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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

• Data Source Planning
• Register Your Data Sources
• Configure Your Yurbi App

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

• Continuous Refinement of Apps and Reports
• User Management
• Apply Regular Updates