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Overview

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Charts are the graphic equivalent of tables and crosstab tables. Yellowfin has a very powerful and easy-to-use charting feature which enables you to produce sophisticated and visually appealing charts to display a simple summary of your data or to represent complex relationships within it.
With Yellowfin, once you have selected the data to be used in the report, you can visualize this data in many ways simply by altering the attributes that you use in the chart.

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Function/Panel

Description

1.

Navigation

Access various builder steps by clicking on the links in the navigation bar. The Report link provides the user with save options throughout the building process, rather than waiting until the final step.

2.

Report Fields Search

Search for fields to use in the chart here, accessing all fields added to the Data step of the builder.

3.

Report Dimension Fields

Select dimension fields to use in the chart here, accessing all fields added to the Data step of the builder.

4.

Report Metric Fields

Select metric fields to use in the chart here, accessing all fields added to the Data step of the builder.

5.

Advanced Function

Use this button to apply an Advanced Function to a field for use in the chart.

See [Advanced Functions] for more information.

6.

Auto Chart Setup

Toggle between the Auto Chart feature, and the Chart Selection list. The Auto Chart will generate a chart based on the fields you drag into the builder, rather than you having to specify which chart to use.

7.

Horizontal Axis Fields

8.

Vertical Axis Fields

9.

Colour Field

10.

Size Field

11.

Animation Field

12.

Chart Thumbnails

13.

Add Chart Button

14.

Formatting Menus

Access various formatting menus from this section of the navigation bar. This allows the user to apply formatting changes to elements of the chart and preview the output.

See [Chart Formatting] for more information.

15.

Close Builder Button

Leave the builder using this button.

16.

Chart Type Selection

Select the type of chart you wish to use.

See [Chart Type Selection] for more information.

17.

Chart Preview

View a preview of the final chart output. This preview doesn't include interactive elements such as series selection, date slider, navigation, etc.

Note: There may be different components to be populated based on the chart type that has been selected. In the example above we have selected a standard Scatter to demonstrate the most common components; Horizontal Axis, Vertical Axis, Colour, Size, Animation.

Adding a Chart to a Report

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The chart creation process requires that the data for the report already be defined. When creating your report, select the data you wish to use and choose either the:

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Chart Only; OR

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Chart & Table; options from the report menu

Note: You will only have the chart configuration option if you have selected one of these two options.

When you first run your report you will not see a chart but instead you will now see a configure chart image. Click on this image to open up chart configuration.

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Chart Configuration

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The chart configuration page provides you all the tools to better visualise your data. From here you can select the data you wish to use in your chart, define the series formatting - such as colours etc, and format your chart for professional presentations.

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  1. Chart Configuration Menu - all the format options relevant to the chart type you have selected. To select a chart use the 'Chart' selection drop down
  2. Chart Series Selection - choose the data you wish to apply to the chart
  3. Series Edit - edit the series options for the chart type selected
  4. Either your chart will be displayed or the chart configuration image as no chart has been selected and appropriate data applied
  5. The Chart Resize option allows you to drag the chart corner to resize the chart to fit your report
  6. Close Button - click this to return to the main report page



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