Yellowfin 7 Tutorial Part 1 – Yellowfin Navigation

by | May 20, 2014

This is the first in a set of guides for Yellowfin 7. We’ll start with the basics and expand out in to more technical tasks as the blogs progress. This first guide will help you to navigate around Yellowfin. Please note that you may not have all of these options, depending on your level of access.
Yellowfin ToolbarThe Yellowfin toolbar is your main source of navigation and the starting place for most tasks in Yellowfin. We’ll go through each option in more detail.
DashboardA Dashboard is a collection of reports and charts which are formatted to a specific layout and can be shared amongst users or embedded externally. It’s the first view you’ll get when logging in to Yellowfin. More information can be found at
Create MenuReports – This is where you create charts, add data and define the format. More information can be found at
Dashboard Tab – This creates a dashboard where you can define a layout, using multiple reports and charts. You can create multiple dashboards and define which one appears as your default.
Storyboard – This allows you to create stories, which work in a similar way to presentations. You can specify a style, add text, images and charts and specify the layout on each slide. More information can be found at
Discussion – This is an area where you can collaborate with others, you can ask questions and add comments. You can also subscribe to stories.
View – This is where you can set-up how people will see the data when creating reports. It’s an area where you can bring through fields from your source or create new ones by aggregating, calculations or formulas.
Browse This allows you to find existing content, both published and draft. You can filter by various criteria to find the content you’re looking for
Administration MenuAdmin Console – This is where you can administer the users and security as well as data connections and views.
Configuration – This allows you to change settings for the Yellowfin environment, this is where you can specify defaults and change the look of Yellowfin. It also allows you to change initial settings, such as date formats and time zone etc.
Content Settings – This is where you can change the settings for the content created within Yellowfin, including display elements for Charts and Dashboards.
Export – This allows you to export Yellowfin items; Data Source, Database View, Content Category, Report, Dashboard Tab, Images and Maps, Themes and Storyboards. This allows you to import into another Yellowfin instance or compatible third party apps.
Import – This allows you to import the items mentioned in export.
More information about administration can be found at
DiscussionThis is an area where you can collaborate with others, you can ask questions and add comments. You can also subscribe to stories you find relevant.
LogoutLogout will disconnect your current session with Yellowfin. You can only have one session at a time per user, if you plan to use another device you should logout on any other devices first. Your session will automatically close when you’re inactive (clicking within Yellowfin) for too long. This time is determined by your administrator.
Part 2 Creating a Chart can be found here.
Keep exploring! – Daniel

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