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maindashboard
maindashboard

Main dashboard page

Navigate to the main Dashboards page from the left side nav. 

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If you have sub tabs enabled, to switch between them simply click on their title.



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favourite
favourite

Add to favorite

Marking a published dashboard as a favorite will add its tab on the main dashboard page.

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If too many dashboards are added to the main page, a More Dashboards drop down will appear.


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Dashboard Access

Yellowfin Dashboards 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. Following is a description of these.

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IconAccess levelDescription

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Public

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

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Private

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


Changing the access level

You can update the user access setting of a published dashboard without going into draft mode.

  1. Click on the access icon. It will bring up the following popup.

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  2. Select an access setting (see above for a description of each).

  3. If making a dashboard private, select users who can access the dashboard.

    Warning

    If a public dashboard that has subscribers, is made private, then all the subscribers will lose access to it.


  4. Click Save to update the settings.



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dashmenu
dashmenu

Dashboard menu

Bring up the menu on a published dashboard to perform the following actions on it.

Note: the menu options will differ according to the user’s permitted role functions. 

Section


Column



Column


Function

Description

Edit

Allows you to edit a dashboard by opening it in edit mode.

Only available for admin users, or users with dashboard editing permissions.

Add to favorites

Allows you to add a dashboard to the favorite list. These dashboards will appear on the main dashboard page.

Only available if the dashboard is not already added to the favorites list.

Remove

Removes a dashboard from the main dashboard (favorites) page.

Move

Allows you to reorder the dashboards on the main page.

Copy

Creates a copy of the selected dashboard. The copy is opened in edit mode.

Delete

Deletes a dashboard from the system.