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Installation and Resources
- Pre-requisites
- 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
Connect Yurbi To You Data
Security Planning and Setup
- Security Planning
- Folder and Report Security Groups - Simple Environments
- Folder and Report Security Groups - Department Environments
- Setup Data Security Groups
Report and Dashboard Building
- 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
- Map Visualizations
- Using SQL Stored Procedures
- Create Dashboards
- Create Filters and Saved Views
- Dashboard Smart Filters
- Configure Dashboard FastCache
Deployment and Training
- Apply Your Branding
- Create Data Tag
- Create App Shield Security Policies
- Create Users
- User Training and Documentation
- Provide Access To Your Users
- Display In Unattended Mode
Operations and Maintenance
Linking Reports – Data Blending
Linking reports together via an in-memory join or union allows you to create powerful reports with multiple aggregates or to combine data from multiple databases to generate a single virtual data source for reporting.
This can be a very useful method when you have a requirement for creating value comparisons against dates, locations, or any other parameter and formulas need to be executed per parameter. A single report can be created for each unique aggregate or calculation and then data can be linked together via the shared value in each report.
Another common use case is when you need to combine similar data from multiple data sources. This is referred to as a Union. An example is you have multiple help desk systems, all with separate databases, and you wish to pull together a common report that shows a list of tickets by a common set of fields (ticket number, category, assignee, requester, etc). By creating a report from each database, the Linked Reports feature allows you to merge or union all the data into a single report.
An alternative to doing in-memory joins or unions of data is to organize the data into a view at the database level. For complex reports or in environments where less technical users are building reports, that is our recommended approach as joining or unioning reports is a more advanced concept.
This video walks you through the process of creating a Linked Report: