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Main Page Overview

7,595 bytes added, 19:22, 26 February 2022
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The TaticView main page appears after the user login. It is divided in three main parts:<languages/>
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<div class="index-right">__TOC__</div>
= The main page = <!--T:1-->Soon after logging in to TaticView, you are redirected to the '''Dashboards'Main Page''.
Displays <!--T:37-->This page is divided into two main tabs. The ''Dashboards'' tab where the dashboards you create will be available, the dashboards that other users [[DashboardShare 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]] list.
To execute a dashboard in the list just left click it. For more information executing dashboards, see [[Execute a Dashboard]].
There are three different types of dashboards<!--T:38-->On the main page, identified by the small icon near you'll still have access to the dashboard nameyour [[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. The types are:
* [[File<!--T:db_created.png]] '''My Dashboards''': Dashboards created by yourself by 39-->In addition, on the option main page, you may receive alerts regarding your [[New dashboardSubscriptions|subscription]];. Such as ending the validity of temporary additional resources, lack of credits for renewal of paid subscription, among others.
* [[File:db_shared.png]] '''Shared''': Other user shared dashboards that you have accepted by the [[Accept dashboards]] option;
* <!--T:40-->If you have any datasource/dashboard copy to receive the [[File:db_geneneratedAccept copies icon.png|link=]] '''Generated''': Dashboards generated automatically by icon will appear at the bottom of the screen. By clicking on it, you will be redirected to the [[Generate dashboardsCopy Dashboards to other users#Accepting_dashboards_copy|received copies]] optionscreen.
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Below is the main page overview:
'''Data Sources'''
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:{| class="images-table"
|On desktop
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|[[File:Main view overview en-US.png|link=]]
|-
|In mobile devices
|-
|[[File:Main view overview mobile en-US.png|link=]]
|}
Displays the users [[Data Sources]] list with ''name'', ''last updated time'' and ''number of rows'' information.
== Top Menu == <!--T:43-->
'''Menu (Sidebar)'''<!--T:44-->In the top menu you will have access to the following options:
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* '''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''': Through this menu you have access to your [[Subscriptions|subscription]] configuration, your [[User profile|User profile]], you can [[Change password|change your password]] and manage your [[Tokens|access tokens]].
* '''Exit''': To log out the application.
* '''Exit''': Use the ''Exit'' option to make log off of the system, see [[Logging Off]];
== Main Menu == <!--T:46-->
* '''New dashboard''': Created a new blank dashboard, see [[New dashboard]];
* '''Edit dashboard'''<!--T: Edit previous created 47-->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 generated dashboards, see [[Edit dashboard]];Datasources).
* '''Share dashboards''': Allows to share your dashboards with other TaticView users, see [[Share dashboards]];
* <!--T:48-->If you are accessing TaticView on a ''desktop'Accept dashboards''': Accept dashboards that other users have shared with , the main menu will be located on the right side of the screen. It will also expand when you, see [[Accept dashboards]];hover over one of your items.
* <!--T:49-->If the access is being performed through a ''mobile device'Generate dashboards''': Automatically generate standard dashboard based on your [[Data Sources]] data, see access to the menu will be through the icon [[Generate dashboardsFile:Menu mobile icon.png|link=]];.
* '''Import/Update data''': Import or update your [[Data Sources]] data, see [[Import/Update data]];
* '''Edit Template'''<!--T: Edit 50-->See the default template used on your dashbaords, see [[Edit Template]];details of each option in the main menu below.
* '''User profile''': Verify and edit your personal profile information including password, see [[Change Personal Information]];
* '''Subscription'''== Dashboards Tab == <!--T: Verify and edit your subscriptions plans, see [[Subscription Plans]];51-->
* '''Help''': Open the TaticView wiki page;
* '''Homepage'''<!--T: Redirect 52-->When you access TaticView, it will be the displayed tab. In it will be available the [[Dashboard|dashboards]] you created, as well as the user to dashboards that other users share with you, as well as the TaticView homepage;dashboards that were installed from one of our [[Templates|templates]].
* '''Edit main page<!--T:66-->''': Allows to delete and sort dashboards and data sources lists, see [[Edit main pageManage Dashboards Groups]].'''
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The dashboards are displayed in card format. By clicking on the card, you will [[Execute a Dashboard|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.
 <!--T:54-->In addition, the [[Main Page Overview#Main Menu|main menu]] will also display options specific to the dashboards.  <!--T:55-->The options available in the context menu are (depending on the dashboard type, some options are not available):  <!--T:56-->* '''Edit dashboard''': Opens the dashboard design so you can make the desired changes. See more in [[Edit dashboard]].* '''Share dashboard''': 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 dashboard remains unchanged. See more in [[Delete Dashboards]].  <!--T:57-->The [[Main Page Overview#Main Menu|main menu]] options are:  <!--T:58-->* '''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''': 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]].* '''Delete dashboards''': Opens the list so that you select one or more dashboards for deletion. Important, a deleted dashboard can not be recovered. See more in [[Delete Dashboards|Delete dashboards]].* '''Slideshow''': Opens the Slideshow setup screen. See more in [[FileSlideshow]].* '''Master dashboard''':mainpageLets 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]], [[Image|images]], etc).pngSee 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]]. == Datasources Tab == <!--T:59-->  <!--T:60-->On this tab are all your [[Data Sources|datasources]]. Like dashboards, 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.  <!--T:61-->The [[Main Page Overview#Main Menu|main menu]] will display the options specific to the datasource.  <!--T:62-->The options available in the context menu are (options may vary depending on the datasource and the configuration of your signature):  <!--T:63-->* '''Update datasource''': 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 dashboard]].* '''Notify update''': Notifies users with whom you have shared dashboards that the data has been updated.* '''Send copy''': Send a 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 [[Copy 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]].* '''Delete datasources''': Removes the datasource and its dashboards. A confirmation will be requested. See more in [[Delete Data Source|Delete datasource]].  <!--T:64-->The [[Main Page Overview#Main Menu|main menu]] options are:  <!--T:65-->* '''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]].* '''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#Managing_Copy_Sent_to_Another_User|Manage 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]]. </translate>
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