How to change the view used by a report

William Robertson shared this question 1 year ago
Answered

Hi there,

I've heard that to change a report to use a different view, one needs to export the report without the associated view, and then import it again and select the new view you wish to use.

Is this still the most appropriate/feasible way in which to do this?

Comments (11)

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Hi William,

I hope all is well,

Yes you would be correct in thinking that this is still the appropriate/feasible way to switch views for reports. With this I would highly recommend a full backup of your Yellowfin Configuration Database. Let me know if you need any further assistance with this.

Regards,

Mark

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Hi Mark,

How do you export a report without the associated view? When I drag a report to the Export pane, it has 4 linked contents (Data Source, View, Content Folder, Sub Folder) and there is no option for removing any of these.

Thanks

Greg

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Hi Greg,

I hope all is well,

Unfortunately this is not possible. However, when you import a report, you have the option to choose whether the dependencies (view and data source) come with it.

Import > add yfx file > Custom > Continue > drag report only

However.. doing this Yellowfin will warn you that the report is missing a view, sub folder etc.

d7e8bf29c1e08cc2a00837485fa64f8a

See our Wiki for more information

Regards,

Mark

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Thanks Mark, for clearing this up.

I have seen a comment here about exporting a report without the associated view which sent me searching for that functionality.

Should a corrective comment be made in that other thread?

Regards Greg

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Hi Greg,

Apologies for that, from what I can see this was from our old Forum dated 11 September, 2012. To my knowledge we did have this option back in version 7.1 of which I believe we stopped this from version 7.2.

With this, I can however have this submitted as an Idea if that interests you? Let me know. I look forward to your reply.

Regards,

Mark

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Hi Greg,

I know it's only been 24 hours since I last messaged you, but I just want to touch base to see if you if my answer was helpful.

Regards,

Mark

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Hi Mark

Sorry for the late response - I was working on another project on Friday.

Thanks for the reply. It makes much more sense in that light - I don't tend to expect functionality to be removed in updates, only added

Regards

Greg

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Hi Greg,

Thank you for getting back to me. Would you like me to go ahead and raise an Idea to have this functionality back?

Regards,

Mark

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Hi Greg,

I hope all is well,

I just want to touch base to see if you need any further assistance with this. If you could get back to me asap, I would appreciate this greatly. I look forward to your reply.

Regards,

Mark

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Sorry Mark, I swear I left a reply comment last week.

I don't feel it is necessary since the ability to set the view is available at import of a report. It was just the linked comment that had me confused as to how to import a report with a different view

Regards

Greg

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Hi Greg,

No problem and thank you for getting back to me. If you require to have this raised as an Idea at some point in the future, please feel free to inform me of this. I will happily get this submitted.

Regards,

Mark