Share Dashboards as PDF Files

Renato Marcello dos Reis shared this problem 8 days ago
Defect Logged

Hi Guys,

I'm doing some final tests of the new Yellowfin Build (9.3.1) so we can upgrade some of our clients, but I've found a problem.

Some of our client, use the functionality to share dashboards as PDF via e-mail to Yellowfin Users or some external parties. These clients are actually using 8.0.6 version of yellowfin.

When I was testing, I notice that PDF option when we try to share is gone. I tried to find some info in Yellowfin forum or even the wiki, but I had no success.

I hope you guys can point me in the right direction.

/01b8282f9d529856a2511f000e4b2ec0

As you guys can see in the screenshot above, there's only the link option when we try to share the dashboard.

The same doesn't happen if we try to broadcast as seen in the screenshot below.

/15d10024b52dcbae9c9153cdd3a652cb

Thanks in advance.

Regards,

Renato Marcello

Comments (5)

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1

Hi Renato,


Thanks for your message.


I've managed to replicate this issue, where I can see that it has already been raised as a defect recently. I have added you to the defect and will keep you updated. It looks like, for whatever reason, the share Dashboard to PDF icon was removed in Yellowfin 9.


As an alternative, have you considered using Broadcasts to send a once-off PDF to the recipients? As this is something that might not be resolved until a future version of Yellowfin, or an interim build this could be a suitable alternative in the meantime. Let me know if this meets your needs.


I will be unavailable to respond to your message in the next 24 hours, however, I have alerted my colleagues in case you have any urgent requests.


Kind regards,

Simon

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Hi Simon,

Thanks a lot for your help in this case.

This workaround will gonna be used for our users, thanks for your information about this.

In the meanwhile, I'm gonna wait for a definitive solution.

Regards,

Renato Marcello

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Hi Renato,


I'm glad to hear one-off Broadcasts as PDFs will be a viable solution for now.


In the meantime, I will keep you updated with any changes to this defect, and let you know when it makes it into an official version 9 release.


If you have any questions regarding this, please don't hesitate to leave a message and I will get back to you shortly.


Kind regards,

Simon

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Hi Simon,

I just wanted to share some info with you regarding this problem.

Sadly, the workaround it's not a valid solution because the broadcast feature does only work for external parties if you have a Multicast Licence, which we don't have yet.

With sharing, we can send to anyone without any particular licence.

I hope you guys can solve this issue as soon as possible.

Thanks,

Renato Marcello

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1

Hi Renato,


Thanks for providing further information, I have added this information to the defect task and I will make sure to keep you updated with any changes.


In the meantime, please don't hesitate to reach out if you have further questions.


Kind regards,

Simon