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

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.
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
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.
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
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?”
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.
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!
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
107. 107 User Management
108. 108 Team Management
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
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