Data not updating on dashboard

Hello Laurence,

My name is Chegudi Priya 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: #33942-08-07

Case Title: Data not updating on dashboard

Please allow us some time. We will get back to you shortly. If you have any further questions or need assistance, please reach out to us. We're here to help

Hello laurence Stanford,

To better understand and expedite the resolution of your case, please provide me following details:

• 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

• A screenshot to illustrate the problem that you are facing
• From when you are facing this issue. Is there any major changes happened.
  
• Is this happening to all the dashboards or only one.
• Have you tried creating a new dashboard/report and checked results if not could you please give it a try..
  

Could you also check the following:

If your dashboard isn't updating and sales data isn't showing up, consider the following steps:

1. Check Data Source Connection: Ensure that the data source is connected and there are no errors or timeouts. You can review the source logs for any connection issues.
2. Verify Report Configuration: Check if there have been any changes to the reports or filters that might affect data visibility. Ensure that the reports are configured correctly to pull the latest data.
3. Review Cached Filters: If cached filters are used, they might not be refreshing as expected. Verify the cache settings and refresh them if necessary.
4. System Resources: Ensure that your system resources are sufficient and not causing performance issues that might affect data updates.
5. Check for Recent Changes: Identify any recent changes to the dashboard, data source, or system that might have impacted the data flow.
   . If you have any further questions or need assistance, please reach out to us. We're here to help.
   Thanks & Regards,
   Priya.
   

Hello laurence Stanford,

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.

Hi I've got it fixed, is there a way to get emailed end if the day sales, I've tried scheduling but seems to not work

Hello laurence Stanford,

To schedule end-of-day sales reports via email in Yellowfin, you can use the broadcasting feature. Here’s a general guide:

1. Ensure Report is Active: Make sure your sales report is active and not in draft mode.
2. Access Broadcast: Click on the Broadcast button in the main navigation menu.
3. Create New Broadcast: Click the Create New button and select the appropriate broadcast option (e.g., email).
4. Set Schedule: Define the schedule for your broadcast. You can set it to run daily at the end of the day.
5. Configure Delivery Rules: If needed, set any alert-based delivery rules to ensure the report is sent only if it meets certain criteria.
6. Submit: Click the Submit button to complete the setup.

If you continue to experience issues, please ensure your email settings are correctly configured in Yellowfin. For more detailed instructions, visit the Yellowfin Schedule Management page.

If you have any further questions or need assistance, please reach out to us. We're here to help.

Hello laurence Stanford,

I wanted to follow up with you regarding the suggestion I provided in my last email. Please let us know if you need additional support on this issue.

Hello laurence Stanford,

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

Hello laurence Stanford,

Good Day!

This email is to notify you that we believe that you have identified the solution for the reported issue or that this ticket can be resolved for now.

Because of age and inactivity, I am going to go ahead and mark this ticket as Completed for now. However, if you are unavailable right now, you can always contact us again at a later time by opening a new ticket.

Thank you,

Chegudi Priya

Yellowfin Technical Support