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Overview

Once you've successfully logged in to Yellowfin the first thing you'll need to learn 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.

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Menu Items

Option

Description

Report

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

Dashboard Tab

This link allows you to create a new Dashboard Tab, selecting from Standard, KPI, and Pre-Built.

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.

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