Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Necto 16 training 3 ribbon

Panorama Necto, The Most Secure, Centralized & State of the Art Business Intelligence System

  • Login to see the comments

  • Be the first to like this

Necto 16 training 3 ribbon

  1. 1. Necto 16 Training Necto Ribbon
  2. 2. Training Objectives • By the end of this session you will be able to –  Familiarized with Necto new ribbon  Use Necto’s ribbon to control workboards
  3. 3. Ribbon’s Look & Feel • The Ribbon fosters familiarity from Microsoft ribbon’s structure • Navigation through categories is flexible and simple • Ribbon can be hidden at any point to free up space • Ribbon can be customized (which categories to display and which are not, which icons to show and which to remove)
  4. 4. Ribbon’s Categories • Necto 16’s ribbon consists the following categories: • Home • Workboard • Insights • Social • Analyze • Design • View • Dimension • Members • Visuals • Format Categories are displayed when clicking on a specific component
  5. 5. Ribbon – Home Available only at Necto’s home page • New – opens wizard screen that enables the user to create workboard: create a workboard with data, find insights, create a blank workboard • Recent – displays up to 12 recent workboards that were used • Favorites – displays up to 12 favorites workboards that were saved by the user as a “Favorite” workboard • Relevant – displays up to 12 relevant workboards that are similar with their context to each other • Discussion – displays up to 12 discussions that were communicated between the user to other users friends in Necto • Subscriptions – displays up to 12 subscriptions the user had decided to track on other users actions occurred in Necto • Info Pane – Opens/ Closes the left pane user’s info: user’s profile, areas of interests (topics) and user’s friends • Show wizards – opens the Workboard Wizard for creating a new workboard • Coverflow – displays up to 12 workboards as a coverflow display • Carousel – displays up to 12 workboards as a carousel display • Tiles - displays up to 12 workboards as a tile display • Hide my activities – Hide user’s latest activities in Necto (not recorded for the auditing model).
  6. 6. Ribbon – Workboard Available when a workboard is opened • Explore – opens public, private and shared folders where user’s workboards are located • Recent – displays up to 15 recent workboards that were previously opened • Favorites – displays up to 15 favorites workboards that were saved by the user as a “Favorite” workboard • New – opens wizard screen that enables the user to create workboard: create a workboard with data, find insights, create a blank workboard • Actions – view available actions that were created on the particular workboard • Notifications – opens Necto’s notification tool (scheduler reporting) • Add to Favorites – add current workboard to favorites workboards list • Advisor – opens Necto’s advisor tool (users that view current workboard also viewed other workboards and similar workboards) • Topics – opens a list of available topics that can be associated created to the current workboard • Remove snapshots – remove the view in the workboard according to the slicing performed by the sender of the discussion message • Print properties – opens a set up window of printing properties (page settings and auto fit) • Export – exporting current workboard to PDF, Image, Email
  7. 7. Ribbon – Visual Insights (VI) Available when an insight is opened • Show – switches current component (gridchart) to an insight visualization • Mode – opens a selection of 3 insights modes: Revelation, Exception, Handpicked • Max to Show – displays up to 40 possible insights as per to mode selected • Settings – opens insights setting section (left pane) • Dimension selector – opens dimensions selection window for the component that insight is performed • Layout – opens insight possible layout: show only grid, show only insights, show insights and grid • Show insights for date – enables the user to select periods of dates (manually defined, last year, last quarter, last month, last week, last day) which are then impact on the insight displayed • Exploration mode – enables the user to explore new insights or to analyze insights that were found • Explore now – execute the Exploration mode that was selected • Show – execute one click insight functionality • Condition – Enables the user to select the desired threshold for executing one click insight feature
  8. 8. Ribbon – Visual Insights (VI) - Continue Available when an insight is opened • Parameters – display Insights parameters (e.g. number of periods to go back, show trend line, chart period) • Select – enables the user to select the desired infographics that will visualize the insight • Actions – enables the user to create edit an action on an insight • Drill to Data – displays current insight value in a crosstab • Find related – select a member in a dimension on a crosstab and then find the relevant people which are related to that member • Cause Effect – start a process of finding related measures that are contributing to decreaseincrease of values relavant to the desired insight • Copy – copy an insight to an email or a supported application as an image • Show – opens discussion pane • Start – start a discussion
  9. 9. Ribbon – Social Available when a workboard insight is opened • Add Friends – add users with whom you want to collaborate. Once friends are defined, they will be available in the Social ribbon of the workboards • Share – opens Outlook to share as a link the workboard as an email • Discussions – opens the discussions pane to collaborate with users friends • Like Unlike – indicates if the user likes the workboard or not • Show – show hide comments that were added into the workboard • Public – creates a public comment (exposes to everyone who has access to the workboard) • Private – creates a private comment which is exposed only to the user who commented • Drag to add comment – dragging the comment to a desired component specific cell
  10. 10. Ribbon – Analyze Available when a workboard insight is opened • Show – execute one click insight functionality • Condition – Enables the user to select the desired threshold for executing one click insight feature • Filter – enables to filter the desired threshold by displaying the results applicable for the threshold selected only • Show workboard for a date – slicing the values in the current workboard to last yearquartermonthweekday • Show slicers – showhide the slicers in the task pane
  11. 11. Ribbon – Design Available when a workboard insight is opened • Toolbox Components – dragging a component (view, text, HTML, Map, Parameters, Infographics) to an existing workboard • Parameters – Define a parameter (dimension, numeric range, exception, values filters, pick list) that will impact workboards dimensions and measures • Actions – enables the user to create edit an action on a desired component • Scripts – opens a Java script code window to effect Necto events • Show scrapbook – drag components to an area where the user can reuse them to a current different workboard • Hidden Components – show hide components which the user decided not to display them on a workboard • Show – select navigation bar placement • Manage – opens a window to control on slicers and parameters to show on the navigation bar • Style – Define the look and feel for a component, including ability to create a title for a component • Delete – delete the current component from the workboard
  12. 12. Ribbon – ViewAvailable when a component is selected • Dimension selector – opens dimensions selection window for a component • Layout – shows the current component as a grid only, chart only or chart and grid, as well as rotate and setting options • Actions – enables the user to create edit an action on a desired component • Chart type – opens the available chart types display in a component • Legend – shows the chart legend • All columns – impacts on columns crosstab when the view is loaded • All rows – impacts on rows crosstab when the view is loaded • Manage formulas – opens the formula pane to edit a formula effecting the component • Manage exceptions – opens the exception pane to define and manage exceptions on a component • Show percent – show not show percent values in a component • Percent format – if the show percent is set to “Yes”, user can select the desired percent format from the drop down list • Show percent and values – show percent and values in a component • Measure – select desired measure to be displayed in a component
  13. 13. Ribbon – View (Continued) Available when a component is selected • Format – select the desired format of the measure • Export – save the current component to a PDF, Excel, Image or copy to a clipboard • Data properties – show hide advanced data properties on the left pane
  14. 14. Ribbon – DimensionAvailable when a component is selected • Current – opens the available dimensions and measures that exist on the current component • Level – select current members levels to show for the current dimension • Grand totals – show hide current grand totals for a dimension • Sub totals – show hide current sub totals for a dimension • Totals below – positioning the grand totals sub totals above or below a dimension • Members – filter the current dimension to show selected members • Sets – select an OLAP set that was defined for a selected dimension • Remove – remove the filter from the current dimension to show all members • Show hidden – show hide members for the selected dimension • Show all – show all hidden members in the selected dimension • Standard – show members with their parents preceding them • With totals – show members and their parents with the totals
  15. 15. Ribbon – Dimension (Continued)Available when a component is selected • Tree – show members with their parents and the respective data values • Flat – show a single members column without showing their parents • Members properties – display members of a dimension that have properties defined in the data source • Add before – add a dimension before the current dimension • Add after – add a dimension after the current dimension • Replace – replace current dimension with another dimension • Remove – remove current dimension
  16. 16. Ribbon – MembersAvailable when a component is selected • Current – displays current available members • Ascending – sort ascending currently selected members on the grid • Descending – sort descending currently selected members on the grid • Remove – remove sorting from the grid • Selected highlighted – filter the dimension to show only selected members • Expend to level – expends the currently selected dimension to show selected members on a certain level • Drill Across – cross drill from the highlighted members from another dimensions’ selected level • Remove – remove the filter from the current dimension to show all members • Reorder – reorder a dimension rom each sibling group • Format – format the current member on a selected dimension • New – create a quick formula based on selected members or create a custom formula from scratch • Edit – edit a formula based on selected members • Remove – remove current formula based on selected members
  17. 17. Ribbon – Members (Continued)Available when a component is selected • Hide – hide members that are selected on crosstab dimensions • Show Hidden – unhide members that are selected on crosstab dimensions • Show All – show all hidden members on crosstab dimensions • Find related – find related users which are related to a member on a crosstab dimension
  18. 18. Ribbon – Visuals Available when a component is selected • Current – select a row or a column on a grid • Grid – unhide members that are selected on crosstab dimensions • Rows/ Columns – selected the desired visual to show on the entire crosstab or selected columnsrows • Parameters – modify current parameters for the selected visuals • Show values – show hide cells values when visuals appear • Edit – edit the desired visual • Remove – remove current visual from the workboard • Remove All – remove all available visuals from the workboard
  19. 19. Ribbon – Format Available when a component is selected • Chart/ Grid – show chart grid formatting options • Inherit – inherit formatting from the original Necto skin, otherwise formatting will be customized by the user • Data cells – format the selected data cells in a grid • Font – change the current font displayed in a grid • Colors – change the current colors as appear in a grid • Alternate color – change the parameters direction, apply color to Axis • Cells size – change the cell size (when the title name is long)

×