can we automate the folder structure creation in yellowfin ?

Sayali shared this idea 2 months ago
Idea Logged

Hi All,

I have one requirement like customized creation of folder in yellowfin. by default we get Dimensions metrics and date field folders. below is the snapshot:


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but can we automate the process of customized folder creation in yellowfin? so if we have a view created by joining 3 tables then the folder creation would be such that the fields will categorize according to the tables rather than categorizing into dimensions and metrics.

Comments (1)

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Hi Sayali,


Thanks for your interesting question.


Unfortunately the Field Folder functionality that you are asking for is not possible. You are able to create custom folders by clicking the '+' icon in that same navigation panel and then manually add fields into each of the folders (where you can use shortcuts like Ctrl + click or Shift + click to select multiple fields), or you can add Field Folders under the Admin Console settings.


Let me know if this is the functionality that you were looking for.


Kind regards,

Simon

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Hi Simon,


we don't want to do that folder structure customization manually. by trying the admin console option i am able to create the field folders. but not able to use those folders in view. I have checks on google and find one option "edit categories" in view builder option.

can you please help me to get the folders into the views? How can I get the new folder created into the view builder or in creating a report like we can see dimensions and metrics folders?


Thanks,

Sayali

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Hi Sayali,


I'm not sure what you're asking for is possible. The fields are separated into Time/ Dimensions/ Metrics based on the Data Type that are read from the Data Source not from the tables that are used in the Entity Relation Diagram, so I don't think there is a plausible way for these fields to be imported and sorted into folder automatically. Fields in the Time folder are Date/ Time Data Types, Dimensions are textual Data Types and Metrics and numeric Data Types. When you are adding fields, you can click the little 'S' shaped icon to see the absolute paths of the fields that you are intending to use to create the View, to make sure that you aren't bringing in fields from tables that you don't need.


I've sent some screenshots of what the process looks like when adding Field folders in the View, hopefully this makes sense and achieves the results that you are after.


Kind regards,

Simon

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Hi Simon,


Actually we wanted to automate this whole process. Instead of creating the folder stucture manually, just like yellowfin does the categorization on its own, we wanted to process the categorization on the basis of database tables.

e.g. like if we have a view made up of 20 tables from the database. so the folder sturcture should be according to the tables. table athlete fields will belong to the folder athlete. but this should be automatized.

so as we know yellowfin categorize the fields on its own on the basis of datatype, wanted to check where does it do the all this to make the folder structure.


Thanks,

Sayali

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Hi Sayali,


This is not a current feature of Yellowfin. You can find more information about how Field Folders work here.


If you would like, I can change this post into an Idea post in order to be considered for an Enhancement Request by our Developers.


Kind regards,

Simon

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Hi SImon,


Thank you for your response. yeah sure you can consider this for the enhancement to the required team.


Thanks & Regards,

Sayali Khanzode

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Hi Sayali,


I've gone ahead and changed this into an idea post, where it will be assessed by our Developers on a range of criteria. One thing that I realised while creating this task is that this might introduce Data Redundancy, where Primary Key's and Foreign Key's used in joins may be used multiple times, which is not ideal. There may be ways around this, however, I will let the Developers have a better look at it. I will make sure to keep this post updated with any changes to the task.


Kind regards,

Simon

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