Wednesday, December 7, 2016

How to change Yellowfin View for an Existing Report


How to change Yellowfin View for an Existing Report

Suppose I want to change Yellowfin View for an existing report to New Yellowfin View.

Ex: Report name is "Agency Sales by Profitability" & Yellowfin View name is "Agency_View". I have created New Yellowfin View i.e. "Agency_Sales_View" & now I would like to access this report from newly created Yellowfin View.

Step1: Go to Administration -> Admin Console
Then select Export option from Administration panel






Step 2: Select the report which you want to change the report View.                                                                               
E.g.: “Agency Sales by Profitability”




Step 3: Deselect the “Database View” (It asks while importing the report)

 



Step 4: Import the Downloaded Report






Step 5: Select New Yellowfin View & then Next ..Next

Select the required view then proceed ahead
 



Done..Thank You!

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