Overview
The first thing you'll need to learn in order to use Yellowfin is how to navigate around the system. The main navigation items are found in the ribbon at the top of each page. This contains different items, depending on where you are in the system.
The main navigation menu provides access to the main components of Yellowfin, based on a user's role permissions.
Create
Option |
Description |
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This link will take you to the Report Initialisation page where you can build reports. |
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This link allows you to create a new Dashboard Tab, selecting from Standard, KPI, and Pre-Built. |
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This link allows you to create a new Storyboard. |
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This link will take you to the Discussion area, if enabled, where you can create a new Discussion Thread. |
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This link will take you to the Initialise View page, where you can build a view using several different builder types. |
Administration
Clicking on the Administration option provides you with a list of the most commonly used Administration features.
Option |
Description |
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This link will take you straight to the main Administration page, rather than providing a short cut to one of the main admin components. |
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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. |
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This link will take you to the Source Systems & Views page, allowing you to manage the way Yellowfin connects to your databases, and define the meta data layers that sit between them and your reports. |
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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. |
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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. |
User Options
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Description |
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Inbox
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