This guide shows you how to organise your content in Yellowfin into "folders".
The folder layout can be accessed by going to "Browse" then "Layout" and selecting "Folders":
Yellowfin uses a concept know as "Content Categories" for organising reports and dashboards into folders. Doing so involves four key steps:
The steps are described in summary below. For more detailed instructions see the link to the Yellowfin Wiki for each item:
- Create a new user group (via the Admin Console) and then add users as members to the group (Yellowfin Wiki)
- Create a content category and sub-category (via the admin console). These will represent the folders that your users will see (Yellowfin Wiki)
- Ensure your users can access your category. Edit the content sub-category your created in step 2 to ensure that the security type is "Access Security Level Required". Then add the user group you created in step 1 to the access list:
- Save your reports and dashboards into your content category (When saving/activating).