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Use Incorta Analytics

The Incorta user interface consists of several areas that help you navigate and see your data.

Functional Areas

On the upper left-hand side of the screen, you can navigate between different functional areas in the Incorta Analytics application. Only items in the upper left-hand side menu, for which you have permission, will be displayed. For example, you may not have permission to manipulate users, groups, and roles in the Security area. In this case, you would not see the Security icon.

Content

The Content page gives you access to Folders and Dashboards. The Content tab contains only the folders and dashboards that you own. The “Shared Content” tab contains only the content that has been shared with you by another user. The “All Content” tab displays the folders and dashboards that you both own and have access to (i.e. shared with you by another user).

After logging in, the first screen you see is the Content page. This page contains your favorite items, folders, and dashboards. To return to this page from anywhere in the application, select the Incorta logo in the upper left-hand corner of the screen, or select the Content tab.

The content page contains three sections; favorite items, folders, and dashboards. You can use the search bar at the top to quickly locate your content.

Folders and Dashboards

The main body of the Content page is divided into Folders and Dashboards. Select the More Options menu (three vertical dots) corresponding to a folder or dashboard to customize your workspace.

Schemas

The Schemas area is used by an Analyze User to define and maintain schemas and session variables.

Data

This area is the interface for connecting data sources and data files to Incorta Analytics for data ingestion. This is typically the role of the schema developer, but can be performed by an end user who has the Analyze User role.

Security

In the Security area, users with the necessary permissions can define and maintain users, groups, and roles. For more information, see the “Management Security” section in the Incorta Analytics Security Management Guide.

The search in Incorta is context-aware. It knows, for instance, that when you are in your workspace (for example, the Content page), you would be looking for Dashboards and Folders, not for rows of data. When you are inside a specific Dashboard, the search box returns results pertaining only to that dashboard, and that has not already been filtered out. This smart function limits the results list as you type, so you find the most relevant match quickly.

Add New

The +New icon in the upper right-hand corner of the screen is a context-aware button. Where available, clicking it allows you to add the object appropriate for where you are. For example, from the Content page, it allows you to create a folder , or create/import a dashboard to your Workspace. From the “Schemas” page, it allows you to add or import schemas.