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Installation and Resources
- Pre-requisites
- Install and Activate Yurbi
- Setup a user-friendly URL
- Explore the Demo Environment
- Change your Yurbi admin password
- Join the Yurbi Community (and other resources)
- Backup Strategy
Connect Yurbi To You Data
Security Planning and Setup
- Security Planning
- Folder and Report Security Groups - Simple Environments
- Folder and Report Security Groups - Department Environments
- Setup Data Security Groups
Report and Dashboard Building
- Report Building Planning
- Out of the Box Visualization Types
- Build Datagrid Reports (Detailed and Target)
- Build Summarized Reports
- Drill Down Reports
- Build KPIs Reports
- Build Chart Reports
- Linking Reports - Data Blending
- Advanced Reports
- Build Combo Charts
- Map Visualizations
- Using SQL Stored Procedures
- Create Dashboards
- Create Filters and Saved Views
- Dashboard Smart Filters
- Configure Dashboard FastCache
Deployment and Training
- Apply Your Branding
- Create Data Tag
- Create App Shield Security Policies
- Create Users
- User Training and Documentation
- Provide Access To Your Users
- Display In Unattended Mode
Operations and Maintenance
Yurbi Support Resources
Our goal is to be here to help you as much as you need (or as little). We have a combination of self-help and full-service support options. Take the time to get familiar with your options here.
Yurbi Community – Common (and uncommon) questions posted by the Yurbi Support Team as well as other customers, partners, and evaluators. Quickly search for answers, follow topics, and since our team actively moderates the community, this is the go-to method for getting your questions answered. Sign up for free – https://community.yurbi.com
Yurbi Academy – Instructor-led videos for specific topic areas. Think of the Academy courses as deep dives on a subject and after completing them you will most like be considered a Yurbi Ninja. Enroll for free here – https://academy.yurbi.com
Support Portal – For how-to questions and troubleshooting, the support portal is a great place to search and find help. You can also directly open a support ticket with us from here (just click Submit Ticket in the header) – https://support.yurbi.com
Upcoming Webinars – We regularly plan educational webinars on both Yurbi features and general BI topics. You can sign up for future webinars or see our on-demand ones here – https://www.bigmarker.com/5000fish
YouTube Channel – On all our social media channels we regular share #YurbiWeeklyTips on features you may not be aware of. – https://www.youtube.com/c/5kfish (and follow us on Facebook, Twitter, and LinkedIN)
Changelog – We update Yurbi on a very regular basis, but we’re not too good about sending out emails of all the new features and fixes. But we do add it to our changelog which you can view (and also you can click What’s New in the header on our website and subscribe to browser updates) – https://changelog.yurbi.com
Feedback Voting and Roadmap – Our best ideas come from you. Submit new ideas, vote for others, register to get notified for updates to the feedback and roadmap items you like – https://feedback.yurbi.com
Professional Services – If you need more than just a helping hand but need us to augment your team and do some of the heavy lifting, we offer a wide range of services that we can do from API integration and development, to customization services, to simple dashboard and reporting building – https://www.yurbi.com/business-intelligence-services/