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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.

NavigationDescription
Left Side Navigation
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This navigation style was introduced in Yellowfin 7.2 as an alternative to the traditional toolbar. 

Main system areas are able to be accessed via the collapsible panel on the left of the page, outside of Yellowfin builders such as Report, Storyboard, and View Builders.

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Toolbar Navigation

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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.

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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 TopDashboard Right

This option is displayed in the main navigation bar at the top of the dashboard page.

This option requires the following settings:

  • Content Settings > Dashboard > Display Settings > Search Location = Top

This option is displayed to the right of the active dashboard tab, on the dashboard page.

This option requires the following settings:

  • Content Settings > Dashboard > Display Settings > Search Location = Right

 

 

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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 NavigationToolbar Navigation

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:

  • Configuration > System > Navigation Style = Left Side Navigation

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:

  • Configuration > System > Navigation Style = Toolbar Navigation
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titleAvailable FunctionsClick here to expand a list of functions...

Option

Left Side

Toolbar

Description

Timeline

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This is a user specific event timeline which displays information based on a particular users Yellowfin activity.
Events include content activity around reports, dashboard tabs, and storyboards, loading of content such as views, csv files, and images, and collaborative events such as comments and discussion posts.

Tasks

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This allows you to access your timeline, viewing the Task Management list layout. 

Favourites

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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.

Draft Content

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This allows you to view the browse page, filtered down to only show draft content you have access to.

Personal BroadcastPersonal Broadcasts

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This contains a list of content the user is subscribed to including report, report comment, and storyboard comment subscriptions.

Timeline Profile Settings

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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.

 

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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 NavigationTop Right (with Left Side Nav enabled)Toolbar Navigation

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

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titleAvailable FunctionsClick here to expand a list of functions...
area create Discussion GroupView link take you to the Initialise View page, build a view using several different builder types

Option

Left SideTop RightToolbar

Description

Report

This link will take you to open the New Report Initialisation page window where you can build reportsdefine how you want to build your report.

Standard TabDashboardThis link allows you to create a new Standard Dashboard Tab.

KPI TabDashboard

This link allows you to create a new KPI Dashboard Tab.

View

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This link will open the Create New View window where you can build a view using several different builder types.

Data SourceImage AddedImage AddedImage AddedThis link will open the New Connection window where you can set up a new data source connection using several different methods.

Storyboard

This link allows you to create a new Storyboard.

Discussion Streams

This link will take you to the Create Discussion

Stream window where you can

set up a new

stream.

TaskThis will open the New Task window where you can create and assign a task.Task

 

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This menu gives you access to all the dashboard tabs you have assigned to your Dashboard. 

Left Side NavigationToolbar Navigation
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Connections

This allows you to view the users you have connected to, and provides a list of suggested users to connect to. Connecting to a user allows to you see their events in your timeline.

 

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OptionLeft SideToolbarDescription
DashboardImage AddedImage AddedThis menu gives you access to all the dashboard tabs you have assigned to your Dashboard.
List of Tabs Image AddedImage AddedThis displays a list of each individual tab you have assigned to your Dashboard, allowing you to navigate straight to them directly.
Add TabImage AddedImage AddedThis allows you to access the browse page, view a list of dashboard tabs, and add one to your dashboard.

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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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OptionLeft SideToolbarDescription
List of ConnectionsImage AddedImage Added This displays a list of all users you are connected to, and access to their timelines.
Add ConnectionImage AddedImage Added This allows you to access your own timeline and open the Connections panel in order to locate and add new connections.

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These menus allow you access to a list of reports, dashboards, storyboards, and discussion streams.

Left Side NavigationToolbar Navigation
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OptionLeft SideToolbarDescription
BrowseImage AddedImage AddedThis allows you to access the Browse page, where you can explore and locate reports, dashboards, storyboards, and discussion streams.
Browse AllImage AddedImage AddedThis takes you to the Browse page, where you will see an unfiltered list of reports, dashboards, storyboards, and discussion streams.
DashboardsImage AddedImage AddedThis takes you to the Browse page, filtered down to just display dashboard tabs.
ReportsImage AddedImage AddedThis takes you to the Browse page, filtered down to just display reports.
StoryboardsImage AddedImage AddedThis takes you to the Browse page, filtered down to just display storyboards.
Discussion StreamsImage AddedImage AddedThis takes you to the Browse page, filtered down to just display discussion streams.

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These menus allow you access to discussion streams.

Left Side NavigationToolbar Navigation
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 Left SideToolbar 

Discussion Streams

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Discussion
  

This contains a list of all Discussion Groups you can access, and allows you to open them, viewing all activity within a group.

List of StreamsImage AddedImage Added This displays a list of all the streams you have joined, providing access to each.  
Add StreamImage AddedImage AddedThis allows you to access the browse page filtered down to just display streams, allowing you to locate and join new streams.

 

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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 NavigationToolbar Navigation
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Option

Left SideToolbar

Description

Admin Console

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This link will take you straight to the main Admin Console page, rather than providing a short cut to one of the main admin components.

Configuration

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This link will take you to the Configuration page, allowing you to customise Yellowfin settings, such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings.

Content Settings

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This link will take you to the Content Settings page, allowing you to manage the way Yellowfin displays each type of content.

Export

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This link will take you to the Export page, allowing you to save an xml fine defining selected pieces of content for use as backups or to transfer to different instances of Yellowfin.

Import

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This link will take you to the Import page, allowing you to select and xml file that defines pieces of content you wish to add to the system.

Images
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& MapsImage ModifiedImage Modified
 
This will take you to the Images & Maps page, allowing you to manage images, raster maps, and wms layers in the system.
Email TemplateImage ModifiedImage Modified
 
This will take you to the Email Template page, allowing you to customise the style of automated emails sent from the system.
Session ManagementImage ModifiedImage Modified
 
This will take you to the Session Management page, allowing you to view and manage the current sessions in the system.

Schedule Management

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This will take you to the Schedule Management page, allowing you to view and manage all schedules in the system.
Dashboard ManagementImage ModifiedImage Modified
 
This will take you to the Dashboard Management page, allowing you to view and manage the dashboard tabs in the system.
Licence ManagementImage ModifiedImage Modified
 
This will take you to the Licence Management page, allowing you to view, update, and schedule reminders for the system licence.
Background Execution
Background Management
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This will take you to the Background Execution page, allowing you to manage current queued and running report queries.

Plugin Management

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This will take you to the Plugin Management page, allowing you to manage all plugins in the system.
System InformationImage ModifiedImage Modified
 
This will take you to the System Information page, which provides you with technical information requried for maintenance and troubleshooting.
Content TranslationImage ModifiedImage Modified
 
This will take you to the Content Translation page, which will allow you to manage all translations you've provided for content in the system.
Client OrgsImage ModifiedImage Modified
 
This will take you to the Client Orgs page, which will allow you to manage all Client Organisations in the system.

 

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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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