This documentation corresponds to a historical version of Yellowfin


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Redshift Settings

1. Log in to Amazon Web Services (AWS).

2. Open the Services menu at the top of the page, click on Redshift within the Database category.


While on the Amazon Redshift page it's important to select the closest location to your users. This will generally result in the fastest response times.

3. Click on the Location currently in use next to your name at the top right of the page.

4. Select the location closest to you.

Create Cluster

5. While still on the Amazon Redshift page, click on the Launch Cluster button.

From here you will be walked through a setup process where you define and configure the cluster.

Cluster Details

On this step you will need to define the following:

  • Cluster Identifier
  • Database Name
  • Database Port
  • Master User Name
  • Master Password

Each option is documented on the page.

6. Configure the cluster details and click the Continue button.

Node Configuration

Here you will need to define the number and types of nodes. Each option is documented on the page.

7. Define the Type and Number of Nodes. Click Continue.

Additional Configuration

Finally, there are some additional configuration items you can define, depending on the your network and security requirements. Each option is documented on the page.

8. Click the Continue button.

Review & Launch

On the final step you are able to review all the configuration options you've applied in the previous steps.

9. Click the Launch Cluster option to finish.

View Clusters

You will now be presented with a message informing you that your cluster is being created.

10. Click the Close button to return to a list of available clusters.

Cluster Name

Click on the name of your cluster in order to view its properties.

Cluster Details

Here you will be able to view all the details related to your cluster, including items important for Yellowfin use:

  • Custer Name
  • End Point
  • Port
  • Database Name
  • Master User Name
  • Public IP

Make a note of the above values.



1. Login to your Yellowfin instance.

2. Click on the Administration link in the main navigation bar and select Admin Console.

Add Data Source

3. Expand the Data Sources list in the centre panel of the Admin Console.

4. Click on the Add button to create a new connection.

Data Source Details

Here you will need to provide a range of information to tell Yellowfin what the connection is, and how to access the database.

5. Define the Data Source Details, Security, and Connection Pool options based on your requirements.

See Source Connection Parameters for more information.

Connection Details

6. In order to connection to your Redshift cluster, define the following:

  • Connection Method: JDBC
  • Authentication: Standard Authentication
  • Database: Amazon Redshift
  • Include schema in SQL: (ticked)
  • Host: this is the Public IP or Endpoint information (either can be used, depending on the security settings you applied) found on your Cluster Details page earlier.
  • Port: this is the Port found on your Cluster Details page earlier.
  • Database: this is the Database Name found on your Cluster Details page earlier.
  • User Name: this is the Master User Name found on your Cluster Details page earlier.
  • Password: this is the password you entered while configuring your cluster earlier.
  • Schema: None

7. Test the connection and click Save.

You are now ready to add data to your Cluster and build reports.



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