Workaround to allow multiple field color separation in charts

Hello Justin,

My name is Chegudi Priya from the Yellowfin Technical Support Team. We have received your support request, and I will be your primary contact on the following ticket:

Ticket Number: #34065-07-14

Case Title: Workaround to allow multiple field color separation in charts

Please allow us some time. We will get back to you shortly. If you have any further questions or need assistance, please reach out to us. We're here to help.

Sincerely,

Chegudi Priya

Yellowfin Technical Support Engineer

Hello Justin,

Thank you for your patience. We've investigated the requirement to display multiple metrics (e.g., monthly revenue and cumulative total) split by data source on a single combination chart, with each series having a distinct color.

Yellowfin's combination (Vertical Overlay) chart currently supports only one Color dimension at a time. This means:

• When multiple metrics are placed on the vertical axis, the Color field is automatically disabled.
• You can color-separate by data source OR display multiple metrics but not both simultaneously on the same chart.

If you have any further questions or need assistance, please reach out to us. We're here to help.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer

Thank you Chegudi,

Is there a chance this can be turned into an enhancement request?

Hello Justin,

Thank you for your patience. We have submitted this request to the Product Team for further review and clarification. As soon as we receive a response from them, I will update this case for your visibility.

Please feel free to reach out if you have any questions or concerns. We are more than happy to assist you.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer

Chegudi,

Have you heard back from the product team regarding this enhancement request?

Hello Justin,

Thank you for your patience, Our team has considered this as an Enhancement, and I'm going to mark this ticket as 'Enhancement Logged' for now for tracking purposes and will update you once I hear back from the Development team.

Please revert back if you have any further queries happy to assist.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer

Hello Justin,

I have changed this question ticket to an idea and marked as idea logged for now for traking purpose and will update you once I hear back from the development team.

Please revert back if you have any further queries happy to assist.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer

Hello Justin,

Thank you for your patience. Our development team has reviewed the issue and provided the information below. Could you please review it and let us know if this meets your requirements?

Please feel free to reach out if you have any questions or concerns. We are more than happy to assist you.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer

Unfortunately there is not a date formatted field in this dataset. The data is summarized by month, which is just an INT field

Hello Justin,

Thank you for your patience, we have informed dev team about the findings and will update you once I hear back from the Development team.

Please revert back if you have any further queries happy to assist.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer

Hello Justin,

Thank you for your patience, I checked with our development team.

The Invoiced Date is a Date field, not an Integer field, so it can be grouped and categorized using different date units. For example, if it is currently displayed by Month, it can be changed to Year, Quarter, or other available date groupings depending on your reporting needs.

Alternatively, if you would like to filter records within a specific date range, a date slider can also be used. Please note that the date slider is available within the design/configuration window and can be used to narrow down the date selection more precisely.

Based on our understanding, these options should address the requirement. However, please let us know if this differs from what you were requesting, and we will be happy to review it further.

Please revert back if you have any further queries happy to assist.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer

Hello Justin A.

I wanted to follow up with you regarding the solution I provided in my last email. Did the solution we sent you resolve the issue?

Please let us know if you need additional support on this issue.

Thank you,

Chegudi Priya

Yellowfin Technical Support

Hello Justin Alan Dobratz

I wanted to follow up with you regarding the solution I provided in a previous email. Did the solution we sent you resolve the issue?

If you are unavailable right now, you can always contact us again at a later time by opening a new ticket I will close this case by the end of business tomorrow if I do not receive a reply.

Please let us know if you need additional support on this issue.

Thank you,

Chegudi Priya

Yellowfin Technical Support

Chegudi,

Apologies, I was OOO

I have not tried to implement this solution yet, but I do believe it would work after I add a date formatted field to use

I can reach back out if that isn't the case

Hello Justin,

Good Day,

Thank you for your response, Could you please provide an estimated timeframe for when we expect to have an update from you. This will help us plan accordingly.

We look forward to hearing from you.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer

Chegudi,

Unfortunately this will not work, as I need to see both revenue and accumulative revenue across different data sources

I believe I have a workaround I can use, but would like the multiple color separation to be added as an enhancement request

For an example, reference the bi chart.png file I added with the initial ticket.

That shows both revenue and cumulative revenue values across different sources (Current, Prior, Forecast, Stretch)

Hello Justin,

Thank you for your patience, we have informed dev team about the findings and will update you once I hear back from the Development team.

Please revert back if you have any further queries happy to assist.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer

Hello Justin,

Our team has considered this as an Enhancement, I have changed this question ticket to an idea and marked as idea logged for now for traking purpose and will update you once I hear back from the development team.

Please revert back if you have any further queries happy to assist.

Thanks,

Chegudi Priya

Yellowfin Technical Support Engineer