Dashboard Filters

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

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

9.0

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

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

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

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

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

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

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

Hello Byron,

Thank you for your time. Regarding your concern raised during the meeting, it is advised that you review the access filter link below to see if it resolves it. As you mentioned, I'll investigate internally to see if there is any way for us to hide the filter settings based on the user.

https://wiki.yellowfinbi.com/display/yfcurrent/Restricting+Data+with+Access+Filters

Regards,
Yamini Naidu
Yellowfin Technical Support

This did not resolve it

Hello Byron,

Kindly allow me some time to check this internally, I will get back to you with my findings.

Regards,
Yamini Naidu
Yellowfin Technical Support

Hello Byron,

I hope you are doing well

I would like to inform you that I have utilized the access filter link I previously shared. It appears that we can configure the filter for a specific user according to your scenario. Below, you will find my replication video. I kindly ask you to review the video and let me know if it proves to be helpful.

https://ftp.yellowfin.bi/f/262d5c2bde4e5052

Regards,

Yamini Naidu
Yellowfin Technical Support

I have to contact our provider. Those abilities appear to be disabled and do not appear on our screens.

Hello Byron,

You should turn on/enable the Access filter option like shown below.

Regards,

Yamini Naidu

Yellowfin Technical Support

I cannot locate this screen. Can you provide Step by Step instruction how to arrive there. I dont think this screen is enabled.

Hello Byron,

Click the admin settings/console-->Roles-->Select roles-->Report Builder.

Regards,

Yamini Naidu

Yellowfin Technical Support

Our Vendor stricted it. See image

Hello Byron,

Yes, you should reach out to your provider or admin to get that access.

Regards,

Yamini Naidu

Yellowfin Technical Support

Hello Byron Burton,

I wanted to follow up with you regarding the solution I provided in my last email. Did the solution we sent you resolve the issue?

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

Thank you,

Yamini Naidu

Yellowfin Technical Support

Still waiting on the vendor

Byron Burton

UPS Innovation Center | Corporate Security

10 Upper Pond Road | Parsippany, NJ 07054

Phone: 201-828-6127 | Atlas: 5-283-6127

Hello Byron Burton,

I hope you are doing well

Is there any update regarding this matter? Have you received the access related to the access filter?

Regards,

Yamini Naidu

Yellowfin Technical Support

Hello Byron Burton,

I hope you are doing well

I wanted to follow up with you regarding the solution I provided in my last email. Did the solution we sent you resolve the issue?

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

Thank you,

Yamini Naidu

Yellowfin Technical Support

Still working on it. May take a while.

Byron Burton

UPS Innovation Center | Corporate Security

10 Upper Pond Road | Parsippany, NJ 07054

Phone: 201-828-6127 | Atlas: 5-283-6127

Hello Byron Burton,

I kindly ask you to attempt this and inform me of the outcome. Furthermore, it would be greatly appreciated if you could provide the ETA, allowing me to either place the ticket on hold or close it as appropriate. You have the option to reopen the same ticket whenever necessary.

Regards,

Yamini Naidu
Yellowfin Technical Support

Please close this ticket.  It did not resolve.

Take care

Byron Burton

UPS Innovation Center | Corporate Security

10 Upper Pond Road | Parsippany, NJ 07054

Phone: 201-828-6127 | Atlas: 5-283-6127

CONFIDENTIALITY NOTICE: The information contained in and accompanying this communication may be privileged or confidential and is intended solely for the use of the intended recipient(s). If you are not the intended recipient of this communication please delete and destroy all copies immediately.

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Dashboard Filters [community.yellowfinbi.com] Yamini Naidu [community.yellowfinbi.com] Hello Byron Burton, I kindly ask you to attempt this and inform me of the outcome. Furthermore, it would be greatly appreciated if you could provide the ETA, allowing me to either place the ticket on hold or close it as appropriate. You have the option to reopen the same ticket whenever necessary. Regards, Yamini Naidu Yellowfin Technical Support OPEN COMMENT IN BROWSER [community.yellowfinbi.com]

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Hello Byron,

I hope you are doing well

I will proceed to close the ticket based on your confirmation. However, I would like to inform you that the access filter is the sole method available to restrict the filtered data. If you wish to explore this matter further and require our assistance in resolving it, please do not hesitate to reach out. I would be happy to provide further support.

Regards,
Yamini Naidu
Yellowfin Technical Support

Hello Byron Burton,

I wanted to follow up with you regarding the response I shared 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.

Thank you,

Yamini Naidu

Yellowfin Technical Support

Sure, remember the goal for the Dashboard is to have it’s own filter that would limit the attached reports on the Dashboard to return data according to the Dashboard filter.  So I could create a dashboard that is locked into one criteria.

Byron Burton

UPS Innovation Center | Corporate Security

10 Upper Pond Road | Parsippany, NJ 07054

Phone: 201-828-6127 | Atlas: 5-283-6127

CONFIDENTIALITY NOTICE: The information contained in and accompanying this communication may be privileged or confidential and is intended solely for the use of the intended recipient(s). If you are not the intended recipient of this communication please delete and destroy all copies immediately.

New Comment

Dashboard Filters [community.yellowfinbi.com] Yamini Naidu [community.yellowfinbi.com] Hello Byron Burton, I wanted to follow up with you regarding the response I shared 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. Thank you, Yamini Naidu Yellowfin Technical Support OPEN COMMENT IN BROWSER [community.yellowfinbi.com]

Stop receiving notifications [community.yellowfinbi.com] about this question

Hello Byron Burton,

I hope you are doing well and thank you for your patience.

I have explored all other options; however, it appears that there is no functionality that meets your requirements. The closest alternative is the access filter, which I believe you have already reviewed in relation to my replication video, but it did not provide a solution. I will proceed to close the case at this time, as we do not currently have that functionality available. I will inform you if any developments arise in the future.

Thanks & Regards,

Yamini Naidu

Yellowfin Technical Support