First Look At Global Dashboard Filters In the Upcoming Version 11 of Yurbi

In our last look at Yurbi v11, we explored some of the big changes that we’ve made to Yurbi’s new builder. This time we’re going to look at a minor widget change along with how creating and saving dashboard filters will work in version 11.

We’re currently in the development stage and so far your feedback has been tremendous. We’re incorporating as much feedback as possible so keep the great ideas coming!

Yurbi v11: Latest Features

Widget management changes

We’ve made a minor change to the way report widgets are used on grids and charts. In the current version of Yurbi, the hover icons that appear for each item are displayed as a long horizontal list at the top of the screen. In Yurbi v11, we’ve moved the icons to the bottom of the report list. Not only can you see more actions at once, but we’ve improved our system so that we can update the report widget with more actions down the line.

Granted it’s a small tweak, but we think it improves usability.

Saved dashboard filters

In the current version of Yurbi, dashboard filters are not global. You can create a saved filter but only on a per dashboard widget basis. In Yurbi v11, we’ve added saved filters that can apply to all widgets on a dashboard, we call it a Global Filter.  Plus, it’s not just a one-time affair, you can create multiple filters and save them as views that can be applied later whenever you need them. Saved filters can be edited and changed on the fly and of course, each logged in person can create their own (that’s why we call it Yurbi = “Your Business Intelligence”).

Filter creation update

The way you create a filter is brand new in Yurbi v11 as well. When you create a filter, you start by giving it a name and selecting a filter type (Date/Time, Numeric or Text). Based on your selection, you’ll see a list of widgets that are available for that particular dashboard.

For example, let’s say you select Text. In the Filtered Field, you’ll see a list of all of the text-oriented fields in that report. You’ll be able to select a particular field (say Customer Name) which can be automatically updated across all of your other reports on a global level, depending on how you decide to filter your dashboards.

The filter criteria builder is different as well. The filter condition and filter operator dropdowns are much more intuitive now, with different options available depending on the field and operator you pick. You can also multi-select numerous fields per filter—a design theme that is prominent throughout Yurbi v11.

Upgrade to Yurbi v11 for free

Yurbi v11 is on track for a late February/March 2018 release. Existing Yurbi users will be able to update to v11 at no additional cost.

That being said, the subscription price for new Yurbi users will increase with the release of v11. If you’re an existing member, you’ll automatically be grandfathered into your current subscription price, with the option to increase or decrease your rate in the future.

Do you need a new dashboard and reporting solution? Test drive Yurbi for free, or subscribe to Yurbi and lock in the current subscription price before our rates increase.

More information on Yurbi v11 is coming soon. Stay tuned to our blog for more details!

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