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: Understand the general application workflow and how the apps fit together.
  • Workspace: Learn about the key elements of the Pro application interface:
    • Home Page: The main landing page, seen when entering the Pro Client.
    • Bulletin Board: A viewer for all model batch jobs, including a publication and alert inbox 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: Model 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.