System Navigation

Overview

Once you've successfully logged in to Yellowfin the first thing you'll need to learn is how to navigate around the system. The main navigation items are found in the ribbon at the top of each page. This contains different items, depending on where you are in the system. The main navigation menu provides access to the main components of Yellowfin, based on a user's role permissions.

Create

top

This menu gives you access to the various content builders used in the system. The options available to you through this menu will be restricted by your role permissions assigned by an Administrator.

Menu Items

Option	Description
Report	This link will take you to the Report Initialisation page where you can build reports.
Dashboard Tab	This link allows you to create a new Dashboard Tab, selecting from Standard, KPI, and Pre-Built.
Storyboard	This link allows you to create a new Storyboard.
Discussion	This link will take you to the Discussion area where you can create a new Discussion Group.
View	This link will take you to the Initialise View page, where you can build a view using several different builder types.

Administration

top

Clicking on the Administration option provides you with a list of the most commonly used Administration features. This is only available if you have Administration access.

Menu Items

Option	Description
Admin Console	This link will take you straight to the main Admin Console page, rather than providing a short cut to one of the main admin components.
Configuration	This link will take you to the Configuration page, allowing you to customise Yellowfin settings, such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings.
Content Settings	This link will take you to the Content Settings page, allowing you to manage the way Yellowfin displays each type of content.
Export	This link will take you to the Export page, allowing you to save an xml fine defining selected pieces of content for use as backups or to transfer to different instances of Yellowfin.
Import	This link will take you to the Import page, allowing you to select and xml file that defines pieces of content you wish to add to the system.

User Timeline

top

The Timeline area allows the user to view activity that has occured in Yellowfin relevant to them. It also allows the user to define preferences that just apply to their Yellowfin account, customising the way they interact with Yellowfin.

Menu Items

Option	Description
Timeline	This is a user specific event timeline which displays information based on a particular users Yellowfin activity. Events include content activity around reports, dashboard tabs, and storyboards, loading of content such as views, csv files, and images, and collaborative events such as comments and discussion posts.
Favourites	This allows the user to see a list of content they have nominated as their favourite. It also includes a list of new content from which they could select new favourites.
Subscriptions	This contains a list of content the user is subscribed to including report, report comment, and storyboard comment subscriptions.
Connections	This allows you to view the users you have connected to, and provides a list of suggested users to connect to. Connecting to a user allows to you see their events in your timeline.
Discussion	This contains a list of all Discussion Groups you can access, and allows you to open them, viewing all activity within a group.
Timeline Settings	This page allows the user to define settings that effect how they see and use the system. These settings are only applied to their account.