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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.

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.

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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Depending on the access you've been given by your role you will see different things in the system navigation. The following section will explore all possible options - if something isn't available to you a system administrator will have to adjust your role permissions to grant you access.

The Search allows you to locate content, such as Reports, Dashboards, Storyboards, displaying results on the Browse Page.

 

  
  
  

 

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

 

 

Option

Left SideToolbar

Description

Timeline

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 

Favourites

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 

Personal Broadcasts

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

Timeline Settings

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.

 

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.

Left Side NavigationTop Right (with Left Side Nav enabled)Toolbar Navigation

 

 

Option

Left SideTop RightToolbar

Description

Report

This link will take you to the Report Initialisation page where you can build reports.

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

KPI Tab

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

Storyboard

This link allows you to create a new Storyboard.

Discussion

This link will take you to the Discussion area where you can create a new Discussion Group.

View

This link will take you to the Initialise View page, where you can build a view using several different builder types.

Task 
Data Source 

 

  
  
  

 

  
  
  
  

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.

 

  
  
  

 

  

Discussion

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

  

 

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
  

Option

Left SideToolbar

Description

Admin Console

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

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

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

Export

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

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 and Maps 
Email Template 
Session Management 

Schedule Management

 
Dashboard Management 
Licence Management 
Background Management 

Plugin Management

 
System Information 
Content Translation 
Client Orgs 

 

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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