What's new in Yellowfin 9.2

See how Yellowfin 9.2 provides business users with unique ways to engage with and act on their data, and addresses the needs of data analysts and developers who want to build and deploy amazing analytical experiences.

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New Feature Highlights

Create beautiful and meaningful dashboards

Create beautiful and meaningful dashboards

If you can think it, you can build it. Assemble creative, on brand infographic and actionable dashboards on a flexible, free-form canvas with our new dashboard builder.

Build actionable and engaging experiences on the fly

Build actionable and engaging experiences on the fly

Extend dashboard functionality with our new Code Mode, Code Widgets, and Actions - enabling developers to create custom, actionable, and rich application experiences that we haven’t even thought of. Perform deeper integration and embedded analytics with an enhanced Javascript API that is both contextual and state-aware.

Collaborate and short cut the design process

Collaborate and short cut the design process

Put the pen and paper away. Rapidly wireframe that perfect dashboard with Blueprint and collaborate with analyst, designers, and developers. Short cut your dashboard design process by creating reports and charts directly on the dashboard with auto-configured properties. Less clicks all around.

Blueprint

Blueprint

Put the pen and paper away.

Quick Charts

Quick Charts

Short cut your dashboard design process.

Dashboard Canvas

Dashboard Canvas

If you can think it, you can build it.

Code Mode

Code Mode

A new bilateral editor to help you create experiences we haven't even thought of.

Code Widgets

Code Widgets

Leverage low-code/no-code widgets in your dashboards.

Action Buttons

Action Buttons

Take direct action within the dashboard and close the loop in decision-making.

Content API

JavaScript API

An actionable dashboard requires an actionable API.

Preview Mode

Preview Mode

Design and preview dashboards before they go live.

Report Branching

Report Branching

Utilize multiple charts within a report.

Snapshots and Bookmarked Reports

Snapshots and Bookmarked Reports

Add Snapshots and bookmarked reports to the dashboards.

Enhanced Properties Panel

Enhanced Properties Panel

Setting object properties just got easier.

Filters on Dashboard Canvas

Filters on Dashboard Canvas

Drop filter panels directly onto a canvas.

Restyled Filters

Restyled Filters

Dashboard filters get a makeover.

Filter Auto Linking

Filter Auto Linking

Let us do the wiring for you.

Enhanced Dashboard Filter Properties

Enhanced Dashboard Filter Properties

Connect individual dashboard filters to seperate SubTabs.

Dashboard Filter Bookmarks

Dashboard Filter Bookmarks

Bookmarks are now available for Dashboards.

Edit Report

Edit Report

Stay within your workflow as you create dashboards.

Multiple Usage of Same Report

Multiple Usage of Same Report

Use awesome reports again and again.

Simplified Dashboard Sharing

Simplified Dashboard Sharing

Set sharing permissions without editing dashboards.

Undo / Redo

Undo / Redo

Reverse changes on the dashboard.

Smart Chart Defaults

Smart Chart Defaults

Simply choose the chart type and let us do the work for you.

New Default Colours and Fonts

New Default Colours and Fonts

New fonts and colour palettes for charts and dashboards.

Enhanced Colour Scheme Setup

Enhanced Colour Scheme Setup

Set your colours the same way for all kinds of charts.

Smart Chart Logic

Smart Chart Logic

Chart formatting should look good in all sizes, all the time.

Yellowfin Present

Yellowfin Present

Goodbye Storyboards, Hello Present.

REST API

REST API

Easily integrate AI-powered analytics into your apps.

Font Upload

Font Upload

Be on brand with your own fonts.

Present Themes

Present Themes

Design Once, Use Anywhere

SparkLine Formatter

SparkLine Formatter

Show visual data trends in your tabular reports

Report Action Buttons

Report Action Buttons

Take direct action within the report and close the loop in decision-making

In more detail...

Blueprint

Blueprint

Rapidly wireframe that perfect dashboard with Blueprint. Annotate and collaborate with both analysts and designers and see it get built in real-time.

Quick Charts

Quick Charts

Create charts directly on the dashboard with a new Quick Chart workflow with auto-configured chart properties. Less clicks all around.

Dashboard Canvas

Dashboard Canvas

Design creative infographics and actionable dashboards on a free-form, pixel perfect canvas layout that are both stunning and engaging.

Code Mode

Code Mode

Swap between visual and code modes with the bilateral editor and edit dashboard code with HTML, Javascript and CSS. Developers can now extend dashboard functionality within Yellowfin and create rich application experiences that we haven't even thought of.

Code Widgets

Code Widgets

Use code widgets to operationalize custom interactivity and consumption into your dashboards. Better still, save your awesome code mode integrations for re-use by other dashboard authors in your organization.

Action Buttons

Action Buttons

Use out-of-the-box Yellowfin actions, integrate workflows to third party applications or create your own custom action pipelines that do more.

Content API

JavaScript API

The enhanced Javascript API brings contextual and state-aware APIs to the dashboard canvas and every object in it. Easily embed parts or the whole dashboard into your application and manage interactivity between objects at the most granular levels.

Preview Mode

Preview Mode

Just like Stories, Preview Mode has been introduced to Dashboard to allow you and others to rapidly test and preview a dashboard before it gets published and shared.

Report Branching

Report Branching

Select multiple charts from the same report and place them anywhere on the canvas - all without running the SQL multiple times.

Snapshots and Bookmarked Reports

Snapshots and Bookmarked Reports

The all-new user interface also detects different types of content within a report and allows you to choose a specific chart, snapshot or bookmark.

Enhanced Properties Panel

Enhanced Properties Panel

Improvements to dashboard objects' properties panel continue to make it more contextual and user-friendly. You can now also link dashboard interactions (Brushing, Drill downs, Time Sliders, etc) from the same panel.

Filters on Dashboard Canvas

Filters on Dashboard Canvas

You can now add a filter panel directly onto a dashboard canvas with both vertical and horizontal orientations.

Restyled filters

Restyled Filters

Dashboard filter panel styling has been refreshed. You now also have the ability to modify the CSS through code mode and rapidly create custom looking filter panels.

Filter Auto Linking

Filter Auto Linking

Linking multiple reports with filters on a dashboard is now done automatically for reports from the same data model. Just drag your report onto the canvas and let Yellowfin do the work for you.

Enhanced Dashboard Filter Properties

Enhanced Dashboard Filter Properties

Dashboard filters can now apply to specific SubTabs vs all SubTabs. You can also set individual settings (default values, list vs checkbox, etc) for each dashboard filter.

Multiple Usage of Same Report

Dashboard Filter Bookmarks

You can now apply bookmarks to dashboard filters and run saved bookmarks.

Edit report

Edit Report

You can now edit reports with a single click when building a dashboard. Once you're done, the workflow will seamlessly return you to the dashboard canvas.

Multiple Usage of Same Report

Multiple Usage of Same Report

A report can now be used multiple times on the same dashboard, enabling you to apply different bookmarks within the report and use them accordingly.

Simplified Dashboard Sharing

Simplified Dashboard Sharing

Dashboards sharing has been simplified to enable you to set share recipients and permissions without editing the dashboard.

Undo / redo

Undo / Redo

The dashboard builder now supports undo and redo for multiple changes on the canvas.

Smart Chart Defaults

Smart Chart Defaults

Smart chart defaults for fonts, visual formatting, padding and styles are automatically applied to make your charts look great out-of-the-box with as little effort as possible.

New Default Colours and Fonts

 

New Default Colours and Fonts

Your charts and dashboards now look even more stunning with new colour and font defaults.

Enhanced colour scheme setup

Enhanced Colour Scheme Setup

Improvements to colour scheme setup for charts continue to make the experience more uniform for both auto-and-bespoke charts.

Smart chart logic

Smart Chart Logic

Charts elements now automatically switch off or re-order themselves - axis labels, ticks, legends - according to the allocated size on the dashboard.

Yellowfin present

Yellowfin Present

Communicate the significance of your data-driven insights with a fully integrated presentation module, Present. Now sharing the dashboard builder experience with even more interactive widgets, actions and content for that perfect deck.

REST API

REST API

A new REST API has been introduced to enable developers to fully integrate Signals, Stories, and Collaboration capabilities into any custom front end application.

Font upload

Font Upload

You can now upload your own corporate fonts into Yellowfin and make it available to your end users.

Present Themes

Present Themes

Design presentation slides upfront and save them as Themes, allowing you and others to leverage templated designs for other presentations or individual slides.

SparkLine Formatter

SparkLine Formatter

Create sparklines in a report column that show visual trends in your data.

Report Action Buttons

Report Action Buttons

Use Action Button Formatters in your reports to integrate workflows to third party applications. Let your reports do more.

New into latest release

APIs

JavaScript API

Introduced in Yellowfin 9 as beta, the new JavaScript API is now fully supported in 9.2. Rich in features, the API contains an updated UI, and a richer set of functions and events. The new API can be used when embedding Yellowfin or within Yellowfin in Dashboard Code Mode.

Rest API

The new REST API makes its debut in 9.2, providing support for administrators that want to automate back-end processes, perform administrative tasks and manage content programmatically. Importantly, the REST API also provides access to Yellowfin content for developers, enabling them to build custom turn-key experiences incorporating Yellowfin Signals, Stories, Notifications and more.

User Experience

Usage across multiple browser tabs and windows

New configuration functionality has been added to allow Yellowfin to be used across multiple tabs or windows of the same browser.

Safety checks have been put into place to protect against data corruption. This prevents the same content from being edited in multiple tabs concurrently.

Timeline event card menu

Timeline event cards that mention Yellowfin content or contain links, now have a menu icon. This menu offers options to open the content in the same or separate browser tabs.

Yellowfin Dashboards & Present

Associated Reports

We have re-introduced the Associated Reports functionality for Dashboards. Users are now able to add reports as links in their dashboards, rather displaying full reports.

Widget actions and events

We’ve expanded the Action Buttons functionality to all other dashboard canvas widgets. It is now possible to make any dashboard widget actionable. This means that an event can be triggered when a widget is clicked. The types of events include: navigating to specific sub tabs, resetting dashboards or filters, jumping to a report or even an external link.

New action events

New events have been introduced for action buttons and all other widgets. These include: ‘Go to URL’ that navigates to an external page, and ‘Go to Sub Tab’ that navigates to any sub tab within the dashboard.

Widget menu toggle

New settings have been added to control the visibility of widget menus. These can be set to always show the menus, never show them, or only show them when a user hovers on them.

Report column sorting

Report columns can now be sorted in ascending or descending order in dashboard report tables.

Filter reset control

A new dashboard property toggle that changes the control of the Filter Widget’s Reset button to reset the entire dashboard.

Retain filter when jumping
to report

We have reintroduced filter functionality that allows filter values applied in a dashboard to be retained when opening a report page. Furthermore, we have added navigational buttons to return to the dashboard.

Filter entry style

The ability to change the display style of reports filters entries within a dashboard has been re-introduced to the dashboard builder. This allows the entry style to be changed to checkboxes, lists, pop-ups, dropdowns, or radio buttons.

Default filter bookmarks

Users can now save personalized default filter bookmarks that will automatically be applied to the dashboard when first loaded, or if the filters are reset.

Full Screen mode for Dashboard and Present

Published Dashboards and presentations can now be opened in full screens.

Present toolbar

A new present toolbar has been added to published presentations, with options that show presentation viewers, configure user access, and share the presentation.

Yellowfin Signals

Step Changes Signal

The new Step Changes Signal is now out of beta, and generally available. Part of the Outliers detection group, a Step Change occurs when a time series moves from one 'stable' state to another. These states can be higher (called Step Up) or lower (Step Down), and there may also be a transition period between the stable periods. Advanced parameters related to this Signal are also introduced to configure the algorithm to the audience’s needs.

Yellowfin Data Discovery

Save to Disk Broadcast

A new Broadcast schedule type has been introduced. ‘Save to Disk’ broadcast allows users to schedule reports to be saved on the local server path.

Calculated field descriptions

A new column formatting setting has been provided for calculated fields that allows users to clearly describe the field’s purpose and content to aid report writers.

Calculated field result type

It is now possible to define the datatype of a calculated field’s resulting column, such as Numeric, Boolean, Text or Date. In this case, the system will not perform a validation test.

The option to allow the system to determine the data type is also still possible by choosing the Auto Detect option.

Report preview and active row limits

New administration configurations have been added to define default limits for the number of rows to preview data as it’s built in the report builder, and the number of resulting rows returned in the active reports. These settings allow default limitations to be applied to all reports, which can be changed at the report level.

Dynamic filter values

A new setting has been introduced for report filters where the first value is selected for a dimension filter, if the user does not have the default value available to them, for example in case of access filter restrictions.

Scheduled historic runs

Functionality has been added to display multiple previous executions of scheduled tasks.

Broadcast recipients and status

Scheduled tasks that deliver content, such as report broadcasts, now maintain a list of recipients. Each execution tracks users who successfully received the content and who did not. It is also possible to view the error in case of a failed delivery.

Global Configuration for Axis Formatting

The Axis Formatting column setting for charts, can now be specified at the admin configuration level. Administrators can choose if numeric axis units will be summarized or define custom formatting. This setting will be applied in charts if Axis Formatting is set to ‘Default’.

Edit charts from report canvas

Functionality to edit a specific chart from the Report’s design canvas has been re-introduced.

Yellowfin Dashboard Analytics

 

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