Dashboard Filters

Byron Burton shared this question 39 hours ago
Awaiting Reply

I have a dashboard with 12 reports on it and it the number of reports is expected to grow. I have an internal request to make it available to 10 separate users, but they only want to see their areas and not see other users areas. Is there a way to limit them to their areas through the Dashboard? Otherwise I have to create 120 separate reports. Does this make sense?

Replies (10)

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I have been watching a video on your website called "Dashboard Filters". How can i get to this menu? I don't see it.

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Hello Byron Burton,

My name is Yamini Naidu from the Yellowfin Technical Support Team. We have received your support request, and I will be your primary contact on the following ticket:

Ticket Number: #31546
Case Title: Dashboard Filters

Allow me some time to look into this request, I will get back to you will my findings. In the meantime, could you kindly confirm the version of Yellowfin that you are currently using?

Sincerely,

Yamini Naidu

Yellowfin Technical Support Engineer


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9.0

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Hello Byron,

With regards to your inquiry-"I have an internal request to make it available to 10 separate users, but they only want to see their areas and not see other users areas. Is there a way to limit them to their areas through the Dashboard?"

I suggest granting private access to the reports and then adding those reports into the public dashboard.

In reference to your other inquiry concerning "Dashboard Filters," I have provided a link below. Kindly review the link and let me know if it helps.

https://wiki.yellowfinbi.com/display/yfcurrent/Dashboard+Filters

Regards,

Yamini Naidu

Yellowfin Technical Support Engineer

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The private access does not work for this situation. I had already read that section. This is not giving me what I need. Can we set up some time so I can demonstrate what I need and I hope is possible?

Thank you

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Is it possible to lock the default values in the dashboard so they cannot be changed?

33589770d25adb9e1723156a6b6b98d2

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I set the Territory with a Default of “Northeast”. Can I hide the Territory filter but still display the Date Closed filter?

8d067ad2b2c302a2f3a4cc06d7bd6247

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Hello Byron,

In order to confirm and see the matter in real time, I would like to arrange a call. Kindly inform me of your call availability for tomorrow, 21st November so that I may schedule the invite for a time that works for you. 4PM IST to 10:00PM IST, is when I am available.


Regards,
Yamini Naidu
Yellowfin Technical Support Engineer


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any time after 7:90PM IST. Please send me an invite.

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Hello Byron,

I would like to inform you that I have scheduled a meeting to discuss this issue for tomorrow, 21th November at 8 PM IST. You can join the meeting by using the link below, or you can use the invitation that you received in your registered email address.
Join the meeting now

Meeting ID: 424 757 665 50

Passcode: ks9iJ6cQ


Regards,
Yamini Naidu
Yellowfin Technical Support


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