How I can share a dashboard URL with a person without creating a user?

Hi Pratap,

I hope all is well,

Unfortunately the Share link in each Dashboard tab drop-down menu, can only be distributed to other users within your YF Installation. As an alternative option I would recommend exporting to PDF then sharing with however way needed.

Regards,

Mark

Hi Support,

I would like to know if a task has been created for this:

"Unfortunately the Share link in each Dashboard tab drop-down menu, can only be distributed to other users within your YF Installation. As an alternative option I would recommend exporting to PDF then sharing with however way needed."

Kind regards,

Mikayla

Hi Mikayla,

I hope all is well,

There is no task (Idea) for this as this is possible by enabling Guest User, although as stated within our wiki here, you must have a Server Licence in order to achieve this. Unfortunately this is the only direction of achieving this as this stands and very much doubtful to be present in future versions of Yellowfin.

Regards,

Mark

Hi Mikayla,

I hope all is well,

It's been 5 days since my last response, with this I just want to touch base to see if my response was helpful in anyway, if you can get back to me that would be great. I am keen to get this resolved asap.

Regards,

Mark

Hi Mikayla,

I hope all is well,

It's been 13 days since your last response, with this I just want to touch base to see if all is well. If you can get back to me that would be great.

I look forward to your reply.

Regards,

Mark

Hi Mark,

Hope you are well.

Apologies for the delay.

I am still in the process of testing this, however no luck just yet, I will get back to you regarding this as soon as possible.

Kind regards,

Mikayla

Hi Mikayla,

Thank you for letting me know. I will go ahead and mark this as Awaiting Reply and check in early next week.

Regards,

Mark

Hi Mikayla,

I hope all is well,

I just want to touch base to see how things are going your end and if you had chance to give this a once over, if you can let me know that would be great.

Regards,

Mark

Hi Mikayla,

I hope all is well and I hope you had a great weekend. Going forward I just want to touch base to see how it's going and if I can be of any additional assistance.

Regards,

Mark

Hi Mark,

All is good thank you, hope everything is great on your side too.

I did some testing regarding the "Share" option of a dashboard and even with a multi cast license, I am not able to share a dashboard with that external user.

However if I create that user within Yellowfin, mark the user as 'Inactive with email' this works.

The testing was done on 9.7.1

Kind regards,

Mikayla

HI Mikayla,

I hope all is well and apologies for the delay in responding. I have since tested this at my end and I got this working by venturing to the Guest role functions of which I enabled 'Personal Dashboards' & 'Public Dashboards'

After enabling these option - I was then able to view an embedded dashboard without signing in -

Let me know if that helps, if not, I would be more than happy to jump on a remote session for one of the days next week so we can discuss this further.

Regards

Mark

Hi Mikayla,

I hope all is well,

I just want to touch base to see if all is well as it's been 11 days since I last heard from you, if you can let me know that would be great.

Regards,

Mark

Hi Mark,

Hope you are well.

Apologies for the delayed response.

Yes this works with a Yellowfin User, however, I am trying to achieve this by not creating this user within Yellowfin and simply sharing the broadcast with them.

I'm not looking to embed the Dashboard, just to share a PDF export of it. Please do let me know if you would like me to create a different ticket for this?

Kind regards,

Mikayla

Hi Mikayla,

I have created a new ticket on your behalf. I will communicate via that and mark this as Answered.

Regards,

Mark