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Seminar #52 - Introduction to Exploratory Server

Seminar #52 - Introduction to Exploratory Server

With Exploratory Server, you can publish your data, charts, dashboards, etc. that you have created with Exploratory Desktop to share with others, schedule them to automate the data refreshing, and interacting with them inside the web browser.

In this seminar, Kan introduces what you can do with Exploratory Server by visiting each step of a typical workflow of reporting and monitoring.

Agenda:

1. What is Exploratory Server
2. Publishing
3. Sharing
4. Scheduling
5. Discovering
6. Interacting
7. Reproducing

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Kan Nishida
PRO

July 21, 2021
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Transcript

  1. EXPLORATORY Online Seminar #52 Introduction to Exploratory Server

  2. Kan Nishida CEO/co-founder Exploratory Summary In Spring 2016, launched Exploratory,

    Inc. to democratize Data Science. Prior to Exploratory, Kan was a director of product development at Oracle leading teams to build various Data Science products in areas including Machine Learning, BI, Data Visualization, Mobile Analytics, Big Data, etc. While at Oracle, Kan also provided training and consulting services to help organizations transform with data. @KanAugust Speaker
  3. 3 Questions Communication Data Access Data Wrangling Visualization Analytics (Statistics

    / Machine Learning) Data Science Workflow
  4. 4 Questions Communication (Dashboard, Note, Slides) Data Access Data Wrangling

    Visualization Analytics (Statistics / Machine Learning) ExploratoryɹModern & Simple UI
  5. EXPLORATORY Online Seminar #52 Introduction to Exploratory Server

  6. Agenda • What is Exploratory Server • Publish • Share

    • SchedulE • Discover • Interact • Reproduce 6
  7. Exploratory Desktop BI Excel R / Python / JS Exploratory

    Desktop Search / Data View / API Data Catalog Insight Catalog Search / Insight Page Scheduling / Interactive Runtime Management Sharing Management Exploratory Server 7
  8. 8 Reporting Analytics Data Access From Data to Insight Visualization

    Data Wrangling Exploratory Desktop Exploratory Desktop
  9. Share View Schedule 9 Reporting Analytics Data Access From Data

    to Insight Visualization Data Wrangling Exploratory Server Insight & Data Management Exploratory Server Exploratory Desktop Discover Reproduce Publish
  10. Data Exploratory Server Lifecycle 10 Publish Share View Schedule Discover

    Reproduce Create Insights Exploratory Desktop
  11. Exploratory Server Lifecycle 11 Publish Share View Schedule Discover Reproduce

    Create
  12. Data 12 Top 100 Customers based on Sales

  13. Chart & Analytics 13

  14. Dashboard 14

  15. Note 15

  16. Exploratory Server Lifecycle 16 Publish Share View Schedule Discover Reproduce

    Create Insights
  17. 17 Publish Data Note

  18. 18 Publish Dashboard

  19. Publish in the Private mode to have only the invited

    people can access it.
  20. 20 Once published, an unique URL is assigned.

  21. 21 Open the Dashboard in a web browser.

  22. Add Tags. 22

  23. 23 Click the Tag button to show the tags.

  24. 24 You can click on them to open the tag

    specific page.
  25. 25 Tag Page

  26. You can edit the tag names directly from the server

    UI. 26
  27. Exploratory Server Lifecycle 27 View Schedule Discover Reproduce Create Insights

    Share Publish
  28. 28 Click the Share button to invite others you’d like

    to share with.
  29. 29 Type a message (Optional) and send the invitation.

  30. 30 The invited ones will receive an email like below.

  31. 31 If they don’t have Exploratory accounts they’ll be asked

    to create one. These accounts are ‘Viewer’ accounts, and free!
  32. 32 You don’t want to have others to create Exploratory

    accounts? No worry. You can share with a special URL.
  33. 33

  34. 34 It generates a unique URL that can be shared

    with others.
  35. 35 This URL is different from the ‘official’ URL and

    regenerated when you disable and enable again.
  36. Sharing Mode Types 36 Public Mode Private Mode Private with

    URL Level of Sharing Anybody can access and open. Only the invited people can access and open. Login will be required. Anybody with the URL can open. URL The published URL. The published URL. A different URL from the published URL will be generated and can be used to share. This URL can be regenerated by disabling/enabling. Message when inviting No You can write a message when sharing. No Search from Insight Page (Web Site) Yes Yes, but only for logged in users. Users who don’t have access to the data/ insights won’t see them in the search result. No User Type Any Need an Exploratory account to log in. (either paid plan or free plan) Any Usage of Parameter Yes Yes Yes
  37. Exploratory Server Lifecycle 37 Publish Share View Schedule Discover Reproduce

    Create Insights
  38. • View Insight • View Data • Download Data •

    Interact
  39. 39 Dashboard Note

  40. 40 Chart Analytics

  41. • View Insight • View Data • Download Data •

    Interact
  42. Browse Published Data - 3 Views Summary Table Metadata

  43. Stats and charts gives you a quick summary of your

    data. Summary
  44. Filter, Sort, and Visual Bar! Table

  45. Metadata • You can describe your data with Markdown text.

    • With Data Dictionary, you can provide a description for each column.
  46. • View Insight • View Data • Download Data •

    Interact
  47. None
  48. Download Data BI Excel Data Chart & Analytics Exploratory Server

    Exploratory Desktop Data Catalog CSV API Developer
  49. Make sure to check ‘CSV’ data download option enabled when

    publishing. 49
  50. If you are Excel or BI users you might want

    to download the data as CSV. 50
  51. If you are an application developer you might want to

    access the data via API. 51
  52. If you are Exploratory user you can directly access the

    data from Data Catalog UI inside Exploratory Desktop. 52 You can see all the data that you have published or shared with.
  53. Not only Data, but also Chart and Analytics can be

    downloaded as Data. 53
  54. • View Insight • View Data • Download Data •

    Interact
  55. 55 You Team Mates I want data for Europe. I

    want data for Africa. I want data for Asia. Exploratory Server You can let others interact with your insights and data at Exploratory Server by using Parameters. They can see the data of their interest by changing the Parameter values. Publish
  56. 56 You can flexibly design the Dashboard with Parameters.

  57. 57 This parameter is used in the Filter step that

    effects all the charts.
  58. 58 This parameter is used in a Chart Filter that

    effects only this chart.
  59. 59 This parameter is used in a Analytics Filter that

    effects only this chart that is from ‘Time Series Forecasting with Prophet’.
  60. 60 All you need is to add parameters to Step,

    Chart, and Analytics. Then all the required parameters will show up automatically in the Parameter pane.
  61. 61 You can add Parameters to Data, Chart, Analytics, Dashboard,

    Note!
  62. 62 Take a look at the past seminar for more

    details on Parameter.
  63. 63

  64. 64

  65. 65

  66. Exploratory Server Lifecycle 66 Publish Share View Schedule Discover Reproduce

    Create Insights
  67. 67 Automate for extracting data from the data sources and

    transform the data by scheduling. Your data is always up-to-date even without opening Exploratory Desktop.
  68. 68 You can subscribe the notification email so that you

    will receive it everytime the scheduling job is completed.
  69. 69 Other folks can also subscribe the notification emails.

  70. 70 You will receive the notification emails with thumbnail images

    that are up-to-date. This image is dynamically generated when the schedule is run. You don’t even open it in the web browser!
  71. How Scheduling Works

  72. Remote Files 72 Dashboard CSV Dashboard Exploratory Desktop Exploratory Server

    Publish URL URL
  73. Database 73 Dashboard Dashboard Exploratory Desktop Exploratory Server Publish Connection

    Connection
  74. 74 Database Connection

  75. 75 Dashboard Dashboard Exploratory Desktop Exploratory Server Publish OAuth OAuth

    Cloud App
  76. 76 Usage Monitoring

  77. 77

  78. 78

  79. 79

  80. Exploratory Server Lifecycle 80 Publish Share View Schedule Discover Reproduce

    Create Insights
  81. 81 “I have many data and insights published at the

    server. How can I find them?”
  82. My Insights Page 82

  83. 83 My Insights Page

  84. 84 You can find the ones that you didn’t publish

    but you are shared with by someone else.
  85. 85 “How can I find the insights and data that

    other people published?”
  86. 86

  87. 87 Insight Search Page

  88. Exploratory Server Lifecycle 88 Publish Share View Schedule Discover Reproduce

    Create Insights
  89. 89 You can download data in a reproducible format (EDF

    / Exploratory Data Format) so that you can import it with the data wrangling steps.
  90. 90

  91. Data Wrangling Steps are imported together to reproduce the data.

    91
  92. Referenced data frames are also imported together to reproduce the

    data. 92
  93. You can download / import the EDF even for Chart

    & Analytics. 93
  94. 94 Dashboard and Note, too!

  95. 95

  96. 96

  97. 97

  98. 98

  99. Exploratory Server Lifecycle 99 Publish Share View Schedule Discover Reproduce

    Create Insights
  100. Exploratory Collaboration Server

  101. Exploratory Desktop BI Excel R / Python / JS Exploratory

    Desktop Search / Data View / API Data Catalog Insight Catalog Search / Insight Page Scheduling / Interactive Runtime Management Sharing Management Exploratory Server 101
  102. Exploratory Desktop Exploratory Server Outside Inside Data 102 Inside Company’s

    Network Firewall Publish
  103. Exploratory Desktop Exploratory Server Outside Inside Data 103 Inside Company’s

    Network Firewall Publish Your company might not allow you to publish any data outside your company’s network.
  104. Exploratory Desktop Outside Inside Data 104 Inside Company’s Network Firewall

    Collaboration Server Exploratory Server
  105. Collaboration Server Specific Features 105 • User / Team Management

    • Share / Publish as Team • Monitor all the Insights and Data • Manage Scheduling Jobs
  106. 106

  107. 107 User Management

  108. 108 Team Management

  109. 109

  110. 110

  111. 111

  112. 112 For the Insights and Data published as a team,

    the team names are as part of the URL.
  113. 113 Monitor all the Insights and Data published at the

    server.
  114. 114 Access View Monitoring

  115. 115 Usage Monitoring

  116. Manage Scheduling Jobs 116

  117. That’s it for today!

  118. Next Seminar

  119. EXPLORATORY Online Seminar #53 7/28/2021 (Wed) 11AM PT Exploratory x

    Google BigQuery
  120. None
  121. Information Email kan@exploratory.io Website https://exploratory.io Twitter @ExploratoryData Seminar https://exploratory.io/online-seminar

  122. Q & A 122

  123. EXPLORATORY 123