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<div class="index-right">__TOC__</div>
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The Soon after logging in to TaticView main page appears after , you are redirected to the user login''Main Page''. It This page is divided into three two main tabs. The ''Dashboards'' tab where the dashboards you create will be available, the dashboards that other users [[Share dashboards|share]]/[[Copy Dashboards to other users|copy]] for you, and also the dashboards that are made available when you install one of our [[Templates|templates]]. And the ''Datasources'' tab where your data files will be available, generated by importing your spreadsheets/files, as well as the data files made available when you install one of our [[Templates|templates]]. On the main partspage, you'll still have access to your [[User profile|account settings]], [https://support.taticview.com/open.php?&lang=en_US support], our [[Help Index|help documentation]], you can check your notifications, etc. In addition, on the main page, you may receive alerts regarding your [[Subscriptions|subscription]]. Such as ending the validity of temporary additional resources, lack of credits for renewal of paid subscription, among others. If you have any data file / panel copy to receive the [[File:Accept copies icon.png|link=]] icon will appear at the bottom of the screen.
Below is the main page overview:
:{| class="images-table"|On desktop|-|[[File:Main view overview en-US.png|link= Dashboards == <!]]|-|In mobile devices|-T|[[File:2Main view overview mobile en-->US.png|link=]]|}
<!--T:3-->Displays yours [[Dashboard]] list.== Top Menu ==
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To execute a dashboard from the list click it. For more information about executing dashboards, see [[Execute a Dashboard]].
<!--T:5-->There are three different types of dashboards, identified by In the small icon near top menu you will have access to the dashboard name. The types arefollowing options:
* '''Support''': If you have any questions or problems with TaticView, you can open a [https://support.taticview.com/open.php?&lang=en_US support] ticket with our team. We will be happy to assist you in the best way possible.
* '''Help''': In this option you will have access to our [[help Index|online documentation]] where you can solve doubts about the operation of TaticView. Our documentation is constantly updated to better describe all the resources available.
* '''Tutorial''': On your first access to TaticView, you will be presented with a brief tutorial on using the application. If you would like to review this tutorial, simply access this option.
* '''Notifications''': See here all your notifications. If you have unread notifications, a counter is displayed.
* '''My account''': With this option you have access to the screen [[User profile|User profile]]. In this screen you can edit your information, configure your [[Subscriptions|subscription]], generate [[Tokens|access tokens]], etc.
* '''Exit''': To log out the application.
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* [[File:db_created.png|link=]] '''My Dashboards''': Dashboards created by yourself by the option [[New dashboard]];
<!--T:7-->* [[File:db_shared.png|link=]] '''Shared''': Other users shared dashboards that you have accepted by the [[Accept dashboards]] option;= Main Menu ==
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* [[File:db_genenerated.png|link=]] '''Generated''': Dashboards generated automatically by the [[Generate dashboards]] option.
The main features on the dashboards and datasources will be available in the main menu. The options available in this menu vary according to the selected tab (Dashboards or Datasources).
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To change the order, delete dashboards and view your notifications, you must use the icons in the bar above the list of user dashboards. The icons are:
If you are accessing TaticView on a ''desktop'', the main menu will be located on the right side of the screen. It will also expand when you hover over one of your items.
<!--T:34-->*If the access is being performed through a ''mobile device'', access to the menu will be through the icon [[File:alert_notificationsMenu mobile icon.PNGpng|link=]] '''Notifications''': See TaticView notifications.
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* [[File:order.png|link=]] '''Order''': Clicking on this icon will display the [[Order_dashboard|ordering objects]] screen.
<!--T:28-->* [[File:Delete.png|link=]] '''Delete''': Clicking on this icon will display See the [[Delete_Dashboards|delete dashboards]] screendetails of each option in the main menu below.
== Data Sources == <!--T:9-->
<!--T:10-->Displays yours imported [[Data Sources]] list with ''name'', ''last updated time'', the ''number of rows'' and ''status'' information.== Dashboards Tab ==
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The [[Data Sources]] status is updated automatically at the end of the [[Import/Update data|import/update]].
When you access TaticView, it will be the displayed tab. In it will be available the [[Dashboard|dashboards]] you created, as well as the dashboards that other users share with you, as well as the dashboards that were installed from one of our [[Templates|templates]].
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To change the order or delete data sources, you must use the icons in the bar above the list of user's data sources. The icons are:
The dashboards are displayed in card format. By clicking on the card, you will execute the dashboard. When you position the mouse over the card, the dashboard context menu is displayed, with the options available for this dashboard. The context menu may vary depending on the dashboard.
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*[[File:Manage_copies.PNG|link=]] '''Manage copies''': Clicking on this icon will display the Managing Copies screen (of data sources/dashboards) that has been sent to other users. See More on [[Copy Dashboards to other users]] (this option is only available if the subscription has the [[Subscription Features|Send Copies]] feature).
<!--T:29-->* In addition, the [[File:order.pngMain Page Overview#Main Menu|link=main menu]] '''Order''': Clicking on this icon will also display options specific to the [[Order_datamarts|sorting user's data sources]] screendashboards.
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* [[File:delete.png|link=]] '''Delete''': Clicking on this icon displays the [[Delete Data Source|delete data sources]] screen.
== <span id="Menu-Sidebar">Menu The options available in the context menu are (Sidebardepending on the dashboard type, some options are not available)</span> == <!--T:12-->
<!--T* '''Edit dashboard''':13-->Opens the dashboard design so you can make the desired changes. See more in [[Edit dashboard]].* '''My AccountShare dashboard''': Manage Opens the shares screen of this dashboard so you can share it with more people, as well as edit the shares already made. (option not available for dashboards that were received through sharing). See more in [[Share dashboards]].* '''Delete dashboard''': Removes the dashboard. If the dashboard was received through sharing, this option removes the share. The source user profile data, see dashboard remains unchanged. See more in [[User profileDelete Dashboards]];.
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* '''Exit''': Use the ''Exit'' option to log off, see [[Log Off]];
The [[Main Page Overview#Main Menu|main menu]] options are:
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* '''New dashboard''': Create a new [[Dashboard|dashboard]], see [[New dashboard]];
<!--T* '''New dashboard''': Opens dashboard design for you to create a new dashboard. Before that, you will be prompted to select which datasource to create the new dashboard on. See more in [[New dashboard]].* '''Share dashboards''': Opens the shared dashboards screen, with all your dashboards that have been shared with other users. You can edit, delete, and/or share other dashboards. See more in [[Share dashboards]]* '''Accept dashboards''': Opens the screen where all the dashboards shared with you will be displayed. You may accept or decline to the shares. See more in [[Accept shared dashboards|Accept dashboards]].* '''Generate dashboards''':16-->Through this option, we'll try to generate some dashboards based on the datasource and fields you've selected. The dashboards generated may be altered by you at any time. See more in [[Generate dashboards]].* '''Edit Order dashboards''': For you to change the order as the dashboards are displayed on the main page. See more in [[Order dashboard]].* '''Delete dashboards''': Edit previous created Opens the list so that you select one or generated more dashboards for deletion. Important, a deleted dashboard can not be recovered. See more in [[DashboardDelete Dashboards|Delete dashboards]].* '''Master dashboard''': Lets you create a template to be used on all your dashboards. In the master dashboard it is not allowed to use data objects, only formatted objects ([[Label|texts]], see [[Image|images]], etc). See more in [[Edit Template|Master dashboard]];.* '''Templates''': Opens our shop for dashboards templates. When installing a template, one (or more) datasource and some dashboards will be available. Simply get the import file, insert your data into it and import it into TaticView to begin your analysis immediately. See more in [[Templates]].
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* '''Share dashboards''': Allows to share your [[Dashboard|dashboards]] with other TaticView users, see [[Share dashboards]];
<!--T:18-->* '''Accept dashboards''': Accept [[Dashboard|dashboards]] that other users have shared with you, see [[Accept dashboards]];== Datasources Tab ==
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* '''Generate dashboards''': Automatically generate standard [[Dashboard|dashboard]] based on your [[Data Sources]] data, see [[Generate dashboards]];
<!--T:21-->* '''Master Dashboard''': Edit the template used on On this tab are all your [[DashboardData Sources|dashboardsdatasources]]. Like dashboards, see [[Edit Template|Master Dashboard]];datasources are also displayed in card style. When you position the mouse on the card, the context menu of the datasource is displayed, with the options available for that file. The context menu may vary depending on the datasource and the options configured in your subscription.
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* '''Templates''': Automatically generates [[Dashboard|dashboards]] and [[Data Sources]] for some business areas. See [[Templates]];
The [[Main Page Overview#Main Menu|main menu]] will display the options specific to the datasource.
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* '''Buy here''': Allows to customize your [[Customize Subscription|subscription]] according to your needs. If you already use a paid subscription, this option will not be displayed.;
The options available in the context menu are (options may vary depending on the datasource and the configuration of your signature):
<!--T* '''Update datasource''':20-->Opens the import screen for you to update the information in this [[Data Sources|datasource]]. See more in [[Import/Update data|Update datasource]].* '''Create new dashboards''': Opens the design screen for you to create a new dashboard, based on this datasource. See more in [[New datasourcedashboard]].* '''Notify update''': Notifies users with whom you have shared dashboards that the data has been updated.* '''Send copy''': Create Send a new copy of this datasource and its dashboards to another user. We remember that only the structure is copied, the data/information does not. See more in [[Data SourcesCopy Dashboards to other users|Send copies]].* '''Settings''': Opens the datasource properties screen where you can change some settings.* '''Clear datasource''': Removes all data/information from this datasource. Its structure and dashboards remain. See more in [[Clear a Data Source|Clear datasource]], see .* '''Delete datasources''': Removes the datasource and its dashboards. A confirmation will be requested. See more in [[Importing a New Delete Data Source|Delete datasource]];.
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* '''Update datasource''': Update your [[Data Sources]] data, see [[Import/Update data]];
The [[Main Page Overview#Main Menu|main menu]] options are:
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[[File:Principal+en-US.PNG|width|1200px|link=]]
* '''New datasource''': Used for you to import your data files and create new datasource. See more in [[Importing a New Data Source]].
* '''Update datasource''': Opens the import screen for you to update the information in this datasource, before it asks you to choose which file you want to update. See more in [[Import/Update data|Update datasource]].
* '''Order datasources''': For you to change the order in which the datasources will be displayed on the screen. See more in [[Order datamarts]].
* '''Delete datasources''': Opens the list of datasources so you can remove one or more sources. If the selected datasources have dashboards, they will also be removed. See more in [[Delete Data Source|Delete datasource]].
* '''Manage copies''': Option used for you to manage for those who already sent copies of datasources/dashboards. See more in [[Copy Dashboards to other users|Send copies]].
* '''Templates''': Opens our shop for dashboards templates. When installing a template, one (or more) datasource and some dashboards will be available. Simply get the import file, insert your data into it and import it into TaticView to begin your analysis immediately. See more in [[Templates]].
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Also on the ''Main Page'', you can receive alerts regarding your subscription. Such as ending the validity of temporary additional features, lack of credits for renewal of the paid subscription, among others.
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