This documentation corresponds to a historical version of Yellowfin

Icon

Access the latest release, or view a list of available versions of the documentation.

Skip to end of metadata
Go to start of metadata

Overview

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.

Data Selection

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

Option

Description

Label

This is the category label for the X axis

Series

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

Option

Description

Label

This is the label for the X axis, time series data.

Start

Share value at the beginning of the time period (commonly: day)

End

Share value at the end of the time period (commonly: day)

High

The highest value the share reached in the time period

Low

The lowest value the share reached in the time period

Volume

Number of shares traded in the time period

Trend

A metric the user created to display a trend line on the chart

 Bubble Charts / Scatter Plots

Option

Description

X Axis

The value to be displayed on the X axis – must be numeric

Y Axis

The value to be displayed on the Y axis – must be numeric

Size

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

Option

Description

Series

Meter charts only display a single value – select the series to be used for this value.

 Image Maps

Option

Description

Map

Choose the relevant map that you want to use to display your data.

Layer

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

Option

Description

Label

The label for the roll over bubble

Description

A description that is contained in the roll over bubble

Link

A hyperlink that can be embedded into the bubble to take the user to an external site / report.

Latitude

The Latitude coordinates column

Longitude

The Longitude coordinates column

 GIS Maps

Option

Description

GIS Field

This is the field in your report that contains the GIS data types

Colour

The maximum colour to be used for the heat map

 Event Chart

Option

Description

Label

Time value

Value

Metric shown in the line (the top of the chart)

Event

Binary values that signify if the event was occurring on each of the time values.

Animation

Charts that are built with a date or datetime field available will have an Animation option displayed in the Chart Data area.

Animation uses a date field to slice up the chart into frames, much like a section slices up a table into sub tables. Simply select the date field, such as Year, as the animation field and Yellowfin will create a frame per year value. When you return to the report preview page you will be able to play the animation or step through using the navigation buttons.

It is also recommended that you change the Chart Title option to display the Animation Field, rather than the Report Name, in order to provide the report writer with a label for each frame.

Note: The animation option will only be available if a date field has been used in the report. It's also important to remember to use a date field that won't create too many frames, as animation is meant for high level data, like year rather than day.

Series Settings

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.

Series Colour Settings

Option

Description

Style

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

For bar style series you can select the series border colour.

Width

For bar style series you can select the series border thickness.

Line 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.

Series Conditional Formatting

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

Description

Display

If you wish to display the conditional formats for the column select ‘Yes’.

Style

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.