How can I change the default dashboards for multiple existing users?

Ian Thompson shared this question 3 years ago
Answered

How can I change the default dashboards for multiple existing users?

We are changing our version of reports and I need to setup the default dashboards for multiple people and remove the old default dashboards.

Are there SQL tables I need look at and is this safe to do?

Ian

Comments (10)

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Hi Ian,

you can actually do this via the Dashboard Manager utility, however, if you want to do it via the backend then the table you want is PersonFavourite.

The columns you'll be interested in are IpPerson which identifies the user (you can check who the person is by looking up this ID in the Person table, IpPerson), ContentId which identifies the dashboard (this is the foreign key to GroupId in the ReportGroup table which is the dashboard table), and SequenceNumber which identifies the order of the dashboard tabs.

Having said that, let me remind you that we don't really recommend such backend modifications, so be very careful if you choose to do it, and please don't forget to backup your Yellowfin database immediate beforehand so you can rollback if something goes wrong.


regards,

David

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Hi Ian,

I'm cleaning up my worklist and i noticed that this ticket is still open and in the "Awaiting Reply" status, so I'm wondering how you got on it and whether you would like the ticket closed or not?

If you could please let us know then that would be great!

thanks,

David

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Sorry Big Dave,

I have two parts to my role.

- YellowFin Developer / Administrator.

- Data Warehouse administrator / support.

The data warehouse part has been taking up all of my time lately.

Ian

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No problems Ian, we will bug you again in the future on this. Enjoy your DBA work :)

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Hey Ian, just checking in. how did you get on with it all?

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Hi Ian,

I'm wondering how you got on with the subject matter of this Question, and whether we should close this off?

regards,

David

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Hi David,

I need help with a similar situation

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Hi Ashan,

Thanks for your reply.

To give the access to default dashboards we have a community article which will help you.

If you want to take away the access, make those dashboards secure and give access to people who ever you want to give it to.

Let me know if you have any questions.

Kind Regards,

Mahesh

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Hi Ashan,

Hope you are doing well.

I am marking this as answered for the moment.

If you still have any questions, please feel free to reply back.

Kind Regards,

Mahesh

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I am running into a similar situiation and want to set a new dashboard as the "Leftmost" dashboard. Is there a way to do that via the distribute option?

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Hi Dan,

If you want a User to see a Dashboard in the 'leftmost' position, I believe the best way is still to use the solution suggested by making edits to the Database. A query like the one below should give you a list of a list of a User's (IpId = 5) favourite Dashboards, that is, Dashboards that appear in the My Dashboards section. You can then change the sequence number so that the Dashboard in the 'leftmost' position is represented by the smallest number.


select * from personfavourite p
inner join reportgroup r
on p.contentid = r.groupid
where ipperson = 5
and contenttypecode = 'REPORTGROUP'
and statuscode = 'OPEN'
and navigationclass = 'com.hof.content.navigation.dashboard.DashboardNavigation';

You could then run a simple update query to change this.


Please be advised that making changes to the Database can cause irrevocable damage and is not technically supported by Yellowfin. Please make sure to take a backup of the environment in case anything were to go awry.


Let me know if you have any further questions.


Kind regards,

Simon

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Hi Dan,


I'm just messaging to let you know that I will be marking this as closed for the moment.


Please feel free to respond here if you have any further questions, and I'll get back to you shortly.


Kind regards,

Simon