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Infrastructure

  • Upgraded Jackson Databind libraries to 2.12.1.
  • Updated Tomcat to version 9.0.43.
  • Upgraded commons-io from 2.2 to 2.8.0.
  • Reinforced security in the dashboard approvals workflow.
  • Added a server configuration field to adjust the maximum upload file size (learn more).
  • Implemented a new JWT entry mechanism that will accept a JWT token and use the contents to provision a new session (learn more).
  • Improved JavaScript loading speed on some pages.
  • Improved performance when editing views by caching table metadata, which reduces latency when using large views or slow datasources.
  • Improved performance for Snowflake datasources.
  • Added an option to record unsuccessful login attempts for non-users in the Yellowfin event table (learn more).
  • Implemented a configuration item to blacklist certain event types from being added to the Event log.
  • Improved logging for ReportEditKey validation.
  • Added DB-level support for GMT offset timezones.

JS API

  • Added a new PublishUUID attribute that replaces the use of the WidgetUUID attribute in code mode/JS API/code widgets for new and updated widgets. This allows users to identify widgets in a more unique way with a persistent identifier across dashboard edits and versions (learn more here and here).
  • Scoped the CSS of embedded content to prevent our JS API styling from leaking into external pages (all elements are now children of app-report, app-dashboard, app-story or div.yfContainer).

REST API

  • Resolved a REST API issue where sometimes a server/database error could cause a 401 response to be returned instead of a 500 response.
  • Updated the version handling of all REST API endpoints (no change for consumers).

Content Export

  • Improved story PDFs when exported to large pages up to A0.
  • Implemented notifications for lengthy PDF export downloads, and improved the PDF download process to continue after navigating away from a page.
  • Added a security check to ensure that PDF export cannot be performed without the required role function.
  • Added the option to share a dashboard as a PDF via email.
  • Implemented the option to add dashboards to the export list via the Export dropdown menu.
  • Added the option to save the current settings of the export panel for PDF.
  • Added the option to select which sub tabs and slides to export via PDF.

Reports

  • Improved chart navigation by adding a Drill Up menu option to the pop-up menu after drilling down to the Other segment.

Filters

  • Added new options for determining whether other report filters are applied when caching filter values, and for limiting the complexity of the queries used to load cached filter values (learn more).
  • Added the choice to enable optional filter values for Freehand SQL (this requires proper parameterised SQL text), allowing users to enter a value into a user prompt, or leave it blank, for Freehand SQL filters.
  • Improved the robustness of filter loading when directing a user to a dashboard via SSO.
  • Improved the Dashboard Properties panel to include additional configuration options when the Left Filters toggle is enabled in edit mode.

UI

  • Added additional font sizes to drop downs for charts
  • Added input arrows to the numeric inputs within the background section of a canvas widget.
  • Added tooltips for:
    • the Copy and Delete tools within Present;
    • each blueprint report widget and changed their order; and,
    • the Broadcast tool for dashboards.
  • Added a button to exit full-screen mode for Present.
  • Improved the Properties panel for widgets to hide additional border options if no border style is selected.
  • Improved visibility of all canvas widgets during drag and drop by making the dragged widget semi-transparent.
  • Changed the widget action toolbar to pop up only when a widget is clicked on, rather than hovered over.
  • Changed the default focus of the pop-out Dashboard Properties panel to the Sub Tab section, and of the Present Properties panel to the Slide section.
  • Added the keyboard shortcut CTRL+A/CMD+A to select all widgets on a draft canvas.
  • Improved dashboard edit mode by suspending GIS map user tools, preventing accidental navigation and zooming (still available in previews and published dashboards).
  • Improved the text in the User Access dialog box for Present.
  • Improved the automatic filter linking popup confirmation message.
  • Updated the layout of descriptive text for the Rules field in the Conditional Formatting dialog box.
  • Improved field alignments and the appearance of the Schedule Manager and Dashboard Manager.
  • Improved the aspect of dashboard names in the dashboard tabs header so they occupy as much space as possible.
  • Improved spacing and layout of the Data Interactions dialog box for linked interactions and for the Signal Cache Settings dialog box.

Image Manager

  • Enhanced the Image Manager to accept uploads of a broad range of image file types, including animated GIFs (learn more).
  • Reimplemented the option to globally replace an image within the Image Manager (learn more).
  • Added the option to move an image between the My Images and Corporate Images repositories (learn more).
  • Streamlined the performance of how images are loaded in the Image Manager.

Signals

  • Resolved an issue where Signals could be filtered by job in Yellowfin version 9, but not in version 8.

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Yellowfin Dashboards

Introducing the new, revamped Yellowfin Dashboard. The new version allows users to assemble creative, on brand infographic and actionable dashboards on a flexible, free-form canvas. Developer centric functionalities have been introduced to edit dashboard code and create integrated workflows. Functionality to create charts directly on the dashboard has also been added. New content objects have also been added, such as Filter Widgets, Code Widgets, Blueprint.

Learn all about Yellowfin Dashboards.

Yellowfin Present

The Storyboard has been replaced with Yellowfin Present as the presentation module. This module further enhances Yellowfin’s data storytelling capabilities. Yellowfin Present is a fully integrated presentation module designed for data led communications. This module contains functionality similar to that of the dashboard canvas. A presentation slide supports the use of multiple types of content, including live reports, text, images, shapes and icons, action buttons, filters, and even code widgets.

Learn all about Yellowfin Present.

Other main enhancements

  • JavaScript API v3: Introduced in Yellowfin 9 as beta, the new JavaScript API is now fully supported in 9.2. Rich in features, the API contains an updated UI, and a richer set of functions and events. The new API can be used when embedding Yellowfin, or used within Yellowfin in Dashboard Code Mode. See full documentation here.
  • Rest API:  The new REST API makes its debut in 9.2, providing support for administrators that want to automate back-end processes, perform administrative tasks and manage content programmatically. Importantly, the REST API also provides access to Yellowfin content for developers, enabling them to build custom experiences incorporating Yellowfin Signals, Stories, Notifications and more. Learn more.
  • Multiple tab usage: Functionality to allow Yellowfin to be safely used across multiple tabs or windows of the same browser has been added. This includes safety checks to protect against data corruption. This prevents the same content from being edited in multiple tabs concurrently. Learn more.

Dashboard & Present

  • Full screen mode: Open a dashboard or presentation in full screen with a new button. Learn more.
  • Associated reports: Associated Reports can now be created in the new Dashboards and Present. This allows users to add reports as links to their dashboards and presentations, rather than displaying full reports. Learn more.
  • Show report menu: New settings have been added to control the visibility of menus that pop up on report objects. These settings can be set to always show report menus, never show them, or only show them when a user hovers on them. Learn more.
  • Report column sorting: Report columns can now be sorted in ascending or descending order in dashboard report tables. Learn more.
  • Retain filter when jumping to report: Functionality that allows filter values applied in a dashboard to be retained when opening a report page has been reintroduced. Furthermore, we have added navigational buttons to return to the dashboard. Learn more.
  • Trigger events with dashboard widgets: We’ve expanded the Action Buttons functionality to all other dashboard canvas widgets/ objects. This means that an event can be triggered when any dashboard object is clicked. The types of events include: navigating to specific sub tabs, resetting dashboards or filters, jumping to a report or even an external link. To learn more, refer to guides on any dashboard object, such as Text, Graphics, Images, etc.
  • New action events: New events have been introduced for action buttons and all other widgets. These include: ‘Go to URL’ that navigates to an external page, and ‘Go to Sub Tab’ that navigates to any sub tab within the dashboard. Learn more.
  • Text URLs: Users can link Text widgets to external or internal URLs in the revamped dashboard builder. Learn more.
  • Default filter bookmarks: Users can now save personalized default filter bookmarks that will automatically be applied to the dashboard when first loaded, or if the filters are reset. Learn more.
  • Filter entry style change: You can change the display style of report filter entries or values within a dashboard without first changing it in the report. This allows the entry style to be changed to checkboxes, lists, pop-ups, dropdowns or radio buttons. Learn more.
  • Filter reset control: A new dashboard property toggle that changes the control of the Filter Widget’s Reset button to reset the entire dashboard. Learn more.
  • Filter button location : The setting to choose the location of the ‘Apply’ button in a filter panel has been reintroduced. Users can choose to keep the button, and other filter control options, at the top or bottom of the panel, or in both locations. Learn more.
  • Present toolbar: A new Present toolbar has been added to published presentations, with options that show users who have favorited the Presentation, as well as options to  configure user access and share the presentation with others. Learn more.

Signals

  • Step Changes Signal: The new Step Changes Signal is now generally available. Part of the Outliers detection group, a Step Change occurs when a time series moves from one 'stable' state to another. These states can be higher (called Step Up) or lower (Step Down).
    Advanced parameters related to this Signal are also introduced to configure the algorithm to the users’ needs. Learn more.
  • Renamed Signal parameter: The ‘Old Signal Notifications’ parameter used for configuring Outlier algorithms has been renamed to ‘Prevent Notifications of Older Signals’.

Reports & Charts 

  • Save to Disk Broadcast: A new broadcast type, ‘Save to Disk Schedule’ broadcast allows users to schedule reports to be saved on the local server path. Learn more.
  • Scheduled historic runs: Functionality has been added to display multiple previous executions of scheduled tasks, including broadcast reports. These historic executions also maintain a list of recipients, along with their delivery status. Learn more.
  • Sharing private reports: A new user role function, Share Private Content can be disabled to restrict report authors from sharing private reports with other users. Learn more.
  • Calculated field result type: You can define the datatype of a calculated field’s resulting column, such as Numeric, Boolean, Text or Date. In this case, the system will not perform a validation test. The option to allow the system to determine the data type is also still possible by choosing the Auto Detect option. Learn more.
  • Calculated field descriptions: A new column formatting setting has been provided for calculated fields that allows users to clearly describe the field’s purpose and content to aid report writers. Learn more (under Display).
  • Dynamic filter values: A Dynamic Filter Value configuration is now possible for dimension filters. This automatically selects the first filter value, when the default value is not available to the user, for example in case of access filter restrictions. Learn more (under Entry Style).
  • Edit charts from report canvas: Functionality to edit a specific chart from the Report’s design canvas has been re-introduced. Now you can use the Edit Chart option from the canvas widget menu. Learn more.
  • Report preview and active row default limits: It is now possible to define default limits on Report preview and active row limits through administration configurations. These settings allow default limitations to be applied to all reports, which can be changed at the report level. Learn more (under Report Settings > Builder Settings).
  • Global configurations for Axis Formatting: The Axis Formatting column setting for charts, can now be specified at the admin configuration level. Administrators can now specify default axis settings for all charts, however they can be changed at the chart level. Learn more (under Chart Settings > Axis & Plot Defaults).
  • Importing charts: In Yellowfin 9, we introduced a revamped look and feel for charts and reports with new formatting applied by default. Now, functionality has been added to ensure imported charts retain the default formatting of the version the report was exported from. Learn more.
  • View SQL: The SQL generation functionality in the Report builder has been enhanced to display SQL statements even if the report has generated an error. Learn more.
  • Version history in content folders: Version History for all new content folders will now default to ‘Current Version Only’, where no historical records are kept, to avoid large amounts of data from building up. Learn more.

SOAP Web services

  • GETUSERGROUPS web service: A new web service, GETUSERGROUPS is used to retrieve information on groups a user belongs to. Learn more.
  • Signal Session Options: Session Option parameters have been added to make a Signal page the entry point after an SSO login (see ‘Entry’ parameter), or the content page to redirect to (see ContenUUID parameter). Learn more.
  • GETCONTENT web service: Changes have been made to the GETCONTENT web service. It now also retrieves the Content’s ID. Learn more.
  • Change access level to content folders: Two content managing web services, ADDTOACL and DELETEFROMACL have been enhanced to support access levels. This means that users will be able to specify the exact access level they wish to add or remove from content folders. (Documentation coming soon.)

Other

  • Column restrictions in views: A new Access Level option called ‘Read Restricted’, has been added that provides further restrictions to access View columns. This allows only those nominated permission to write reports with restricted columns and view these columns in reports. No other users will ever be able to see these columns. Learn more.
  • Timeline notification menu: Timeline cards that mention Yellowfin content or contain links, now have a menu icon. This menu offers options to open the content in the same or separate tabs. Learn more.
  • Open content in new tab from Browse page: New options in the Browse page content menu allow you to open or edit a content in a new tab. Learn more.
  • InterSystems IRIS data connection: Yellowfin now provides support for the InterSystems IRIS database. Learn more.

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