SolveXia gives the option to create a Yellowfin report from data stored in managed tables or virtual tables. The following article is a step-to-step guide on how to create a report, populate it with tables and charts, as well descriptions on basic formatting possibilities. Note, this article is a basic introduction to Yellowfin reports for SolveXia users; for more detailed and advance understanding, please follow the following Yellowfin Wiki link.
Create Report From SolveXia
Under Analytics & Reporting folder, right-click on Reports folder and select "Create report".
Select the managed table or virtual table where the desired data to create the report is located. Type in name and description of the report in the given fields and select " Choose the selected item":
A new window will pop up with the following interface:
All parameters available to create a table for the report are located on the left, under "Views and Sources". Click on the folder to view all parameters, and drag the desired fields next to "Columns" placeholder:
Add Sections & Filters
Yellowfin gives the possibility to sort data by sections or filters. The following table shows the interface difference of my table when the "Category" column is dragged in the section field and the filters field:
When a field is dragged into the "Section" box, Yellowfin will segregate the data into all possibility of categories. In the example given above, 4 separate table was created under all 4 types of categories (Daily, Fun, Housing and Transport). In contrast, When a field is dragged into the "Filter" box, the table's data is filtered via user selection. In the given example, when a category is selected ("Daily"), and "Go" button is pressed, a table is created with data that belongs in the "Daily" category only.
Note, it is also possible to choose between different types of filtering options as shown in the screenshot below. To format and chose the type of filter, select the associated icon on the header of the page.
Once all desired fields have been chosen, charts can be created by selecting the "Charts" tab:
Dimensions and metrics must be dragged onto the chart fields to start creating charts.
The option "Auto Chart" selects the most optimal chart type based on the fields which are dragged onto the chart fields. However, the chart can be customized by selecting "Select Chart Type" :
The "Select Chart Type" tab will allow selecting other chart types which are compatible with the configured data.
The "Output" tab will gather all tables and charts created on this reports and preview the output. While there are options throughout the report creation to format the tables, filters and chart, the output section centralizes all formatting options:
To save the report, select "Save" under "Report" tab:
Rename report and description if desired, and hit save: