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Overview
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Navigation Styles
There are two styles of system navigation available in Yellowfin; Left Side Navigation, and Toolbar Navigation. The option used within your system is defined by an Administrator on the Configuration page.
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Left Side Navigation |
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Toolbar Navigation | This navigation was standard prior to Yellowfin 7.2. Main system areas are able to be accessed via the toolbar at the top of the page, outside of Yellowfin builders such as Report, Storyboard, and View Builders. |
Navigation Components
Depending on the access you've been given by your role you will see different things in the system navigation. The following sections will explore all possible options - if something isn't available to you a system administrator may have to adjust your role permissions to grant you access.
Search
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The Search allows you to locate content, such as Reports, Dashboards, Storyboards, displaying results on the Browse Page. This option is configured through the Dashboard Display Settings in the Content Settings area of Administration.
Dashboard Top | Dashboard Right |
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This option is displayed in the main navigation bar at the top of the dashboard page. This option requires the following settings:
| This option is displayed to the right of the active dashboard tab, on the dashboard page. This option requires the following settings:
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User Timeline
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The Timeline area allows the user to view activity that has occurred 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.
Left Side Navigation | Toolbar Navigation |
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This navigation is accessed by clicking on the button in the top left corner of the screen. From there the you should click on your name to open the timeline settings. This option requires the following settings:
| This navigation is accessed by clicking on the arrow next to your name in the main navigation bar. From there the pictured drop down list is displayed. This option requires the following settings:
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Available Functions
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Create
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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. The create menu is dependant on the navigation style settings defined in Configuration > System settings. If you use Left Side Navigation you will be able to choose to position the Content Creation function within the left navigation panel, or as a button on the main navigation bar. If you use the Toolbar the create link is one of the standard toolbar items.
Left Side Navigation | Top Right (with Left Side Nav enabled) | Toolbar Navigation |
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This option requires the following settings:
| This option requires the following settings:
| This option requires the following settings:
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Available Functions
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Dashboards
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This menu gives you access to all the dashboard tabs you have assigned to your Dashboard.
Left Side Navigation | Toolbar Navigation |
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Available Functions
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People
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This menu gives you access to all the users you are connected to, and their timelines.
Left Side Navigation |
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Browse
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These menus allow you access to a list of reports, dashboards, storyboards, and discussion streams.
Left Side Navigation | Toolbar Navigation |
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Available Functions
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Streams
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These menus allow you access to discussion streams.
Left Side Navigation | Toolbar Navigation |
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Available Functions
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Administration
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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.
Left Side Navigation | Toolbar Navigation |
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Available Functions
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Inbox
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The Inbox is a depreciated feature, replaced by Timeline in Yellowfin 7.2. It used to include notifications related to Reports, Dashboards, Storyboards, Comments, Discussions, Broadcasts, Approvals.
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