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概要
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ブックマークとスナップショットは、後からレポートの現在の状態に戻る手段を提供します。以下のオプションがあります。Bookmarks and Snapshots provide a means to return to a report's current state at a later date. The options include:
Allows you to essentially save a copy of your current report, with the drill paths and filter values you have currently applied as pre-defined (not user prompt) filters. | |
Allow you to save the drill paths and filter values you have currently applied to the report in order to reapply them to fresh data at a later date. | |
Allow you to save the result set of your current report with the drill paths and filters you've currently applied. A snapshot becomes a static report, meaning that you can no longer interact with it, it has been designed to preserve a result set at a point in time to use for comparison later. |
Enabling Bookmarks & Snapshots
In order to use the Bookmark and/or Snapshot functionality in Yellowfin, you will need to ensure the required permission is enabled by completing the following:
- Navigate to Administration > General > Role Management
- Edit the Role(s) you wish to give Bookmark and Snapshot access to
- Enable the General > Bookmarks & Snapshots permission
- Save your changes
Note: in order to access the newly enabled functionality, users will have to log out and then log in.
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現在のレポートのコピーを、定義済み(ユーザープロンプトではなく)フィルターとして、現在適用されているドリルパスおよびフィルター値とともに根本的に保存できます。 | |
現在レポートに適用されているドリルパスとフィルター値を、後から新しいデータに再適用するために保存することができます。 | |
現在のレポートの結果セットを、現在適用されているドリルパスおよびフィルターとともに保存できます。スナップショットは静的なレポートになります。つまり、それ以降は操作できず、後から比較するために、ある時点での結果セットを保存するように設計されています。 |
ブックマークとスナップショットの有効化
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This allows you to essentially save a copy of your current report, with the drill paths and filter values you have currently applied as pre-defined (not user prompt) filters.
In order to save a new copy of your report, in its current filtered and drilled state:
- Click on the Bookmarks menu in the Report Builder
- Select the Save As option from the displayed drop down menu
- Fill in the details required in the Save As lightbox
- Name: provide a new name for your report
- Description: change the description of your report if required.
Note: We recommend you describe the report so users understand what filters have been applied. - Category & Sub Category: define the storage location of the report
- Tags: apply tags for easy searching and additional categorisation if required
- Security: initially the report will be Public (open to anyone that has access to the category and sub category its stored in), to secure the report simply select users or groups that should have access.
- Click Ok to save the report
Note: We recommend enabling the filter legend display on your report so that users can fully understand the results they are viewing.
See Filter Formatting for more information.
Bookmarks
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This allows you to save the drill paths and filter values you have currently applied to the report in order to reapply them to fresh data at a later date.
Creating a Bookmark
In order to save a Bookmark of your report, in its current filtered and drilled state:
- Click on the Bookmarks menu in the Report Builder
- Select the Create Bookmark option from the displayed drop down menu
- Fill in the details required in the Create Bookmark lightbox
- Name: provide a name for your bookmark
- Description: provide a description of your bookmark
Note: We recommend you describe the report so users understand what filters have been applied. - Security: initially the bookmark will be Public (open to anyone that has access to the category and sub category the report is stored in), to secure the bookmark simply select users or groups that should have access.
- Click Ok to save the bookmark
Viewing a Bookmark
Using a Bookmark
Deleting a Bookmark
Snapshots
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This allows you to save the result set of your current report with the drill paths and filters you've currently applied. A snapshot becomes a static report, meaning that you can no longer interact with it, it has been designed to preserve a result set at a point in time to use for comparison later.
Creating a Snapshot
In order to save a Snapshot of your report, in its current filtered and drilled state:
- Click on the Bookmarks menu in the Report Builder
- Select the Create Snapshot option from the displayed drop down menu
- Fill in the details required in the Create Snapshot lightbox
- Name: provide a name for your snapshot
- Description: provide a description of your snapshot
Note: We recommend you describe the report so users understand what filters have been applied. - Security: initially the bookmark will be Public (open to anyone that has access to the category and sub category the report is stored in), to secure the snapshot simply select users or groups that should have access.
- Click Ok to save the snapshot
Viewing a Snapshot
Using a Snapshot
Deleting a Snapshot
Yellowfinでブックマークもしくはスナップショットまたは両方を使用するには、次のステップを完了して必要な権限を有効にする必要があります。
- 「管理」>「全般」>「ロール管理」に移動します。
- ブックマークとスナップショットのアクセス権を付与するロールを編集します。
- 「全般」>「ブックマークとスナップショット」権限を有効にします。
- 変更内容を保存します。
注意:新たに有効化された機能にアクセスするには、ログアウトしてから再度ログインする必要があります。
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