Advanced Reporting and Broadcast

Hello Byron Burton

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.

In order to assist you please provide us the following information:

• The info.jsp file for this instance in HTML format. In order to get this file please follow the instructions in the following link: https://community.yellowfinbi.com/topic/how-to-get-the-info-jsp
• Additionally, could you review the following link related to broadcast and see if it helps:
  https://wiki.yellowfinbi.com/display/yfcurrent/Broadcast

Sincerely,

Sharwari Inkane
Yellowfin Technical Support

I dont understand what that means. Here is my report. I want the broadcast to go to email address that the report generates

Hello Byron,

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

Today at 3:30 would be great

Thanks

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Advanced Reporting and Broadcast [community.yellowfinbi.com] Sharwari Inkane [community.yellowfinbi.com] Hello Byron, 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 OPEN COMMENT IN BROWSER [community.yellowfinbi.com]

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Hello Byron,

Thank you for your response. Just to clarify, are you suggesting 3:30 PM or AM for our meeting? My availability is from 3:30 PM IST to 10:30 PM IST. Please let me know a suitable time within this timeframe.

Looking forward to our discussion.

Regards,
Sharwari Inkane

3pm EST

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Advanced Reporting and Broadcast [community.yellowfinbi.com] Sharwari Inkane [community.yellowfinbi.com] Hello Byron, Thank you for your response. Just to clarify, are you suggesting 3:30 PM or AM for our meeting? My availability is from 3:30 PM IST to 10:30 PM IST. Please let me know a suitable time within this timeframe. Looking forward to our discussion. Regards, Sharwari Inkane OPEN COMMENT IN BROWSER [community.yellowfinbi.com]

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Hello Byron,

I am available until 1 PM EST. Could you please let me know a suitable time before then for our meeting?

Regards,
Sharwari Inkane

How about now at 1030

Hello Byron,

This is to inform you that an invitation to a team meeting has been forwarded to you for Monday, 6th May at 10:30AM EST (08:00PM IST). To join the meeting, click the following link.

Join the meeting now

Meeting ID: 444 064 689 990

Passcode: LzXxob

Regards,
Sharwari Inkane

Hello Byron,

Thank you for your time during remote session. I will replicate the same in my local environment and provide updates accordingly.

Regards,
Sharwari Inkane

Hello Byron,

I have tested the functionality in version 9.8.1.1, and it appears to be working properly on my end. Could you kindly navigate to column formatting -> display -> format and verify that the format of the email address field is set to "Email"? If not, please adjust it accordingly and then retest the broadcast. For your convenience, I've attached a screenshot below for reference.

Kindly try this solution and let me know if it resolves the issue. If you require any further assistance or clarification, please let me know.

Regards,
Sharwari Inkane

Not working yet but I think I know why

How can I convert the field information to lowercase?

Thanks again

New Comment

Advanced Reporting and Broadcast [community.yellowfinbi.com] Sharwari Inkane [community.yellowfinbi.com] Hello Byron, I have tested the functionality in version 9.8.1.1, and it appears to be working properly on my end. Could you kindly navigate to column formatting -> display -> format and verify that the format of the email address field is set to "Email"? If not, please adjust it accordingly and then retest the broadcast. For your convenience, I've attached a screenshot below for reference. Kindly try this solution and let me know if it resolves the issue. If you require any further assistance or clarification, please let me know. Regards, Sharwari Inkane OPEN COMMENT IN BROWSER [community.yellowfinbi.com]

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Hello Byron Burton,

Could you please navigate to Column formatting-> Format-> Select Case Formatter->Then choose case as "Lowercase". Please check the below video recording for your reference:
https://ftp.yellowfin.bi/f/d9c0d88f34b24f9b

Kindly review this and let me know if this helps.

Regards,
Sharwari Inkane

I tried that but it only changed the way the screen looked it does not affected the calculated field.  (See Below)

Since the “Case Owner YF” field is uppercase and the “Person Involved Name” is lowercase, the calculation is failing.

I was hoping I could convert the text inside of the calculation

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Advanced Reporting and Broadcast [community.yellowfinbi.com] Sharwari Inkane [community.yellowfinbi.com] Hello Byron Burton, Could you please navigate to Column formatting-> Format-> Select Case Formatter->Then choose case as "Lowercase". Please check the below video recording for your reference: https://ftp.yellowfin.bi/f/d9c0d88f34b24f9b [ftp.yellowfin.bi] Kindly review this and let me know if this helps. Regards, Sharwari Inkane OPEN COMMENT IN BROWSER [community.yellowfinbi.com]

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Not working yet.  I have a formatting case issue to resolve before it might work

Status → In Progress

Advanced Reporting and Broadcast [community.yellowfinbi.com] Is it possible to create an alert-based broadcast report that produces a list of email addresses from the report and then broadcasts the report to the addresses returned from that report? I created a report in Advanced Authoring SQL that returns the users email addresses but the broadcast requires a preset list of recipients. This would be a real game changer for us. Thanks OPEN question IN BROWSER [community.yellowfinbi.com] Previous Value: Awaiting Reply Updated by: System [community.yellowfinbi.com]

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Hello Byron Burton,

I noticed that you have raised a separate ticket for the case formatting issue. I just wanted to confirm if the broadcast related issue mentioned in this ticket has been resolved. If it has, I will proceed with closing this case.

To prevent redundancy and confusion, we can address the case formatting issue in the new ticket you have created.

Please let me know your thoughts on this.

Regards,
Sharwari Inkane

I cannot determine if the broadcast problem is resolved until I can properly compare the data for 2 fields.  Since one field is uppercase and one field is lowercase.  I was hoping you had a function that could use inside of a calculated field.

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Advanced Reporting and Broadcast [community.yellowfinbi.com] Sharwari Inkane [community.yellowfinbi.com] Hello Byron Burton, I noticed that you have raised a separate ticket for the case formatting issue. I just wanted to confirm if the broadcast related issue mentioned in this ticket has been resolved. If it has, I will proceed with closing this case. To prevent redundancy and confusion, we can address the case formatting issue in the new ticket you have created. Please let me know your thoughts on this. Regards, Sharwari Inkane OPEN COMMENT IN BROWSER [community.yellowfinbi.com]

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Hello Byron Burton,

I'll look into your request internally to see if there's a function that can be used within a calculated field to lowercase the field. I'll update you as soon as possible with any findings or solutions.

Regards,
Sharwari Inkane

Hello Byron Burton,

I hope all is well,

I wanted to check in to see if you need any further assistance with this ticket. If there are no additional questions or issues, I will proceed with closing this case.

Please let me know if there is anything else I can help you with.

Thank you!

Regards,
Sharwari Inkane

Hello Byron Burton,

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