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Overview

Navigation Styles

There are two three styles of system menu navigation available in Yellowfin; Left-side Navigation — for options available via a navigation pane on the left, and Toolbar Navigation — for options available on a horizontal toolbar . The option used within your system is defined by an administrator on the Configuration page.Yellowfin:

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

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• 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.

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Legacy Navigation Modes

Navigation	Image & Description
Left Side Navigation

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default navigation

default navigation style. 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.

Toolbar Navigation

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Image Added 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.

Navigation Components

What you see when navigating Yellowfin is defined by your The 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 need to adjust your role permissions to grant you the appropriate  access.

Timeline option

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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 the way they interact with Yellowfin.

Left Side Navigation	Toolbar Navigation

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This

his navigation is accessed by clicking on the burger button

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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: Configuration > System > Navigation Style = Toolbar Navigation

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 Available Functions

Create option

Create option

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The Create option provides access to the various content builders used in the system. The options available to you through this menu are restricted by your role permissions assigned by an administrator. The Create menu is dependent on the navigation style settings defined in Configuration > System. If you use Left Side Navigation, you can 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.

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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: Configuration > System > Navigation Style = Left Side Navigation Configuration > System > Content Creation Location = Left Side Navigation	This option requires the following settings: Configuration > System > Navigation Style = Left Side Navigation Configuration > System > Content Creation Location = Top Right	This option requires the following settings: Configuration > System > Navigation Style = Toolbar Navigation

Available Functions

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Image RemovedImage Removed Option Left Side Top Right Toolbar Description Report Open the New Report window where you can define how you want to build your report. Dashboard Create a new Dashboard. Story Image Removed Create a new Story. Present Create a new presentation using Present. View Open the Create New View window where you can build a view using several different builder types. Data Source Open the New Connection window where you can set up a new data source connection using several different methods. Transformation Flow Create a new data transformation flow to manipulate your data source to what you need. Discussion This link will take you to the Create Discussion Stream window where you can set up a new new discussion stream. Task This will open the New Task window where you can create and assign a task.

Dashboards/My Dashboards option

The Dashboards/My Dashboards option provides 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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Option Left Side Toolbar Description Dashboard Access all the dashboard tabs you have assigned to your dashboard. List of Tabs  Display a list of each individual tab you have assigned to your dashboard, allowing you to navigate directly to them . Add Tab Access the Browse page, view a list of dashboard tabs, and add one to your dashboard.

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The People option provides access to all the users you are connected to, as well as their timelines.

Left Side Navigation

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Available Functions

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Option Left Side Toolbar Description List of Connections  This This displays a list of all users you are connected to, and access to their timelines. Add Connection Image Removed  This This allows you to access your own timeline and open the Connections panel in order to locate and add new connections.

Browse option

The Browse option provides access to a list of all available content. It can be refined using one of the options if you're using the left navigation panel.

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Available Functions

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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

The Signals option provides access to Yellowfin Signals functionality, which can analyse time series data and deliver alerts in realtime.

Available Functions

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Option Left Side Toolbar Description Signals interfaceInterface Display the Signals interface to find existing signals or create new analyses, and manage and monitor data.

Streams option

The Streams option provides access to discussion streams.

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Available Functions

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Left Side Toolbar Discussion Streams Image Modified Image Modified Access all discussion streams that you have access to view. List of Streams Image Modified Image Modified Display a list of all the streams you have joined, and click on any stream to view its content.  Add Stream Image Modified Image Modified Filter the contents of the Browse page to display discussions only.

Administration option

The Administration option provides access to 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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Option Left Side Toolbar Description Understanding the Administration Console Image Modified Image Modified Access the main Understanding the Administration Console page, rather than providing a shortcut to one of the main admin components. Configuration Image Modified Image Modified Customize Yellowfin configuration settings such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings. Content Settings Image Modified Image Modified Manage the way Yellowfin displays each type of content. Export Image Modified Image Modified Export selected content to XML file format to use as backups or to transfer to different instances of Yellowfin. Import Image Modified Image Modified Select an exported XML file to upload to Yellowfin. Images & Maps Image Modified Image Modified Manage images, raster maps, WMS layers and more stored in the system. Email Template Image Modified Customize the style of automated emails sent from the system. Session Management Image Modified Image Modified View and manage the system's current sessions. Schedule Management Image Modified Image Modified View and manage all schedules within the system. Dashboard Management Image Modified Image Modified View and manage the dashboards within the system. License Management Image Modified Image Modified View, update, and schedule reminders for your Yellowfin software licence. Background Execution Image Modified Image Modified Manage current, queued and running report queries. Plugin Management Image Modified Image Modified Manage all plugins within the system. System Information Image Modified Image Modified Display technical system information required for maintenance and troubleshooting. Mobile Access Management Image Modified Image Modified Manage access to the Yellowfin mobile app. Client Organizations Image Added Image Added Create and Manage Client Organizations in Multi Tenant deployments of Yellowfin.

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