Templates for Reports and Dashboards

shahul samad shared this idea 9 months ago
Idea Logged

Hi,

I would like to raise an idea to create templates based on Reports and Dashboards.

For example, if I have Dashboard with 6 reports and I want to change the column name of the reports based on different clients we have. Currently, I can make a copy of the Reports and Dashboards, where I would then need to replace the modified Report onto Dashboard. Instead, I would prefer just to make changes to a templated Report and where it should reflect on the Dashboard.

Comments (4)

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Hi Shahul,


Thanks for reaching out with your suggestion. I've logged this as an Idea for an Enhancement Request. Before becoming a request, ideas will be reviewed by our Product Team and chosen for Enhancements based on feasibility, level of positive impact to the user experience, and votes from the community.


This post will be updated with any future information relevant to this process.


Thanks,

Simon

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Hi Shahul,


I hope you've been well.


I'm just reaching out to get some further details on how this feature might work, with your input. The Developers have discussed this Idea and they have suggested extending the functionality of Content Translation, whereby, the column names for each Report are substituted depending on which Client Org the User is viewing the Report/ Dashboard from. This might look like Column A for Client Org A changing to Column B for Client Org B. Does this fit your requirements, or were there other considerations?


Kind regards,

Simon

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Hi Simon,

   Currently, I am exporting and importing the dashboard to make changes, which is slightly better than the way I used to do before.

   However, the new feature that your developers trying to implement will be the best option. Thanks for the follow up.

Regards,

 

Shahul Hameed| BI Developer & QA Engineer | Summit Innovations Pty Ltd

61-63 Mills Road | Braeside VIC 3195 | P: 03 9798 2512 | F: 03 9798 5731 | M: 0417192447| E:shahul@summitaustralia.com.au | Sales or Service 1300 4 Summit (1300 478 664) |

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From: Yellowfin Support <support@yellowfin.bi>

Sent: Wednesday, 7 July 2021 12:18 PM

To: Shahul Samad <shahul.samad@summitaustralia.com.au>

Subject: New Comment in "Templates for Reports and Dashboards"

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Hi Shahul,


Thanks for getting back to me on this one. I've let the Developers know that their suggestion would suffice, and I'll get back to you with more updates when they come.


Kind regards,

Simon