Back to Project
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
Register Your Data Sources
The nice thing about Yurbi is that Yurbi is the only thing that has direct communication with your database. If you’ve been giving your users direct access to your database, your IT security guys will be really happy about that.
Below we’ll break down each of the main connection types of point you to the relevant support article so you can get Yurbi connected to your data.
Connection to MS SQL, Oracle, MySQL, PostgreSQL –
Connection to ODBC Driver –
Importing Excel Spreadsheets (or CSV) –
Connecting to one of our supported Premium Apps –
Connecting to our ServiceNow Premium App –
If you need any help with this step, be sure to reach out to our support team. If you have a database that we don’t support out of the box, it’s fairly easy for us to add new databases, just ask us.
Next step is to configure your Yurbi App.