Trademarks: Yellowfin and the Yellowfin Logo are registered trademarks of Yellowfin International.

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2 Yellowfin Release 6.0 Tutorial 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 Yellowfin does not warrant that this document is error free. Copyright Yellowfin International 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: 1.0 Published: December 2011

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4 1 The purpose of this document is to assist you to undertake a guided tutorial of dashboards and the tab feature within Yellowfin. The tutorial will make use of the demonstration database (Ski Team) which is included as part of the installation process. As a result the tutorial will only concern itself with producing reports from this data source. If you wish to use Yellowfin against alternate data sources then you may wish to use this guide as a starting point. During this guided tutorial you will explore the different types of tabs, learning how to create and manipulate them. If you wish to explore functionality in addition to what is covered in this guide please refer to either the administration or user guides. Prior to starting this tutorial process it is assumed that you have successfully installed Yellowfin and the Ski Team database, and that you have a valid license key from Yellowfin. Parts of this guide contain advanced database concepts and assume that you have some understanding of how relational databases work. This guide is not intended to provide you with a step by step guide to all the functionality available in Yellowfin. For a greater understanding of all the functions within Yellowfin it is suggested that you use the: Admin Guide User Guide Use this guide for more information about source systems, views and security Use this guide for more information about creating reports and dashboards.

5 2 Dashboards are designed to visually display Key Performance Indicators (KPI) in order to allow quick and clear examination of actual performance. A typical dashboard is designed with high level reports that can drill down to more detail when required. Yellowfin s dashboard allows you to display all key reports on a single page, using tabs to organise by subject and type. The tab feature also allows you to search your public repository for enabled reports and add them to a selected tab, or grant access to pre-built public tabs. The following image displays the main features of the dashboard: 1. Menu: links you to additional reporting functions such as Create Report, and access Report List your report repository 2. Inbox: used to receive distributed reports, reports to be approved, and comments 3. Search: allows you to search reports across your repository 4. Tabs: navigate between various pages on your dashboard 5. Buttons: add, delete and edit your tabs 6. Display area (portlets): allows you to add various reports to your dashboard tab 7. Favourites: lists your favourite reports to the right of the dashboard display area 8. Draft Reports: provides access to recently edited draft reports 9. Recently Accessed Reports: lists the most recently viewed reports in a session

6 3 Planning your dashboard is an important process. When designing, think about what means of display will communicate the data best. Think about the number of different charts, tables, and reports you display on a dashboard, the clearer the better. Pictured is an example of a hand drawn design. To the right is a well-planned and implemented dashboard, taken from the design above. There are 5 groups of data shown on this tab, but the type has been limited to three; a Line Chart, two Dial Charts and two GIS Charts. The result is a clear and easy to read Dashboard.

7 4 A tab consists of a set of pre-built reports, typically related by subject area. There are three types of tabs that will be discussed in this tutorial: 1. Standard: Basic tab with the ability to create relationships between filtered, drill down, and series selection reports. This allows a user to drill down on one report and have the associated filters applied to the other reports automatically. This is a way of providing multiple views of the same data set and allowing flexible slicing and dicing of data 2. Pre-built: Pre-existing tabs stored in your repository 3. KPI: Presents reports to the user in the form of KPI metrics. Reports are run on a regular basis against predefined targets, showing a history/trend over time The report portlet menu provides you with a set of options for managing the display of a report on your Dashboard. On the portlet menu you will find: 1. Report Title 2. Report Menu 3. Chart/Table Toggle 4. Maximise 5. Close

8 5 1. To add a standard tab click on the Add Tab link on the Dashboard page and select the Standard option. 2. This will bring up a blank tab, ready for Reports to be added, as pictured. To add a new report to your tab, you will need to locate it in the Search panel on the left hand side of your draft tab. The down arrow next to the Search title allows you to narrow your results to Search (standard search results), Recent Reports, New Reports, My Favourites, and Inbox reports. You are also able to perform advanced searches, as you would on the Report List page. 1. Search for the Athlete Age by Demographic report and drag the thumbnail into the top portlet area, depicted here.

9 6 2. To add a second report to your tab, search for: athlete age in the Search box. This should bring up the Athlete Age Group Breakdown report. 3. Drag this report into the left portlet area on the dashboard. 4. Using the same steps as above, add the Athlete Gender by Age and Invoiced Gender Comparison reports to the right hand area. 5. Your tab should now look like the one pictured here. 1. Now you are going to remove one of the reports you just added. 2. Click on the delete button on the top right corner of the Athlete Gender by Age report.

10 7 3. A prompt will then ask you to confirm the deletion. Click Ok to remove the report from your dashboard. 4. Your tab should now look like the one pictured here. Now that you have added your reports, it s time to save your progress and activate the tab. Before you save it, however, you will need to decide if it s going to be public or private. Private reports are for your use only, whereas Public reports can be accessed by other users of the system, depending on security options. For now set it to Private, as once it is set to Public it can be added by other users and therefore not set back to Private. 1. Open the Permissions Menu and select Private. 2. Click Close.

11 8 3. Now you can save. To do this click on the Save Menu in the edit bar. 4. Enter Standard Tab Tutorial as the Name of your tab. 5. Type This tab was created using the Dashboard Tab tutorial into the Description area. 6. Click Activate to save your tab and view it. 7. Your tab should now look like the one pictured. As the tab is now active you will have to place it back in draft mode in order to make any changes. 1. To do this click on the Edit link to the right of the tabs.

12 9 2. Now you are in edit mode you will have access to the Save, Layout and Permissions menus. 3. First, you are going to change the layout of your tab. Click on the Layout menu and select the option that has a wide column on the left and a narrow column on the right, as pictured. 4. Your tab should now look like this. The stacked bar and radar charts are now spaced so they are clearer.

13 10 5. You are now going to resize each report. Move your cursor to the bottom of the area (the bar should highlight blue), click and drag to double the length. 6. Your reports should now be much clearer, as shown. 7. In edit mode you can also move your reports around the tab. Position your cursor over the in the top left corner of resized report. Click and drag the report to different section of the dashboard to move it. 8. Now you must save your tab by going to the save menu and clicking on Activate as you did previously.

14 11 1. Click on the Create link to begin building your filtered report. 2. You should now be on the Initialise Report page. Leave the Drag and Drop Builder selected as the build tool. 3. Select Ski Team as the Source System and Database View (if not already selected). 4. Now click either the button or the button to proceed. 5. You should now be on the Step 1. Report Data page. To start with, set the Output Options to Chart Only by selecting it in the Report Options section on the right. This will ensure that the information appears as a chart. 6. Now you need to add metrics to your report. Click on the next to the Athlete category to expand it. 7. Drag and drop the Demographic field into the Columns area. 8. Now drag and drop the Athlete ID dimension into the Columns area below Demographic. You will need to apply an aggregation to this field so that the number of Athletes are

15 12 shown, rather than the Athlete IDs. 9. Select the Athlete ID field and then click on the Count button. The Athlete ID should now appear with this icon. You will now need to add the filters to be used on the dashboard to the Filters area of the builder. 10. Expand the Camp category and add fields to the Filters area in this order: Camp Region, Camp Country, Camp Name, Camp Demographic, Start Date. 11. Click on at the top of the page to move to the next step. On the Report Filter page you will need to set up the filter operands you wish to use. As the user may want to select more than one value from a list, it s a good idea to choose the In List operand to create multiselect lists, and the Between operand for dates. 12. Set all the filters to In List, except the Start Date, which should be set to Between, as pictured here. 13. Click on at the top of the page to move to the next step. 14. Click on the Columns link at the top of the menu bar.

16 Select Count Distinct Athlete ID from the drop down list. 16. Open the Display menu and change the Display Name to Athletes. 17. Click Save to complete. 18. You now need to set up the chart. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page.

17 Click on the Chart Menu, select Pie as the Chart Type and click on the picture of the Pie Chart to select it. 20. Click Save, this will load the options for a Pie Chart. 21. In the Chart Data section you will need to select the data for each setting in the chart. 22. Set the Label to Demographic and Athletes as the Series. 23. Click Refresh to generate your chart.

18 Open the Settings menu and set the Shadow Colour and Outline Colour to white (#FFFFFF). 25. Click on Save to see your changes on the chart. 26. Open the Labels menu. 27. Enable labels, containing Category, Value, and Percentage.This will eliminate the need for the legend. 28. Click on Save to see your changes on the chart.

19 16 Now that you ve made the legend obsolete on this chart, it s important to remove it and free up some space in the chart area. 29. Open the Position menu and set the Legend Position to None. 30. Click Save. 31. Change the Chart Title option to None and click Save. 32. Click on the Close button to go back to the Report Preview page. 33. Your chart should now match the one displayed here.

20 17 In order to ensure that filter value selection is as easy as possible for the user it s a good idea to cache the values of your filters, creating lists, rather than asking them to enter values manually. This means that Yellowfin gets a list of unique values available for each filter and stores them to display in lists. 1. To start this process, click on the Filters menu at the top of the report builder. You will now need to move one by one through your filters, caching them. You may also want to build some dependencies into your filters. Dependant filters are useful when you have a hierarchy, and you want users to select a value from the first level filter in order to narrow the values available in child filter levels. In this example you can build a dependency structure using the Camp Region > Camp Country > Camp Name fields. 2. The first step is to cache the values of the top of your hierarchy. Select the Camp Region from the filter drop down list. 3. Opening the Entry Style menu, select the Drop-Down option, using Cached Values. The refresh option depends on how static your values are, how often they change. 4. In this Ski Team example the values don t change, so we will use a

21 18 Manual update option. If your values changed often it would be worth setting a schedule to keep them up to date for you. 5. Click the Refresh Now link to populate your list. 6. Click Close to complete. Now that you have your first level of the filter hierarchy set up, you will need to complete some additional options for the following levels. 7. Select the Camp Country filter from the filter drop down. Before you cache this filter you will need to set up the dependency. Note: it s important to complete this before caching, as Yellowfin needs to work out the relationship between this filter and the parent as part of the caching process. 8. Open the Display menu, and select Camp Region in the Display Dependant On list. This will mean that Camp Country won t be displayed until a value for Camp Region has been selected.

22 19 9. You now need to cache the values as before. Open the Entry Style menu, select the following options: Entry: Drop-Down Values: Cached Values 10. Click Refresh Now and Close to complete. You need to repeat this process for the bottom level of your dependency structure: Camp Name. 11. Select Camp Name from the filter drop down. 12. In the Display menu set the filter to depend on Camp Country. 13. Click Save to keep your changes.

23 In the Entry Style menu, set the options to Drop-Down, and Cached Values. 15. Click Refresh Now to populate the values. 16. Select Close to complete the process.

24 21 Now that you ve set up your dependant filters, you will need to format the rest of your set. 17. Select Camp Demographic from the filter drop down. 18. Using the Entry Style menu, cache the filter values manually. 19. You should now have a set of filters on your report that looks like this. You may notice the Refresh Cached Filters link at the bottom of the Report Filter panel. This is available when you have manually cached filters. It allows you to refresh the values when necessary, rather than using a schedule.

25 Click on the Save Menu and use Athlete Demographic Breakdown as the Name. 21. Type This report was created using the Dashboard Tutorial as the Description. 22. Enter Tutorial as the Category and Charts as the Sub Category. 23. Click Activate.

26 23 1. Click on the Create link to begin building your additional report. 2. You should now be on the Initialise Report page. Leave the Drag and Drop Builder selected as the build tool. 3. Select Ski Team as the Source System and Database View (if not already selected). 4. Now click either the button or the button to proceed. 5. You should now be on the Step 1. Report Data page. To start with, set the Output Options to Chart Only in the Report Options section on the right. This will ensure that the information appears as a chart. This report is going to make use of Yellowfin s Cross Tab functionality. 6. Set the Data Output to Cross Tab. You should now have a Columns, Rows, and Metrics area, rather than just Columns. 7. Set up the following fields: Rows: Start Date Columns: Booking Method Metrics: Count (#) Athlete ID 8. Proceed to the Report Preview page.

27 24 9. Navigate to the Chart Builder by clicking on the chart placeholder shown here. 10. Click on the Chart Menu, select Column as the Chart Type and click on the picture of the Stacked Vertical Bar Chart to select it. 11. Click Save, this will load the options for a Stacked Column Chart. In the Chart Data section you will need to select fields for each setting in the chart. 12. Set the Label to Start Date, selecting the Time Series option, Count Athlete ID as the Series, and Booking Method for Colour. Using the Time Series option alters the display of the x axis and provides some additional functionality. 13. Click Refresh to generate your chart.

28 25 One of the additional functions Time Series provide is granularity selection. You are able to select the units of time your data is aggregated to, from millisecond to year. 14. To set the granularity, open the Settings menu. From here you will be able to select a granularity level from the Units drop down. 15. Select Month from the units list. 16. Click on Save to see the settings applied. Your chart should now have columns for each month, rather than each day, the default setting. As with the other reports created so far, it s generally a good idea to remove titles from charts that will be displayed on the dashboard, as they are often unnecessary. 17. Open the Title menu and set the Chart Title to None.

29 Your chart should match the one shown here. 19. Click on the Close button to go back to the Report Preview page. 20. Click on the Save Menu and use Athlete Booking Method Breakdown as the Name. 21. Type This report was created using the Dashboard Tutorial as the Description. 22. Enter Tutorial as the Category and Charts as the Sub Category. 23. Click Activate.

30 27 1. To add a standard tab click on the Add Tab link on the Dashboard page and select the Standard option. This will bring up a blank tab, ready for Reports to be added, as pictured. 2. To add a report to the dashboard, you will need to search for it in the list of active reports. Type breakdown into the search box and click on to see results. 3. One by one, drag these reports onto the tab, placing them as follows: Athlete Demographic Breakdown in the left portlet Athlete Age Group Breakdown in the right portlet Athlete Booking Method Breakdown in the bottom portlet. 4. Your tab should now look like the one pictured here.

31 28 From here you re going to change the layout template this tab is using. This will allow you to allot more space to some charts over others, enhancing readability. 5. Open the Layout menu on the tab bar and enable the Single Narrow, Single Wide Columns template, depicted here. 6. Click Close to apply the changes. 7. Your dashboard should now look like the one displayed here, with a clearer stacked bar chart and pie. Change the size of the reports where needed.

32 29 1. To set up the links between reports on your tab, click on the Analytic Setup link. 2. Alternatively, you can click on the Click here to set up filters link in the Filter panel on the right hand side of the dashboard. You should now see a page with a list of reports on the left hand side. The first report in the list is selected initially, and any filters contained on the report are displayed in the Filters list on the right. 3. Ensure the Athlete Demographic Breakdown report is selected by clicking on it. You now need to decide which of the filters available on the report should be displayed on the tab. 4. Select all filters in the list: Camp Region, Camp Country, Camp Name, Camp Demographic, Start Date. The next thing you will notice is the list of Linked Reports below the filters you just selected. This is where you link other reports back to the displayed filters. The red crosses here mean that the reports have not yet been linked. 5. Click on the Athlete Age Group Breakdown report to link it.

33 30 You should now see a list of filters you ve enabled for dashboard use. The idea here is to set up links between reports so that the values used in the dashboard filter are passed though as filters to this report. 6. You will now need to enable each filter link, to do this select Filter next to each listed (see right). Once enabled, you will need to provide corresponding fields available to the child report to pass the filter value to. 7. In the case of this demonstration you need to match the filters to equivalent fields: Camp Region to Camp Region Camp Country to Camp Country Camp Name to Camp Name Camp Demographic to Camp Demongraphic Start Date to Start Date Using the Ski Team examples, it s relatively clear what the matching fields are, as they share the same name. When using your own reports, you may find that this is not the case. It s important to make sure that the fields you link contain the same values. 8. Click Save to commit your links. You may now notice that the Athlete Age Group Breakdown report has a blue tick icon next to it. This means that links have been set up. If you left the settings at this point and used the dashboard as is you would find that the

34 31 filters would only update the linked reports, the Athlete Booking Method Breakdown report remains unchanged. 9. Click on the Athlete Booking Method Breakdown report to set up the links. Follow the same process as above, ensuring you save the links when finished. 10. To complete the process and view the filters on the dashboard, click on the Return to Dashboard link. Your filter panel on the right should now be populated. The first change you should make to these filters is to group the locational filters together. 11. Type Camp Location as the name of your filter group and click on the icon to add it.

35 32 You should now have a group section at the bottom of the filter panel. In order to add filters to this group you will need to drag them, using the icon, to below the group name. The first filter you need to add to this group is the top level of your dependency hierarchy, Camp Region. 12. Drag the Camp Region filter to below the Camp Location group.

36 Next, you will need to select a value from Camp Region (any value) in order to display the next level of your hierarchy, Camp Country. 14. You should now see Camp Country displayed at the top of the filter list. Drag this to display below the Camp Region filter. You need to repeat these steps to move the last level of your hierarchy to the group. 15. Select a value from Camp Country to display Camp Name, and then drag Camp Name to the bottom of the Camp Location group.

37 Your filter panel should now look like the one displayed here.

38 Click Reset at the bottom of the panel in order to clear all filter values used to set up your group. The next option you need to configure is the display method of the filters. Depending on the type of filter, you will have different options available to you. 18. Click on the icon next to the Camp Demographic filter in order to change its display. You should now see a popup that contains formatting and default values for the filter. You are also able to specify a different name for the filter here. 19. Change the Display setting to Checkboxes and click on Save.

39 The Camp Demographic filter should now display values in a check list, as pictured here. Filter groups also have configurable display options. 21. Click on the icon next to the Camp Location filter group name. From here, you will have the option to change the title, set the initial state, and delete the filter group. 22. Set the Initial State to Closed and click on Save to update the tab. This will mean that the first time the tab is loaded; the filter group will be closed. The user will have to click on the expand icon to view the filters in the group. This saves space when you have a long list of filters to display.

40 37 You now need to save and activate your tab. 23. Open the Save menu and type Filtered Tab Tutorial as the Name. 24. Type This tab was created using the Dashboard Tab tutorial into the Description area. 25. Click on Activate. 26. Your dashboard should now appear as shown here.

41 38 Once you set up your dashboard filters, it s important to test them to ensure all reports behave the way you expect. 1. Select the following values for your filters: Start Date: 01/07/2007 to 01/07/2010 Camp Demographic: Culture, Luxury, Relaxation Camp Region: Asia, Australia 2. Click on the Go button to apply the filters. 3. Your filtered tab should now look like this. If any of the reports did not refresh, you will need to edit the tab and check the links.

42 39 1. Click on the Create link to begin building your series selection report. 2. You should now be on the Initialise Report page. Leave the Drag and Drop Builder selected as the build tool. 3. Select Ski Team as the Source System and Database View (if not already selected). 4. Now click either the button or the proceed. button to 5. You should now be on the Step 1. Report Data page. To start with, set the Output Options to Chart Only by selecting it in the Report Options section on the right. This will ensure that the information appears as a chart. 6. Now you need to add metrics to your report. Click on the icon next to the Camp category to expand it. 7. Drag and drop the Start Date field into the Columns area. 8. Now expand the Athlete category and drag and drop the Athlete ID dimension into the Columns area below Start Date. You will need to

43 40 apply an aggregation to this field so that the number of Athletes are shown, rather than the Athlete IDs. 9. Select the Athlete ID field and then click on the Count button. The Athlete ID should now appear with this icon. 10. You will also need to drag the Invoiced Amount and Camp Rating fields below the Athlete ID. 11. Click on at the top of the page to move to the next step. 12. You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page where you can setup your chart.

44 Open the Chart Menu, select Line as the Chart Type and click on the picture of the Line Chart to select it. 14. Click Save, this will load the options for a Line Chart. 15. In the Chart Data section you will need to select fields for each setting in the chart. 16. Set the Label to Start Date, ticking the Time Series option that appears. 17. Select each of the three series available. 18. Click Refresh to generate your chart.

45 You should now have a chart that looks like the one pictured. 20. Open the Settings menu and set the Visable Series Selection option to Yes. You will then be presented with a display option. 21. Select the Left Panel option for display. 22. You will also need to specify the desired trend. In this case the trends should be set to Up. 23. You will also want to set the Units displayed in the chart to Month in order to aggregate the data resulting in a clearer chart. 24. Click on Save to see your changes on the chart.

46 43 Before finishing with the chart, the chart title should be removed in order to save screen space. 25. Open the Title menu. 26. Change the Chart Title option to None and click Save. 27. Click on the Close button to go back to the Report Preview page. Before activating this report, the series names should be formated in order to make the series selection panel more user friendly. 28. Click on the Columns link at the top of the menu bar.

47 Select Count Athlete ID from the drop down list. 30. Open the Display menu and change the Display Name to Athletes. 31. Click Save to complete. 32. Repeat these steps for the Sum Invoiced Amount field, updating the name to Invoiced. 33. Click on the Save Menu and use Series Selection Time Series Line as the Name. 34. Type This Series Selection Line Chart was created using the Dashboard Tutorial as the Description. 35. Enter Tutorial as the Category and Charts as the Sub Category. 36. Click Activate.

48 Your report should now match the one displayed here. 1. While still on the Series Selection Time Series Line report, click on the Copy button to create a duplicate of the report you can manipulate and save separately. From here you will be taken to the Report Data step of the report builder. Instead of viewing the series by Camp Start Date, this report will view them by Camp Demographic. 2. Drag the Start Date off the Columns list and drag the Camp Demographic into its place.

49 46 3. Click on at the top of the page to move to the next step. 4. You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page where you can setup your chart. 5. Click on the Chart Menu, select Bar as the Chart Type and click on the picture of the Proportional Bar Chart to select it. 6. Click Save, this will load the options for your Chart.

50 47 7. In the Chart Data area, ensure that the Label is set to Camp Demographic. All other options should have been carried through from the original report during the copy process. 8. Click Refresh to generate your chart. 9. Once generated, you may notice your chart does not look ideal. To address this first resize the chart, dragging the bottom right corner, to ensure it is as clear as the one pictured here. 10. In order to further style the chart, click on the Labels menu and select the Custom option for both Label Style and Value Style. 11. Set the options to: Value Style: Arial, 16pt, Bold Value Style: Arial, 12pt, Italic 12. Click Save to update your chart.

51 Click on the Close button to go back to the Report Preview page. 14. From here you will need to activate your report. Click on the Save Menu and use Series Selection Proportional Bar as the Name. 15. Type This Series Selection Proportional Bar Chart was created using the Dashboard Tutorial as the Description. 16. Enter Tutorial as the Category and Charts as the Sub Category. 17. Click Activate. 18. Your chart should now look like the one pictured here. You will need a third report to display on the dashboard for this tutorial. Copy the Proportional Bar report to create the last report.

52 49 Once again you will be copying the report and changing the dimension that the series are being categorised by. 19. Copy the report. 20. Remove the Camp Demographic field, replacing it with the Camp Region field. 21. Continue to the Report Preview page and then move to the Chart Builder. 22. Click on the Chart Menu, select Pie as the Chart Type and click on the picture of the Pie Chart to select it. 23. Click Save, this will load the options for your Chart. 24. In the Chart Data area, ensure that the Label is set to Camp Region. All other options should once again have been carried through from the original report during the copy process. 25. Click Refresh to generate your chart.

53 50 As with the previous report, this chart would benefit from some custom label settings. 26. Click on the Labels menu. 27. Set Labels to Yes, ticking the Category, Value, and Percentage options for contents. 28. Set the Style to Custom with the following: Arial, 11pt 29. Click Save to update your chart. You may notice that you now have the Camp Region displayed twice in the chart; once in the labels, once in the legend. Remove the legend to clean up the chart display. 30. Click on the Position menu, setting the Legend Position to None. 31. Click Save to update your chart.

54 Click on the Close button to go back to the Report Preview page. 33. From here you will need to activate your report. Click on the Save Menu and use Series Selection Pie as the Name. 34. Type This Series Selection Pie Chart was created using the Dashboard Tutorial as the Description. 35. Enter Tutorial as the Category and Charts as the Sub Category. 36. Click Activate. 37. Your chart should now look like the one displayed here.

55 52 1. To add a standard tab click on the Add Tab link on the Dashboard page and select the Standard option. This will bring up a blank tab, ready for Reports to be added. 2. To add a report to the dashboard, you will need to search for it in the list of active reports. Type Series Selection into the search box and click on to see results. 3. One by one, drag these reports onto the tab, placing them as follows: Series Selection Time Series Line in the top portlet Series Selection Pie in the left portlet Series Selection Proportional Bar in the right portlet. 4. Your tab should now look like the one pictured here.

56 53 1. The last step in setting up a Series Selection tab is to link the series. Click on the Series Select menu. 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. In this case you re going to choose the Time Series report in order to select the series through a panel display, rather than a drop down list. 2. Select the Series Selection Time Series Line as the Master Chart. 3. Set the Default Field to Athletes. Once you ve 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. 4. Click on the Series Selection Pie. You will know it s selected by the blue border around it. 5. Link up matching series to the ones listed from the master report: Athletes = Athletes Invoiced = Invoiced Avg Camp Rating = Avg Camp Rating 6. Click Save to complete the links.

57 54 7. You will notice that the Series Selection Proportional Bar report has a red border. This means it still requires the links to be set up. Follow the same steps as above to link this report. 8. You should now have no red borders. 9. Click on Return to Dashboard to finish the linking process. 10. From here you will need to activate your tab. Click on the Save Menu and use Series Selection Tab Tutorial as the Name. 11. Type This tab was created using the Dashboard Tutorial as the Description. 12. Click Activate.

58 55 Using the series selection on the dashboard is the same as on an individual report. 1. Simply select the series you want to view, Invoiced for example, on the master report. 2. Your charts should all be displaying the Invoiced series.

59 56 1. In order to create a Pre-Built Tab, you must first have one or more Public Tabs to select from. To do this we are going to make the Standard Tab we just created, Public. 2. Put the tab back in to edit mode. You should now have access to the Permission menu. 3. Click on Permission, set it to Public and click Close.

60 57 4. In order for your tab to be found in the Pre-Built list you must delete it. To do this click on the button on the tab and select Delete. (You can also use the Delete link) Note: Don t select Remove as this will erase it completely, it will not appear in the list. 5. You will be prompted to confirm this action, click Ok to proceed. 6. You are now ready to create the tab. Click on the Add Tab link and select the Pre-Built Tab option. This will bring up the page from which you select a tab to display. 7. Select Standard Tab Tutorial from the dropdown menu and click the Add Dashboard Tab link. The tab should appear just as it was before it was deleted. You can now edit and save this the same as a Standard Tab. Note: you can only have one instance of a public tab on your dashboard. While you edit a public tab no one else will have access to it.

61 58 These present reports to the user in the form of KPI metrics. Reports are run on a regular basis against predefined targets, showing a history/trend over time. There are three different types of KPI Report available in Yellowfin: 1. Spot: Basic KPI Report that allows you to set up a KPI without displaying any additional information, other than the value itself. 2. Categorical: KPI Report that splits what s displayed on the tab into categories when viewed as a report. This allows you to display break up the value into categories for further examination. 3. Time: KPI Report that allows you to show a trend according to time series data, rather than real-time trends. It also allows you to show more detail in the report (like a Categorical KPI). 1. Click on the Create link to begin building your report. 2. You should now be on the Initialise Report page. Leave the Drag and Drop Builder selected as the build tool. 3. Select Ski Team as the Source System and Database View (if not already selected). 4. Now click either the button or the proceed. button to

62 59 5. To start with, set the Report Type to KPI by selecting it in the Report Options section on the right. This will ensure that the KPI options are available in later steps. 6. Now you need to add metrics to your report. Drag in the Invoiced Amount metric into the Column Fields area, and Invoiced Date dimension into the Filters section. Note: Yellowfin always takes the max date when calculating the final KPI value. 7. Click on at the top of the page to move to the next step. 8. Set the filter logic to Between. 9. Click on the Change link. 10. Set the dates to 01/01/2010 and 01/01/ Click the Submit link to continue. Note: You have added this filter to ensure that the Ski Team data is available. This filter should not be necessary in your real reports.

63 You should now have filters set up, as shown here. 13. Click on step three. 14. You should now be on the Report Preview page. At the moment your report should look the one pictured. Note: The invoiced amount may differ depending on the current date and filters applied above. 15. Now you can set Alerts using Conditional Formatting. Click on the Columns link at the top of the page. 16. Select the Sum Invoiced Amount column.

64 Click on the Conditional Menu. 18. Click Add Rule 19. Set the Display Style to Icon, the Format to Traffic Lights and the Type to Value. 20. As you will see, a set of three green circles and a set of fields has appeared. 21. Set the top Style to Red, the Rule to Less than, and the Value to (Again, only use numeric values). 22. Set the middle Style to Orange, the Rule to Between, and the Values to and Set the lower Style to Green, the Rule to Greater than and the Value to Click Save. 25. Your report should now look like this, with an alert for the current Sum Invoiced Amount value. 26. The Conditional Format Alerts are listed at the bottom of the page for reference

65 To set up the report click on the KPI Menu and set the KPI Metric to Sum Invoiced Amount. This will bring up options for you to set the trend details.

66 Set the Desired Trend to Up and the Target Value to Manually with a value of (do not include any non-numeric characters as the report will not work). 29. Set the KPI Type to Spot. 30. Click Close. Note: You will notice that there is an error message referencing the lack of refresh schedule, this will be addressed in the next step.

67 Now you need to set how often this report will be automatically refreshed. Click on the Refresh Menu and set the Frequency to Daily. 32. This will determine how the trend of the KPI report will be built, how often data will be collected.

68 It is now time to save your report. Go back to the Report tab and click on the Save Menu. 34. Set the Name to KPI Spot Tutorial. 35. Type This report was created as part of the Dashboard Tab tutorial into the Description box. 36. Select Advanced Reporting for the Sub Category. 37. Click Activate.

69 66 1. Click on the Create link to begin building your report. 2. You should now be on the Initialise Report page. Leave the Drag and Drop Builder selected as the build tool. 3. Select Ski Team as the Source System and Database View (if not already selected). 4. Now click either the button or the proceed. button to 5. Set the Report Type to KPI by selecting it in the Report Options section on the right. 6. Now you need to add metrics to your report. Drag in the Athlete Region dimension, and the Invoiced Amount metric twice into the Column Fields area, and Invoiced Date dimension into the Filters section. 7. Now click the button to proceed.

70 67 8. Set the filter logic to Between. 9. Click on the Change link. 10. Set the dates to 01/01/2010 and 01/01/ Click the Submit link to continue. Note: We have again added this filter due to the nature of the Ski Team sample data. 12. You should now have filters set up, as shown here. 13. Click on step three. 14. You should now be on the Report Preview page. At the moment your report should look the one pictured. 15. Set Alerts using Conditional Formatting. Click on the Columns link at the top of the page.

71 Select the second Sum Invoiced Amount column. 17. Change the Display Name of the column to Invoiced Amount KPI. 18. Click on the Conditional Menu. 19. Click Add Rule 20. Set the Display Style to Icon, the Format to Traffic Lights and the Type to Value. 21. Set the top Style to Red, the Rule to Less than, and the Value to (Again, only use numeric values). 22. Set the middle Style to Orange, the Rule to Between, and the Values to and Set the lower Style to Green, the Rule to Greater than and the Value to Click Save.

72 Your report should now look like this, with an alert for the current Invoiced Amount KPI value. 26. The Conditional Format Alerts are listed at the bottom of the page for reference 27. To set up the report click on the KPI Menu and set the KPI Metric to Invoiced Amount KPI. This will bring up options for you to set the trend details. 28. Set the Desired Trend to Up and the Target Value to Manually with a value of (do not include any non-numeric characters as the report will not work). 29. Set the KPI Type to Categorical. 30. Set the category to be Keyed On Athlete Region. 31. Click Close.

73 Now you need to set how often this report will be automatically refreshed. Click on the Refresh Menu and set the Frequency to Daily. 33. This will determine how the trend of the KPI report will be built, how often data will be collected.

74 It is now time to save your report. Go back to the Report tab and click on the Save Menu. 35. Set the Name to Categorical KPI Tutorial. 36. Type This report was created using the Dashboard Tab tutorial into the Description box. 37. Select Advanced Reporting for the Sub Category. 38. Click Activate.

75 72 1. Click on the Create link to begin building your report. 2. You should now be on the Initialise Report page. Leave the Drag and Drop Builder selected as the build tool. 3. Select Ski Team as the Source System and Database View (if not already selected). 4. Now click either the button or the proceed. button to 5. To start with, set the Report Type to KPI by selecting it in the Report Options section on the right. 6. Now you need to add metrics to your report. Drag in the Year dimension into the Column Fields area. 7. You now need to create a calculated field for the metric. Set up a calculation COUNT(Athlete ID) called Athletes and add it to the Columns area. 8. Now click the button to proceed.

76 73 9. You should now be on the Report Preview page. At the moment your report should look the one pictured. 10. Set Alerts using Conditional Formatting. Click on the Columns link at the top of the page. 11. Select the second Athletes column. 12. Click on the Conditional Menu. 13. Click Add Rule 14. Set the Display Style to Icon, the Format to Traffic Lights and the Type to Value. 15. Set the top Style to Red, the Rule to Less than or equal to, and the Value to Set the middle Style to Orange, the Rule to Between, and the Values to 250 and Set the lower Style to Green, the Rule to Greater than or equal to and the Value to Click Save.

77 Your report should now look like this, with an alert for the current Athletes value. 20. To set up the report click on the KPI Menu and set the KPI Metric to Athletes. This will bring up options for you to set the trend details. 21. Set the Desired Trend to Up and the Target Value to Manually with a value of 500 (do not include any nonnumeric characters as the report will not work). 22. Set the KPI Type to Time. 23. Set the category to be Keyed On Year. 24. Click Close.

78 Now you need to set how often this report will be automatically refreshed. Click on the Refresh Menu and set the Frequency to Daily. 26. This will determine how the trend of the KPI report will be built, how often data will be collected.

79 It is now time to save your report. Go back to the Report tab and click on the Save Menu. 28. Set the Name to Time KPI Tutorial. 29. Type This report was created as part of the Dashboard Tab tutorial into the Description box. 30. Select Advanced Reporting for the Sub Category. 31. Click Activate.

80 77 1. Now that you have created a KPI Report, you can create a KPI Tab. Click on the Add Tab link and select the KPI Tab option. This will bring up a blank tab, ready for reports to be added. 2. As you will have noticed, this tab looks a little different to the other tabs you have worked with so far. The empty scale in the middle will be filled with your KPI Report. 3. To add a report to the dashboard, you will need to search for it in the list of active reports. Type KPI Tutorial into the search box and click on to see results. 4. Add all three of the KPI reports to your tab. 5. Your tab should now look like the one pictured.

81 78 6. You have now finished creating your KPI Tab so it s time to Save and Activate it. 7. Click on the Save Menu and enter KPI Tab Tutorial in the Name field. 8. Type This tab was created using the Dashboard Tab tutorial in the Description box. 9. Click Activate to finish.

82 79 Now that you have a finished KPI Tab and Report it s time to learn what it all means. 1. Click on the next to the name of the KPI Report. This opens up the menu pictured. 2. From here you can reorder your KPI Reports (if you have more than one, and if the tab is in Edit mode) by clicking on the Move Up and Move Down options 3. You can view the original report by either clicking on the View Report option or clicking on the name of the report itself 4. You can select the Print option to generate a hard copy of the report 5. You can the Delete option to remove the report from the tab 6. You can Export the report to various other programs. A list will open when you click on the option, simply choose the program you wish to export to and it will do it for you

83 80 7. Now, remember the conditional formatting alerts you set earlier? They appear to the left of the report title. 8. The Trend field is displayed using a Sparkline Graph. This compares the current version of the KPI report run with the previous version, indicates change and whether it is positive or negative. Note: the sparkline only appears for the time KPI as this is using historical data. The other KPIs will generate a sparkline when they have run more than once. 9. The next fields display the Actual, which is the current value of the metric, the Target, which you set earlier, and the Variance between the two. 10. The % of Target is a Bullet Chart that helps visualise performance and lets you compare all metrics on an equal basis. 11. Finally, the Last Run field tells you when the report was refreshed. 12. You have now finished with KPI Tabs.

84 81 Congratulations! You have just completed the final stage of this guide. You have learned how to create, edit and delete: 1. Standard tabs 2. Pre-built tabs 3. KPI tabs To learn more about Yellowfin, including web services, advanced analytic functions and advanced security functions you can access the Yellowfin User and Administrator guides.