January’s series of training Webinars – Organization Reference Codes in Yellowfin – explored all the ins-and-outs of Organization Reference Codes (commonly referred to as Org Ref Codes) in Yellowfin, including:
- Defining an Org Ref Code and its purpose
- Identifying why and when you would use an Org Ref Code
- Demonstrating how to create and use an Org Ref Code
Webinar recording: Organization Reference Codes in Yellowfin
What will you learn?
Watch this training Webinar recording, Organization Reference Codes in Yellowfin, to discover how to:
- Create Org Ref Codes in Yellowfin’s View Builder
- Manage Org Ref Codes in Yellowfin’s Administration Console
- Apply Org Ref Codes to fields in reports, filters and charts
- Use Org Ref Codes for custom sorting, chart colors, filter colors and images as well as Raster Maps
If you have any questions about what was demonstrated during this Webinar session, please contact: firstname.lastname@example.org
What is an Org Ref Code?
Numeric and Text based data displayed in a report can be translated from values held in the database to more meaningful values by adding a reference code to a dimension. This mapping is called Org Ref Codes.
Org Ref Codes should be used if:
- You wish to translate a value held in the data source into business terminology. For example, if male and female are stored as ‘M’ and ‘F’ you may want to translate these into ‘Male’ and ‘Female’.
- If you wish to apply customized sorting to a field. For example: Data returned in a query is usually displayed in Alpha / Numeric sort order. If your result set included: Admin Staff, Managers and Executive Management, your report may return results sorted alphabetically – Admin Staff, Executive Managers, Management. Hierarchically, your data may actually need to be ordered numerically – by the number associated with each type of employee, such as the total number of each type of employee, for example. This can be achieved by creating reference codes for the values and assigning a sort order to those codes.