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Overview
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Navigation Styles
There are two three styles of system menu 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.:
Top Toolbar Navigation (Modern)
Left Side Navigation (Legacy)
Top Toolbar Navigation (Legacy)
New installations of Yellowfin will utilize the Modern-style Top Toolbar Navigation.
For compatibility with older versions of Yellowfin, the two Legacy Navigation options will be maintained. Upgrading existing installations of Yellowfin will not affect the previous setting of which style is used.
- Left-side Navigation displays all menu options in a collapsible, burger-bun style menu.
- Top Toolbar Navigation - displays the menu options across the top of the page - there are two styles - a modern style and a legacy style for backward compatibility with older installations of Yellowfin.
The navigation style can be altered by an Administrator - changes are reflected for the entire instance. To change the configured option, from the menu select Administration / Configuration / click the System icon / expand General Settings and choose the Navigation Style via the radio buttons.
Top Menu Navigation (Modern)
This new Menu style was introduced in Yellowfin 9.12. It offers a simpler, faster and more intuitive way for Users to navigate their way around Yellowfin.
Menu Components
- My Dashboards - Navigates the user to the Dashboards page where any Dashboards that have been added to “My Dashboards” will be displayed. If no Dashboards have been added, the user can search for and open Dashboards from the Browse Page.
- Browse - Navigates the user to the Browse Page where the user is able to browse all content that they have access to, including Views, Reports, Dashboards, Presentations, Stories, Transformation Flows and Discussions. Users with the appropriate access levels can access various functions for different content items, including modifying settings and deleting content.
- Activity - Navigates the User to the Timeline, Tasks and Discussions Page.
- Signals - Navigates the User to the Signals Page if Signals is configured for this installation of Yellowfin.
- + Create - When clicked, displays a dropdown menu displaying various content items that can be created depending on the access levels of the user. This includes Natural Language Queries, Data Sources, Views, Reports, Dashboards, Presentations, Stories, Discussion Streams, Tasks and Transformation Flows.
- ? (Help) - By default, navigates the user to the Yellowfin wiki where they can access help on how to use Yellowfin.
- Gear icon (Settings) - When clicked, displays a dropdown menu displaying various Administration and Configuration options.
- User Avatar - The user avatar shows the users profile image or if one does not exist, the users’ initials. Clicking on the avatar displays a drop down menu that allows the user to access their Profile Settings or Logout.
Note that the user can select their default Entry Page (ie. that page where Yellowfin will navigate to by default after the user logs in) under the Profile Settings. Options include the My Dashboards page, Browse page, Favourites (Browse Page but with Favourited content selected) or Timeline.
Legacy Navigation Modes
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Main system areas are able to be accessed via the collapsible
navigation pane on the left of the page, outside of Yellowfin builders such as Report,
Stories, Views and
Present.
This navigation was
the default prior to Yellowfin 7.2, and it can still be set to default by your administrator.
Main system areas are able to be accessed via the toolbar at the top of the page, outside of Yellowfin builders such as Report,
Stories, and Views and
Present.
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Navigation Components
Depending on the access you've been given by your role you will see different things in the system navigationThe menu items available to a user in Yellowfin are defined by the users’ level of access. The following sections will explore define all possible menu options - ; if something an option isn't available to you a , the system administrator may have need to adjust your role permissions to grant you access.
Search
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| 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
the appropriate access.
Timeline option
The Timeline area lets you view Yellowfin activity that's relevant to you. You can adjust your preferences for this within your Yellowfin account, customizing
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| Left Side Navigation | Toolbar Navigation |
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his navigation is accessed by clicking on the | |
burger button From there | |
, 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 |
drop-down list shown above is displayed. This option requires the following settings:
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Available Functions
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This is a user specific event timeline which displays information based on a particular users Yellowfin activity.
This allows you to access your timeline, viewing the Task Management list layout. |
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.
This allows you to view the browse page, filtered down to only show draft content you have access to. |
This contains a list of content the user is subscribed to including report, report comment, and storyboard comment subscriptions.
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. |
Create
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Create option
The Create option provides
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| 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/My Dashboards option
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This menu gives you The Dashboards/My Dashboards option provides access to all the dashboard tabs you have assigned to your Dashboarddashboard.
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People option
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This menu gives you The People option provides access to all the users you are connected to, and as well as their timelines.
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Browse option
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These menus allow you access to a list of reports, dashboards, storyboards, and discussion streamsThe Browse option opens the Browse Page where the user is able to browse all content that they have access to, including Views, Reports, Dashboards, Presentations, Stories, Transformation Flows and Discussions. Users with the appropriate access levels can access various functions for different content items, including modifying settings and deleting content.
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Signals option
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The Signals option provides access to Yellowfin Signals functionality, which can analyse time series data and deliver alerts in realtime.
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This allows you to access the Browse page, where you can explore and locate reports, dashboards, storyboards, and discussion streams. | Browse All |  This takes you to the Browse page, where you will see an unfiltered list of reports, dashboards, storyboards, and discussion streams. | Dashboards | This takes you to the Browse page, filtered down to just display dashboard tabs. | Reports | This takes you to the Browse page, filtered down to just display reports. | Storyboards | This takes you to the Browse page, filtered down to just display storyboards. | Discussion Streams | This takes you to the Browse page, filtered down to just display discussion streams. | |
Streams
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Streams option
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These menus allow you The Streams option provides access to discussion streams.
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Discussion Streams | | |
Access all discussion streams that you have access to view. | ||
| List of Streams | | |
| Display a list of all the streams you have joined, |
| and click on any stream to view its content. | ||
| Add Stream | | |
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Administration option
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Clicking on the The Administration option provides you with access to a list of the most commonly-used Administration features. This is only available if you have Administration access.
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Available Functions
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This will take you to the Client Orgs page, which will allow you to manage all Client Organisations in the system. | |
Inbox
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