Overview

There are several methods of interacting with reports in Yellowfin. These include:

  1. Drill Down
  2. Drill Anywhere
  3. Drill Through
  4. User Prompt Filters
  5. Date Slider & Unit Selection
  6. Series Selection
  7. Brushing
  8. Map Interactions

Interactive elements are used within Reports, Charts, Dashboards, and Storyboards in order to encourage the user to view, explore, investigate, and think about their data.

 

Drill Down

This allows you to step through a pre-defined hierarchy within one report.

You will view the report and click on a hyperlinked value in order to drill down one level. Once drilled you will see the report refresh to show data from the second level of the hierarchy within the value selected in the first level.

Example

Region > Country > Location.

You will click on a particular Region, the report will refresh, and all the Countries you have data for within your selected region will be displayed in the report. From there you can select a country and see all the locations you have within that country.

 

See Drill Down for more information.

 

Drill Anywhere

This allows the user to move through levels of a hierarchy that they define as they go. 

This is the same as Drill Down, as the user always stays within the one report, but instead of using a pre-defined hierarchy they select the field that makes up the next level each time they drill. 

Example

Region > Demographic or Region > Gender, etc.

 

See Drill Anywhere for more information.

 

Drill Through

This allows the user to click on a value in a summary report, and open a detail report in order to further investigate, which is filtered by the row selected in the summary report.

See Drill Through for more information.

 

User Prompt Filters

These reduce the results displayed in a report based on the values selected for the filter by the user.

See User Prompt Filters for more information.

 

Date Slider & Unit Selection

These options allow you to:

  1. Adjust the date range displayed on the chart by dragging and resizing the slider, and
  2. Adjust the level of detail (granularity) of the data shown in the chart by changing the units displayed.

 

See Date Slider & Unit Selection for more information.

 

Series Selection

This allows you to switch between multiple metrics displayed on a chart.

See Series Selection for more information.

 

Brushing

This allows you to click and drag on a chart to select an area of results that you either wish to exclude from the current display, or include (removing all other results).

See Brushing for more information.

 

Map Interactions

There are several ways users can interact with maps:

  1. Navigation
  2. Mouse Scroll Zoom
  3. Series Selection
  4. Layer Selection
  5. Tool tips & Highlighting

 

See Map Interactions for more information.

 

 

 

 

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