The goal of the new UI and navigation panel and menu was to provide Users with a streamlined way to view content and activities pertinent to them.
- User Home Page. The vast majority of the UI is dedicated to the User Interface Work Area. This is the interactive window where the User will interact with all their data.
- Navigation panel. On the left side of the UI is the main Navigation panel. This navigation panel is present on the UI at all times and updates dynamically as the User works with the various capabilities / features within Insight Plus. The upper part of the panel provides Users with direct access to search for their content, and links to content to which they have access. The bottom portion of the panel provides Users with one-click access to capabilities to create and manage new activities such as creating new content, uploading personal data files, accessing notifications and managing the environment (dependent on User permissions).
- Search. The New Smart Search in Insight Plus provides a modernized search engine that use smart, intent-driven search algorithm to assist the User. Click on Search to open the search panel. Type “Training” in the search dialog box. As you type, an auto-fill feature will launch and render search suggestions for related terms. Click outside the Search panel to close it.
- My Content. The My Content folder provides the user with direct access to the content they have saved. This is content owned by the User and may only be viewed by the User. You will be saving your work from today’s workshop in this folder. Click on My Content to open the navigation panel to see if there is any User content in your environment. Click outside the My Content panel to close it.
- Team Content. The Team Content folder contains all the published enterprise and shared content the user has permission to view. Click on Team Content to open the navigation panel. Notice there is a list of folders. Click outside the Team Content panel to close it.
- Recent. The Recent button shows the User the most recently used list of content, up to 20 objects (reports, dashboards, data modules, etc.). Objects appear in order based on most recently used. Once an object is viewed, it will move to the top of the list. Click on Recent to see what, if any, are the most recently used objects in your environment. Hover your mouse over the icon to the left of each object to identify the type of object. Click outside the Recent panel to close it.
- New. The New button is used by Users to create new content. It is intent-driven, meaning that it allows Users to select what type of content they wish to create, and the Insight Plus UI will open the associated capabilities in the Work Area. From here, Users may create new Reports, Dashboards, Stories, Data Modules or access components from older interface like Workspace.
- Upload files. Users may upload external data files to the Insight Plus environment for analysis, independently or in conjunction with enterprise data in Insight Plus.
- Notifications. Users may subscribe to Insight Plus content and receive notifications when that content has been updated and is ready for review. An indicator is provided to provide Users with the number of new notifications.
- Navigation Menu. The navigation menu at the top center of the UI provides a dropdown button that allows Users to easily move between the different objects they have worked with during their current session, without opening additional browser windows.
- Coach Marks. Coach Marks are available as indicated by a green button next to action buttons. Coach Marks are provided to enhance the user experience by providing information to the user on how to use features. Click the Coach Mark buttons you see on the screen to open windows with hints. Click the “X” button to close the hints. User may also turn off the Coach Marks by clicking the “Turn off hints”.
- Personal Menu. The Personal Menu allows Users to change personal preferences for their environment and to manage their subscriptions. Click on the Personal Menu to see the capabilities available. Click outside the Personal Menu to close it.
