Necto TrainingModule 2: The Necto Workboard

Objectives

By the end of this lesson you will be able to:

Describe the Workboard environment and componentsNavigate through the Workboard tree to locate the information you need

Necto Workboard Introduction

What is a Necto Workboard

Next generation of dashboards

Interactive – user adjustableSocial

Working with the Workboards

FilteringDrilling inCause and effect

Search within the data for hidden insights

Search outside the boxSimilar/relevant WorkboardsWhat other users are viewing

Discuss with peers Start discussionsFlow the work of others

Workboard Center

Workboard Center

Select a Workboard

Go to Workboard view

Select a Workboard quick link

Search for workboard or discussion

Quick Links

Select a Workboard quick link

Quick Links - Recent

Workboards that you have viewed previously, by time periodSelect time period

Quick Links - Favorites

You can save the Workboard as a favorite

Quick Links - Relevant

Workboards suggested to you by the system based on:

Your topics of interestLikesPopular workboard

Only workboards that you are allowed to see

Quick Links – Recent Discussions

Quick Links – Recent Discussions

Workboards that include discussions

Quick Links - Recent Subscriptions

Subscribe to a person’s work

See what this person is doing Can see public and shared workboards

New Additions to the Homepage (SP1)

Visualization styles

Purple – UserRed - AdminTopics Cloud

Workboard Page Structure

Workboard Page Layout

Social Ribbon

Content of this area depends on tab selected above

Workboard display area

Tabs

Actions

Interactive Help

2. Click on a screen item to view help about it

1. Click to open Interactive Help

Printing a Workboard

Save to PDF

Adjusting Workboard Printing

To change the print settings go to design mode and under Workboard properties you have the Printing propertiesNote the “components to print” section that defines which components would be printed and at what order

Locating Workboards – Search Box

In Workboard – text within workboardExample: product name, region name

For Workboards – by workboard nameDiscussions – text within a discussion

Private and Public Workboards

• Shared:• The creator of the

workboard can share it with specific users who can then view or edit it

• Not shared:• Only the creator of

the Workboard can view or modify it

• All users with permission to view the data can view and modify the Workboard

Private Workboards Public Workboards

Locating Workboards –Workboard Tree

Public itemsPrivate itemsOpen a user’s private folderSearch by Workboard Name

Looking Outside the Box – Necto Advisor

Click to switch to Necto Advisor view

Demonstration

Log into the Necto applicationGo to Workboard viewLocate a workboard on the workboard treeGo to the Necto Advisor

Adding TopicsAdd topics to workboard

How does Necto know which workboards are relevant for me

Necto matches workboard topics with the user’s topics of interest

Click on name to add topics to user

Adding Topics to User PropertiesClick on your name

to edit properties

Open Topics tab

Drag tags from dictionary to your areas of interest

Mark if you would like to see only data that matches your topics of interest

Adding Topics to Workboard

Drag from dictionary to here

Click to add topics to dictionary

Exercise

Log into the Necto applicationGo to Workboard viewLocate a workboard on the workboard treeAdd a tag to the workboardGo to Necto AdvisorGo back to workboard center and examine the different categories

Thank youAny Questions?