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Nathan Schroeder
NA Business Team
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Category Data Sources

Problem setting up Client Data Source Substitution in v7.3+

Durwin shared this problem 7 years ago
Defect Fixed

I have YF configuredto have a primary organization and two client organizations. I am attempting tosetup client data source substitutions for each of the clients.

I have followed theinstructions outlined in:

http://wiki.yellowfin.com.au/display/USER73/Content+Management

As well as:

http://community.yellowfin.bi/knowledge-base/article/how-do-multiple-clients-run-the-same-report-with-different-data-sources

I am having a problemspecifically with the step outlined in bold (i.e. I do not see a place in thedata source builder that allows me to associate a data source with a specificclient.)

· create a data sourceand view at the default organisation

· create the globalreport against this data source

· create theclient-specific data source connection, and set it up to besubstituted for the default data source for a particular client

4 The same problem 0  

Replies (8)

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Nathan Schroeder ● 7 years ago

Hi Durwin,


Do you have a few minutes to screen-share this afternoon? If so please let me know what time works best for you. I am on US Mountain Time,


Regards,

Nathan

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Durwin ● 7 years ago

Sure, how does 3 pm your time work for you?


Thanks,

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Nathan Schroeder ● 7 years ago

That works well, I will send you a link as the time approaches.


Regards,

Nathan

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Durwin ● 7 years ago

Whenever you are ready.


Thanks,

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Nathan Schroeder ● 7 years ago

Hi Durwin,


Click this link whenever you are ready:


https://meetings.ringcentral.com/j/1491441590


Regards,

Nathan

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Nathan Schroeder ● 7 years ago

Hi Durwin,

Unfortunately it appears that this is a bug in the 7.3+ release. As this is core functionality, I have raised a defect with very high priority and informed some of our lead developers. Since this appears to be a purely visual problem, I am hopeful that we will have a fix for this within the next week.

In my tests this is specific to 7.3+ so if you are interested in seeing how this works in the mean-time, I would recommend installing a fresh copy of 7.3

Sorry for the bad news here and I will keep you up to date on the status of this.

Regards,

Nathan

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Durwin ● 7 years ago

Thanks Nathan, what is the process for me to know when the issue has been resolved.

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Nathan Schroeder ● 7 years ago

Hi Durwin,


I have linked this ticket to our internal JIRA. Any notifications on their progress will be passed along to me, and once I see that there is an ETA available, I will notify you via this ticket.


Regards,

Nathan

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Durwin ● 7 years ago

Good morning Nathan, FYI - we have installed the earlier 7.3 version on another VM and are experiencing the same situation with it as well.

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Nathan Schroeder ● 7 years ago

Hi Durwin,


What build did you try this on? In my tests on 7.3 20170420, this worked as expected.


Regards,

Nathan

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Travis ● 7 years ago

Hi Nathan,

I can answer that for dim. We installed the latest version prior to the 7.3 Plus. 20170523

Travis

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Nathan Schroeder ● 7 years ago

Hi Travis and Durwin,


If you would like I can provide you with a link to an older build where this worked as expected?


Regards,

Nathan

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Durwin ● 7 years ago

Hi Nathan,

we just installed the most recent version "Yellowfin BI 7.3 Plus - build 20170630" and this issue has not been resolved. Do you have any update as to a resolution time?


Thanks,

Durwin

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Nathan Schroeder ● 7 years ago

Hi Durwin,


My apologies, it appears that this fix was pushed back a month and is marked to be included in the end of July release.


There may be something we can do to get this to you sooner. I will look into this and stay in touch.


Sorry for the inconvenience.


Regards,

Nathan.

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Kevin Tran ● 6 years ago

Hi Nathan,

In have fresh installed "Yellowfin 7.3 - build 20170606" but seems have similar this bug. The client views use the default data source not its one.

In default data source Usage Parameters, the client data source list is empty although exists 1.

Please feedback whether this bug exists on this build or not. Will use newer version will fix it?


Best regards,

Kevin

Files: client data source.JPG
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Nathan Schroeder ● 6 years ago

Hi Kevin,

Yes this issue has been fixed in the most recent builds:

4502bd3785f91347ba681d3944446434

Nathan

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Kevin Tran ● 6 years ago

Hi Nathan,

Thanks. Confirm that I upgraded to 7.3 latest build and the issue was fixed.

Kevin

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Nathan Schroeder ● 6 years ago

Glad to hear it.

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