Difference between revisions of "The Explore Analytics User Interface"

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The Sidebar holds the [[#Menu|Menu]]. It can also display the [[#View Editor|View Editor]].
 
The Sidebar holds the [[#Menu|Menu]]. It can also display the [[#View Editor|View Editor]].
  
=====Menu=====
+
======Menu======
  
 
The menu has sections that can be collapsed or expanded with a mouse click (or tap when using a touch device). Following is a description of the menu sections. Note that some sections are hidden when not applicable to the current view or to your role.
 
The menu has sections that can be collapsed or expanded with a mouse click (or tap when using a touch device). Following is a description of the menu sections. Note that some sections are hidden when not applicable to the current view or to your role.
  
======Favorites======
+
=======Favorites=======
  
 
This section lists your favorite views. You can add a view to Favorites using the Favorite button in the title bar while the view is displayed in the Viewing Area.
 
This section lists your favorite views. You can add a view to Favorites using the Favorite button in the title bar while the view is displayed in the Viewing Area.
  
======Access Data======
+
=======Access Data=======
  
 
This section lists options for creating data tables to be used as input or data analysis.
 
This section lists options for creating data tables to be used as input or data analysis.
  
======Explore======
+
=======Explore=======
  
 
This section lists options for browsing tables and views and selecting data for analysis.
 
This section lists options for browsing tables and views and selecting data for analysis.
  
======Share======
+
=======Share=======
  
 
This section lists options for sharing and publishing views.
 
This section lists options for sharing and publishing views.
  
======Configure======
+
=======Configure=======
  
 
This section lists options for administrators.
 
This section lists options for administrators.
  
=====View Editor=====
+
======View Editor======
  
 
The View Editor provides the options for selecting the type of view (list, pivot or chart) and for selecting fields for the view.
 
The View Editor provides the options for selecting the type of view (list, pivot or chart) and for selecting fields for the view.
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 +
=====Viewing Area=====
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 +
The viewing area displays the view. At the top of the viewing area are the [[#Breadcrumbs|Breadcrumbs]] that provide context and navigation. Below are some buttons that allow you to take actions on the current view if applicable:
 +
 +
*Clone - make a copy of the current view under a new name
 +
*Share - make the current view into a shared view
 +
*Edit - display the View Editor in the sidebar
 +
*Filter - create or modify the view [[Glossary of Explore Analytics Terms#Filter|filter]]
 +
*Update - apply the filter changes and update the view to reflect them
 +
 +
All changes to the current view are automatically saved.

Revision as of 10:18, 24 June 2012

Overview

The Explore Analytics User Interface features a main page in which you browse and view data. This page has 3 areas:

  1. Title Bar - shows the title of the name of the current view. This area is at the top
  2. Sidebar - shows the menu including Favorites. It is also used for editing a view. This area is on the left. You can close it to maximize the viewing area
  3. Viewing Area - shows the current view. This area is on the right
Title Bar

In addition to showing the name of the current view, the title bar also has the following:

  • a button for opening and closing the sidebar
  • a button for adding the current view Favorites or removing it from Favorites
  • the name of currently logged-in user and a user menu with options to logout, change password, and edit the user profile
Sidebar

The Sidebar holds the Menu. It can also display the View Editor.

Menu

The menu has sections that can be collapsed or expanded with a mouse click (or tap when using a touch device). Following is a description of the menu sections. Note that some sections are hidden when not applicable to the current view or to your role.

=Favorites=

This section lists your favorite views. You can add a view to Favorites using the Favorite button in the title bar while the view is displayed in the Viewing Area.

=Access Data=

This section lists options for creating data tables to be used as input or data analysis.

=Explore=

This section lists options for browsing tables and views and selecting data for analysis.

=Share=

This section lists options for sharing and publishing views.

=Configure=

This section lists options for administrators.

View Editor

The View Editor provides the options for selecting the type of view (list, pivot or chart) and for selecting fields for the view.

Viewing Area

The viewing area displays the view. At the top of the viewing area are the Breadcrumbs that provide context and navigation. Below are some buttons that allow you to take actions on the current view if applicable:

  • Clone - make a copy of the current view under a new name
  • Share - make the current view into a shared view
  • Edit - display the View Editor in the sidebar
  • Filter - create or modify the view filter
  • Update - apply the filter changes and update the view to reflect them

All changes to the current view are automatically saved.