Projects
When a user logs in, the first page she sees is the landing page. Every environment has a unique landing page.
The landing page, where the top bar is sticky, contains:
Client name - the client name the environment is dedicated for, located in bottom left.
Widgets and Pinboards - to give users a brief overview of what their selected widgets and pinboards look like.
Search bar - a generic search bar that can search through various resources like Visual Data Hub, Dashboards, Data Sources, Data Stories, etc. within all projects.
Project selector - a dropdown selector that allows project change.
Chat - a chat to communicate with users within the environment.
Alerts - notification alerts that are triggered when a specific event occurs.
User logo - the section where user settings are located.
When navigating through the platform, the user is always within one single project. The default project is called, as the name suggests, Default Project. It has public reading and writing access and it is mainly used for testing. A project, as the main resource, represents the highest hierarchy entity.
In a top to bottom, left to right order, it consists of:
Project information - information about project name, project description, project policies, and so on.
Users - a visual representation of users that are a part of the project, be that as viewers, as editors or as administrators.
Sub-Projects - a project can contain no or multiple child projects called Sub-Projects. Every child project has all the properties of a project.
Stories - a list of power point presentation with dashboards used from Dashboards.
Dashboards - a list of dashboards with data sources used from Data Sources.
Pipelines - a list of ETLs defined as pipelines constructed in Visual Data Hub.
Tasks - a task monitoring feature.
The list of content changes respective to the selected resource (for example, clicking Dashboards will refresh the list to be what Dashboards contain). An item can be added to the list of resources by clicking the bottom right plus button (this will be elaborated in other guides).In order to show the full list of projects, click the project navigator, then View All. The all projects view looks like this:
If you are an administrator of a project, then you can edit or delete it, or download the content.
The delete button will remove the project and will move all child projects one level higher in the hierarchy. This means that, if you delete a parent project, child projects will not be deleted, instead, they will become child to the removed parent's parent (level two recursion, aka. grandparent). When you remove a project, you are asked whether you want to Remove only, or Remove and Export.
The edit button allows project edit. When clicked, a form pops up containing below field to be filled:
Name - project name, does not have to be unique.
Description - project description.
Parent - a project we want to attach as parent.
Currency - the currency we want the dashboards to use.
Owners - a user or a list of users to be set as owners.
Permissions - resource as mentioned in this section.
The download button allows project importation and exportation. Import and Export are a feature that is used widely not only in Projects but also a lot of other resources.
Importing and Exporting
Almost every resource that is used can be represented in a JSON format. This allows quick JSON exportation and importation.
When downloading, or exporting, you are asked to select what items within the resource you want to export (in this case, you are able to select if you want to export everything, or exclude specific topics like Dashboards, Visual Data Hub, etc.) and the local directory in your computer.
When importing, a new page shows up where you are asked to (or not) fill in the information. In Projects' case:
Upload Project - select the directory within your computer to upload the exported resource, in this case, project.
Configure Project - edit resource settings, in this case, project settings that are mentioned above.
Content Overview - an overview of all items within specific resources, in this case, an overview of all Stories, Dashboards, Data Sources, Pipelines and Tasks.
Import Project - import project execution.
Creating a Project
In order to create a new project, we need to navigate to View All projects page. Then, click the add button bottom right and Create Project, as in the image:
A form will pop up with information to be filled. The form fields are explained in the example below, as well as the way how to fill them for the sake of upcoming guides.
Once you are done, click Save Changes, then you can finally see your project listed in the View All projects page.
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