The View is a metadata layer used by Yellowfin to hide the complexity of database structures from Report Writers. The View is used to define which columns in your database you wish to make available for Report Building. These fields may come from multiple tables and therefore will require joins to be defined (the business logic that links rows in a table together).
The two major steps in creating a view include:
- Relationship Entity Diagram - selecting the tables you need from your database and defining how data in these tables are joined
- View Field Selection - defining which fields you wish to make available from these tables and providing metadata for them.
See View Builder for more information.
Creating a View
1. Under the Database Views table click the Add button.
2. Select the following options:
Author Type: Drag and Drop Editor
Data Source: Ski Team
Category List: General Views
3. Click the Next button to continue.
4. The view builder page will now open. You will see a list of tables in the Database Tables panel on the left hand side and the View Options on the right hand side of the canvas.
5. Update the view Name on the View Options panel as shown on the right. Call this view Tutorial View.
6. Enter the Business Description: This will be used to learn about Yellowfin.
Creating Your Entity Relationship
The Entity Relationship is one of the key components of the view builder. This allows you to define all the key relationships between your selected database tables.
1. From the table list on the left of the screen, drag the following tables onto your canvas:
AthleteFact, Person, Camp, and DateLookup
You should now have four tables on your canvas as displayed on the right.
2. On the Person Fact table click the join link. This will open the join pop-up. Create a join between the AthleteFact Table and the Person Table.
Join From: AthleteFact
Join Type: Inner Join
Join To: Person
Join logic: PersonID Equal to PersonID
3. Click the Add button to add to the join list. You should now see the join logic as depicted on the right.
4. Click the Save & Close button to save your join. The join will now be displayed as a line between your program and program instance tables.
5. Now create an Inner Join from AthleteFact to DateLookup where InvoicedDate = DayDate
6. Create another Inner Join from AthleteFact to Camp where CampID = CampID
7. You can move your tables around the canvas to make the diagram easier to read if needed.
See Drag & Drop View Builder for more information.
Select columns that you wish to make available to your end users for reporting. Only columns selected from each table in your Unattached list will be available for reporting.
1. Click on the icon next to a table to expand it (see AthleteFact pictured right)
2. Click the Properties link on the AthleteFact table. The table properties will now be displayed in the View Options panel.
3. Click the Columns section link to open the options. A set of columns from the AthleteFact table will be displayed.
Select the AgeAtCamp, AgeGroupAtCamp, Cost, Demographic, InvoiceEstimate, InvoiceDate, and PersonID Columns.
4. Once you have selected these, click on the Properties link again to update your diagram.
5. The columns you selected should now appear in bold on your table (as pictured).
6. Replicate the last step for each table.
DateLookup: WeekDate, MonthDate, and YearDate
Camp: CampDemographic, CampDescription, CampRegion, and ISOCODE
Person: DateOfBirth, Gender, Region, and ISOCODE
7. Click the Next image to continue to the View Fields page.
See Table Properties for more information.
Apply Field Meta Data
Meta data is used to define how a field is to be used and also provides information to your end users.
Initially, fields selected from the previous step will all be in the Unattached panel in folders that represent the tables that they originated from. These fields have not had meta data associated with them and cannot be used by your report writers. You must assing fields to categories (folders) in the Available Fields panel. The reason you do this is to organise you fields in a way that is logical for the Report Writer, giving you the chance to group them differently than the table structure in the database.
1. First of all, make sure you have the categories you want to use to divide your fields. Click on the Edit Categories link in the Available Fields section.
2. Add the Athlete, Camp, Payment, and Time categories and click the Save & Close button.
3. Click the option next to the folder names to see the columns you have selected from each table.
4. From the AthleteFact table either select and drag the fields individually or use shift to click on each of the AgeAtCamp, AgeGroupAtCamp, Demographic, and PersonID fields and drag these into the Athlete folder.
On completion you will note that the column names are now in bold indicating that they have been added to the view.
5. Now follow the same steps as above and put all the fields in their correct categories.
Cost and InvoiceEstimate fields > Payment category.
InvoiceDate field > Time category.
Camp fields > Camp category.
DateLookup fields > Time category.
Person fields > Athlete category.
6. To update the field name to provide a more user friendly name – double click the ISOCODE field. Change the business name of the field to Athlete Country and add in text into the description section.
7. This field will use an Org Ref Code to convert ISO Country Codes to their respective names. To set this up, click on the Format tab.
8. Set the Format option to Org Ref Code. In this case you will use an existing type that we have set up for a sample.
See Organisation Reference Codes for more information.
9. Select Country from the drop down menu.
10. Click on Save button to commit your changes.
11. The ISOCODE column will now be updated in the Athlete folder. This method is used to provide business terms for all your attributes.
See View Fields for more information.
The format options will provide the default for how the field will be used on the report. A user will still be able to change a format for a specific report.
1. Double click on the Cost field to open it in the edit window.
2. Click on the Format Tab
3. Add a prefix of $
4. Select SUM from default aggregation.
5. Click on Save button to commit your changes.
See Field Format for more information.
Add Calculated Field
In addition to fields from your database you can create calculated fields and pre-defined filters. In this example we will create a filter.
1. In the Unattached panel open the Calculated Fields folder and then the Formula Builder folder.
2. Drag the filter field into the Athlete folder.
3. You will now see the formula format options. Click on the formula tab.
4. Name the field High Age Range
5. Click on the Formula tab to create/edit the formula.
6. From the Select Field drop down choose AgeAtCamp and click
7. Now select Greater Than or Equal to from the Operator drop down and click
8. Type in 65 into the text field above the operator drop down and click
9. Click the Click here to test this formula link. You should see a formula successful message displayed above the builder if successful.
10. Click Activate to save the field and make it available for use in reports.
11. You will now see the High Age Range calculated field in the Athlete category and it will have a filter icon instead of the usual dimension or metric icons.
See View Calculated Fields for more information.
Creating a Drill Down Hierarchy
A hierarchy is used to provide users with On Line Analytical Processing (OLAP) functionality. The hierarchy allows report users to drill down a dimensional hierarchy by limiting the result set as they select one level to the next. For example drill from Year (2008) to Quarter (3rd) to Month (August) etc.
1. By default date fields are defined as Metrics – these will need to be changed to dimensions for Hierarchical drill to be defined.
2. For each of the fields in the Time category, double click them and change the field type to Dimension.
3. Double click the Year from the format tab
4. Select Date Part Formatter and then Year from the format options.
5. Next click on the hierarchy tab. Select Yes for Drill Down and choose the MonthDate field. Click Save
6. Repeat this step for the MonthDate, WeekDate, and InvoicedDate fields.
7. Use the following date formats: DatePartFormatter, Month Name, Week of Year, Date format
8. When connecting the hierarchy, follow the order:
Year > Month > Week > Invoiced Date
9. You will now notice a connection between the date columns. This indicates that there is a hierarchy.
See Drill Down Hierarchies for more information.
View Summary and Saving
1. From the View Fields page click the Next image to continue to the Summary page.
2. You can explore the tabs to see example data and the SQL that Yellowfin generates.
3. Click the Activate button to save you view and activate it for use.
4. You will now see on the general tab that your Tutorial view is Active. It is now ready to report off.
5. Click Close to close the view and return to you view list.
See View Summary for more information.