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Community Topic Question Report Builder

Sharwari Inkane

Yellowfin Support Team

Assigned

Category Report Builder

Product Version 9.0

Is it possible to change the view that is associated with a given report?

Kevin shared this question ago

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Is it possible to change the view that is associated with a given report? Then edit the report(s) that are attached to the modified view making the needed changes to them reflecting the changes that were done on the view? Right now, it appears every time you make a change to a view you need to go back and completely recreate the report that was attached to that view. If one does not change the current view and creates a new view, they still must completely recreate the report(s) for that view.

The same question

Replies (6)

Sharwari Inkane ●

Hello Kevin,

Thank you for submitting this request to the Yellowfin Technical Support Team. My name is Sharwari Inkane and I will be supporting you with this issue.

Please allow me some time so I can investigate this. Meanwhile could you please let me know what version and build of Yellowfin you are currently running?

Sincerely,

Sharwari Inkane
Yellowfin Technical Support

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Kevin ●

Here is the requested information....

5779b0e9b4f2453979dc2678611b2232

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Sharwari Inkane ●

Hello Kevin,

Thank you for providing the requested information. I will review this and get back to you with the updates as soon as possible.

Regards,
Sharwari Inkane

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Sharwari Inkane ●

Hello Kevin,

We would like to have a remote session with you to discuss further in regards to this issue based on your availability. I'm accessible from 3:30 pm to 10:30 pm IST, Monday through Friday. Please confirm your availability so we can send you an invitation.

Regards,
Sharwari Inkane

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Sharwari Inkane ●

Hello Kevin

I wanted to follow up with you regarding the information I requested in my last email. Receiving this information is helpful as it will enable us to schedule a call and work towards a resolving the current issue. I know you may be busy but your prompt response would be greatly appreciated to help us move forward.

Thank you,

Sharwari Inkane

Yellowfin Technical Support

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Sharwari Inkane ●

Hello Kevin

I wanted to follow up with you regarding the information I requested in my last email. This will allow me to further troubleshoot this issue and work towards a resolution. I know you may be busy but this information is necessary to solve this issue.

If you are unavailable right now, you can always contact us again at a later time by opening a new ticket. I will close this ticket by the end of business tomorrow if I do not receive a reply.

Please reply to this email and I will continue to work to resolve this issue.

Thank you,

Sharwari Inkane

Yellowfin Technical Support

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Ryan Smith ●

Hello,

I am Kevin's manager. Kevin is out of office but we do need to get an answer to this question. Please keep this open and he will be able to reply upon his return next week.

Thank you

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Sharwari Inkane ●

Hello Ryan,

Thank you for the update. I will keep this issue open and look forward to Kevin's reply upon his return next week. Please let me know if there is anything else I can assist with in the meantime.

Regards,
Sharwari Inkane

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Kevin ●

Hello Sharwari,

I am trying to schedule a Microsoft Teams call for us (Thurs Apr 25th, 11:00am - 12:00pm CST) to be able use for this call. If i could get an email address i can send the Outlook appointment to you so you will have the needed meeting information. In the meantime here is a screenshot of the Teams meeting details.

Files:

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Kevin ●

Here is the link from the "Join the meeting now" link in the screenshot to the call https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWIwYmNkZWEtYWE1Mi00ZTljLThmZTItNWMzNjkxMWI5OWMy%40thread.v2/0?context={"Tid"%3a"d0748657-f5a8-4d8b-8a16-b848c23ea8cb"%2c"Oid"%3a"df0dec7b-b349-4500-9f96-ebc11a897e09"}

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Sharwari Inkane ●

Hello Kevin,

I am available tomorrow, Thursday, April 25th, at 11:00 am CST (9:30 pm IST). Let's schedule a call for that time.

Regards,
Sharwari Inkane

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Kevin ●

We are online and the meeting is up and running

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Sharwari Inkane ●

Hello Kevin,

I have been attempting to join the meeting using the provided link, but unfortunately, I am encountering difficulty in doing so.

Regards,
Sharwari Inkane

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Kevin ●

Can i get an email I can send an invitation to?

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Sharwari Inkane ●

Hello Kevin,

Please use the below link to join the meeting:

Join the meeting now

Meeting ID: 454 854 731 778

Passcode: nm6FHu

Regards,
Sharwari Inkane

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Kevin ●

Has there been any movement on this?

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Sharwari Inkane ●

Hello Kevin,

Apologies for the delayed response. I am currently checking with the wider team regarding your query and will get back to you as soon as possible with an update.

Regards,
Sharwari Inkane

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Kevin ●

Where are we at in the process on finding out if this is possible within yellowfin?

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Sharwari Inkane ●

Hello Kevin,

Extremely sorry for the delayed response.

This is to keep you informed that we have submitted a Jira task to the Product Team for further review or clarification. As soon as we hear back from them, I will update this case for your visibility. Feel free to let us know if you have any questions or concerns; we would be more than happy to assist you.

Regards,
Sharwari Inkane

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Sharwari Inkane ●

Hello Kevin,

I have discussed with the product team, and I have received the following response from them:

"I do not think the client is doing this correctly. In Yellowfin, you can make changes to a view and republish that view (whether you use edit or clone), and the reports should be unaffected (i.e., there is no need to recreate them). If the change to the view adds a column or filter, you can edit the report, add the additional columns or filters, or make any other changes to the report you need, and republish the report. In the video, the client makes a copy of the report, which creates a completely new copy of the report (like 'Save As' when saving a document). I am not sure why this step is necessary."

Please review this and let me know if you have any questions or concerns.

Regards,
Sharwari Inkane

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Sharwari Inkane ●

Hello Kevin,

I wanted to follow up with you regarding the response from our product team that we provided in the last email. Did the response address your concerns?

Please let us know if you need additional support on this issue.

Thank you,

Sharwari Inkane

Yellowfin Technical Support

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Sharwari Inkane ●

Hello Kevin

I wanted to follow up with you regarding the response from our product team that we provided in the last email. Did the response address your concerns?

If you are unavailable right now, you can always contact us again at a later time by opening a new ticket I will close this case by the end of business tomorrow if I do not receive a reply.

Please let us know if you need additional support on this issue.

Thank you,

Sharwari Inkane

Yellowfin Technical Support

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Sharwari Inkane ●

Hello Kevin,

I hope all is well,

Just wanted to let you know I'll be closing this request due to inactivity. However, you can always contact us again at a later time by opening a new ticket, we will be more than happy to help you.

Regards,
Sharwari Inkane

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