The latest version of Yellowfin offers the following major enhancements.
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.
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.
Must read documentation
The following documents highlight the new features in the latest versions of Yellowfin.
|Yellowfin 9.2 Release Notes||All the major enhancements in Yellowfin 9.2.|
|Yellowfin 9.1 Release Notes||All the latest features introduced in this Yellowfin version.|
|Change Management guide||Learn about the new changes and how they impact users upgrading to the latest version.|
Introduced in 9.2
- 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.
- 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.)
- 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.
Introduced in 9.1
- New Blueprint widgets: Introducing new Blueprint widgets for Map, Overlay, Heatgrid, and Scatter charts. Learn more.
- From Quick Charts to advanced reports: We’ve improved the Quick Chart creation procedure, by adding a button to access the advanced report builder. Learn more.
- Quick Chart configurations: A number of chart specific configurations have been added to further configure Quick Charts. Learn more.
- Quick Chart imports: Dashboards imported with Quick Charts will have those charts available as regular reports, available via the Report Widget panel. Learn more.
- Quick Chart filters: It’s now possible to create filters in Quick Charts through its properties panel. Learn more.
- Simplified dashboard sharing: Dashboards sharing has been simplified to enable users to set share recipients without editing the dashboard. Learn more.
- Dashboard access: User permission level on dashboards can now be changed directly on a published dashboard without going into edit mode. Learn more.
- Dashboard subscribers: All users who have marked a dashboard as favorite will appear on top of the dashboard. Learn more.
- Undo or redo dashboard actions: The dashboard builder now supports undo and redo for multiple changes on the canvas. Refer to this page on all buttons and features in the new dashboard builder. Learn more.
- Object menu: A dashboard widget or object menu have been added to allow further actions to be performed on them. Learn more.
- Report branching: We’ve added options to branch reports and edit reports in the right-click widget menu on the dashboard canvas. Report branching allows multiple charts from the same report to be added to the dashboard without running the SQL multiple times. Learn more.
- Code Mode security: New configurations and role functions have been added to ensure that dashboard and presentation code is only edited and customized by trusted developers. Learn more.
- Signals List Code Widget: We’ve updated the Signals Widget by improving functionality and adding a new filter for Analysis jobs. This allows Signals to be showcased on dashboards using filters to show relevant signal data. Learn more.
- Filter auto run & auto height: New filter properties have been added to the Dashboard. Auto Run Filters ensures filters are run when their values are changed, without using the Apply button. And Auto Height automatically adjusts the height of a filter widget to best fit all its items. Learn more.
- Default filter values: Allows you to set default values for your dashboard filters. Learn more.
- Present Themes: Present slides can now be designed and saved as themes to be reused for other presentations or individual slides. Learn more.
Charts & Reports
- Sparkline Advanced Function: A new Advanced Function has been added that's part of the process of creating Sparklines in report tables. Learn more.
- Sparkline formatter: This new type of report column formatter allows arrays data to be converted into Sparklines. Learn more.
- Action Button formatter: An Action button formatter has also been added to create buttons in report table columns. Learn more.
- Chart Formatting: A range of new Chart Formatting settings and options have been introduced. These include:
- Auto options: For a lot of chart settings, a new Auto option has been added. This works differently for each setting, but in most cases allows the system to choose the best configuration for the chart setting to make the chart as readable as possible. Eg: Auto in labels will hide the labels on a pie chart if it's resized to a smaller size.
- Chart gridlines: New options to customize chart gridlines have been added. The Show Gridline setting can now be set to a new Numeric Axes option. Learn more.
- New Accumulation function: A new function type for the Accumulation Chart Function has been added, called Running Total, that shows the total value of the chart line. Learn More.
- Passing Filter UUIDS in SSO: It’s now possible to pass Filter UUIDs when redirecting to a dashboard via the SSO login process. Learn more.
- Chart & Configuration defaults in Yellowfin updater: We’ve made changes to our upgrade process. When migrating to version 9, users will have the option of applying Charts and Configuration level formatting defaults. This is possible in the standard GUI patch installer (learn more) and other installers such as the Silent or command line installers (learn more).
Introduced in 9.0
- The workflow to initiate a Signal analysis configuration has changed. Users are no longer required to edit or clone a View; a new ‘Create New Analysis’ button has been added to the main Signals List page. View the process here.
- The New Lost Attribute Signal has been changed. A new ‘Maximum Insignificance’ parameter is added to further configure this Signal’s algorithm.
- Manage Signal analyses through the new Manage Signals tab on the main page. Learn more.
- A new Monitor Signals tab allows authorized users to view and manage each analysis run. Learn more.
- You can export entire lists of Signals into a CSV file. Learn more.
- A correlation factor is introduced in correlation analysis that determines the strength of the correlation. Learn more.
- Correlation analysis can now also be disabled by admins in order to speed up Signal analyses that do not require analyzing correlations. This new setting has been introduced in the Algorithm Parameters step of Signal analysis configuration.
- You no longer have to limit a Signal to a single Story. You can now add a signal chart to multiple stories, and manage them all through the Signals page. This also means that you don’t need to request for a Signal story to be written. Learn more.
- It’s now easier to explore a linked Signal directly from a Story. Learn more.
- A new admin configuration for Signals to suppress access filters from narratives has been added. Learn more.
Yellowfin’s content font capabilities have been upgraded. Now a range of popular fonts can be used out-of-the-box. Custom font files can also be easily imported into the system. Administrators can specify default content fonts for consistency. Learn more.
The following modules and features have been deprecated in this version.
- KPI Reports and dashboards
- Report Summary
- Dashboard help messages