Pro User

Users with a Pro license have access to the full 'pro' client experience, where they can author, build and view data models, queries, formulas, and more.

  • Users with the analyst license access the "Analyst Client" offering light authoring capabilities - refer to Analyst Help.
  • Users with the viewer license access the "Viewer Client" offering (mostly) non-authoring capabilities - refer to Viewer Help.
  • Users with the basic license access the "Basic client" via embedded Pyramid content without authoring capabilities - refer to Basic Help.

Full Client for Pro Users

This section of the help covers the key elements of the Pro User client apps and interface:

  • Workflow Overview, the general application workflow and how the apps fit together.
  • Workspace: the key elements of the Pro application interface
    • Home Page : the main landing page when entering the Pro Client
    • Bulletin Board: a viewer of all model batch jobs, including a publication and alert in-box as well as the conversation thread viewer
    • App Tabs: the main interface when using the different apps, after they have been launched
  • Content Management System (CMS): the centralized framework organizing, managing and sharing of content
  • Pro App Modules covers in-depth help on each part of the Pro application:
    • Model: the app for modeling flows for either data (preparing data, DSML /machine learning and semantic models) or decisions (event triggering and user tasks).
    • Discover: build visualizations and find out what's in your data models.
    • Formulate: configure sophisticated business logic (calculations, lists, scripts, and more) using visual tools.
    • Present: design rich, interactive dashboards and BI applications
    • Publish: author printable, highly formatted documents composed of analytic content, infographics and data driven text
    • Illustrate: create data driven images (infographics) and text
    • Tabulate: design and build business models and decision models using a spreadsheet interface

Mobile for Pros

  • The Pro, Analyst and Viewer clients all work - as is - on tablets.
  • A simplified viewer experience (for pros, analysts, and viewers) is available separately on mobile phones.