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Development phase

Description

Prepare

Identify the target data source and become familiar with its structure.
Know what data is contained within each table required for the view and the joins that related the tables to each other.

Analyse

Identify what information the users need. Identify what standard reports they require.
Familiarise yourself with their business terminology so that you can name fields sensibly.
Plan Identify a project strategy. For example, how many views should be created and which ones should have the capacity to be linked and to what level.

Implement

Build the view either on the database or through the Yellowfin view builder.
Test frequently during the build process for validity and reliability of inferred SQL.

Test

Form a small group of users, preferably power users who have some knowledge of what information they expect to get from the view.
Pre-Release the view to these users by adding them the access security list for the view.
Ask the users to perform thorough tests simulating live usage of the view(s).

Deploy

Migrate the view from your Test to Production environments.
Change access security of the view so that it is available to the target user base.

Evolve

Update and maintain the view as the data sources and user requirements change and grow.

Note: View design should always be driven primarily by user requirements and NOT the data source structure.