- Install and Activate Yurbi
- Setup a user-friendly URL
- Explore the Demo Environment
- Change your Yurbi admin password
- Join the Yurbi Community (and other resources)
- Backup Strategy
- Security Planning
- Folder and Report Security Groups - Simple Environments
- Folder and Report Security Groups - Department Environments
- Setup Data Security Groups
- Report Building Planning
- Out of the Box Visualization Types
- Build Datagrid Reports (Detailed and Target)
- Build Summarized Reports
- Drill Down Reports
- Build KPIs Reports
- Build Chart Reports
- Linking Reports - Data Blending
- Advanced Reports
- Build Combo Charts
- Create Dashboards
- Create Filters and Saved Views
- Configure Dashboard FastCache
- Apply Your Branding
- Create App Shield Security Policies
- Create Users
- User Training and Documentation
- Provide Access To Your Users
Build Datagrid Reports (Detailed and Target Reports)
One of the most common and useful report types in Yurbi is the datagrid.
There’s a reason that Microsoft Excel is still the most common BI tool in the world, users naturally like seeing data in rows and columns with easy to access filtering systems.
But now with Yurbi, you can take spreadsheets to the next level with live ad-hoc querying, web-based collaboration, and robust security.
In the ad-hoc building environment of Yurbi, the datagrid is the foundation of all reports so it’s important to master the concepts and techniques.
All reports start with a data set, and in Yurbi displayed as a datagrid.
Here is the typical report building process:
- add in fields from your selected Yurbi App to build a data set
- rename columns and order columns as needed
- apply criteria to apply restrictions to your data set (ie a certain date range or location)
- use the fields of the dataset to add in any formulas or calculations
- convert the dataset into an output type/visualization (or leave as a datagrid)
In this section, we go over the core concepts of building datagrids in Yurbi. In the next few sections we build upon that skill to summarize data, add in drill-down fields, create visualizations, and ultimately dashboards.
Datagrids are always the beginning!