Includes

Hands-on activities to re-enforce the skills and knowledge attained.

Prerequisites

None

Objectives

• Understand the main Yellowfin components including Connections, Views, Reports, Dashboards, Storyboard and mobile capabilities •
• Understand how a connection is made to a database
• Understand at a basic level how a View is created from tables and fields in a database
• Easily access information in Yellowfin through a variety of navigational functions including Search, Browse, Inbox, Dashboards, Content Panel and Timeline
• Understand Yellowfin terminology and the interactivity options available, including: •
  • Drill Down
  • Drill Anywhere
  • Drill Through
  • User Prompt Filters
  • Date Slider
  • Unit Selection
  • Series Selection
  • Maps
• Use Yellowfin to create sophisticated reports easily from Yellowfin Views
• Understand how to combine dimension and metric fields and apply different aggregation rules • Use advanced functions to manipulate datasets after they have been returned from a database
• Create basic calculations including string manipulation, basic arithmetic calculations, date functions and logic statements
• Understand how to apply filters, sections, pivots, drills and charts to the information being analyzed
• Apply formatting techniques including field display settings, conditional formatting, grouping, suppressing duplicates, totaling and subtotaling
• Understand techniques to facilitate organizational collaboration including comments, notes, Timeline and discussion threads
• Start exploring the features and functions of Yellowfin Dashboards, Storyboards, and mobile capabilities

Includes

Hands-on activities to re-enforce the skills and knowledge attained.

Prerequisites

Understanding of SQL and basic Yellowfin navigation and report creation

Objectives

• Present data using a range of different charting options, including:
  • Standard Charts
  • Time Series Functionality
  • Specialty Charts
  • Statistical Charts
  • Maps
  • Multi-Charts
• Understand the filter options available in Yellowfin including Org Ref Code Filters, Cached Filters, Dependent Filters and Date Filters
• Use related report options, such as Co-Display and Drill Through
• Create reports using advanced techniques, including KPI reporting, Report Summary, What If analysis and CSV import
• Understand how and when to use Sub Queries to create more sophisticated reports o Sub Query options include append, union, minus, intersect and advanced
• Use the annotation, distribution and scheduling options for reports
• Create powerful KPI or linked Dashboards
• Create Storyboards