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Overview

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.

Column Selection

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.

Data Format

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

Display

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

Description

Display Name

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. 2003年4月2日would be created by adding in: yyyy年M月d 日

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 Advanced Functions for more information.

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: Will round any decimal up eg. 1.1 to 2
  • Round Down: Will round any decimal down eg. 1.9 to 1
  • Round Half Up: Rounds 0.5 and above up
  • Round Half Down: Rounds 0.5 and below down

Thousand Separator

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

Country

Sum Revenue

London

UK

500,000

Manchester

UK

300,000

Hamburg

Germany

400,000

Munich

Germany

450,000

City Column Hidden

Country

Sum

Revenue

UK

500,000

UK

300,000

Germany

400,000

Germany

450,000

City Column Removed From Report

Country

Sum Revenue

UK

800,000

Germany

850,000

Suppress Duplicates

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

Display Formats

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.

Format Options

Description

Text

Displays as plain text

Case Formatter

Allows you to format text as Uppercase or Lowercase.

Email

Creates a hyperlink on the text that will open an email client and pre-populate the sent to address.

Flag Formatter

If your data contains ISO country codes you can display these as flags of the world instead of text.

HTML

Formats a field containing HTML tags, either by removing them, or using them, depending on user selection. For example, if you wanted to display an image using a URL the field may look something like this:
<img src="http://imagepathhere.png" />.

HTML 5 Video

Displays a video from a path stored in the field, either a full URL, or a relative path if the video is stored in the Yellowfin ROOT directory.

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 Ref Code

Converts the text in the cell to the value of an internal lookup table. E.g. AU to Australia. See Org Ref Codes for more information.

Raw Formatter

Displayed the data as it would have been returned from the database – no additional formatting applied.

URL Hyperlink

Creates a hyperlink on the text and will open web page on click. Assumes the text is a legitimate URL.

YouTube Formatter

This displays a YouTube video, based on the ID being stored in the field.

 

Date

Date

Displays value as a date – multiple date options exist.

Time

Displays value as a time field – multiple date options exist.

Timestamp

Displayed full date and time value

Date Part Formatter

Takes a date field and formats the display to show part of that date.

 

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.

Summary

To apply summaries or totals to your data use the summary drop down option.

Option

Description

Summarise

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 numeric’s 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.

Conditional

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.

See Conditional Formatting for more information.

Column Style

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

Font

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

Style

The Column style setting allows you to change the non font related setting of the column display.

Option

Description

Alignment

Align your data left or right

Background

Change the background colour of the column.

Column Width

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.

Borders

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.

Column Drop Down Menu

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.

Option

Description

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

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.

Hide Column

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

Inserts an average for all the values displayed in the column.

Count Total

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

Inserts a count of all unique rows at the bottom of the column – this total can be applied to dimensions as well as metrics.

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)

Remove Total

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

Column Drag and Drop 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.

Column Order

You can change the order of your 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.

Column Resizing

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.