3 - Panorama Necto 14 application - visualization & data discovery solution
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PANORAMA NECTO 14 TRAINING - Panorama is leading a Business Intelligence 3.0 revolution and a creation of a new generation of Business Intelligence & Data Discovery solutions that enable organizations to leverage the power of Social Decision Making and Automated Intelligence to gain insights more quickly, more efficiently, and with greater relevancy. www.panorama.com
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3 - Panorama Necto 14 application - visualization & data discovery solution
- 1. Necto Training Module 3: Necto Application
- 2. Module Contents Necto Home Page Interactive help Workboard basics
- 3. Lesson Objectives By the end of this lesson you will be able to: Navigate within the Necto application. Efficiently use the Interactive help. Describe the Workboard environment. Navigate through the Workboard trees. Find and open relevant Workboards.
- 4. Necto Home Page Workboard Thumbnail preview Interactive Help Quick Links User Area Application Bar
- 5. Using Necto Homepage – Quick Links Allows access to Workboards created by followed users. • Recent Workboards that you have viewed previously, by time period • Favorites Workboards are ones that you have decided to save as favorites. • Relevant Workboards are suggested to you by the system. Shows recent Discussions with other users Shows selected Workboards in thumbnails
- 6. Using Necto Homepage – Relevancy • Workboards that are most relevant for your work are suggested by the system, based on: Previous activity: Workboard usage and popularity Your topics of interest Number of Likes the Workboard got
- 7. Using Necto Homepage – Discussions Discussion Notification Displays the discussions that you have initiated and those in which you have participated.
- 8. Using Necto Homepage – Subscriptions Recent Subscriptions: allows tracking of the Workboard actions that the specific user performs
- 9. Using Necto Homepage - Filter Tag Cloud Creation Date Show as
- 10. Operations from Homepage Navigate to specific Workboard Open Necto application
- 11. Navigate to specific Workboard Double click on Workboard thumbnail to open specific Workboard . Or click on the work area button to access the Necto application, if the WorkBoard is unknown.
- 12. Find a Workboard When you know what you’re searching for, you can find a Workboard or Discussion using search. Double click on Workboard name to access it
- 13. Necto Workboard Main Workboard Features: • Analyze data in Interactive and Customizable UI • Use Cause and Effect to find insights • Allows social decision making Workboard is a smart interactive dashboard, that includes information from various sources.
- 14. Necto Workboard – Page Structure Analyze data Discuss with coworkers Get insights Working Area
- 15. Necto Workboard – Social Bar Who has used this Workboard This option shows a list of my friends
- 16. Necto Workboard – Left Pane Can show: 1. Workboard list. 2. Slicers. 3. Discussions. 4. Scrapbook. 5. Properties* Multi- functional area Currently shows Workboard list
- 17. Necto Workboard – Left Pane states 1. Workboard list. 2. Slicers. 3. Discussions. 4. Scrapbook.
- 18. Necto Workboard • Uses interactive and Customizable UI • Enables users to add their own data • Allows social decision making • Enter design mode • Use the Advisor to see what others are doing in the system • Like or Dislike a Workboard • Create and show comments both public and private
- 19. Need help? Interactive Help : Use this option to get instant help: Once opened hover the mouse pointer over an area, feature or button you need assistance with
Editor's Notes
- The Necto Home page is the gateway to the Workboards and Discussions you and your peers have created and visited in Necto. It provides thumbnail previews and quick links to those Workboards and discussions. The User area contains your profile Name, Picture (if loaded), email address, plus your Topics of interest and Friends. You can quickly and easily edit your profile from these areas. The Application Bar is positioned at the top of the Workboard and of the Necto Home page, and it contains the options that apply to the entire application. 5 navigation components: Recent, Favorite, Relevant, Recent discussions, Recent subscriptions, along with the Search bar make up the rest of the Homepage
- Recent Workboards: The Workboards you have visited recently. When you start Necto, the Home page displays your recent Workboards by default. Favorite Workboards: The Workboards you have added to your list of favorites. Relevant Workboards: In the Home page, Necto shows the Workboards that are most relevant for your work, and that you are allowed to access. These Workboards are suggested because the system learns from the way you use the system with such values as Topics, Likes, dimensions usage etc. Recent Discussions option in the Necto Home page displays the discussions that you have initiated and those in which you have participated. All the participants in the discussion will be notified via the Recent Discussions option on the Necto Home page, along with an email to prompt a response to the discussion topic. Recent Subscriptions option on the Necto Home page shows the Workboards (public or shared private Workboards) that users you are following have modified or saved. The Subscription function allows you to follow users by subscribing to them. Once you subscribe to a user, you can track the workboard actions that user performs.
- Relevant Workboards are suggested automatically by the system based on user-oriented algorithms. Previous activity – loaded pages. Your likes – what you and other people have marked as like. Your topics of interest - Takes the topics and the work history, and correlates it with all existing Necto Workboards. The Workboards that are most relevant for your work, and that you are allowed to see. Necto picks these Workboards for you automatically, using the following inputs: Matches between user topics and workboard topics Workboard usage and popularity, based on audit data Number of Likes a Workboard receives The time period you have selected to look at (last year, last week, today…)
- The Recent Discussions option in the Necto Home page displays the discussions that you have initiated and those in which you have participated. Here you receive notifications when you are added to new discussions. Clicking on a discussion will take us the Workboard upon which the discussion is based Discussions are explained in detail, in the lesson about Necto social networking. This function gives you the ability to discuss your findings in a specific Workboard. If you wish to talk about your analytic findings with your peers, you can write notes to other people, and they can reply and share their opinions and ideas regarding the information in Workboard. This helps to accumulate and maintain the knowledge within the system.
- Subscribe: Subscribes you to this user so that you can follow the Workboard actions that this specific user performs. If a user is someone you have subscribed to, a subscription indicator appears in the upper –right corner of the thumbnail (inside Necto application). Recent Subscriptions: The Subscription function allows you to follow users by subscribing to them. Once you subscribe to a user, you can track the Workboard actions that user performs. The Recent Subscriptions option on the Necto Home page shows the Workboards (public or shared private Workboards) that users you are following have modified or saved. You can subscribe to a user: Via the Subscribed-to Users tab in User Settings. By using the Subscribe option for a user on the Social Ribbon of a Workboard.
- Its possible to narrow down the list of Workboards presented on the Homepage screen by filtering them using the filtering tools. Topics cloud allows the user to fine tune the relevant information by filtering it to the selected topic (only one topic should be chosen) Visualization styles changes how the thumbnails are presented on the screen. Creation date removes Workboard thumbnail results that were not creates within that timeframe
- Se the next slide for more details
- Workboard is a smart and easily-created page that displays data from various data sources, and its designed to enable the user to explore and analyze company information from different perspectives to take better decisions. A Workboard opens with double-click from Necto Homepage. Workboard is new generation of Dashboard which is interactive, social and user adjustable, supporting and promoting collaboration between users.
- Working area shows Workboard content: the combination of information from various sources: charts, tables, parameters, reporting services, custom HTM and more (will be explained later). Within the Working area users can find the insights in the data using Data Analysis Features.
- Here you can see who your friends are or alternatively who used the current Workboard. You can also subscribe to them, bookmark them and other items by clicking on their social button. You may also drag and drop them to any area of the WorkBoard to start a discussion which will have contextual relevance in that component as well as to the entire Workboard.
- The content of this area depends on the tab above. Can show: Workboard list. Slicers. Discussions. Scrapbook. *Properties (if in design mode)
- The content of this area depends on the tab above. Can show: Workboard list. Slicers. Discussions. Scrapbook.
- Use this option to get instant help: Hover the mouse pointer over an area, feature or button you need assistance with, and a short explanation will be presented to you in the Interactive Help pane. In addition, links for more help will be available below the help text. Instant help is available for a dialog box by clicking the Help button on the dialog box title.
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