This chapter explains how to use the DeepInsight user interface. After you sign in to DeepInsight, you see the DeepInsight start page. The start page provides workbooks for your analyses. It also provides options for viewing and searching worksheets and dashboards, configuring data sources, and creating new workbooks.
As soon as you log into DeepInsight, we give you a user tour of the start page. A user tour, we believe is useful because it contains helpful information meant to guide. You can skip/dismiss the tour anytime and navigate back and forth. The start page also provides:
- sample workbooks (applicable only to public users),
- user-created workbooks,
- workbooks shared or published to you,
- searching and viewing options,
- options for creating new data source or workbook,
- your account’s usage information (applicable only to public users)
Applies to: DeepInsight Public
DeepInsight includes two sample workbooks for the public users. These workbooks contain worksheets and dashboards which can be edited as desired, shared, published, or transferred. To view/open worksheets and dashboards, click any workbook in the Sample Workbooks area and then click any thumbnail to open in the editor.
This area lists workbooks that you’ve created. For new users, this area will be empty. Existing users can click any workbook in the My Workbooks area, and then click any thumbnail to open in the editor.
This area lists workbooks shared with you. For new users, this area will be empty. Guest and existing users can click any workbook in the Shared Workbooks area, and then click any thumbnail to open in the editor.
Custom Published Workbooks
This area lists workbooks published to you. For new users, this area will be empty. Existing users can click any workbook in the Custom Published Workbooks area, and then click any thumbnail to open in web browser.
Searching in Start Page
You can search for worksheets and dashboards using the Search box. Type the name or part of the name of the worksheet or dashboard you want to find. The search is not case sensitive.
Using the DeepInsight Start Page
You can view worksheets and dashboards in a two-dimensional, three-dimensional grid, or list view. Filter view by worksheets, dashboards, or both by choosing your desired option from the Show drop-down. And you can view your account’s usage information in the left navigation pane. Please note, account usage only applies to public users. For enterprise users the data usage is unlimited.
We’ve also given you shortcuts for configuring a new data source and adding a new workbook. These options are present under +Create near the top left. Please note, you can add new workbook only after you’ve created a dataset. DeepInsight will show an error message about it if you try to add a workbook without existing data source.
Data Source Page
After you have signed into DeepInsight, you start with connecting DeepInsight to your data from the Configure Data Source page. You can come to this page anytime before or during your analysis by clicking the <icon> on the toolbar. You can also access this page by clicking the sub-menu appearing in +Create on the Start page. The Configure Data Source page consists of four areas: left pane, canvas, data grid, and metadata grid.
The left pane of the data source page displays the datasets that DeepInsight is connected to. The datasets are suffixed by the icon to differentiate the dataset type. You can use the left pane to add more connections or search existing datasets using the Search box.
You can configure data sources from the canvas area by opening the different data sources tabs. Custom and SAP Integration is available only to the Enterprise users.
Use the data grid to the first 25 rows of the data in the DeepInsight data source. You can also use the data grid to modify the data source like masking data, sorting, dropping columns, changing data type, or adding header rows. The data grid is not applicable to the web data and third-party connectors.
Click the Map Datatypes button to open the metadata grid. The metadata grid displays the column names, identified datatype, and an option to select a new datatype for the column.