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As with any new piece of software, there are new terms and names to learn. Here is a list of terms we use that are commonly asked about.     

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Term

Description

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Calculation
Calculation
Calculated Field

This is a type of field that does not come directly from the database. It is created from a formula that may use database fields.
See Calculations for more information

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Category
Category
Category

These are folders that are used to group content. Views, Reports, and Fields all use categories, with Reports using a Category > Sub Category structure to group and assign security.
See Content Folders for more information

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Chart
Chart
Chart

A visual representation of data. Yellowfin has a wide range of chart types available.
See Charts for more information

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ClientOrg
ClientOrg
Client Organisations

Yellowfin has functionality called Client Organisations which allows multiple virtual instances of Yellowfin to reside in the same server instance. This provides a way to create content isolated within one organisation, hidden from other organisation users logging into the same server. This is Yellowfin's Multi-Tenancy solution.
See Client Organisations for more information.

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CrossTab
CrossTab
Cross Tab

This is a report output option that allows metrics to be aggregated by multiple categories, displayed as Row and Column headers.
See Table Layouts for more information.

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Co-Display
Co-Display
Co-Display

This function allows you to display multiple reports on the one Report Preview page.
See Co-Display Reports for more information

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Collaboration
Collaboration
Collaboration

This is when users work together to share insights into their data and the decision making process. Yellowfin provides features to assist the collaborative process including Comments, Discussions, and Annotations.
See Collaboration for more information.

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Comment
Comment
Comment

This is a note attached to a report in order to discuss its design or results.
See Comments, Tasks, and Decisions for more information.

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ConditionalFormatting
ConditionalFormatting
Conditional Formatting

This is formatting that is triggered when a condition is met. A rule is applied to a field in the report and special formatting, such as highlighting, is applied if the data matches the rule.
Basic rules can also be applied to charts.
See Conditional Formatting - old for more information

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Condition
Condition
Condition

This is a filter that limits the rows returned from a table, set at the view level. This filter cannot be seen or removed at the report level.
See Table Conditions for more information.

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Count
Count
Count

This aggregation returns the total number of records in a field in a report.
See Aggregation for more information

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CountDistinct
CountDistinct
Count Distinct

This aggregation returns the total number of unique records in a field in a report. This means that if a record is found twice, it will only be counted the first time.
See Aggregation for more information

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CrossJoin
CrossJoin
Cross Join

This method of linking two tables matches each row from the first table in the join to each row in the second table, multiplying the number of rows returned in the result.
Note: this join should be used with extreme caution, as it's only appropriate in a handful of cases, and has negative effects on performance if used incorrectly.
See Joining Tables for more information on Yellowfin's use of Cross Joins, and this blog: Visual Explanation of SQL Joins for general join information.

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CRUD
CRUD
CRUD

Create, Read, Update, Delete. These options are used to define role permissions and relate to SQL statements, allowing the user to create (INSERT records), read (SELECT records), update (UPDATE records), and delete (DELETE records).
See Roles for more information

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CSS
CSS
CSS

Cascading Style Sheet. This is a type of file used by Yellowfin to define style options for the system that cannot be configured through Administration. Yellowfin's CSS files can be customised during the integration process.
See Custom Images & CSS for more information on customising CSS files for Yellowfin integration purposes, and http://www.w3schools.com/css/ for general CSS information.

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CSV
CSV
CSV

Comma Separated Values. These files store data in plain text form, with each value, or column, separated by a comma character. Yellowfin allows you to import these files in order to report off their data.
See CSV Data Imports for more information.

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Term

Description

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Embed
Embed
Embed

This is the inclusion of Reports, Charts, and Dashboards in an external webpage using the Javascript API.
See Javascript JavaScript API for more information

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Export
Export
Export

This is a function that takes something outside of the system. There are two types of export in Yellowfin:

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  1. Export of Data - allows the user to save a piece of content, such as a Report, Chart, or Dashboard, as a CSV, DOCX, PDF, or XLSX file.
  2. Export of Content Definitions - allows the user to save an XML file containing definitions of selected content in order to back it up or transfer it to another instance.

See Exporting Report Content, Exporting Your Dashboard, and Export & Import Repository for more information.

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Term

Description

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Join
Join
Join

A Join is an SQL term that describes the logic around joining multiple tables together in order to return results from both tables.
See Joining Tables for more information for more information on Yellowfin's use of Joins, and this blog: Visual Explanation of SQL Joins for general join information.

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JavascriptAPI
JavascriptAPI
Javascript API

This is what allows Yellowfin content to be embedded in external web pages. There is basic and advanced usage options.
End users can access the basic functionality through the Yellowfin interface by copying the generated embed javascript and pasting it in their external page.
Advanced users and administrators can access the advanced functionality by following the examples outlined here.
See Javascript JavaScript API for more information.

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