This section will describe how to use the main features of a published dashboard. 

Main dashboard page

Navigate to the main Dashboards page from the left side nav. 

Tip: If you expand the Dashboard menu in the left side navigation, it will display a list of favorite dashboards. However, clicking on its arrow button will access the main dashboard page.

As shown in the above example, this page displays multiple dashboard tabs. 

Open dashboard

Click on a dashboard tab name to open it.

Open Sub tabs

If you have sub tabs enabled, to switch between them simply click on their title.


Add to favorite

Marking a published dashboard as a favorite will add its tab on the main dashboard page. 

Every time a user opens a published dashboard (that is not already added as a favourite), the system will ask them the following message.

Click Add to my dashboards to mark this dashboard as a favorite.

If too many dashboards are added to the main page, a More Dashboards drop down will appear.


Dashboard access

Yellowfin Dashboards can be made secure to ensure only trusted users have access to it. This can be determined by icons that shows the user access level of the dashboard. Following is a description of these.



Icon
Access level
Description

Public

This access level means the dashboard is available to all users provided they have access to the Content Folder the dashboard is stored in. 

Private

This access level means that the dashboard will be available to only specific users. These users must be given access here, and also the the Content Folder the dashboard is stored in.


Changing the user access

A published dashboard’s user access level can be changed by users with permission to ‘edit’ a private dashboard. Note that all users have permission to edit a public dashboard. Follow the steps below to change the user access.

  1. Click on the access icon. It will bring up the following popup.




  2. Select an access setting (see above for a description of each).

  3. If making a dashboard private, select users who can access the dashboard.

    If a public dashboard that has subscribers (that is, users who have marked the dashboard as a favorite), is made private, then all the subscribers will lose access to it.

  4. Click Save to update the settings.



Full Screen

Click on the full screen button to open a published Dashboard in full screen.


Whilst in full screen, other control buttons on the Dashboard will not be available. 

To close the full screen, simply press the Escape key.


Dashboard menu

Bring up the menu on a published dashboard to perform the following actions on it.

Note: the menu options will differ according to the user’s permitted role functions. 




Function

Description

Edit

Allows you to edit a dashboard by opening it in edit mode.

Only available for admin users, or users with dashboard editing permissions.

Add to favorites

Allows you to add a dashboard to the favorite list. These dashboards will appear on the main dashboard page.

Only available if the dashboard is not already added to the favorites list.

Remove

Removes a dashboard from the main dashboard (favorites) page.

Move

Allows you to reorder the dashboards on the main page.

Copy

Creates a copy of the selected dashboard. The copy is opened in edit mode.

Delete

Deletes a dashboard from the system.

Applying Filters to a Dashboard

If a dashboard has filters, you can use them to filter reports by a set of values. For example, a region filter will allow you to consume region-specific data on the same dashboard. 

To apply filters to your Dashboard, simply choose the filter values, and click Apply that appears in the filter panel. of the filter panel.


You may also reset the applied values to bring the Dashboard back to its original state.


Filtered Reports

You can apply filters to a published dashboard report, and navigate to the report page by clicking on the open report button (shown below). You will then see the filtered report.

To return to your dashboard, click Return to Dashboard in the bottom right corner of the screen.