lets you determine the formats to be applied to axis. This drop down is divided into 2 sections X and Y axis. Option Colour Thickness Y Axis Arrow Description Set the colour of the Axis line for both the X & Y axis options Set the thickness of the Axis line for both the X & Y axis options For the Y axis you can include an arrow to show the direction of the scale. This will appear at the top of the axis. Y Axis Location For the Y axis you can determine on which side of the chart it is to be displayed. Rotate X Axis Label You can rotate the X axis which is useful to fit longer category names by choosing from the following options: Standard ,45 down, 90 down, 45 up, 90 up X Category Spacing The X category spacing allows you to set the gap between each value in the series. The larger the gap the more each category value will stand out. X Series Spacing The X category spacing allows you to set the gap between each series. By reducing the spacing you create the appearance of grouping series by category value.
o o o o

The Axis scale drop down lets you determine the scale dimensions. Generally you will only be able to set the Y Axis attributes unless you are using XY charts in which case you can set both x & Y attributes. Option Upper Bound Description By setting the upper bound you will set the maximum value to be displayed on the chart axis. Lower Bound By setting the lower bound you will set the minimum value to be displayed on the chart axis. Scale Unit The scale unit allows you to set the numeric spacing between the axis values.

Labels can be added to charts to print out the values of the data point onto the chart in text format. Generally the formatting of label options are only available for pie charts. Option Display Description Select Yes if you wish labels to be displayed select custom if you wish to change the default settings. Label Contains Hide Label Lines Select the values that you wish include in the label To remove the label lines that indicate which segment the label belongs to select no Font Background Style Change the font settings for the label. You can apply solid and gradient settings to the label background. The gradient is based on the chart size not the label size. Gradient Direction Set the direction that you wish the gradient to be applied to. This is useful if you have set the gradient on the chart area and want the labels to be offset against that. Background Colour Border Shadow Colour Choose the colour for the label background Select the border settings for the label. Use this option to set the shadow colour of the label that is displayed on the chart.

This section provides an overview for setting up some of the more specialised chart types within Yellowfin.

A combined or dual axis chart allows you to place multiple series on a chart that have significantly different scales. For example one series might be 100,000s versus a second may be <10. 1. To create combined charts select the option from the chart selection drop down. 2. Initially the chart will be displayed as a single axis chart. From the format chart drop down you will have to create a second chart by clicking the add link see below. Choose the chart style you wish to apply for your second chart. 3. On the series edit section choose the series that would want to apply the second series chart to. Click refresh to refresh the chart and see the changes applied.

Meter and thermometer charts are designed for use on the dashboard. These charts highlight a specific measure against a preferred range of values. A meter chart only needs a single row of data to function. The meter will not display multiple rows of data. For example:

Dimension Sales

Month June

Actual $50,000

Target $55,000

The major difference between meter charts and standard charts is the requirement to set conditional formats on the series that is to be displayed on the chart.

Conditional Formats can be displayed on a chart. They cannot be added to all chart types only to those where you can edit the series such as line and column charts and to meter chart styles. To display conditional formats on your chart format the chart and select specific series to which you have added Conditional Formats. In the series settings you will see a conditional format section. Select Yes for display and choose the style that you wish to use for your display.

Figure 164 Chart Conditional Format Options

Most of the formatting options available to you are accessed through the report and chart format menu. However, once your report has been generated you can use some drag and drop formatting options to change the layout of your report. The drag and drop formatting are only available whilst a report is in DRAFT mode. If the report is ACTIVE you will not see these options.

Charts can be resized whilst your report is in draft mode. This allows you to determine the exact fit of the chart on your report. 1. When in DRAFT a chart will have a resize icon in the bottom right hand corner. Click the icon and hold. 2. Drag your chart into the size that you require. A transparent version of the chart will show you a representation of the chart size. 3. Let go of the cursor to set the chart size

Figure 165 Chart Resize

If you have selected table and chart display then you will be able to reposition your chart relative to the table on the report. 1. Click on a non-active area of the chart. (eg white space) Hold down the cursor. 2. Drag your cursor around the table to a point where you wish to place your chart. You will see a small chart icon indicates the position of the chart. 3. Let go of the cursor and report will be refreshed with the chart in its new position.

Figure 166 Reposition Chart

Using either drill down hierarchies or related reports option you can setup drill on charts. This allows users to click on a specific chart section and drill down or through to a related report for more detail. Using this option you can setup charts that drill into more detailed charts or tables, providing users with a greater level of data analysis.

Chart Area Area Stacked Area Bar Horizontal Bar 3D Horizontal Bar Stacked Horizontal Bar Horizontal Cylinder Proportional Bar Column Vertical Bar 3D Vertical Bar Stacked Vertical Bar Cylinder 3D Stacked Vertical Bar Layered Bar Combination

Drill Down

Drill Through

Combined Category Overlay Financial Financial Line High Low Candlestick Line Line 3D Line Z Stepped Line Map Raster Map Google Map GIS Map GIS Bubble GIS Heat Meter Meter Thermometer Dial Numeric Display Pie Pie 3D Pie Multi Pie Ring Special Purpose Funnel

Radar Waterfall Event Week Density Trellis Statistical Bubble XY Scatter Histogram Box & Whisker

Chart drill functionality inherits the drill parameters of the report. Use the standard drill functions to setup the drill parameters for a report. For more detail on setting up a drill through report please refer to the Drill Through and Related Reports Section of this manual. Note: Ensure that the report drill through parameters and fields are the same that are used in your chart.

Once the data and output styles have been defined through the report wizard you can define the formatting options on the output page to create presentation quality reports.

The main format menu provides you with access to all the data related formatting options (for chart formatting see the chart chapter of this guide). The formatting options are only visible if the report is in DRAFT mode once ACTIVE the active menu will be displayed with additional report management features.

Figure 167 Format Menu 1. The menu is divided into two parts: a. Subject Tabs b. Format Options The subject tabs are used to format distinct parts of your report for example: a tab exists for the main data table, as well as a tab for the Column, Section, Filters, and Related Report formatting. Some of these tabs are only visible if you have the relevant data for example: the Section tab will only appear if you have sections defined in your report data. The format options related to the selected tab allow you to change the style and layout of the selected object (Table, Column, Section, etc.) 2. The Save option lets you activate and publish your report 3. Export your report to various formats such as Excel, etc. 4. The Edit menu lets you access the various steps of the report and chart builder. 5. Format the table style of your report 6. Format the title and display options such as filters, etc. 7. Use the Details link to find out more about your report 8. Use the Close button to close your report

The format options related to the selected tab and allow you to change the style and layout of the selected object (Table, Column, Section etc).

Figure 168 Column Format Menu

The format options for sections allow you to change the display, style, summary, and sorting settings.

Figure 169 Section Format Menu

The format options for Related Reports allow you to change the way the secondary reports are displayed.

Figure 170 Related Reports Format Menu

The format options filters allow you to set the display, entry style, general format, and action options.

Figure 171 Filter Format Menu

The Report format tab contains a number of sections that you can use to format you report. Each of these sections is described below.

The Report section of the format tab will let you save and activate a report using the save drop down menu, delete or copy a report.

Click on the Delete or Copy icon to either delete the report or copy it for use as a template for a new report.

Whenever a report is edited or created it will go into DRAFT mode. Draft mode stops the report from being accessed by any other user while you are editing the report. To make the report available to other users or permitted collaboration options such as emailing to alternate users you will have to Save or ACTIVATE the report. Option Name Description Description Enter the meaningful name for the report Provide a description for the report to assist users with understanding the purpose of the report and its content. Category Select a category to save the report into so that users will be able to navigate to it via the report list. You will only be able to select categories for which you have save access rights to. Sub category Select a Sub-category to save the report into so that users will be able to navigate to it via the report list. The subcategory may have security and refresh settings applied to it that will effect what can be done with the report with regards to scheduling and access. Displayed in Report List This option allows you to hide reports from the main report list; this is often used for secondary drill through reports or co-displays.

Dashboard Enabled

If the report is particularly large or not well suited to being placed on a dashboard select No so that a user cannot add it to a tab. If the report has co-display reports it will not be dashboard enabled.

Activate Link

To activate your report take it out of DRAFT mode you will have to click the Activate link.

The security settings allow you to determine if the report is public or private. If public you will have additional security options for broadcast and email settings. Option Access Type Description Reports can be saved as either Private or Public. The difference between the two options is illustrated below. Public. These reports are for use by users of the system within your site. Potentially all users have access to the report, depending on the security level of the report category. Private The report can only be seen and edited by you. No other users have access to the report. The ability to save a report as a Public report is determined by your access to Yellowfin. If you do not have access to save Public reports you will only be able to save a report as a Private report.

Edit Behaviour

If the report is a Public Report you be able to set the edit behaviour of the report. The edit behaviour determines what will happen if a user edits the report. The two options you have are: Edit Existing Report The exiting report is set to DRAFT and is no longer available to other users of the system. Duplicate Report The report is copied and the new version is set to DRAFT. The old version is maintained in ACTIVE mode and users can continue to use it.

Broadcast Enable

The broadcast options section allows you to set permissions relating to broadcast, subscriptions, emailing and web services. Some or all of these

options may be unavailable to you based on your role permissions. Email Security You can set the external security setting of the report. This setting is used to determine whether a report can be emailed from the system to unauthorised users or not. You will have four possible options. All Users The report can only be sent to people that are registered users of Yellowfin. Unsecure Validated Users The report can be sent to unregistered users. Only users that have security access to the category and the report. Prior to sending the report is validated against user permissions. No Access The report cannot be emailed externally.

The refresh cycle will allow the report to be run as a background task on a regular basis. This is used if you wish to run large reports as a background task during off peak periods or if you want to track your KPI metrics on a weekly or monthly basis. The history of each report run will be saved. Choose the Refresh Option from the Report Menu and set the refresh schedule using the options provided. Option How to Refresh Description You can choose a number of refresh options: None The report will not be refreshed via a background task and no version history eill be kept. Manual The report can be refreshed manually and the history will be maintained. Periodic You can schedule the report to be refreshed periodically for a predetermined interval and day. Frequency For Periodic refresh use the frequency settings to determine what period and day of refresh you want the background task to run for. Advanced Settings For Periodic refresh the advanced option allows you to set the time zone and the exact time for the report to be refreshed.

The edit options links will allow you to return to sections of the report data wizard to change your data settings. Click on the link to return to your data or filters page.

If you have applied format setting but want to return your report to its original state you can click the reset format link. This will remove ALL format options that you have applied. A confirm box will open to ensure this is what you want to do. Note: this only applies to formatting options such as fonts, column format, table format, and title format. This will not clear conditional formatting and grouping settings.

The table format option allows you to change the styles that will be applied to your entire data table.

Option Style

Description To format the data values contained in your report select the custom style option and apply the font, size etc that you wish to use.

Row Shading

Selecting Alternating row shading will change the shading for every second row of data in your table report.

Colour Highlight Colour

Choose the colour you wish to apply for the alternate row shading. Row Highlights this changes the row colour as a mouse rolls over it making it easy to identify rows in very wide reports.

Use the Header format drop down to format the table header row of your report. You can either leave it in the default setting or customize to meet your requirements.

If you wish to apply a compound sort (where more than 1 column is used in the sort logic) use this drop down to select which columns you wish to sort and in which order. For example you may wish to sort by age and then by gender and finally by name. 1. In the sort order section select the column you wish to initially order by, and choose if you wish to sort ascending or descending. 2. Select the second column and then the third. Yellowfin allows you to include a maximum of 3 columns in a compound sort. Note: by changing the sort on any column from the report preview screen the compound sort will be deleted.

To change the size setting of the data table use the Size drop down options. Option Header Height Description To vary the table header height from the default settings change the settings here. Row Height To vary the table data row height from the default settings change the settings here. Width % To vary the width of the table change the % settings. 100% is default to 600 pixels to any % change will be relative to this. Cell Padding Cell padding allows you to set the internal spacing between the cell border and the cell contents (text) The larger the padding the further the text will appear in relation to the border. Cell Spacing Cell Spacing lets you set the gap between cells. This gives a stronger effect to cell separation. Records Per Page If you have a very long report you can break the report into smaller pages by setting the records per page limit. For example if your report has 200 records in it and the Records Per Page is set to 50 you will have 4 pages in your report and a scroll option to navigate through them. This is also available for section reports but is treated differently in this case you would edit the section and apply the break on a specific section.

If you wish to apply a border around your table as well as the settings for that table you can use the border drop down to do so.

If your report data is on a cross tab format you will have an additional option in this section to apply summary totals to your cross tab data. Choose to add either column or row summaries to your cross tab report.

The titles and display section of the menu allows you to change the settings associated with the report title, description, headers and footers and additional descriptive text such as conditional format details.

Using the title options you can change the settings from default to custom. Option Title Description To change the style of the Report Title, such as font and colour, use the options provided. You can also choose to hide the Title from the report output. Description To change the style of the Report Description, such as font and colour, use the options provided. You can also choose to hide the Description from the report output. Borders & Shading To change the display options for the title background box use the setting provided,

To insert page Headers or Footers onto your report select the header and footer format option. In each of these sections you will be able to either type in free hand text or insert a field. The fields are indicated by buttons: Page Number Title Description Date Time Logo the page number for each page within the report the title of the report The long description of the report The date the report was run The time the report was run Add your company logo to the report. This logo will have been pre-loaded by your administrator.

To display conditional format metadata on a report output select the display options drop down and the relevant information will be printed on the report as well as exported versions.

This option provides you with a popup containing the metadata of the report such as the report definition, column definition and SQL statement being used to generate the data for the report.

The Column format tab contains a number of sections that you can use to format the individual columns contained on a report. Each of these sections is described in detail below.

Figure 172 Column Format Menu

If you have navigated to the column format tab using the tab selection process you will have to choose the column that you wish to edit. Choose the appropriate column from the drop down menu.

The data format section allows you to change the styles that will be applied to the data contained in column.

The display options are used to change the data format of the column such as the number of decimal places and the prefix or suffix to be applied. Option Display Name Description To change the display name of the column from the default value simply update this field. Format Each data type will have a unique set of format options eg Text, Date or Numeric. The option details are listed below. Sub Format Depending on the format option you have chosen for the column above you will have a separate set of sub format options. Select the appropriate sub format option. Date Other If you select Other from the date sub format you will be able to build your

own custom date format. For example to create a Japanese date format which includes characters, eg.would be created by adding in: yyyyMd Decimal Places If you have a defined a numeric format you can set the number of decimal places to be defined. This can be used to define cents in a decimal place for $20.00 by adding in: 2 Note: To convert numeric data by doing divide by 1,000 calculations etc you would use the data conversion options in advanced functions which are available on the Report Fields page. See the advanced function section of this guide for more detail. Prefix The prefix is used to include additional characters before the value that is returned from the data base. This can be used to define currency for $20.00 by adding in: $ Suffix The suffix is used to include additional characters after the value that is returned from the data base. This can be used to define percentage for 30% by adding in: % Rounding The rounding format allows you to choose how a decimal value should be rounded. Round Up Round Down Round Half Up Round Half Down Thousand Separator Will round any decimal up eg. 1.1 to 2 Will round any decimal down eg. 1.9 to 1 Rounds 0.5 and above up Rounds 0.5 and below down

Turns the defaulted thousand separator for your instance on or off. For example: 1000 to 1,000

Show Field

To hide the column from the report select this item. By hiding a column the data presented on the page is not re-grouped which would occur if you removed the field from your report. For Example:

Original Report City London Manchester Hamburg Munich Country UK UK Germany Germany Sum Revenue 500,000 300,000 400,000 450,000

City Column Hidden Country UK UK Germany Germany Sum Revenue 500,000 300,000 400,000 450,000

City Column Removed From Report Country UK Germany Suppress Duplicates Sum Revenue 800,000 850,000

The suppression of duplicate option will remove duplicate values from a column and group the values under a single value.

Based on the type of field that the column being formatted is there are various format options. The ones listed below come default with Yellowfin, however as this is customisable there may be additional ones that comes as part of your installation. Common Format Options Link To URL Allows you to pass the value of the returned data into a URL link. Use the hashes ## to indicate to Yellowfin where you want the

column value to be placed in the url itself. For example: Formatting on a column of IP addresses and the url typed in is: http://www.google.com.au/search?hl=en&q=## This essentially means that every ip address will be placed into it into it i.e.: http://www.google.com.au/search?hl=en&q=10.100.32.44 Org Reference Code Converts the text in the cell to the value of an internal lookup table. E.g. AU to Australia Raw Formatter Displayed the data as it would have been returned from the database no additional formatting applied. Text Text Email Address Displays as plain text Creates a hyperlink on the text that will open an email client and prepopulate the sent to address. URL Hyperlink Creates a hyperlink on the text and will open web page on click. Assumes the text is a legitimate URL. Flag Formatter If your data contains ISO country codes you can display these as flags of the world instead of text. Date Date Time Timestamp Part Date Formatter Numeric Numeric Displays value as a decimal allows you to set the decimal places to be used. Percentage Bar Converts a percentage value less than or equal to 100 into a bar. Displays value as a date multiple date options exist. Displays value as a time field multiple date options exist. Displayed full date and time value

To apply summaries or totals to your data use the summary drop down option. Option Summarise Description If you wish to add totals to your columns then select the type of summary you wish to apply. (None, Sum, Average, Count, Calculated Total) The calculated total is only available for calculated fields and will create a total based on the same rules as were used for the calculation. For example if you have a ratio of Received / Invoiced the total will equal the Sum (Received) / Sum (Invoiced) Label Summaries If you wish to include a label on the summary to let the user know what sort of summary has been applied. For example Sum: 200,000 Sub Totals If you wish to apply a sub total for a column then tick the sub total option. Sub totals will be applied for each unique value and will be shown for each column on which totals have been applied. Ideally this is only applied to Dimensional attributes, however the option is there to add it to numerics where it could be used in some instances. Style To format the style of the total use the style settings to change the font and colour etc.

The conditional format options allow you to add format rules which will change the style of the values based upon the rules you apply. For example if revenue is less than 10000 then show cell in RED. This is covered more fully in the highlighting exceptions chapter of this guide.

The options in this section are used to apply formatting styles to the selected column.

If you wish to set the font format to something other than the default settings use these options to do so.

The Column style setting allows you to change the non-font related setting of the column display. Option Alignment Background Column Width Description Align your data left or right Change the background colour of the column. Generally the column width is dynamic. It will grow or shrink to fit the data returned from the data base. If you wish to hard code a value, in pixels, use this setting. Max Length If you wish to display a set number of characters use this setting. Data that is longer than this will be truncated to fit the max number of characters Wrap Text If you do not wish to have long text fields wrapped turn off the wrap text option.

If you wish to apply a border around your table as well as the settings for that table you can use the border drop down to do so.

If you wish to select a column to format from the table you can do so by clicking the menu drop down in the column title. This option is only available for row and column reports not for crosstab reports. Crosstab report columns can still be formatted using the main format menu as listed above.

Figure 173 Column Drop Down Menu

Sort Ascending

Sort the data in ascending order A to Z or 1 to 9. Only one column can have sorting applied to it at any one time. It is not possible to do a cascading sort within Yellowfin.

Sort Descending

Sort the data in ascending order Z to A or 9 to 1. Only one column can have sorting applied to it at any one time. It is not possible to do a cascading sort within Yellowfin.

Remove Sort

If a sort is applied to a column you can remove it by selecting this option.

Format Columns

To open the format popup for this specific column and choose multiple format options choose this item.

Group Values

To group variables in a column e.g. age (1-18 = Youth, 19-36 = Gen Y etc) choose this menu item.

Conditional Format Hide Column

To apply rule based formats to a column e.g. if revenue is less than 10000 then show cell in RED, select this menu item. To hide the column from the report select this item. By hiding a column the data presented on the page is not re-grouped which would occur if you removed the field from your report. See the Column menu for details of how this is displayed.

Sum Total

Inserts a summary summed total at the bottom of the column for all the values in the column.

Average Total Count Total

Inserts an average for all the values displayed in the column. Inserts a count of all rows at the bottom of the column this total can be applied to dimensions as well as metrics.

Count Distinct Total Calculated Total

Inserts a count of all unique rows at the bottom of the column this total can be applied to dimensions as well as metrics. The calculated total is only available for calculated fields and will create a total based on the same rules as were used for the calculation. For example if you have a ratio of Received / Invoiced the total will equal the Sum (Received) / Sum (Invoiced)

Remove Total

Removes any summaries if they have been included for the column.

Most of the formatting options available to you are accessed through the report and chart format menu. However, once your report has been generated you can use some drag and drop formatting options to change the layout of your report. The drag and drop formatting are only available whilst a report is in DRAFT mode. If the report is ACTIVE you will not see these options.

You can change the sort order of you columns directly on the screen. This option is only available for column based reports. 1. To move a column, place your cursor over the column title and when the cursor changes into a cross icon click and hold.

2. Now drag your column into the desired location. You will see the outline of the column and a highlighted line which indicated where the left hand border of the column will be placed. 3. Drop your column and the page will be refreshed with your column in the new location.

Figure 174 Move Column

You can resize a column as seen on a report by placing you cursor over the right hand column border of the column you wish to resize. 1. Click and hold the cursor. The cursor will be represented as a horizontal line and the column outline will be highlighted. 2. Drag your column to the desired width and let the cursor go. The report will refresh and your column will be resized.

Figure 175 Column Resize

In this chapter the creation of report sections will be covered. Report sections allow you to break up large complex tables into a more readable format for your report readers. When a report is broken into sections any charts associated with the report will be displayed for each section as a separate chart relating to the sections specific data.

A section does what its name implies. It breaks up the data in a table or crosstab table by grouping the data into sections according to a selected value. This allows you to display all the data for each value of a dimension variable together, and more importantly, it allows you to display subtotals. The example below demonstrates how breaking up a table works.

In the example below the report on the top is displayed as a column table. The user then has to interpret the data by reading down the columns. If the report is specifically aimed at assisting the user to understand more about the company relationship then sectioning the data can make the same data easier to interpret. The example below shows how the report is now easier to read.

Figure 176 Section Report Example Breaking a report into sections is a way of spitting large tables of data into smaller, more comprehensible parts. Each section contains at least one table, and at least one section cell, as illustrated above.

To create a section, just drag an item from your report data field list or move an item from an existing column in the report. In the example below the Athlete Region is dragged from the column fields to the report sections box. This will split the tables on the report into one section for each Athlete Region.

Figure 177 Create Section Break Note: You can only add dimension data into the report sections. The use of metric data is not supported for sections. If you do attempt to add a metric to the section edit box the following error will be displayed:

Figure 178 Metric Section Error Click OK to continue.

You can insert any number of section breaks on a table or crosstab table. When you have more than one section in a table or crosstab table, the breaks are assigned levels. Yellowfin assigns level 1 to the first break you insert, level 2 to the second and so on. You can rearrange these levels in the Report Section Edit box.

Figure 179 Create Multiple Section Breaks

To change the order of a break on your report simple change the order of objects that appear in the Report Section Edit Field. 1. Select the item that you wish to change the order of. 2. Drag and drop that item to the position in the list that sets the order you require.

Figure 180 Reorder Section Breaks

To remove a section break from your report you will have to remove the object from the Report Break Edit Field. 1. Click on the break object that you wish to remove 2. Once highlighted drag the object out of the edit box into the trash can or off the main page The attribute is now removed from the report breaks.

If you add a chart to your report and then create sections within the report your chart will be sectioned as well. This means that for each section displayed a separate chart will be generated. In the example below a separate chart is displayed for both the Australia and Great Britain sections.

Figure 181 Section Charts

Using the Report format menu and selecting the Section tab you will be able to apply formatting and summaries for each section that you have in your report. Navigate to the Section tab and if you have multiple sections in your report select the section you wish to format from the field drop down list.

Figure 182 Section Format Menu

The display drop down option allows you to manage the options associated with how the section will be displayed on the report such as format. Option Display Name Description To change the display name of the section from the default value simply update this field. Format Each data type will have a unique set of format options e.g. Text, Date or Numeric. These format options are the same as those covered in the format column section of this guide. Show Field If you do not wish show the section name or value select Yes and this will remove it from the report. Chart Title If you have charts on your section report there will be a separate chart for each section. To use the section name as the chart title check this item. Show Labels If you wish to suppress the labels of the section uncheck this option and the column name will be removed but the section value will continue to be displayed. Section Per Page Yellowfin allows you to break your report into multiple pages. This is particularly useful if you have a lot of data to display on a single report.

If you wish to have a page break per section select Multiple Page as the Section Style and the report will have multiple pages one for each distinct section value. Section breaks are not only used for web display but are also used when exporting for example to a PDF file. Tabbed You can also choose to break your report into tabs. This is a visually clear and easy to navigate way of splitting your report.

To set up tabs on your report select Tabbed as the Section Style.

The Style drop down option allows you to change the style to be applied to the section. You can use default header, table title or custom settings for the section label format. Use the alignment options to change the alignment.

Choose the direction of the sort you wish to apply to the section values (ascending or descending).

The Section Summary drop down allows you to apply various summaries to your section. Summaries are covered in more detail in the Calculations and Summaries Chapter of this guide. Option Section Summary Description To create a summary table at the top of your report it is possible to add in a section summary. This will summarise the metric columns which have been totalled and have a link on the section name to take you to the specific section within the report.

Section Total

Section totals can be applied to any numeric value. When a section is added to the report an option to have the totals displayed for all numeric values is available. To activate this option select the Section total option from your drop down menu. Your metric columns must already have a summary enabled.

Grand Totals

A grand total can also be displayed at the end of the report. This will sum all the sections into one total. To active this function you need to select the Grand total option in the summary drop down.

A feature of Yellowfin is the ability to create conditional formats that will be displayed on a report output page. These assist the user to identify aspects of the data that may be of some concern to them. Conditional formats are displayed by changing the colour of the output data variables based on rules so that they are east to identify by a user.

The most important reason for creating a Conditional Format is to assist an end user to interpret the data presented to them. The example below illustrates how Conditional Formats can help the user. The average salary column has had red and green Conditional Formats applied to it. This makes it easy for the user to quickly interpret the report and act on the information provided.

Figure 183 Conditional Format Table It is recommended that Conditional Formats are used whenever the reader of a report needs to be drawn to act or interpret data based on a pre-determined set of rules.

The Conditional Format function allows you to highlight data displayed in a report based on rules that you set. For example you may want to highlight revenue if it falls below a particular threshold. To create new Conditional Formats or edit existing ones select the Conditional Formats option from the column or the main menu column format drop down. This will open the format drop down on the main menu. You will have choice to create either a basic or advanced rule.

Figure 184 Select Conditional Format Formatting Option

Basic rules allow you to set the format of a column using comparisons to either its own values or another fields values. This is the most common forms of Conditional Format that is applied. 1. Select the column you wish to apply the conditional format to and select the conditional option from the menu. 2. Select Add Rule link this will open the basic form. From here you can configure your formats. 3. Click Save to save your rules

Option Display Style

Description You can choose how you want the format to be displayed. For example highlight the Cell or insert an icon.

Format

If you have selected Icon display style you will be able to choose from the available icon set below. Traffic Lights Arrows Up Arrows Down Ticks Shapes

Type

If you do not wish show the section name or value select Yes and this will remove it from the report. Value Compare Column Compares data to set values eg. Greater than 10 Compares data to set values stored in another column. E.g. Compare the received amount with amount invoiced to highlight those that are not equal. Percentage of Column Compares the value to a percentage threshold of a comparison column. Use this to highlight revenue that is 10% less than planned revenue. Percentage of Total Compares the value to a percentage of the total of the column. Use this to highlight values that represent less than 5% of revenue Percentage of Max Compares the value to a percentage of the maximum value. Use this to highlight values relative to the maximum value eg. values that are in the lowest 20% bracket of results

Target Column

If you select a column comparison type you will have to choose the column that you want to compare your data to. Choose the appropriate column.

Rule Setting

Once you have selected how you want to highlight your data you must set the rule. The rule input section will differ based on earlier selections. However, generally you will need to choose the colour the operand (greater than etc) and input the values.

Advanced rules allow you to create complex rules for determining the format of the column. For example if you wanted to create a rule such as: If country = Europe and Revenue > $200,000 then highlight Profitability as RED. The advanced rule has its own interface and will open in a popup where you can create the rules required.

1. Select the column you wish to apply the conditional format to and select the conditional option from the menu. 2. Select Add Advanced Rule link this will open the popup form. From here you can configure your advanced formats. 3. Click on the top add link. This will add the advanced rule to a list and allow you to create multiple rules one for each colour that you want to add. 4. Click Save and Close on the list page to return to the report and have your formats applied. Option Description Description The description is printed out so a user understands what logic you have used for the formatting. Because of the advanced logic that can be applied you should provide a meaningful description of what you intend to apply. Display Style You can choose how you want the format to be displayed. For example highlight the Cell or insert an icon. Colour If you have chosen a cell style you can select the colour you wish to apply for this rule. Format If you have selected Icon display style you will be able to s elect from the same icons available to basic rules (see previous table). Logic Enter the logic of your rule. You can select a column the operand and the value. By clicking add you can add additional rules with bracketing etc. See theCombining Conditions of this guide for more details.

When inserting values into the Conditional Format type a number of rules need to be followed. These include:

If you are creating a number of Conditional Formats, as in the example above, care will have to be taken to ensure that the Conditional Format values do not overlap. For instance you cannot set one record that is 50 to 60 and another 55 to 65. This will cause a clash in processing and may result in your report failing.

When creating a range of values such as for a BETWEEN operator the lower end variable must be inserted as the first value of the Conditional Format followed by the higher. Example 30 then 40 not 40 then 30. If this is not followed you report Conditional Format will fail since no data will meet the criteria.

You do not have to create a Conditional Format for every possible value that will be returned. If there is a measure that does not meet a Conditional Format criterion it will be returned in a normal font. Conditional Formats should only be put on values that you want to draw attention to.

Conditional Formats are displayed on the Report Output page only if the data meets the Conditional Format criteria. To assist the user interpret a Conditional Format a key is included as part of the output data. The user will be able to understand why a value is marked as Red, for instance, based on the key description. If the data returned does not match the Conditional Format criteria it will be displayed in a normal font.

Yellowfin offers you a variety of means to add additional analytical options to your reports which assist you to interpret your data. These include: Summaries Functions Grouping Data such as columns and section totals such as ranking and creating running totals of your data group your data into logical segments such as transforming age into age groups 20-30 etc. Calculated Columns create calculated columns based on the column data available in your view. This may include simple arithmetic calculations such as subtractions and divisions.

With Yellowfin you can add summary totals to row and columns within your reports as either sums or averages of the information held in the column. Summaries can be added to all types of table output and for cross tabs can be added to both row and columns. It is possible to create three types of summaries: 1. Basic Arithmetic Summaries Sums, Averages and Counts 2. Calculated Summaries if your column is a calculated column such as a ratio you can use a calculated summary to get an accurate summary 3. Sub Totals if you have columns with suppressed totals you can apply sub totals to these for all columns that have summaries applied.

To add a summary to a report you can either use the column format drop down menu or the summary section from the main format menu for you selected column.

Select the format menu and the type of summary you wish to apply. The summary will now be added to you report. Note: For calculated columns (eg where you have a calculated field such as Sum(Revenue) / Sum(Invoiced) ) you can add a calculated summary. This will create a a calculated summary for accurate results (eg Sum(Sum(Revenue / Sum(Invoiced))

Figure 185 Example Column Totals

If using the main menu column format drop down you will see the following options: Option Summaries Label Summaries Description Choose the type of summary you wish to apply, Sum, Average, Count. If you want to include a label on the total cell then choose Yes. This will insert a label in front of the summary to indicate the summary type selected above. Sub Total If you wish to apply sub totals to a column you can choose the Yes. Note this will only be applied for every unique value in the column. This option only needs to be added to the field for which you want to see the sub total breakdown.

Figure 186 Label Summary Style The style section lets you apply formatting to your total cells.

To add summaries to your cross tab you can either use the table field drop down menu or main menu summary option. This option is located on the main menu and not on the individual columns as with a column report. From the main menu you can choose to apply either column or row totals. You can select both the row and the column totals. This creates totals at the right hand side of the report and at the bottom of the report.

Figure 187 Crosstab Table Row and Column Totals

When creating a cross tab report you can also include sub totals on your report if you have more than one dimension defined as a row entity. 1. To create a cross tab subtotal use the main format menu to select the column that the sub total is to be applied to. 2. Choose the summary drop down and choose Subtotal

Figure 188 Sub Total

Section totals can be applied to any numeric value. When a section is added to the report an option to have the totals displayed for all numeric values is available. 1. To activate this option select the section format options from the main menu. 2. Choose the section you wish totals to be applied to and click the summary drop down option: Option Section Summary Description The section summary is a unique method of adding in a table of contents into your report. This will create a one line summary of all sections in your report at the top of your report with hyper links to the details sections even if you have page breaks. Choose the section that you wish to apply the section summary for using the drop down available. Section Total If you wish a section total to be applied the check the tick box. Note: Totals will only be displayed for columns that you have already applied totals to. Grand Total A grand total can also be displayed at the end of the report. This will sum all the sections into one total. If you wish to have a grand total printed at the bottom of your report use the grand total option and click Yes

When you run a report Yellowfin performs calculations on the data returned from the database. With analytic functions you can further transform your data for analysis purposes by applying predefined calculations. Functions are similar to aggregate functions which have been covered earlier in this guide. You simply select the field to which you wish the function to apply to, and choose the function you wish to use.

Yellowfin comes with a set of pre-defined functions. However, your administrator may add in additional functions specifically for your organisation or reporting needs. The list show below is an indicative list only. Statistical Decile Decile divides the rows returned into 10 equal parts, and assigns a value of 1 to 10, based upon its rank to the highest value. Deciles are used as a measure of dispersion. Deviation Linear Regression The number of deviations from the mean. A linear trendline is a best-fit straight line that is used with simple linear data sets. Your data is linear if the pattern in its data points resembles a line. A linear trendline usually shows that something is increasing or decreasing at a steady rate. Mean The arithmetic mean (or simply the mean) of a list of numbers is the sum of all the members of the list divided by the number of items in the list. Median The median is described as the number separating the higher half of a sample, a population, or a probability distribution, from the lower half. Mode The mode is the value that occurs the most frequently in a data set Moving Average A moving average trendline smoothes out fluctuations in data to show a pattern or trend more clearly.

A moving average uses a specific number of data points (set by the Period option), averages them, and uses the average value as a point in the line. If Period is set to 2, for example, then the average of the first two data points is used as the first point in the moving average trendline. The average of the second and third data points is used as the second point in the trendline, and so on. Moving Total Nave Forecasting The total over the last N periods. A naive forecasting model is a special case of the moving average forecasting model where the number of periods used for smoothing is 1. Therefore, the forecast for a period, t, is simply the observed value for the previous period, t-1. Due to the simplistic nature of the naive forecasting model, it can only be used to forecast up to one period in the future. It is not at all useful as a medium-long range forecasting tool. Polynomial Regression A polynomial trendline is a curved line that is used when data fluctuates. It is useful, for example, for analysing gains and losses over a large data set. The order of the polynomial can be determined by the number of fluctuations in the data or by how many bends (hills and valleys) appear in the curve. An Order 2 polynomial trendline generally has only one hill or valley. Order 3 generally has one or two hills or valleys. Order 4 generally has up to three. Quartile Quartile divides the rows returned into 4 equal parts, and assigns a value of 1 to 4, based upon its rank to the highest value. Quartiles are used as a measure of dispersion. Standard Deviation The standard deviation is a measure of the dispersion of a set of values. It can apply to a probability distribution, a random variable, a population or a multiset. Standard Score The standard score indicates how many standard deviations an observation is above or below the mean.

It allows comparison of observations from different normal distributions, which is done frequently in research. Variance Weighted Moving Average Returns the difference between the data sets. Returns a moving average that is weighted so that the more recent the value, the more weight is applied to it. Date Functions Days Between Date The days between the date selected and another date column on the report. Days to Now The days between the date selected and the current date. (age in days) Months Between Date The months between the date selected and another date column on the report. Months to Now The months between the date selected and the current date. (age in months) Weeks Days Between The week days between the date selected and another date column on the report. Years Between Date The years between the date selected and another date column on the report. Years to Now The years between the date selected and the current date. (age in years) Text Concatenate Analysis Accumulative Percentage Will print a running percentage for the values returned. A maximum of 100% will be displayed. Accumulative Total Ascending Rank Will print out a running total for the data returned. The highest value returned will be displayed as a 1. Used where the preferable result is a higher value. Eg. Profit. Bottom 10 Rank Bottom N Rank The bottom 10 values (lowest) are returned. The bottom N values (lowest) are returned user is prompted to define number to return. Joins two columns into one text string.

Delta from Last Delta from Last N Descending Rank

Calculate change between consecutive rows Calculate change between the current row and row - N The lowest value returned will be displayed as a 1. Used where the preferable result is a lower value. Eg. Expenses.

Difference of Columns Multiplication of Columns Natural Logarithm

Returns difference of two selected columns Returns multiplication of two selected columns Gives the base e logarithm of the values of a given field.

Natural Logarithm Percentage Against Absolute Maximum Percentage Against Column

Gives the base e logarithm of the values in the field. Returns percentage of selected field according to an absolute maximum value. Creates a percentage ration of values in the selected column compared to another column.

Percentage Against Maximum Percentage of Total

Returns the % of the attribute when compared to the maximum value of the attribute within the dataset. Returns the % of the attribute when compared to the total summed value of the attribute for the entire dataset.

Sum of Columns Top 10 Rank Top N Rank

Returns the sum of two selected columns. The top 10 values (highest) are returned. The top N values (highest) are returned user is prompted to define number to return.

Top N With Ties

Returns top values for the selected field with provision for tied values. This means that if there are multiple records per ranking it will restrict it to N total rankings.

1. To apply a function to an item, drag the field onto your report. 2. Highlight the item and click the function icon. 3. The function popup will open. This will display a range of functions available for the particular function type. For example if you have chosen a date variable then only date functions will be displayed. 4. Select the function type and then the specific function. By highlighting the functions available the description will appear at the bottom of the function list.

Figure 189 Advanced Function Selection 5. If appropriate select the aggregation. For example you can create a running total for SUM of revenue rather than revenue. This will pre-aggregate your data prior to the running total being applied. 6. Click OK to close and save your function.

Figure 190 Advanced Function Applied 7. When you run your report your column will now have the function formula applied.

Figure 191 Advanced Function Output

To remove a function from an item, do one of the following: 1. Reset the field by selecting the metric and clicking the clear button. 2. Remove the item from the report entirely

Figure 192 Clear Function

Yellowfin has a set of statistical functions which you can apply to your data. These include regressions and moving averages. These are applied as analytical functions and can result in trend lines such as the example below.

Figure 193 Statistical Functions

The data conversion facility within Yellowfin allows you to transform data after it has come back from the database. For example you may wish to convert a currency value which is stored in the database from a full currency value to a (000) where the value is divided by 1000. This transformation can be achieved using the data conversion. 1. Drag the field that you wish to apply the conversion to into the report builder field section. 2. As with the advanced function select the field and click the advanced function button to open the advanced function popup. 3. Choose the Data Conversion tab. This will provide you with the interface to use to select the conversion you wish to apply. 4. Choose the aggregation appropriate for you conversion 5. Click add to apply a conversion this will present you with a list of possible conversions for the data type you have selected. Yellowfin comes with a java date converter and a Numeric divide convertor (This lets you divide a value by 1000s etc).

Figure 194 Add Data Convertor 6. Follow the on screen instructions for the convertor and click save.

Figure 195 Select Data Convertor 7. Note that you can add multiple convertors to a data type if required by clicking the add link and creating a new type.

Figure 196 Save Data Convertor

Calculated fields allow you to create basic calculations with the fields available in your report. The calculated field option will create new unique fields for your report. Note: a calculated field that you create cannot be used across multiple reports. It is unique to your report only. If you create a set of calculated fields and you wish to use them across more than one report you can either: 1. Request the calculations to be included in the view by your administrator or 2. Copy the template report containing the calculations using the copy functions the copied report will contain the new calculated fields as well.

When an administrator designs your reporting view they do not have the capacity to create all the variables that you are likely to need in the course of your report writing. The intention of a view is to provide you with sufficient fields for you to be able to write the report you need and to use some of these fields as the basis for more complex calculations. You create calculated fields when you need to derive data from fields such as ratios or subtractions. For example if you wish to know the ratio of outstanding invoice amounts. For this you may need to divide the amount received with the amount invoiced.

1. Click the Add calculated field link located at the bottom of the data fields panel.

Figure 197 Add Calculated Field 2. A calculated field popup will open. Insert a name for your new column. And use the formula builder to build your calculation.

a. Choose a Simple Formula from the formula type drop down. b. Select the fields you want to add to the calculation. The report fields list shows you all the fields you have currently added to your report. c. Use the +-*/ () buttons to add in the arithmetic calculations.

d. Yellowfin will not permit you to select combinations of variables that are incompatible therefore options that are greyed out will become active as you add in elements. 3. You can validate your calculation to determine whether it will work correctly. Click the validation link to do this.

Figure 198 Formula Builder 4. Click OK to save your new calculated field. It will now be available in a folder called calculated fields. You will have to drag the new field from the Calculated Fields folder onto your report.

Figure 199 Add to Report

Using a pre-defined formula you can add calculation to your report that will be based on formula rules. 1. Click the Add calculated field link located at the bottom of the data fields panel. 2. A calculated field popup will open. Insert a name for your new column. And use the formula builder to build your calculation. a. Choose a Pre-Defined Formula from the formula type drop down. b. Choose the formula you wish to apply the selection is specific to the type of database that your data is sourced from. c. Once you have chosen your formula you will be prompted to select the appropriate fields for the formula. 3. You can validate your calculation to determine whether it will work correctly. Click the validation link to do this. 4. Click Save & Close to save your new calculated field. It will now be available in a folder called calculated fields. You will have to drag the new field from the Calculated Fields folder onto your report.

1. To edit a formula for a calculated field open the Calculated Fields folder. 2. Select the field you wish the edit. It should be highlighted and an edit icon will be visible at the right of the fields name. 3. Click the edit icon and the formula popup will open. 4. Edit your formula and click OK when completed to close the popup and save your changes.

To delete a calculated field from your report entirely 1. Select the field from the calculated field category 2. Click the edit icon and the formula popup will open 3. Click the delete link to delete the field. The popup will close and return you to the report page.

What if analysis is a method of creating calculated fields which allow you to test scenarios. For example if you wish to create a budget formula but you are unsure of the revenue for the following period you could use calculations with a number of input parameters to define the budget value.

Firstly you will have to define the columns that you wish to have as the output to your scenario. You will need to understand the major calculations you wish to apply including the input variables and their potential inputs. For example if you wish to conduct a What if on Sales Revenue you may create a calculation based on the following parameters: Lasts Years Sales Units * Price *< Price Change> * < Change of Sales Volume> Where the < Field > represents user parameters that you want the user to input.

To build a What if Analysis formula you must have Parameters defined on your view. A parameter is a special type of input field that is used to capture a value from the user and to use that value for calculations and filters. The calculations for your What If are built using the Add Calculated Field method described above. However, you will need to make sure that you use parameter fields in your calculation. If you wish to apply % changes to your calculations then ensure you assume the user will input values where 100% = 100 and not 1. This is because some of the input options work in whole number increments and not decimals. Note: you can only use a single parameter for a single input. For example a parameter field that is to be used for % Price Change cannot be used to also Capture % Change in Sales Volume unless you wish both values to be identical.

Once your formulas have been defined you can drag these onto the report. You will note that any parameters included in those calculations will now appear in the filters section of your report data. This is because the parameter is treated somewhat like a user prompt filter. On the report preview page you will be able to format your parameters to create dials and sliders for numeric fields. Click on the Filters tab at the top of the page and select the parameter you wish you format. From here you will be able to edit the parameter options such as name and format etc.

Figure 200 Parameter Properties

Option Description

Description Give the parameter a usable name this will be displayed on the user prompt.

Default Value

The default value used to ensure that the parameter can work even if the user does not immediately enter a value. Enter an appropriate value for your parameter.

Display Type

Choose how you want the user prompt to be displayed. You can use wither a text box, Dial or slider.

Colour Min Max

If using a slider or dial choose the colour of the Slider or Dial If using a slider or dial choose the minimum allowable value. If using a slider or dial choose the maximum allowable value

Once all your calculations and parameters have been defined continue to the report output page. Here you will see the parameters being presented. If you change the parameters from the default values using the input mechanisms presented you will see the data in your report updated in your calculated field columns with new values.

You can change the data returned for selected fields on your report by grouping the values. This provides you with the ability to add additional layers of analysis to your reports.

The example below groups the results of the age column into a segment group. People with an age below 20 and above 10 are grouped as teenagers. For example:

Name Mary Sue Jean

Age 14 30 16 Update of Age as a number into a segment.

Name Mary Sue Jean

Age teenager 30 teenager

When setting up your report view your administrator will determine if grouping a particular column is permitted. If grouping is permitted, you will see the option in the column menu drop down. 1. Select Grouped Columns from the format menu or Group Values from the column format drop down menu.

Figure 201 Select Column Grouping

2. The grouping form on your menu will open will vary based on the type of column you are grouping. The different types of columns are numeric/date or text. The key fields for these are: Variable name This is the text that will replace the value in the report based on the constraint. Operator This is the constraint in which the variable name will apply to if the value in the report meets the constraint. For more details see below. Values The value in the report or number in which the operator is being applied to.

Figure 202 Grouping Setup 3. Once these fields have been filled in you can add it to the grouping list by pressing Submit. The grouping will appear in a list.

Figure 203 Grouping List 4. To delete a grouping from the report simply click the delete button to the group name. 5. To edit a grouping from the list, select the grouping by clicking the group name hyperlink. This will open the edit form where you can make your changes. 6. When you have finished with the groupings press close and the report will refresh with the new groupings applied. located next

Figure 204 Grouping Applied

The operators available when your column is a text or numeric will differ. Possible values for the operand include:

Operand Text Based Operands In List Not In List Numeric Based Operands Equal to Greater than Greater than or equal to

Description

One or more alphanumeric or string values Two or more alphanumeric or string values

Equal to a single alphanumeric or string value Greater than a single alphanumeric or string value Greater than or equal to a single alphanumeric or string value

Less than Less than or equal to

Less than a single alphanumeric or string value Less than or equal to a single alphanumeric or string value

Different from

Not equal to or different from a single alphanumeric or string value

Between

Between variable 1 and variable 2 these will need to be legitimate parameters such as date, age etc.

Not Between

Not between variable 1 and variable 2 these will need to be legitimate parameters such as date, age etc.

Is Null

Record contains no value for selected attribute. No Parameter can be set

Is Not Null

Record contains a value for selected attribute. No Parameter can be set

Like Starts With Ends With

Records that contain the same letter or letters. String starts with letter or letters String end with letter or letters

Yellowfin has the capability to set up relationships between multiple fields, and multiple reports, in order to provide layers of interaction and analysis that the user can manipulate.

Drill Down allows you drill down a logical hierarchy within your data by re-calculating your report each time you move down a hierarchy. For example you may be looking at a sales report by region. To determine why one region is outperforming another you can click on the region to see the various countries performances within that region. Each time you drill down the value that you selected becomes a filter for the next level down. You will not see all countries when drill down just the countries for the region you selected. For example you may be able to drill from Year > Month > Date. When you click on the link to the report will refresh with detail updated.

Figure 205 Drill down on Year

For example if your report contained region and you clicked on Europe the refreshed report will display all countries within Europe.

Figure 206 Year drill to Month

When your administrator sets up your view they can define dimension hierarchies. These hierarchies are built to enable you to explore your data in a way that is appropriate for your business. In the example above your administrator would have set the view up to build a time based hierarchy. Year drills to > Month drills to > Date Having done this Yellowfin re-calculates your report data as you move down the hierarchy. The common areas for which hierarchies are created include: Geography (Region, Country, State) Date (Year, Quarter, Month, Week, Date). Organisation Structure (Division, Line of Business, Cost Centre) Customer (Country of Origin, Region, City, Customer). Product (Category, Line, Product Code)

Yellowfin permits you two major analysis modes, drill down and through. To select the type of analysis you wish to apply click the Drill Down radio button on the report options analysis section.

Figure 207 Drill Down Selection

1. Select the fields that you wish to add to your report. All fields that are drill able will be identifiable by the line which joins them in the report fields box. 2. Select the level of the hierarchy that you wish to start your analysis from, generally this is the top level. Note: you cannot add multiple fields from the same hierarchy onto a report for example you cannot add Region and Country on the same report when using drill down since you can drill from region to country.

Figure 208 Drill Down Hierarchy

You can add in data from multiple hierarchies to assist your report readers to drill down and across various hierarchies such as product and organisation hierarchies.

When adding in multiple hierarchies it is suggested to use a Crosstab report so that the data is presented in a way that is easier to read and understand. In the example below you can drill down on either the year that the program occurred in or the client country.

Figure 209 Multiple Hierarchies

When you run a report with drill down each time you drill into a level of detail the report is refreshed with new data. To drill up to the level you were previously at, for example from Month back to Quarter, use the breadcrumb located at the top of the table or chart.

Figure 210 Drill Up Breadcrumbs

If you have multiple drill down options or you have drilled down multiple levels of a hierarchy you can easily reset your report. This will display the data as it was before you began your drill down analysis.

To reset a report you can either click the reset link located under the report menu or the start link on the drill breadcrumb.

Figure 211 Reset Report

Just as with tables you can also drill down on charts. 1. Place your cursor over the value you wish to drill on. 2. Click the area of the chart 3. The chart will be refreshed with new data.

Figure 212 Drill On Chart

You can print or export data from your report as a PDF or CSV file whilst drilling down to maintain a copy of the results of your analysis. Whenever you print or export your report the data as displayed on the screen will be printed or exported. Simply use the print and export functions as described earlier.

Like Drill Down, Drill Anywhere allows the user to move through levels of detail within a single report. The difference here is that the hierarchy, or path, is built by the user during the drill process, rather than the administrator during the view building stage. For example, perhaps you are looking at a sales report categorised by region. Instead of having to drill into a straightforward hierarchy, like Region > Country > State > Location, you can select from a list of enabled Drill Anywhere dimension fields. This would allow you to use drill paths such as Region > Product, Region > Demographic, and Region > Time. Each time you drill, you will be supplied with a drill path, much like the breadcrumbs used for Drill Down. And each time, the field value you drilled into, will be used as a filter for the next level. In the example depicted here, the user has chosen to drill into the detail of Australia, and selected to view the Demographics within Australia as the second level.

Figure 213 Drill Anywhere Selection The drilled report, with one level of breadcrumbs displayed at the top of the report.

Figure 214 Drill Anywhere Result

Note: Interacting with Drill Anywhere is very similar to that of the standard Drill Down functionality. The differences in the setup process are outlined below.

When your administrator sets up your view, they will need to define dimension fields to be enabled for Drill Anywhere use. To do this, they will need to format the field they wish to enable, navigate to the Access tab, and enable Drill Anywhere use.

Figure 215 Drill Anywhere Enabled Dimension

Yellowfin has several different analysis options. To select the type of analysis you wish to apply click on the Drill Anywhere radio button on the Report Options Analysis section.

Figure 216 Drill Anywhere Enabled Report

Add one or more enabled Drill Anywhere dimensions to your report. Note: If your report does not have any hyperlinked fields when viewed on the Report Preview page, you either have not enabled Drill Anywhere on the report, or the dimension you are using is not set up for Drill Anywhere in the view.

Drill Through is the ability to click on a hyperlink and move from one report to another typically to show more detail. Values related to the row youve clicked on will be passed in as parameters into the linked report to filter the data. Drill Through links work on both table data and chart data.

When a report has Drill Through enabled it will display fields with a hyperlink on them. When the hyperlink is clicked a new report will open generally with a greater level of detail. The Return to Report link provides a way for the user to return to the parent report.

Figure 217 Child Drill through Report

When creating related reports it is worth planning the reporting outcome that you are attempting to achieve. 1. Plan Top Down determine which report will be your starting point. For example if you wish to deliver a report of sales by region you may want to drill into sales by sales person for a selected region.

2. Build Bottom Up once you have determined all the reports that are needed for either drill through or co-display build the required reports from the bottom up. The last report you will write will be the report that you wish to be the entry point. Note: If you wish to have a drill through report, the child report must have at least one user prompt filter, and the same data must exist on the parent report. For example the filter is based on Last Name, you must have the Last Name field on your report.

1. To create a Drill Through report tick the drill through radio button on the Report Options Analysis menu.

Figure 218 Select Drill Through Option 2. Progress to the Related Reports step of the Report Builder using the navigation buttons at the top of the page. You will now need to search for the child report you wish to add, using the left hand report list panel. 3. Drag your child report into the appropriate Related Reports area, in this case, the Drill Through box. 4. You will now need to complete the relationship setup in the right hand panel. Select the type of Drill Through report you wish to use, in this case, Drill Through. 5. In the Joins section you will have to link fields from the parent report to the child report. For the drill through to function relevant fields must exist in the parent report that match the data required for the Child report. A master field is a field that will pass through the required data to the child filter. In a drill through report it is expected that there must be at least one field from the parent report that provides a filter for the child report. If Corresponding Parent Fields do not exist you will have to leave this page, return to the Report Data page and insert a new field onto the report to allow a link to occur.

The fields that are displayed are those that are required by the child report as USER PROMPT FILTERS. Instead of a user filling out the prompt Yellowfin will automatically pass these variables through when linking to the new report. Note: If a drill through report is being setup only reports that have USER PROMPT filters will be displayed in the selection list. 6. In the Options area define which field on your report will be the hyperlink that links the reports together. Only one field can have a hyperlink, so choose the field that is going to be most intuitive to the user of the report. The linked field may or not be critical in terms of passing data from one report to another. 7. Choose if you want the new report to open in a light box as a popup or to stay inline and open the new report. 8. Click the Update button to save your report relationship settings.

Figure 219 Drill Through Relationship Setup

The default settings for a drill through report is to display them in-line. What this means is that a new window is not opened as you drill through your reports but rather the report is replaced with a new report. If you do select to drill through to a popup, a light box will open over the parent report. This is useful if you do not want your report users to leave the page that they are on when they initiate the drill to more detail. There are constraints on this, however: 1. No additional drill down or drill through is possible on the pop-up report.

2. No co-display reports are displayed. For example if you are drilling to a report with multiple related reports only the master report will be displayed. So the reports that you wish to drill to will not have a high level of user interactivity.

If you wish to enable Drill Through on a cross tab report you will have to ensure that both the column and row attributes are included in the drill through linked attributes. For example if you have a cross tab that includes: Sum Revenue Australia Austria 2001 71,956 0 2002 80,731 84,700

Then any drill through must include both the Country and the Year. This is because if you try and drill through on only one value eg. Country you will be selecting multiple records (2001 and 2002) which is confusing to the user. Therefore, the drill to child needs to have both the Year and the Country included in the filter options as shown below.

Figure 220 Cross Tab Drill Now when the user clicks on a value that they wish to know more about Yellowfin is able to pass through the correct parameters both Year and Country to a child report.

1. To create a Drill Through report, tick the Drill Through radio button on the Report Options Analysis menu.

Figure 221 Select Drill Through Option 2. Progress to the Related Reports step of the Report Builder using the navigation buttons at the top of the page. You will now need to search for the child report you wish to add, using the left hand report list panel. 3. Drag your child report into the appropriate Related Reports area, in this case, the Drill Through box. 4. You will now need to complete the relationship setup in the right hand panel. Select the type of Drill Through report you wish to use, in this case, Conditional Drill Through. 5. In the Joins section you will have to link fields from the parent report to the child. For the drill through to function, relevant fields must exist in the parent report that match the filters required by the child. A master field is a field that will pass through the required data to the child filter. In a drill through report it is expected that there must be at least one field from the parent report that provides a filter for the child report. If Corresponding Parent Fields do not exist you will have to leave this page, return to the Report Data page and insert a new field onto the report to allow a link to occur. The fields that are displayed are those that are required by the child report as USER PROMPT FILTERS. Instead of a user filling out the prompt Yellowfin will automatically pass these variables through when linking to the new report. 6. In the Options area, define which field on your report will be the hyperlink that links the reports together. Only one field can have a hyperlink, so choose the field that is going to be most intuitive for the user of the report. The linked field may or may not be critical in terms of passing data from one report to another. 7. Choose if you want the new report to open in a light box or to stay inline and open the new report.

8. Set up your condition by selecting a report field and providing an equal to value. For example, WHERE Country IS EQUAL TO Australia, will allow you to drill through for fields that have a Country value of Australia.

Figure 222 Set Condition for Drill Through 9. Click the Update button to save your report relationship settings.

Link To reports allow you to link a chart to a much more detailed report, without the need for shared fields/filters. Note: the parent report MUST have a chart. 1. To create a link to report you will need a chart. Tick the Drill Through radio button on the Report Options Analysis menu.

Figure 223 Select Drill Through Option 2. Progress to the Related Reports step of the Report Builder using the navigation buttons at the top of the page.

3. You will now need to search for the child report you wish to add, using the left hand report list panel. 4. Drag your child report into the appropriate Related Reports area, in this case, the Drill Through box. 5. You will now need to complete the relationship setup in the right hand panel. Selection the type of Drill Through you wish to use Link To. 6. You now have the option to set the linked report as a light box, or a new page. You dont have to set up any related or hyperlinked fields as the entire chart will link to this report, and there is no data/filter share between the two. 7. Click the Update button to save your report relationship settings.

Figure 224 Set Options for Link To

Conditional Direct Link reports allow you to link a report or chart to a much more detailed report, without the need for shared fields/filters, based on an applied condition. 1. Tick the Drill Through radio button on the Report Options Analysis menu.

Figure 225 Select Drill Through Option 2. Progress to the Related Reports step of the Report Builder using the navigation buttons at the top of the page. You will now need to search for the child report you wish to add, using the left hand report list panel.

3. Drag your child report into the appropriate Related Reports area, in this case, the Drill Through box. 4. In the Options area, define which field on your report will be the hyperlink that links the reports together. Only one field can have the hyperlink, so choose the field that is going to be most intuitive for the user of the report. 5. You now have to select which field to link with and set a condition for the drill through. When this condition matches the value of a field, the hyperlink will be active. 6. Click the Update button to save your report relationship settings.

Figure 226 Set Options for Conditional Direct Link

The Co-Display option allows you to link multiple reports together from a single master report. This can include: Co-Display One or more reports are displayed on the same report. Tabbed Reports Multiple reports are added to a master report using tabs The benefit of these options is that you can show multiple reports within a single master report that have unrelated data sets but are of common interest to the user.

1. To create a Co-Display report, tick the Co-Display check box on the Report Options Analysis menu.

Figure 227 Co-Display Option 2. Progress to the Related Reports step of the Report Builder using the navigation buttons at the top of the page. You will now need to search for the child report you wish to add, using the left hand report list panel. 3. Drag your report into the appropriate Related Reports area. As you are using a Co-Display option, you will need to select the location and display type of the child report from: Tabbed Co-Display, Co-Display Top, Co-Display Right, CoDisplay Bottom.

When setting up your Co-Display you have the choice to use a Tabbed option. This will mean the child report will be displayed on a separate tab to that of the main report, for example:

Figure 228 Tabbed Report Example

With Yellowfin you can include a user prompt filter on your report and share that filter with your Co-Display reports. 1. To do this, create your child report with the user prompt filter that you wish to use. 2. Next create your master report, set up your Co-Display as detailed above. 3. Yellowfin will recognise that a user prompt is required by the child report and prompt you for linked field data. You will be able to either link the co-display report to a field within the master report or to share a filter within the master report. 4. Link the master and child fields to allow Yellowfin to associate the correct parameters with both the master and the child.

Figure 229 Co-Display Shared Filters

When editing your reports you may attempt to edit a report that is used as a child report for another report. If this occurs the following message will be displayed.

Figure 230 Child report Warning Message If you delete a field from your report that is required by your parent report the parent report will fail. Your users, if they do not have edit access to reports, will not be able to fix the error. Therefore, be very careful when editing or deleting your reports so that you do not impact on related reports.

You can format your co-display reports from the main report menu. Once you have included related reports you will see a related report section on the menu. Click on this and then choose the related report you wish to apply formatting to. Option Show Title Description Uncheck this option if you wish to remove the report title from the co-display report Show Description Uncheck this option if you wish to remove the report description from the co-display report Fir to Parent Check this item if you want the co-display report to be stretched

to fit the parent report. Note this option will only work for reports where the child is narrower than the parent report. Border Width Set the width of the border by typing in a numeric value for the pixels you want.

Sub queries permit as user to generate far more sophisticated reports. For example if you wanted to compare the sales results of this financial year with past years you may wish to use an append query or if you wanted to determine which customers were new in a particular year you would use a minus query. In both these examples Yellowfin is generating two distinct queries and then combining the result set to provide you with a single table of results. With Yellowfin you can create 4 types of sub query, these are: 1. 2. 3. 4. Union Append Minus Intersect

1. To create a new sub query tick the sub query check box in the analysis section of the report options menu. This will provide a + Sub Query Menu link at the top of the report data section.

Figure 231 Sub Queries Enabled 2. Choose the query type you wish to create. On selection a new tab will be displayed (Sub Query). This will enable you to create your new sub query.

Figure 232 Sub Query Creation

When creating a sub query the data that is returned needs to be related to the initial or Master query. The sub query cannot run independent of the master query. So the implications is that for each type of sub query different join rules exist to link the sub queries results sets with those of the master query. The following sections will describe how each of these interactions work within Yellowfin.

Initially the display name of a sub query is the type of query, for example: Append. To change the display name to something more meaningful, update the Name area in the Sub Query Properties panel.

Figure 233 Sub Query Renaming

The append sub query takes the results of one query and appends these to another as new columns of data. The two queries must have exactly the same GROUP BY (or Dimensional) columns in order to join them correctly. The purpose of the append query is to allow the result of one query to be compared with another. For example you may want to compare the YTD revenue for the current year with the revenue for the same period for last year. Typically this is difficult to do unless the data source has been configured to allow this by having a column for each of these attributes. Generally though, the data will be stored as separate rows in the same table. With the append query, 1 query will retrieve results for the current period, whilst the other returns those of the previous period. Using calculated fields it is now possible to compare the results.

Comparing in revenue in one year compared to another by country. 1. Firstly you will need to create a query that returns the revenue for a selected period by country. Country, Sum Invoiced Amount and Year in the filter

Figure 234 Master Query

2. Now select the sub query option and choose append. You will see a very similar query builder to the standard builder. In the fields section you will have to replicate the attributes of your original query so that the same level of aggregation can occur.

Figure 235 Append Query 3. The join will have to be specified for the sub query. In the join section click the refresh link to display the available join fields. You will have to link the fields on the master query with the fields on the sub query. Note: you do not have to include metric fields.

Figure 236 Joins 4. Once you have matched the fields click the add icon to add the join to the list.

Figure 237 Join Selected

Figure 238 Join Added 5. Now return to your master query. You should see additional attributes in the fields list. Note they are prefixed by sub query: and cannot be removed from the list of fields.

Figure 239 Master Query 6. The final step is to set the filters. Progress to the filters page. You will see that similar to the data page you have a tabbed set of filter attributes. Set the filter value for each filter for the specific periods required.

Figure 240 Filter Setup 7. When you now run the report you will have two columns one for each period specified. If required you can also create calculated fields to determine the difference between the two values. This would be done on the master query by creating calculated fields in the standard way.

Figure 241 Append Results

A Union query combines the results of two SQL queries into a single table of all matching rows. The two queries must have the same number of columns and compatible data types in order to join them. Any duplicate records are automatically removed unless UNION ALL is used. UNION can be useful in data warehouse applications where tables aren't perfectly normalised. For example a table may have revenue in separate columns for individual products rather than revenue by product code. A union join would allow reporting to change display from:

County Australia NZ Japan To County Australia Australia NZ NZ Japan Japan

Apple $ 20 13 38

Orange $ 30 11 60

Product Apple Orange Apple Orange Apple Orange

Revenue 20 30 13 11 38 60

Display invoiced amount and cost amount on separate lines rather than separate columns. 1. Create a calculated field for a label = Invoiced

Figure 242 Label Setup 2. Create a query that returns the revenue by country. Country, Label and Sum Invoiced Amount

Figure 243 Label Added 3. Now select the sub query option and choose UNION. With the union query you will need to match fields from the first query with those in the second. In this case a new calculated field is created for the Cost Label and added into the report. Instead of the metric invoiced amount the new metric of cost of camp is added.

Figure 244 Union Sub Query Setup

4. When you now run the report you will have a single column for both received and invoiced amounts.

Figure 245 Union Sub Query Output

With a standard union join duplicate records are not returned so if the row in the sub query matches the row in the master query it will not be displayed, If you wish to display duplicate records you must specify this at the sub query level.

Figure 246 Union All

An Intersect query takes the results of two queries and returns only rows that appear in both result sets. For example if you wanted to know which customers purchased services in Year 1 as well as Year 2 then an intersect query is needed. In the example below an intersect query for 2004 and 2005 would return Frank and Mary but not John.

Frank Mary John Frank Mary

2004 2004 2005 2005 2005

The intersect query operates as an advanced filter. It determines the key of the master query and applies additional filters to that key. A simple OR filter would not work since this would have included John in the result set.

Determine which customers purchased services in Year 1 as well as Year 2. 1. Firstly you will need to create a query that returns a list of customers that took part in Year 2. Athlete ID, First Name, Last Name and Year in the filter. Note: some of these may not have purchased in Year 1.

Figure 247 Intersect Master Query Setup 2. Now select the sub query option and choose Intersect. You will see a slightly different interface to the normal query builder. The purpose of this is to select a linked field or key in the master query and determine which filters you which to apply. In this example we want to link on the athlete id and filter it by year 1.

Figure 248 Intersect Sub Query Setup

3. The final step is to set the filters. Progress to the filters page. You will see that similar to the data page you have a tabbed set of filter attributes. Set the filter value for each filter for the specific periods required.

Figure 249 Intersect Filter Setup

A Minus query takes the distinct rows of one query and returns the rows that do not appear in a second result set. A minus query is almost the opposite of the intersect query, rather than displaying data in common the minus subtracts data from the result set. For example you may wish to know which customers were new in a selected year therefore those that have not previously purchased services. In this case you select all customers for the selected period and exclude all customers for all other periods. In the example below John.

Frank Mary John Frank Mary

2004 2004 2005 2005 2005

The minus query operates as an advanced filter. It determines the key of the master query and applies additional filters to that key. A standard filter would not work since this would have excluded all customers.

Determine which customers purchased services in Year 1 and never before. 1. Firstly you will need to create a query that returns a list of customers that took part in Year 1. Athlete ID, First Name, Last Name and Year in the filter

Figure 250 Minus Master Query Setup 2. Now select the sub query option and choose Minus. You will see a slightly different interface to the normal query builder. The purpose of this is to select a linked field or key in the master query and determine which filters you which to apply. In this example we want to link on the athlete id and filter it different from year 1.

Figure 251 Minus Sub Query Setup

3. The final step is to set the filters. Progress to the filters page. You will see that similar to the data page you have a tabbed set of filter attributes. Set the filter value for each filter for the specific periods required. Master query = Year of interest, Sub Query Different From Year of Interest.

Figure 252 Filter Setup

Advanced Sub Queries extend the basic Sub Query functionality, by allowing you to query multiple views and data sources. You can only have Union and Append Advanced Sub Queries.

These are setup exactly the same way as Basic Union Sub Queries, except that when you select them from the menu, you need to specify a Data Source and View.

Figure 253 Advanced Union Menu

These are setup exactly the same way as Basic Append Sub Queries, except that when you select them from the menu, you need to specify a Data Source and View.

Figure 254 Advanced Append Menu

Yellowfin supports your collaboration needs through the following features: 1. Comments on reports which can highlight anomalies or share insight. 2. Discussions that may reference several reports simultaneously. 3. Annotations on dates which allow users to comment on events that occurred. 4. Broadcast and Distribution of reports to both external and internal inboxes.

You can add comments to a report either for your own use or to share with others that have access to the same report. Comments can be used to provide a greater level of insight or used to discuss and highlight the data contained in a report Note: Comments can only be added to Active reports. A user must have either of the Discussion role permissions enabled to use this feature.

1. To add new comments to a report click the Comment link in the Collaborate section of the report menu. This will open the comment pane.

Figure 255 Report Comments 2. Enter your comment in the text box that has opened. You can use the format toolbar to format the text of your comment similar to a word document. You also have the option to add a Decision Widget. 3. Click the Save button to add you comment to the report.

There are three available; Yes/No/Maybe, Thumb Up/Thumb Down, and Poll.

The Yes/No/Maybe widget allows users to vote on a question by clicking the appropriate box. Users names and profile images will appear in the correspondin g vote box.

Figure 256 Yes/No/Maybe Decision Widget

The Thumb Up/Thumb Down widget allows users to vote on a question by clicking on the positive or negative image. This vote is anonymous, the votes are recorded and displayed in the green and red bars, but user details are not displayed.

Figure 257 Thumb Up / Thumb Down Decision Widget

The Poll allows users to vote on a custom set of options by selecting one. As with the Thumb Up / Thumb Down, the vote is anonymous.

Figure 258 Poll Decision Widget

If comments exist for a report it will be displayed as an icon open and you will be able to read the comments.

under the tool bar with

a view comments link. If you click on view comments link the comments window will

Figure 259 View Comments

Once comments have been made you can respond to them using the following steps: 1. From the report preview page, click on the View Comments link to open the comments panel. 2. Click on the comment you wish to respond to and then click on the Reply button.

Figure 260 Reply to a Comment 3. Add your response and format as desired, then click the Save button to finish.

If you made a comment or have Discussion Admin permissions you will be able to delete any comments made. In order to delete a comment simply: 1. Open the report comments panel. 2. Click on the comment you wish to delete and then click the Delete button.

Figure 261 Deleting a Comment 3. The comment will be deleted.

Users can join discussions on critical business topics with the ability to use reports as points of reference and pose questions with the aid of decision widgets. Note: A user must have either of the Discussion role permissions enabled to use this feature.

Figure 262 Discussion Module

1. Open the Discussion Module by clicking on the Discussion link in the main menu bar.

Figure 263 Discussion Link 2. You now need to click on the New Discussion button which will open a popup editor.

Figure 264 New Discussion 3. You will need to complete the following in the editor:

Figure 265 New Discussion Window a. Enter the title for your thread here. b. Fill in the body of the first post in the discussion. It can be helpful to provide users with guidelines or outcome goals for the discussion. c. Format your post as desired.

d. Select Private to restrict the thread to only those users invited to join the discussion. e. Click to create the discussion 4. You should now be presented with your new thread open in the left hand window of the discussion.

Figure 266 New Discussion Created

Once a thread has been created users can respond by completing these steps: 1. Click on a discussion in the Thread List window on the left hand side. This will open the discussion in the Thread Viewer on the right. 2. Click on the post you wish to respond to, if there is only one post you will have to click on the first one. From there you need to click on the Reply button as pictured here.

Figure 267 Reply to Post 3. Enter the body of your post and format as desired, then click on Save to complete.

Figure 268 Save Post 4. Your post should now be listed below the one you responded to.

Once you have created a post, you may find the need to make changes or additions to it. Follow these steps to edit your post. Note: If you have Discussion Admin permissions you can posts made by any user, not just your own. 1. Select the post you wish to change and click the Edit button.

Figure 269 Edit Post 2. From here you can make changes as required. When complete, click the Apply Edits button.

Figure 270 Apply Edits 3. Your changes should now appear in the thread.

It can often be helpful to have a point of reference when discussing business metrics, which is where adding reports to discussions comes in. To add a report to a post, follow these steps. Note: Reports with Source Filters, Visible Series Selection, Date Unit Selection, Date Slider, Dependant Filters, Drill Down, and Drill Through will not display this functionality in the discussion area. 1. Either create a new post or edit a current one. In the Post Editor click on the Add Report button.

Figure 271 Add Report 2. You will now notice that the window on the left has a list of available reports that you can search through and select to add to your post. Click on a report to preview it.

Figure 272 Report Picker

3. Once you are on the preview page you can either click the Select Other button to return to the report list and search again, or click Select to add the report to your post.

Figure 273 Select Report 4. Once you have completed you post save it and you should now see a report button in it. Users can click on this while viewing a thread and the report will be displayed in the left hand pane.

Figure 274 View Report

To delete to a post, follow these steps. Note: If you have Discussion Admin access you can delete any post, not just your own. 1. Select the post you wish to remove and click the Delete button.

Figure 275 Delete Post 2. Your post should now be removed from the thread

Much like the comments, it can be useful to tag threads to improve searching. To add a tag: 1. Open the thread you wish to tag and click on the tag link at the bottom of the window.

Figure 276 Add Tag 2. Select a tag you wish you use. If you have Tag Management permissions you can create a new tag by typing the description in the text box and click on the arrow. Once you have tagged your thread click on the arrow to save changes.

Figure 277 Tagged Thread You should now have a list of tags at the bottom of the thread and on the summary in the left hand window.

Following a thread will mean that an alert will be sent to your Yellowfin Inbox whenever there are new responses. 1. To follow a thread, select the discussion and then click on Follow at the top of the Thread Viewer.

Figure 278 Follow Thread 2. To stop following a thread click on Unfollow. 3. To view a list of threads you are following click on View Following on the report list pane.

Subscribing to a thread will enable email notifications of any thread updates. In order to subscribe to a thread you must first follow it. 1. Once following a thread, click on Subscribe to email updates.

Figure 279 Subscribe to Thread 2. Click on Unsubscribe to stop emails.

If you have Discussion Admin permissions you are able to archive threads and view a list of archived discussions. 1. Select the thread you wish to remove and click on Archive.

Figure 280 Archive Thread 2. To view archived threads click on View Archive

In order to identify how a discussion is progressing thread statuses should be applied and updated regularly. There are 5 statuses available: 1. Identify: An Issue, problem or goal has been or is being identified and is the main subject of this discussion. 2. Define: Clearly define the problem by defining the underlying cause of the issue or the objective of this discussion. 3. Analyse: Conduct a range of analysis using your reports and data to support this discussion and to determine possible solutions. 4. Evaluate: Evaluate possible solutions to the underlying issue or objective of this discussion. 5. Decide: Make a decision on the best possible course of action for the issues identified in this discussion. To set or update a thread status, simply click on Status on the thread and select an option from the list. Once a status is applied it will appear on the thread summary and at the top of the thread itself.

Figure 281 Thread Status

To ensure your thread reaches the intended audience you are able to invite users. Inviting users will send an alert to the users Yellowfin Inbox which, if they accept, will set them to follow the thread. 1. To invite a user to a thread select the discussion and click on the Invite Users button at the top of the pane.

Figure 282 Invite Users

The Thread Summary contains the following usage statistics:

Figure 283 Thread Statistics 1. Creator: displays the name of the user that created the thread 2. Last Reply: displays the date and time of the last reply. 3. Histogram: displays the number of views per day over time. 4. Status: displays the current status assigned to the thread. 5. Posts: displays the total number of posts in the thread. 6. Followers: displays the number of users following the thread.

Within Yellowfin you can add specific comments to your reports in the form of annotations. There are three types of annotations to assist users of a report: Report Level Annotations View Level Annotations Organisation Level Annotations

Annotations assist your reports readers to understand the reports and data that they are viewing. They can only be added when a report is ACTIVE and the annotate drop down menu is visible.

Figure 284 Annotations The figure above shows the three places annotations are displayed. 1. Annotation Flag highlighting the date, or start of date range, on the time series x axis, with a descriptive roll over that is editable from the report page. 2. Highlighting on a time series chart when the annotation has been applied to a date range rather than a single date. 3. A descriptive roll over on the table displayed on the date, or start of the date range, that is editable from the report page.

As mentioned previously, there are three levels of annotations within Yellowfin. 1. Report Level: These annotations are only attached to a single report. Any date that falls on the specified date or within the range will be annotated. 2. View Level: Any annotation applied to the view level will be displayed on all reports written off this view, and any date within these reports. This is where tags can become more important. For example, if you add an annotation about an invoicing system you should apply a tag, such as Invoicing. This will allow you to hide the annotation when you are viewing a report about date of births, where invoicing is irrelevant. 3. Organisation Level: Anyone who belongs to the same organisation as the annotation creator will be able to see these annotations on any reports with date data. Again, tagging is important here, as you are dealing with a wide range of reports, in some cases all reports.

There are two things you must do in order to use annotations in Yellowfin. 1. You must get the administrator to enable annotation permissions for your user role. There are Create, Read, Update, and Delete options available. 2. Enable the annotation display options on the report you are writing. To do this you will need to go to the Display Menu on the report preview page (when your report is in draft mode) and enable one or both of the options:

Figure 285 Display Annotations

There are options available in the Annotation Menu that allow you to restrict the annotations you see on the report you are viewing.

Figure 286 Annotation Menu

From here you can select which level of annotations you currently wish to view on the report, by ticking the appropriate check boxes.

Figure 287 Display Levels You can also choose to only display annotations that have a particular tag, by changing the selections in the Tags list.

Figure 288 Display Tags

1. To add an annotation to a report make sure your report is active and youve completed the Enabling Annotations steps above. 2. In the collaborate section of the report menu, open the Annotate Menu. Click the Add Annotation button.

Figure 289 Add Annotation

3. A pop up Annotation Editor window will open that will provide you with several options for your annotation:

Figure 290 Annotation Editor a. Date Type: Here you can choose to either apply your annotation to a single date or a date range. b. Date / Start & End Date: Specify your date/range here. If you have a range you will need to specify a colour used for chart highlighting. The default is the red that appears in the screenshots. c. Annotation Range Display Colour: If you have chosen to use a date range in your annotation you will be provided with a colour option, used when the annotation displays on a chart using highlighting. d. Title: Enter the title / subject of your annotation. e. Tag: Specify a tag to categorise your annotation. This can be left blank, but its suggested that tags are used where possible. f. Level: Here you should select Organisation, View, or Report Level. See the previous section for definitions. g. Annotation Body: Here is where you can enter the description of your annotation, and format as desired.

h. Visibility: Shared will allow all users that match the selected Annotation Level permissions to see your annotation. Private means that only you will be able to view the annotation. i. Cancel/Save: Click to Save or Cancel to return to the report page.

Yellowfin has the ability to workflow public reports. Approval workflow is useful since it allows many users to author reports but have those reports validated by the designated expert prior to being published to a wider group of users. Note: Workflow is only applied to public reports. If you save a private report it will not be routed to an approver.

For approval workflow to take effect you must define the approval experts on the Report Category. This is an administration task and covered off in more detail within the administrators user guide.

Figure 291 Approval Rule for Report category

If you are a user with Public report publish rights you will be able to create a public report. However, if you are not the designated expert for the category you wish to save your report into you will see the This Report Requires Expert Approval Message. You can save your report as normal. The report will be routed to an approver for approval as well as sending that person an email prompting them to take action.

Figure 292 Approval Required

As the approver you will be able to login and see reports awaiting approval in your inbox click on the link and approve the report.

Figure 293 Approval Waiting

Figure 294 Approve Report

You can add reports to your favourites so that you can easily access them in the future rather than having to search for the report every time you wish to use it. To add a report to your favourites list simply click the Favourites link in the Collaborate section of the active report menu.

Figure 295 Adding a Report to Favourites

Yellowfin allows you to schedule and publish reports externally to support your information collaboration needs by allowing you to deliver your business information to a mass audience via email or the file transfer protocol (FTP). You can use the scheduling and distribution options to: 1. Schedule the refresh of Management Information Reports 2. Schedule Report Distribution via email 3. Schedule the Transfer of reports to external file servers. 4. Manually Distribute Reports to users inbox or email accounts 5. Subscribe to Reports to have them sent to you on a regular basis

Yellowfin supports a variety of distribution format options. These include: HTML PDF Excel Hyperlink

If you wish to manage distribution of a report externally you can set the security permissions for these actions. To enable a report to have either subscriptions or broadcast records it must have a broadcast setting enabled. The security and broadcast settings are defined whilst the report is in DRAFT mode. From the Report options section on the report menu click the Security Options link to view and set broadcast permissions. You can choose to permit broadcast only, subscription only or both. Subscriptions permit users that view the report to subscribe independently to the report.

Figure 296 Select Broadcast Permissions

To be able to set broadcast permissions for your report a number of settings need to exist. These are: 1. The data source (database) that you are reporting off must have broadcast and subscription permissions set to ON 2. Your security access to Yellowfin (user role) must have Broadcast permissions set to ON

3. For Broadcast permissions you must have permissions to create Corporate Reports. Only corporate reports can have broadcasting. Personal reports can however be subscribed to by the person that created the report.

You can set the email permissions to restrict the way a report may be emailed to external parties. From the security option tab described above check the Email option, and set the permissions. You will have four possible options. No Access The report cannot be emailed externally. All users have to login to access it. Validated Users Only users that have security access to the category and the report. Prior to sending the report is validated against user permissions. All Users The report can only be sent to people that are registered users of Yellowfin. Unsecure The report can be sent to unregistered users. If the report is Unsecure

Through Yellowfin you can distribute reports to other users inboxes. In this way you can share reports with people that need access to the same data as you have. 1. To distribute a report click the Distribute link in the Collaborate section of the active report menu. This will open a drop down menu from which you can select either distribute to inbox or email. Choose the distribute link. 2. You can then choose if you wish to send the report to a single persons inbox or to a group of users inboxes by choosing a relevant link. 3. Search for either the person or the group. 4. You can choose to notify a user via email that a report has been distributed to them. Click the email check box if you want to send an email notification as well. 5. A confirmation page will confirm the report has been delivered and you can go back to distribute the report to another set of users. Note: Reports will only be distributed to users that have the appropriate level of access for the report.

Figure 297 Distribute Report

As a user of Yellowfin you may have permissions to send reports via email to other registered users of Yellowfin or external parties. Note: You will only be able to email a report once it is active. Draft reports cannot be emailed. Save your report prior to sending. 1. To distribute a report via email click the Distribute link in the Collaborate section of the active report menu. This will open a drop down menu from which you can select either distribute to inbox or email. Choose the email link. This will open the email popup form. 2. Select the user type you want to send to by clicking the relevant link. Yellowfin does permit you to send reports to unregistered users. Unregistered users are users that cannot logon to your Yellowfin reporting site. Not all reports however, can be sent to unregistered users. The report has to have an unsecure security setting to allow this. 3. Complete the email form and choose the format that you wish to send the report as.

Figure 298 Email Form 4. Click the submit link to send the email.

You can subscribe to reports and choose how often and when you want to have a report sent to you. A subscription is similar to broadcast except that only a single user (You) will be the recipient of the report. You can subscribe to both a report so that it is sent to you on a regular basis or comments so that you are notified when a new comment is made on the report. Note: You will only see the subscription menu options if the Report is Active and subscription permissions have been set for the selected report.

1. To subscribe to a report select the subscribe link from the Active report menu 2. Click the subscribe link. This will update the drop down and present you with the subscription schedule options. 3. The subscription will send you and email so complete this form with a view to the emails you will receive. Choose an appropriate schedule for the emails to be sent by choosing the frequency and date settings. 4. Click Submit when you have completed the form.

Figure 299 Subscribe to Report

Once you have subscribed to a report you can edit your subscription at any point in the future. 1. Select the subscribe option from the report menu. You will now see the edit or unsubscribe options rather than the subscribe option. 2. Select Edit Subscription to open the subscription form or unsubscribe to remove your subscription record.

If you wish to be notified each time a comment is made on a report you can select a comment notification option from the subscribe drop down. Choose to have comment notification to be added just to your inbox or also sent via email.

Figure 300 Subscribe to Report Comments

A report can be setup to have more than one broadcast and subscription process. This allows you to have varying schedules for the same report for example: you may wish to send a sales report out on a weekly as well as a monthly basis. Once you have set the permission granting broadcast access you will be able to schedule reports for regular delivery from the collaborate drop down menu. Note: your report must be active to define a broadcast schedule.

1. Select broadcast from the Schedule section of your Active Report menu. This will present you with a list of broadcasts for this report. There may be none. 2. Click the Add New Broadcast link to add a new schedule. This will open the broadcast popup.

Figure 301 Broadcast Report - Email 3. You will be able to select the type of broadcast that you wish to schedule. Select the delivery type as email 4. You can choose whether you want a delivery notification to be sent based on the broadcast outcome. The default person that the email is sent to is the person that wrote the report.

1. The next step is to define the schedule that you wish the email to be sent by.

Figure 302 Broadcast Report - Frequency a. Select the start date and the end date of the schedule. The end date is defaulted to a high date indicating that it will run perpetually. The start date specifies the first day that the broadcast is to be sent. If the 1 schedule date is after the start date the 1 report will be sent after start date. The end date specifies the last day that the schedule should be run. b. Determine the frequency that you wish the report to be run. The options available are indicated below. Note: The end of month option provides you with the ability to run a report on the very last day of the month.
st st

You can set advanced send options for the schedule. This permits you to set the time and the time zone that you wish the report to run. The default run time for a report to run is set to 12.00am for the time zone set for the data source. For example if the data source (data base) is in New York the schedule would run at 12.00am New York Time. Time Zone & Time The time zone is used to ensure that the report runs in the time that you specify. If you are located in Sydney Australia you could set the run time for your local setting.

Figure 303 Advanced Schedule Options

Note: The source for your data may have defined periods when your report cannot be run. If you select one of these times an error message will inform you and you will need to change the time required.

A delivery rule is used for exception reporting. If you wish to send a report only if it meets certain criteria (for example revenue is less than 100,000) then you will need to add in a delivery rule.

1. To insert a delivery rule click the only if delivery rule met radio button. Click the add rule link. A popup will open in which you can add your rule.

Figure 304 Add Delivery Rule 2. A rule is rather like a filter. When a report is due to run Yellowfin will filter the data in the report to check if it meets your criteria. 3. You have the choice of building a rule based on: a. if one or more rows match the rule (eg is there a sales person whose sales are less that 100,000) or b. if the totals for the report match the rule (eg Are total sales for all sales people less that 100,000). 4. Select the field you wish to apply the filter on and click the add filter link

Figure 305 Select Filter Column 5. Select the operand (eg less than) and insert a value into the text box.

Figure 306 Update Filter Values 6. Click add filter when you are done. The whole record is now a hyperlink. 7. You can add more rules for all the columns in your report and apply bracketing as you would for normal filters. 8. Click OK when you have completed your delivery rule. The popup up will close and the delivery will be displayed on the page.

Figure 307 Rule Printed on Form

A broadcast email can only be sent if recipients have been identified. One or more recipients can be defined for a broadcast. There are four types of recipients that can be set. These are: Person Group A person that is a registered user of Yellowfin. A group of users that have been setup within Yellowfin. This option allows you to send a report to multiple users at once. Email Address Report You can insert an external email address so that the report can be sent to external users. A report can be created to list email addresses for broadcasting. The email

addresses dont have to belong to Yellowfin users . Other columns in this report can be linked to the main report as filters, resulting in a uniquely filtered report sent to each email address.

1. If you wish to use Report for Recipients for both a recipient list and filters, then you will need to select Yes for the Do you want to populate recipients and filters from another report, otherwise leave it as the default No. 2. Click on the Report for Recipients link

Figure 308 Rule Printed on Form

3. Select the report you wish to use from the popup window. Note: the column that contains the email addresses in this report must be formatted as Email to be displayed in the list. 4. If using the report for filters as well as recipients, assign columns to appropriate filters (as below).

Figure 309 Rule Printed on Form

Once you have set the permission granting broadcast access you will be able to select the multicast step in your report wizard.

On opening the multicast page you will be able to select the type of broadcast that you wish to schedule. You can select from Email or FTP. 1. Select the delivery type as FTP. 2. Select the file type and type the file name. 3. You can choose whether you want a delivery notification to be sent based on the broadcast outcome. The default person that the email is sent to is the person that wrote the report.

. Figure 310 FTP Broadcast

The following details are required to send a report via FTP: Server Address This is the address in which the server you are uploading the report to sits Server Directory This is the directory where you want the report to be sent to on the server. User Name Password This is the username of the server you are trying to access. This is the password of the server you are trying to access.

Complete the broadcast form as described above for a standard email broadcast.

Yellowfin's Spreadsheet/CSV functionality allows business users to transform their existing spreadsheets into reports. This means that any of Yellowfin's reporting capabilities can be quickly applied to spreadsheet contents, including the ability to drill down and categorise data.

To write a report based on spreadsheet data you will need to be granted specific user access. In the first step of the report builder, select the Spreadsheet/CSV Import from the authoring option drop down.

Figure 311 Spreadsheet/CSV Import You will now have the option to use an existing spreadsheet (as seen in the list below) or import a new one.

Figure 312 Spreadsheet/CSV Import List Importing a spreadsheet or CSV file simply requires you to choose a file and category, then click upload.

Figure 313 Spreadsheet/CSV Upload File

Once uploaded, Yellowfin recognises the data type for each column in the spreadsheet, and allows you to choose options such as indexing, categories, drill down links, name, and description.

Figure 314 Spreadsheet/CSV Update After configuring the spreadsheet data, you will be taken to the report builder where you can set up the report as you normally would. When you reach the preview page, the only difference from a normal report will be that instead of being able to edit the view, you will now be able to edit the spreadsheet.

Figure 315 Edit Spreadsheet Menu Item If you choose to edit your spreadsheet, you will be presented with three options: 1. Modify Existing: This allows you to modify the name, category, and drill to, of the spreadsheet columns. The data will not be affected.

Figure 316 Modify Existing Spreadsheet 2. Overwrite: This overwrites the current data. The new spreadsheet must have the same number of columns and column types as the existing spreadsheet. Column names, categories and drill to settings can also be updated.

Figure 317 Overwrite Spreadsheet 3. Append: This allows you to add data to the end of the existing spreadsheet. The new data must have the same number of columns and column types as the existing data. Column names, categories and drill to settings can also be updated.

Figure 318 Append to Spreadsheet

Yellowfin supports a number of authoring environments such as the drag and drop report writer, freehand SQL or using the Jasper Reports XML file definitions. This section describes in more detail the alternative options that are available for authoring reports.

To write freehand SQL reports you will need to be granted specific user access. SQL reports require knowledge of Structured Query Language and a sound knowledge of the data source that you wish to query. If a requirements exists for a specific report, and no view of the database exists then an SQL query may be written to access the data directly. To achieve this select Freehand SQL when prompted for the report writing mechanism you wish to use.

Figure 319 Selecting SQL report writer

In select the SQL version all filters and conditions will have to be contained within the SQL. Type in your SQL statement into the text box provided.

Figure 320 SQL Text Box

The list of database tables assists you to write your SQL. By expanding the node next to a table name you display the fields for the table. The list also provides an indication if the element selected is a table or a database view.

Figure 321 Table List

You can test your SQL statement by clicking the Validate link. If the SQL statement fails you will receive a message back that may contain a description of the error (this is database dependent)

Figure 322 SQL Error If the SQL is successful the following message will be displayed:

Figure 323 Valid SQL

Once you are happy with your SQL click the next icon to go to step 2 in the report builder wizard. From here you will have the report data page similar to a standard drag and drop report. You can add charts, drill through and co-display reports. Some features such as filters and aggregations are not available since it is assumed that this will be contained within your freehand SQL.

Figure 324 Formatting SQL Report

To include user prompts or source filters into a SQL you will need to add script into your SQL query to indicate which columns to use. 1. The inclusion of user prompt or source filter in your SQL reports is done by adding a {?} parameter. For example: select * from client where country = {?} If inserting a source filter with multiple possible input parameters use: select * from client where country in ({?}) (note the additional Brackets) 2. Clicking on Validate will inform you if the SQL syntax is valid, as well as the number of parameters present. 3. The remaining steps from now on will be similar to generating a standard report with drag and drop, except that all of your SQL user prompt parameters go straight into the Filters stage of the report builder. 4. At the Report Filter page, you will be able to set whether the filter is a user prompt or source filter.

Figure 325 Filter List

Using Yellowfin you can use a Jasper XML report editor such as iReports to create pixel perfect crystal style reports. This definition can be loaded into Yellowfin to use the infrastructure such as security and multicast for managing the report.

A Jasper report may be used if you want: 1. To create a production / banded style report such as an invoice. 2. Create specific reports layouts for your reports which are not otherwise catered for in Yellowfin.

1. Create your Jasper Report XML file using a 3 party tool such as iReports. 2. Select I want to create the report using Jasper on the report initialisation page 3. Select the data source that the Report will run from. 4. Click the next button to continue to the report definition load.

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Figure 326 Jasper Report Initialisation 5. On the Jasper Report page you will be prompted to load your Jasper report definition file. a. At this stage you can make a comment about the file for future reference.

b. On the right hand side nav you can make selections for report broadcast and saving the report details. 6. Click the browse button to search your file system for your Jasper report definition XML document. 7. Click Confirm to Continue.

Figure 327 Jasper Report 8. On Confirm you will see the file definition displayed. This information is useful if you return to the report later for editing. 9. If your XML includes links to images Yellowfin will prompt you to load these images in separately. a. Click the browse button to search for your images. Each image will have to be loaded separately.

Figure 328 Jasper Report Import

10. If you wish to edit or replace the XML file click the replace file tick box. Add the new file in.

Figure 329 Jasper Report Uploaded

Using Yellowfin you can use a BIRT XML report editor such as eclipse to create pixel perfect crystal style reports. This definition can be loaded into Yellowfin and use the infrastructure such as security and multicast for managing the report.

A BIRT report may be used if you want: 1. To create a production / banded style report such as an invoice. 2. Create specific reports layouts for your reports which are not otherwise catered for in Yellowfin.

1. Create your BIRT Report XML file using a 3 party tool such as eclipse. 2. Select I want to create the report using BIRT Reports on the report initialisation page 3. Select the data source that the Report will run from. 4. Click the next button to continue to the report definition load. 5. On the BIRT Report page you will be prompted to load your report definition file. a. At this stage you can make a comment about the file for future reference. b. On the right hand side navigation you can make selections for report broadcast and saving the report details. 6. Click the browse button to search your file system for your BIRT report definition XML document. 7. Click Confirm to Continue. 8. On Confirm you will see the file definition displayed. This information is useful if you return to the report later for editing. 9. If your XML includes links to images Yellowfin will prompt you to load these images in separately. a. Click the browse button to search for your images. Each image will have to be loaded separately. 10. If you wish to edit or replace the XML file click the replace file checkbox. Add the new file in.

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