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This section will describe how to use the main features of a published dashboard. 

Interacting with Yellowfin Present

Here are some of the interactions you can perform on a published presentation:

  • Navigation: Navigate back and forth between slides by clicking on the arrow buttons on either side of a slide.
  • Apply filters: If filters are added to reports, they can be used to filter live report data within a presentation.
  • Slider: Drag the slider to move through the presentation slides.

Present toolbar

Published presentations have a toolbar on the top right corner with multiple options and ways to interact with the presentations.

Favorite users

Users who have marked the Presentation as a favorite item, can be seen in the top left corner. Avatars of the first 3 users will be displayed, along with the total number. Click on the user number to bring up a list of all users.

Note that if you share a presentation with other users, it will get added to their favorites list.

Present access

Presentations can be made secure to ensure only trusted users have access to it. This can be determined by icons that shows the user access level of the dashboard. Click on the user access icon to change the access level. 

IconAccess levelDescription


This access level means the presentation is available to all users provided they have access to the Content Folder it is stored in. 


This access level means that the presentation will be available to only specific users. These users must be given access here, and also to the Content Folder it is stored in.

Changing the user access

A published presentation's user access level can be changed by users with permission to ‘edit’ a private presentation. Note that all users have permission to edit a public presentation. Follow the steps below to change the user access.

  1. Click on the access icon. It will bring up the User Access popup.
  2. Select either the public or private access setting (see above for a description of each).

  3. If making a presentation private, you can select specific users who can access it.

    If a public presentation is favorited by users, and then made private, then all those users will lose access to it.

  4. Click Save to update the settings.

Present sharing

Published presentations can be shared easily with other users, without first going into edit mode. This is done through a Share button that is only available to users with access to share.

Click on the Share button on the top-right corner of a presentation. The following popup will appear.

Use any of the options to share a presentation. Here’s a quick description of each:




Allows the user to share the presentation on another user's Timeline.


Allows the user to send the presentation to another user via a one-off email.


Allows the user to embed the presentation into an HTML, wiki, or blog page.


Allows the user to share a link to the presentation.

Full Screen

Click on the fullscreen button to open a published Presentation in full screen, making it ideal for presenting. 

Whilst in full screen, other the above toolbar options will not be available. This includes Present favorite users, security options and the Share button.

To close the full screen, simply press the Escape key.

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