๐งฐ Project
Project in the Xpert cloud is a collection designed for managing models, story dashboards, and indicators. Projects are typically used by teams or departments, serving as a central hub where team members can collaboratively develop, manage, and share business intelligence solutions.
Key Features of Project Management:โ
- Favorites: Allows users to add frequently used story dashboards for quick access.
- Workspaces: Lets users create and organize collections of story dashboards. These workspaces can be shared with others to facilitate team collaboration and communication.
- Story Dashboards: View and edit all story dashboards within a project.
- Semantic Models: Manage the semantic models included in the project, which can be utilized in stories or indicators. Users can add or remove these models as needed.
- Indicators Management: Enables users to create, edit, and delete indicators. These indicators can be used for building story dashboards, published in the indicators marketplace, and provide better insights into business performance.
- Project Management: Allows administrators to manage project members and control their access. This ensures that only authorized users can view and edit the projectโs content, protecting sensitive data.
- Files: Users can upload and manage files such as images or data files to support the development and management of story dashboards.
Each account with access to project features has a default project for storing non-shared digital assets. Users can also create new projects from the project menu in the website header for further development.
Favoritesโ
Favorites allow users to save frequently accessed story dashboards in a convenient location, enabling faster and more efficient usage without needing to search every time.
Workspacesโ
Workspaces are tools for managing collections of story dashboards, akin to folders. They help users organize their work and collaborate with others.
- Hierarchical Organization: Workspaces enable users to structure story dashboards hierarchically. Users can create parent workspaces and add child workspaces or dashboards to build a layered structure.
- Thematic Organization: Workspaces allow users to group related dashboards based on themes or functionalities, making management and retrieval easier.
Story Dashboardsโ
Story dashboards in projects are organized within workspaces, making them easier to navigate. Users can arrange dashboards in different workspaces according to their needs. Each story dashboard has the following options in its context menu:
- Publish/Republish: Publish or republish dashboards to internal business domains or publicly.
- Internal: Publish within internal business domains, accessible to users with the corresponding business domain permissions.
- Public: Publish publicly for all organization members to view (use with caution).
- Unpublish: Remove a published dashboard from visibility by other users.
- Edit: Open the dashboard workspace for editing.
- Duplicate: Create a copy of the dashboard within the project.
- Move to: Move the dashboard to a different workspace within the project.
- Delete: Remove the dashboard from the project.
Indicators Managementโ
The Indicators Management feature is designed for managing and tracking business indicators. Key functionalities include:
- Indicators List: Users can view, search, sort, and filter indicators. Detailed information such as indicator definitions, formulas, and units is available. Users can also download templates and bulk-upload indicator definitions.
- Indicator Approval Management: Manage the approval, rejection, or modification of indicator access requests.
- Indicator Registration Page: Allows users to create new indicators by providing details like name, definition, formula, and units. Once registered, indicators are added to the list and can be used in story dashboards or browsed in the indicators marketplace. For more details, see Indicator Registration.
Project Membersโ
The Project Members Management feature allows administrators and owners to manage project members effectively, including adding, removing, and transferring project ownership.
- Transfer Ownership: If the project owner needs to leave or no longer oversees the project, ownership can be transferred to another member to ensure continuity.
- Add Members: Administrators and owners can add new members to involve them in project development and management, enhancing collaboration and efficiency.
- Remove Members: Administrators and owners can remove members who no longer need access to the project to maintain security and confidentiality.
- Manage Member Permissions: Administrators and owners can assign and control permissions to ensure project security. They can set different access levels to restrict member actions and access scope.
Filesโ
The Files feature allows users to upload and manage files within a project. These files, such as images or data files, support the development and management of story dashboards.