yellowfin 7.2 release notes final yellowfin business workflow the yellowfin business workflow...

21
1| Page| Copyright © Yellowfin International 2016 Release Notes Yellowfin 7.2 March 2016

Upload: others

Post on 07-Sep-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

1|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

ReleaseNotes

Yellowfin7.2March2016

Page 2: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

2|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

Highlights   Connectingpeopleandtheirdata Yellowfin7.2isamodernBusinessIntelligence(BI)platformthatconnectspeopleandtheirdata. ExploreYellowfin7.2anddiscoverthebroadest,mostshareableBIplatformontheplanet.Yellowfin7.2introducednewtechnicalcapabilitiesinthreecoreareas,including:

• The Business Workflow:TheBusinessWorkflowintroducesanewframework,tofacilitatetaskmanagementandanalyticworkflowprocesses,thatenablessuperiorcollaborationbetweendataanalystsandbusinessuserswithintheBIplatform.

• API connectors:Yellowfin7.2shipswithan‘open’connectorframework,enablinguserstoconnectto,visualizeandactondatafromanythird‐partyWeb‐basedapplication. Yellowfin7.2alsodeliversarangeofAPIconnectorsforthird‐partyWebapplicationsout‐of‐the‐box,whichincludepre‐builtbestpracticeBIcontent.

• Forecasting and trend analysis: ImprovedforecastingandtrendanalysisextendthebreadthofYellowfin’spredictivecapabilities,facilitatingbetter,fasterdataanalysis. UnderstandwhereyourbusinessisheadingwithYellowfin7.2. 

Makeyourdatamoreaccessible,valuableandactionable–foreveryone.BusinessWorkflow:Drivingin‐platformcollaborationanduseradoption“The unique Business Workflow framework in Yellowfin 7.2 empowers business users and data analysts to work collaboratively to produce better business insights.    Crucially, it also enables the entire data‐driven decision‐making process to take place in the BI platform – where it belongs.”    

–Yellowfinco‐FounderandCEO,GlenRabie               

Page 3: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

3|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

Yellowfin Business Workflow  TheYellowfinBusinessWorkflowprovidesaclearpathandprocessforbusinessuserstodirectlyconnectwiththeBIanddataexpertsintheirorganization,toraisetrackabletasksanddataqualityissues,brainstormideas,collectivelyreviewcontentandtakebetter,fasterdata‐drivenaction.Yellowfin’sBusinessWorkflowboostsbusinessuseradoptionbyenablingthoseuserstoactivelyparticipateintheentiredata‐drivendecision‐makingprocess.BusinessusersgettheBIcontenttheyneed,withouthavingtoturnintoovernightBIexpertsordataanalysts. Thisway,businessuserscanworktogetherwithdataexpertstoensurethebestbusinessinsightsaredelivered,allowingthemtomakebetterandfasterdecisions,whileconcentratingontheircorejobfunction.YellowfinBusinessWorkflowdeliversauniquecollaborativemethodforimprovingtaskmanagementandanalyticworkflowinordertoconnectbusinessuserswithbusinessanalysts.Featuresinclude:                                  

Page 4: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

4|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

TaskManagementYellowfin’snewTaskManagementsystemgivesbusinessusersthepowertoraiseandassigntasksfromanywhereinsidetheYellowfinBIplatform. Request,trackandreviewanalyticcontentoranalysisbeforepublishingandsharing. Yellowfin’sTaskManagementsystemquicklyconnectsbusinessneedswithBIexpertsintheorganization,whilegivinguserscompletevisibilityovertaskprogression–fromcreationthroughtocompletion.

          

Page 5: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

5|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

DiscussionLists PlanBIprojectsinsideYellowfin’sBIplatformwithKanbanstyleDiscussionListsthatallowdataanalystsandotherBIuserstobrainstormideas,organizeresponsestotasksandmanageprojects.YellowfinDiscussionListsalsoenableuserstovisualizeandorganizeworkflowintoActivityStreamstoboosttransparency,enablinguserstoeasilymonitorandcommunicateprogress. 

                      

Page 6: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

6|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

SmartTasks YellowfinSmartTasksimproveaccountabilityandinstantlyturninsightintoactionbyautomaticallygeneratingtasksfromYellowfinbroadcasts.Ifdatafallsoutsidepredefinedthresholds,ataskisinstantlycreated,assignedandgivenadeadlineforcompletion.

Page 7: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

7|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

Flagdataqualityissues TrustinyourdataandBIplatformiscriticaltoenablestronguseradoptionandengagement.Yellowfin7.2empowersuserstoflagdataqualityissueswithin‐platformscreenshotsandannotations. EnsureyourdataandanalyticcontentismoretrustedthaneverwithYellowfin7.2. 

           

Page 8: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

8|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

Connectors  ConnectingtoyourfavoriteWebapplicationsisnowaseasyasconnectingtoyouron‐premisedatabases. Beempoweredtocreate,shareandactonanalyticalinsightsfromyourmostimportantthird‐partyWebapplications.

 Openconnectorframework Yellowfin7.2includesan‘open’connectorframework,enablingclientstoquicklyandeasilybuildcustomAPIconnectorsforanythird‐partyWebapplication. OrganizationscanthenconnectthoseapplicationsstraighttoYellowfintovisualizerelevantdataviastunningcharts,reportsanddashboards. Thisallowsuserstoconnectto,understandandactondatafromanythird‐partyWeb‐basedapplicationwithinYellowfin.               

Page 9: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

9|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

Pre‐builtconnectors Yellowfin7.2alsoshipswitharangeofout‐of‐the‐boxAPIconnectors,enablinguserstoquicklyuncoveranalyticalinsightsfromarangeofcommonthird‐partyWebapplications,includingGoogleAnalytics,YouTube,GoogleSheets,Twitterandmore. TheYellowfinteamwillprogressivelyaddmorefreeconnectorstotheYellowfinMarketplaceovertime.ManyofYellowfin’sout‐of‐the‐boxconnectorswillenableuserstoanalyzedatafrompopularsocialmediaapplicationsandmarketingplatforms.“Marketing is becoming an increasingly data‐driven industry.    Yellowfin’s API connectors can assist marketers to quickly analyze the impact of a raft of marketing activities and social media campaigns to demonstrate return on investment.” 

–YellowfinDirectorofProductMarketing,JohnRyan Pre‐builtcontent Yellowfin7.2shipswithpre‐builtbestpracticereportsanddashboardsforitsrangeofout‐of‐the‐boxconnectors.SimplyconnecttoyourfavoriteWebapplicationstogaininstantinsights.Or,easilyexploreandcreateyourowncustominsightsanddashboards.                          

Page 10: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

10|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

Forecasting and trend analysis  NewforecastingandtrendanalysisfunctionsintroducepredictiveanalyticsfeaturestoYellowfin,extendingthebreadthofYellowfin’sanalysiscapabilities. Conductbetter,fasterdataanalysisbyvisualizingtrendsandprojectingforecastsinYellowfin7.2.“Demand for predictive analytics is quickly growing as it becomes increasingly important for organizations to use their data assets to pinpoint trends and conduct accurate forecasting.   Yellowfin 7.2 will deliver enhanced forecasting and trend analysis capabilities, making it easier for users to understand where their business is heading.” 

–Yellowfinco‐FounderandCEO,GlenRabie 

   Forecasting AddforecastmodelsinYellowfin7.2tovisualizeandpredictwhatwillhappennext. Userscanperformfaster,moreaccurateforecastingbyeasilysettingtheparametersusedtocreateaforecastmodelinYellowfin.Trendanalysis NewtrendanalysisfunctionalityinYellowfin7.2enablesuserstoeasilyplottherelationshipbetweentwovariablesonacharttoinstantlyidentifytrends. EffortlesslyuncoverpatternsinyourdatatorevealyournextbigbusinessopportunitywithYellowfin.

Page 11: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

11|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

Averages Userscannowautomaticallyplotanaveragevalueonachartbysimplyselectingtoshowanaverageforaparticularmetric. Easilydisplaythemean,medianandmodeoncharts.                                          

Page 12: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

12|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

Enhancements and improvements    Anoverview ThebelowtablecontainsacompleteoverviewofallproductenhancementsandadditionsincludedinYellowfin7.2: Yellowfin Business Workflow   Business Workflow: An overview  TheBusinessWorkflowintroducesanewframework,to

facilitatetaskmanagementandanalyticworkflowprocesses,thatenablessuperiorcollaborationbetweendataanalystsandbusinessuserswithintheBIplatform.TheYellowfinBusinessWorkflowprovidesaclearpathandprocessforbusinessuserstodirectlyconnectwiththeBIanddataexpertsintheirorganization,toraisetrackabletasksanddataqualityissues,brainstormideas,collectivelyreviewcontentandtakebetter,fasterdata‐drivenaction.Yellowfin’sBusinessWorkflowboostsbusinessuseradoptionbyenablingthoseuserstoactivelyparticipateintheentiredata‐drivendecision‐makingprocess.BusinessusersgettheBIcontenttheyneed,withouthavingtoturnintoovernightBIexpertsordataanalysts. Thisway,businessuserscanworktogetherwithdataexpertstoensurethebestbusinessinsightsaredelivered,allowingthemtomakebetterandfasterdecisions,whileconcentratingontheircorejobfunction.YellowfinBusinessWorkflowdeliversauniquecollaborativemethodforimprovingtaskmanagementandanalyticworkflowinordertoconnectbusinessuserswithbusinessanalysts.

Task Management  Yellowfin’snewTaskManagementsystemgivesbusinessusersthepowertoraiseandassigntasksfromanywhereinsidetheYellowfinBIplatform. Request,trackandreviewanalyticcontentoranalysisbeforepublishingandsharing. Yellowfin’sTaskManagementsystemquicklyconnectsbusinessneedswithBIexpertsintheorganization,whilegivinguserscompletevisibilityovertaskprogression–fromcreationthroughtocompletion.

Task Lists  Yellowfin’snewTaskManagementsystemalsoincludesTaskLists,enablinguserstoseeandmanagealltasks–withwhichtheyareassociated–inasingleplace.

Discussion Lists  PlanBIprojectsinsideYellowfin’sBIplatformwithKanbanstyleDiscussionListsthatallowdataanalysts

Page 13: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

13|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

andotherBIuserstobrainstormideas,organizeresponsestotasksandmanageprojects.YellowfinDiscussionListsalsoenableuserstovisualizeandorganizeworkflowintoActivityStreamstoboosttransparency,enablinguserstoeasilymonitorandcommunicateprogress.

Smart Tasks  YellowfinSmartTasksimproveaccountabilityandinstantlyturninsightintoactionbyautomaticallygeneratingtasksfromYellowfinbroadcasts.Ifdatafallsoutsidepredefinedthresholds,ataskisinstantlycreated,assignedandgivenadeadlineforcompletion.

Flag data quality issues (screenshots) 

TrustinyourdataandBIplatformiscriticaltoenablestronguseradoptionandengagement.Yellowfin7.2empowersuserstoflagdataqualityissueswithin‐platformscreenshotsandannotations. EnsureyourdataandanalyticcontentismoretrustedthaneverwithYellowfin7.2.

API connectors  API connectors: An overview  Yellowfin7.2shipswithan‘open’connectorframework,

enablinguserstoconnectto,visualizeandactondatafromanythird‐partyWeb‐basedapplication. Yellowfin7.2alsodeliversarangeofAPIconnectorsforthird‐partyWebapplicationsout‐of‐the‐box,whichincludepre‐builtbestpracticeBIcontent.ConnectingtoyourfavoriteWebapplicationsisnowaseasyasconnectingtoyouron‐premisedatabases. Beempoweredtocreate,shareandactonanalyticalinsightsfromyourmostimportantthird‐partyWebapplications.

Open connector framework  Yellowfin7.2includesan‘open’connectorframework,enablingclientstoquicklyandeasilybuildcustomAPIconnectorsforanythird‐partyWebapplication. OrganizationscanthenconnectthoseapplicationsstraighttoYellowfintovisualizerelevantdataviastunningcharts,reportsanddashboards. Thisallowsuserstoconnectto,understandandactondatafromanythird‐partyWeb‐basedapplicationwithinYellowfin.  

Pre‐built connectors  Yellowfin7.2alsoshipswitharangeofout‐of‐the‐boxAPIconnectors,enablinguserstoquicklyuncoveranalyticalinsightsfromarangeofcommonthird‐partyWebapplications,includingGoogleAnalytics,YouTube,GoogleSheets,Twitterandmore. TheYellowfinteamwillprogressivelyaddmorefreeconnectorstotheYellowfinMarketplaceovertime.

Pre‐built content  Yellowfin7.2shipswithpre‐builtbestpracticereportsanddashboardsforitsrangeofout‐of‐the‐box

Page 14: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

14|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

connectors.SimplyconnecttoyourfavoriteWebapplicationstogaininstantinsights.Or,easilyexploreandcreateyourowncustominsightsanddashboards.

In‐memory aggregation    

In‐memoryaggregationhasbeenintroducedforstoredproceduresandWebservices. Previously,whileyoucouldaggregatethings–suchassumamountbyregion–withinadatabase,youcouldnotdosoforstoredprocedures. UserscannowaggregateandfilterstaticdatasetsinYellowfin.Thisinclusionallowsuserstoaggregatedatafromthird‐partyWebapplicationsininstanceswherethoseapplicationsdonotself‐aggregate.

Creating a report from a report  

Yellowfin7.2introducestheabilitytouseareportasadatasource. Thatis,adatasourcecanbesavedasaView,allowinguserstostackreportsontopofeachotherinordertoaggregateanaggregateddatasetandcreateareportfromareport. Thereportsonreportsfunctionalitymeansthatthird‐partyconnectors(aswellasOLAPreportsandstoredprocedures)canbeturnedintoarelationaldatasource. ThisallowsthosesourcestobejoinedtootherdatasourcesinYellowfin,forthepurposeofreporting,viaadvancedsub‐queries.

Forecasting and trend analysis  Forecasting and trend analysis: An Overview 

NewforecastingandtrendanalysisfunctionsintroducepredictiveanalyticsfeaturestoYellowfin,extendingthebreadthofYellowfin’sanalysiscapabilities. Userscaneasilyaddregressionlines,averagesorreferencelinestocharts. Yellowfin’snewforecastingandtrendanalysisfunctionsalsodisplaythecalculationsusedtocreatesaidtrends. Conductbetter,fasterdataanalysisbyvisualizingtrendsandprojectingforecastsinYellowfin7.2. UnderstandwhereyourbusinessisheadingwithYellowfin.

Forecasting  AddforecastmodelsinYellowfin7.2tovisualizeandpredictwhatwillhappennext. Userscanperformfaster,moreaccurateforecastingbyeasilysettingtheparametersusedtocreateaforecastmodelinYellowfin.

Trend analysis  NewtrendanalysisfunctionalityinYellowfin7.2enablesuserstoeasilyplottherelationshipbetweentwovariablesonacharttoinstantlyidentifytrends. EffortlesslyuncoverpatternsinyourdatatorevealyournextbigbusinessopportunitywithYellowfin.

Averages  Userscannowautomaticallyplotanaveragevalueona

Page 15: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

15|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

chartbysimplyselectingtoshowanaverageforaparticularmetric. Easilydisplaythemean,medianandmodeoncharts.

User interface  New Source Connection Page  

AnewconnectionmanagementpagehasbeenbuiltinYellowfin7.2. Thenewpagehasbeenrestyled,inlinewiththenewlookandfeeloftheYellowfin7series,inordertoimproveusability.

New Report Information pop‐up  

ThenewReportInformationpop‐upinYellowfin7.2hasbeenrestyled,inlinewiththenewlookandfeeloftheYellowfin7series,inordertodeliveramoreaestheticallypleasinguserexperienceandtoimproveusability.

New Date Picker  

ThenewDatePickerinYellowfin7.2hasbeenrestyledtodeliveralookandfeelmoreconsistentwiththeYellowfin7series,whilealsoenhancingusability.

New Broadcast pop‐up    

ThenewBroadcastpop‐upinYellowfin7.2deliversabetterinterfaceforbroadcastingreports,whichhasbeenrestyledinlinewiththeYellowfin7series.

User Administration Page  

Yellowfin7.2introducesanewusersadministrationpage,withintheAdministrationConsole,whichhasbeenupdatedtoreflectthesamestylingastheUserProfilePage.

New Save Page  Thesame‘save’lightboxhasbeenintegratedthroughouttheYellowfinapplicationtoensureauniformlookandfeel,aswellasaconsistentuserexperience.

View Builder restyled  

TheYellowfinViewBuilderhasbeenupgradedtodeliveralookandfeelmoreconsistentwiththeYellowfin7series.

Visualizations and charts  Chart sorting  Userscannowcustomizesortorderatthechartlevel–

theabilitytosortaseriesonachart(ieDimension)bymetric.

Drill on Auto Charts  DrilloptionsarenowenabledforYellowfin’srangeofAutoCharts.

Set series color on Auto Charts  

UsersarenowabletomanuallysettheseriescolorforAutoChartsinYellowfin. Previously,userswerelimitedtothedefaultcolorssetupbytheirsystemadministrator.

Big Number charts as Auto Charts 

BigNumberchartsarenowincludedasachartingoptionwhenusingYellowfinAutoCharts.

Page 16: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

16|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

  Treemap charts  

YellowfinhasintroducedTreemapsasanewchartingtypeavailableinYellowfin7.2.

Add column compare to conditional formatting on charts  

TheabilitytocomparecolumnshasbeenaddedtotheconditionalformattingoptionsforchartsinYellowfin7.2. Thisallowsuserstocomparevaluestoothervalues,orestimatedvalues,withinadatasetbybeingabletosetmetriccoloursonachartrelativetoothermetrics:Forexample,whenavalueinacolumnisacertainpercentageofthetotalormaximumvalueinthesamecolumn. Or,avaluecanalsobecomparedtovaluesinanothercolumn. Bybasingitonadifferentcolumn,userscanhaveadynamicthreshold:Forexample,ausermayhavealistofsalespeopleandtheirindividualtargets. Whiletheindividualsalestargetisdifferentforeachsalesperson,auserisstillabletocomparethevalueofeachsalespersontotheirindividualtarget,ratherthantoanoverarchingtarget.

Collaboration  New comment pop‐up  Thenewcommentpop‐uphasbeenintroducedand

integratedthroughouttheYellowfinapplication,providingauniformwayofcommentingonBIcontentanywherewithintheapplication.

New share pop‐up  Thenewsharepop‐uphasbeenintroducedandintegratedthroughouttheYellowfinapplication,providinganenhancedandconsistentinterfaceforsharingallcontent(reports,dashboardsandStoryboards)withintheapplication.

Activity Stream  TheActivityStreaminYellowfin7.2showsauserallthechangestoaselectedcontentitemovertime–suchascomments,editsandshares–includingStoryboards,dashboardsandreports.

Community Side Panel  

ThenewCommunitySidePanelinYellowfin7.2allowsuserstoidentifywhoisusingcertaincontentwithinYellowfinandengagewiththemasneeded.

New Comments Stream Panel  ThenewCommentsStreamPanelinYellowfin7.2deliversauniformwayofdisplayingcommentstreamsrelatedtoanycontentthroughoutYellowfin–reports,dashboards,StoryboardsandonTimeline. ThenewCommentsStreamPanelisasubcomponentofthenewActivityStream.WhereastheActivityStreamdisplaysanythingthathaschangedwithapieceofcontentovertime(edits,shares,comments,etc),thenewCommentsStreamPaneljust

Page 17: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

17|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

displayscommentsrelatedtorootcomments.

Discussion upgrades  ArangeofchangestohowdiscussionsworkinYellowfinhavebeenintroducedaspartofYellowfin7.2. Forexample,therearenowDiscussionLists(seeBusinessWorkflowsectionfordetails),additionaloptionsforuploadingfilestodiscussions(PDFs,etc),theabilitytodirectlyreplytoanotherreplyinadiscussionthread(asopposedtoonlybeingabletoresponddirectlytotherootquestionswithinadiscussion),theabilitytogroupdiscussionthreadstogetherinalogicalorderaswellasmanageTasks(seeBusinessWorkflowsectionfordetails).

New Create / Save Discussion Page 

AnewpageintroducedinYellowfin7.2thatisdedicatedtocreating,savingandmanagingdiscussionsettings.

Timeline upgrades  

TheYellowfinTimelinehasbeenupgradedinYellowfin7.2toensurethatifauserinteractswiththenewdiscussion,commenting,TasksorActivityStreamfunctionalityinYellowfin7.2,thoseinteractionswillbepublishedandtrackedinthatusers’individualTimelineinreal‐timewithinYellowfin.TimelinehasalsoundergonerestylingtoensureconsistencywiththegeneraluserinterfaceenhancementsandstylingalterationsmadeinYellowfin7.2.

Filters  Improved filter options  WhendraggingafilterintothefiltersectionontheData

Page,youcannowsetthevalueoperand(equalto,greatthan,lessthan,etc)withouthavingtogototheSettingsPage(popsupasasubmenu).

Filter formatting  Yellowfin7.2introducessimpleroptionsforformattingfilters,includinganewinterfaceforsetting‐updependentfilters.Userscannowmoreeasilyeditfilterpositions,createhierarchies,changethesortorderandchangeinputstyles–thatis,howfilterfunctionalitydisplays–withawiderangeofoptions(includingradiobuttons,dropdowns,etc).

New Filter Panels  

TheFilterPanelshavebeenupgradedandrestyledtomatchthelookandfeeloftheYellowfin7series. Nowusingthesameunderlyingcodeacrossreports,dashboardsandStoryboards,thenewFilterPanelsdeliveraconsistentuserexperiencethroughouttheapplication.

Page 18: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

18|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

ThenewFilterPanelsalsoofferenhanced,moreflexibletext‐basedsearchfunctionality.

Enhancements to filter and drill breadcrumbs 

Usersnowhavetheoptiontoincludeinteractivefilteranddrillbreadcrumbsonareportordashboard. Thisenhancementallowsuserstoclearindividualvalues,withtheflexibilityto‘undo’or‘redo’changes. Previously,usershadtogointotheFilterPaneltochangevalues.

New filter value search pop‐up  Thefiltervaluesearchpop‐up–whichallowsuserstoclickonafiltertoinspecttheavailableoptions–hasbeenre‐writteninYellowfin7.2. ThenewlookandfeelisconsistentwiththestylingupdatesmadeinYellowfin7.2. Thenewfiltervaluesearchpop‐uphasalsobeendesignedtorenderresultsfaster.

New filter define value pop‐up  

Thepop‐upusedfordefiningfiltervaluesinYellowfinhasbeenre‐writteninYellowfin7.2. ThenewlookandfeelisconsistentwiththestylingupdatesmadeinYellowfin7.2.

Source Filter pop‐up  Anewpop‐uppageforSourceFilterswasintroducedinYellowfin7.2,withaviewtoaddingthesameSourceFilterpop‐uptotheViewbuilderandreportpagesinlaterYellowfinreleases.Themajorfunctionalchangeisthatreportscannowbeusedasasourceforfiltervalues.

Date Dimension Filters (min and max)  

Yellowfin7.2enablesminimumandmaximumdatefilteringfordatesthataredimensions(minimumandmaximumdatefilterfordatesthataremetricswaspreviouslyavailableinYellowfin7.1).

Content Creation Workflow    New source connection pop‐up    Thenewsourceconnectionpop‐upinYellowfin7.2

allowsuserstocreateanewsourceconnectionornewViewinauniformmannerfromanymainpageinYellowfin(AdminPage,BrowsePage,ReportOutputPage,etc). ThisisthefirststepintheoverhauledYellowfinContentCreationWorkflow. Seebelowforthesecondstep–Viewcreation.

Initiate View  

AnewpageforcreatinganewYellowfinView. Thischangeispartofbuildingaconsistent,moreuser‐friendlyandintuitiveworkflowofcontentcreationinYellowfin. Userscanthenmoveonandcreateareportstraightaway.ThisisthesecondstepintheoverhauledYellowfinContentCreationWorkflow. Seebelowforthethirdstep–reportcreation.

Page 19: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

19|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

Initiate Report  

AnewpageforcreatinganewreportinYellowfin. Thischangeispartofbuildingaconsistent,moreuser‐friendlyandintuitiveContentCreationWorkflowinYellowfin. ThisisthethirdstepintheoverhauledYellowfinContentCreationWorkflow.

Miscellaneous and user experience 

New Left Side Navigation Menu  Yellowfin7.2deliversanewLeftSideNavigationMenu,whichprovidesamoreintuitivemethodfornavigatingthroughallaspectsoftheapplication.

New Browse Page  

TheBrowsePagehasbeenrewritteninYellowfin7.2toimproveusabilityandfunctionality. TheBrowsePagenowincludesfolders,ActivityStream,loadsmoreefficiently,providesmoreintuitivenavigationandallowsuserstosortbycategory.

PDF Exporter  ImprovementstothePDFExportermeanthatcontentexportedtoPDFmorecloselyreplicatesthelookandlayoutoflivecontentinYellowfin. TherebuildofthePDFExporterdeliversbetterformattingbyfirstexportingfilesinHTMLthenconvertingthemtoPDF.

Report Queueing  

Ifareporttakesalongtimetorun,youwillnowbepromptedwithoptions. Userscaneitherwaitforthereporttofinishrunningorsimplychoosetohaveitemailedtothemuponcompletion,allowingthemtonavigateawayandmoveontoothertasksinordertooptimizeproductivity.Previously,reportswouldstillrunontheserver,creatingpotentiallag,evenafterausernavigatedawayfromthatreportonthebrowser. Now,oncethereportisreturnedtotheuser–and/orwhenausernavigatesawayfromthereportonthebrowser–itceasesrunningontheservertoensureoptimumefficiency. Yellowfinadministratorsarenowalsoabletocancelreportsthataretakingtoolongtorun.Thisfeatureisparticularlyadvantageousforlargerenterprisedeploymentswhereusersmaybeconnectingtoslowerdatasources.

Chart render options  

Yellowfin7.2introducestheabilityto‘turnoff’auto‐refreshforcharts,deliveringsuperiorperformancebystoppingthechartrecallingthedatafromthedatabaseeverytimeausermakesachangetothesettingsonachart. Previously,chartswouldautomaticallyre‐rendereverytimeauserchangedasettingonachart.

Page 20: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

20|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

New Dashboard Management Administration Page  

Clientorganizations(userslogginginasaclientorganizationinamulti‐tenantenvironment)cannowdirectlyaccesstheDashboardManagementAdministrationPagewhenloggingintoYellowfin. ThenewDashboardManagementAdministrationPagehasalsobeenrestyledtodeliveramoreaestheticallypleasinguserexperience,whichismoreconsistentwiththeoverallstylingintheYellowfin7seriesofproductreleases.

Dashboard tab subscription enhancements  

Dashboardtabsubscriptionenhancementsimprovetheprocessbywhichyoucanaddtabstospecificusersandmanageprivatetabs. Itisnoweasiertoexplicitlyselecttheindividualusersyouwouldliketobeabletoaccessparticulardashboardtabs.

Improved user search  Improvedusersearchfunctioncontainsuserfriendlyavatarimagesandenhancedfunctionality,including‘didyoumean’searchcapability. The‘didyoumean’searchfunctionoperatesinlikea‘soundslike’search,displayingresultssimilartowhatauserhastyped(handytocombattypos,spellingmistakesandinstanceswheretheexactsearchtermshavebeenforgottenorareunknown).

New image loader  AnewimageloaderhasbeenintroducedtotheProfilePagewithinYellowfin. Therestyledimageloaderprovidesasimpledrag‐and‐dropmethodforuploadingpicturesintothedatabase.

New folders pop‐up  

Anewlightboxpop‐upallowsuserstocreatefoldersfromtheBrowsePageinYellowfin7.2. Previously,usershadtonavigatetotheAdministrationPagetoperformthattask.

Plug‐in Manager  AllowsuserstoloadJavaClassesintoYellowfin,makingiteasiertoaddanalyticfunctionsandnewsources. Previously,ifauserwantedtoinstallaplug‐inintoYellowfin,theyhadtostopYellowfin,copyfilesoverandrestarttheapplication. Additionally,anythingbroughtintotheYellowfinapplicationhadthepotentialtoconflictwithYellowfindependencies. ThenewPlug‐inManagerallowsuserstoinstallanewplug‐inwithouthavingexitandrestarttheapplication. Inaddition,filesareloadedintoadifferentclassloader. ThisavoidspotentialconflictwithanyYellowfindependenciesandallowstheuserstobeabletoloaddifferentversionofthesamedriverforanydatabase(MySQL,Postgres,etc).

Page 21: Yellowfin 7.2 Release Notes Final Yellowfin Business Workflow The Yellowfin Business Workflow provides a clear path and process for business users to directly connect with the BI and

21|P a g e | C o p y r i g h t © Y e l l o w f i n I n t e r n a t i o n a l 2 0 1 6

HTML Exporter  Thecodethatrenderschartsandgeneratestablesin

Yellowfinhasbeencompletelyrewritten. Whilstthereisnodirectimpactontheend‐user,thismajoroverhaulwillenableYellowfintoaddmorefeatures–whicharedependentonthiscodebase–withinashortertimeframe,thusdeliveringmoreinnovationtocustomersinthefuture.

SSO for iOS mobile applications  

SingleSignOnhasbeenenabledforYellowfin’smobileapplicationsfortheiPhoneandiPad.

Secure FTP  Yellowfin7.2hasintroducedtheabilitytosendYellowfinBroadcaststoasecureFTPsite. ThisenhancementisparticularlyusefulforHIPPAcompliancefororganizationsworkingwithintheUShealthcareindustry.

Date unit definition at the View level  

UsersarenowabletodefinethedateunitforchartsattheViewlevelinYellowfin.

Deprecate RTF export capability  WhenexportingcontentinYellowfin,userscannolongerexporttoRTF.

Deprecate Yellowfin Inbox (except for mobile devices) 

TheYellowfinInboxhasbeenreplacedbyTimelineinYellowfin7.2,withallalertsappearingdirectlyonausers’Timelineinchronologicalorder. TheYellowfinInboxstillremainswithinYellowfin’sAndroidandiOSmobileapplications.