Difference between revisions of "The Explore Analytics User Interface"

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=====Overview=====
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==Overview==
  
 
The Explore Analytics User Interface features a main page in which you browse and view data. This page has 3 areas:
 
The Explore Analytics User Interface features a main page in which you browse and view data. This page has 3 areas:
  
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*'''[[#Title Bar|Title Bar]]''' - shows the title of the name of the current view. This area is at the top
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*'''[[#Menu|Menu]]''' - shows the main menu
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*'''[[#Sidebar|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
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*'''[[#Sidebar|Sidebar]]''' - this area is used for showing favorites or showing the view fields dialog. The fields dialog allows you to choose fields for your view
 
*'''[[#Viewing Area|Viewing Area]]''' - shows the current view. This area is on the right
 
*'''[[#Viewing Area|Viewing Area]]''' - shows the current view. This area is on the right
  
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=====Title Bar=====
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[[File:ui.png]]
  
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In addition to showing the name of the current view, the title bar also has the following:
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==Menu==
  
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*a button for opening and closing the sidebar
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The main menu consists of the following sections. Note that the section that the user sees is based on their roles. For example, the Admin menu is only available for admin users:
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*a button for adding the current view Favorites or removing it from Favorites
 
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*the name of currently logged-in user and a user menu with options to logout, change password, and edit the user profile
 
  
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=====Sidebar=====
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* '''Home''' - return to the home page
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* '''File''' - shows options that operate on the currently showing view
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* '''Data''' - shows options for accessing data such as uploading a file or manipulating data sources
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* '''Views''' - shows various lists of views: favorites, my views, shared views, and more
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* '''Admin''' - shows options for managing Explore Analytics
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* '''Help''' - shows links to useful resources and technical support
  
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The Sidebar holds the [[#Menu|Menu]]. It can also display the [[#View Editor|View Editor]].
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==Sidebar==
  
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=====Menu=====
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The Sidebar holds the Favorites list. It can also display the [[#Fields Dialog|Fields Dialog]].
  
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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.
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===Favorites===
  
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======Favorites======
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This section lists your favorite views. You can add a view to Favorites using the File Menu.
  
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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.
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===Fields Dialog===
  
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======Access Data======
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The Fields Dialog provides the options for selecting the fields for your view.
  
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This section lists options for creating data tables to be used as input or data analysis.
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==Viewing Area==
  
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======Explore======
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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.
  
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This section lists options for browsing tables and views and selecting data for analysis.
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[[File:viewingarea.png]]
  
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======Share======
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All changes to the current view are automatically saved.
  
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This section lists options for sharing and publishing views.
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==Breadcrumbs==
  
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======Configure======
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The breadcrumbs show the views that lead to current view and allow you to return to any of these views by clicking on the breadcrumb. To refresh the current view you can click on the right-most breadcrumb.
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This section lists options for administrators.
 
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=====View Editor=====
 
  
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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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[[File:breadcrumbs.png]]
  
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=====Viewing Area=====
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{{Template:TOC|Exploring|Selecting Fields}}
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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:
 
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*Clone - make a copy of the current view under a new name
 
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*Share - make the current view into a shared view
 
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*Edit - display the View Editor in the sidebar
 
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*Filter - create or modify the view [[Glossary of Explore Analytics Terms#Filter|filter]]
 
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*Update - apply the filter changes and update the view to reflect them
 
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All changes to the current view are automatically saved.
 
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======Breadcrumbs=====
 
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The breadcrumbs show the views that lead to current view and allow you to return to any of these views by clicking on the breadcrumb. To refresh the current view you can click on the right-most breadcrumb.
 

Latest revision as of 19:50, 7 December 2013

Overview

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

  • Menu - shows the main menu
  • Sidebar - this area is used for showing favorites or showing the view fields dialog. The fields dialog allows you to choose fields for your view
  • Viewing Area - shows the current view. This area is on the right

Ui.png

Menu

The main menu consists of the following sections. Note that the section that the user sees is based on their roles. For example, the Admin menu is only available for admin users:

  • Home - return to the home page
  • File - shows options that operate on the currently showing view
  • Data - shows options for accessing data such as uploading a file or manipulating data sources
  • Views - shows various lists of views: favorites, my views, shared views, and more
  • Admin - shows options for managing Explore Analytics
  • Help - shows links to useful resources and technical support

Sidebar

The Sidebar holds the Favorites list. It can also display the Fields Dialog.

Favorites

This section lists your favorite views. You can add a view to Favorites using the File Menu.

Fields Dialog

The Fields Dialog provides the options for selecting the fields for your 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.

Viewingarea.png

All changes to the current view are automatically saved.

Breadcrumbs

The breadcrumbs show the views that lead to current view and allow you to return to any of these views by clicking on the breadcrumb. To refresh the current view you can click on the right-most breadcrumb.

Breadcrumbs.png

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