Date post: | 07-Dec-2014 |
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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?