Necto 16 Training Necto Ribbon

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

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)

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

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).

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

Ribbon – Visual Insights (VI)Available when an insight is opened

• Show – switches current component (grid\chart) 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

Ribbon – Visual Insights (VI) - ContinueAvailable 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 decrease\increase 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

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

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 year\quarter\month\week\day

• Show slicers – show\hide the slicers in the task pane

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

Ribbon – View Available 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

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

Ribbon – Dimension Available 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

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

Ribbon – Members Available 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

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

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 columns\rows

• 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

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)