Getting Started Guide

Apply Regular Updates

We're rapidly improving Yurbi by adding new features (and also stomping bugs).  Make a plan to regularly update Yurbi to the latest version.

Data Source Planning

Before we jump directly into connecting to your data, we recommend a little bit of planning and data preparation.

Display In Unattended Mode

Publish dashboards and reports in public spaces and displays

Pre-requisites

Here are a few things you’ll need to know and have before getting started.

Register Your Data Sources

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.

Report Building Planning

Learn how to plan your report and some terminology

Install and activate Yurbi

Here’s a video that walks you through the entire process.

Out of the Box Visualization Types

Learn different out of the box visualization types that Yurbi has

Security Planing

In this section, we’re going to give you the basics of planning and configuring security in Yurbi and provide you an example of a simple setup and a department or multi-tenant security model.

Setup Security Groups – Simple Environments

For simple environments, the out of the box security settings are probably fine, with one small best practice we’ll cover below.

User Training and Documentation

Train and prepare users for self-service dashboards and reports

Apply Your Branding

How to personalize Yurbi with your brand images and style

Build Datagrid Reports (Detailed and Target Reports)

Learn how to build detailed and targeted datagrid reports

Configure Your Yurbi App

The Yurbi App is to eliminate the need for the users building your reports to know anything about your database schema or how to write SQL code.

Setup Library Folder Structure – Department/Multi-Tenant Environments

If you are planning to use Yurbi across teams, departments, or have your customers access the Library, there are a few key steps to take.

Setup a user-friendly URL with SSL

How to configure Yurbi to use the custom domain or subdomain of your choosing.

Build Summarized Reports

Learn how to build a summarized report

Create Data Tag

Use data tags and app shield security to dynamically limit users to only their data

Explore the demo environment

Before jumping right into setting up Yurbi against your data sources, we find it useful to take a look at what the end state of Yurbi looks like.

Change your Yurbi admin password

We’ve just found too many Yurbi servers on the World Wide Web still using the default password on “yurbi” for their admin account.

Create App Shield Security Policies

App Shield allows you to dynamically limit data based on users or groups

Drill Down Reports

Learn what is a drill down report, it’s benefits, types and how to set up one

Build KPI Reports

Learn what is a kpi, how to build one and it’s different types

Create Users

Provision users and access permissions

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.

Backup strategy

The most important thing to backup is the Yurbi backend database

Build Data Visualization Reports

Learn how to build data visualization reports

Linking Reports – Data Blending

Learn how to link reports via join or union

Advanced Reports

Learn how to create advanced reports

Build Combo Charts

Learn how to build combo charts

Map Visualizations

Learn how to build a map visualization

Using SQL Stored Procedures

Learn how to use sql stored procedure when as a data source when creating a report

Create Dashboards

Learn how to create dashboards

Create Filters and Saved Views

Learn how to create filters and saved views

Dashboard Smart Filters

Learn how to use dashboard smart filters

Configure Dashboard FastCache

Learn how to configure dashboard fastcache