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
   

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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
   

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3. 3
   Questions Communication
   Data Access
   Data Wrangling
   Visualization
   Analytics
   (Statistics / Machine
   Learning)
   Data Science Workflow
   

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4. 4
   Questions Communication
   (Dashboard, Note, Slides)
   Data Access
   Data Wrangling
   Visualization
   Analytics
   (Statistics / Machine
   Learning)
   ExploratoryɹModern & Simple UI
   

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5. EXPLORATORY
   Online Seminar #52
   Introduction to
   Exploratory Server
   

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6. Agenda
   • What is Exploratory Server
   • Publish
   • Share
   • SchedulE
   • Discover
   • Interact
   • Reproduce
   6
   

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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
   

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8. 8
   Reporting
   Analytics
   Data Access
   From Data to Insight
   Visualization
   Data Wrangling
   Exploratory Desktop
   Exploratory Desktop
   

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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
   

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10. Data
    Exploratory Server Lifecycle
    10
    Publish
    Share View
    Schedule
    Discover
    Reproduce
    Create
    
    Insights
    Exploratory Desktop
    

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

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12. Data
    12
    Top 100 Customers based on Sales
    

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13. Chart & Analytics
    13
    

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14. Dashboard
    14
    

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15. Note
    15
    

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

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17. 17
    Publish
    Data Note
    

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18. 18
    Publish
    Dashboard
    

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19. Publish in the Private mode to have only the invited people can access it.
    

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20. 20
    Once published, an unique URL is assigned.
    

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21. 21
    Open the Dashboard in a web browser.
    

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22. Add Tags.
    22
    

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

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

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25. 25
    Tag Page
    

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

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27. Exploratory Server Lifecycle
    27
    View
    Schedule
    Discover
    Reproduce
    Create
    
    Insights
    Share
    Publish
    

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

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

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

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31. 31
    If they don’t have Exploratory accounts they’ll be asked to create one. These
    accounts are ‘Viewer’ accounts, and free!
    

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32. 32
    You don’t want to have others to create Exploratory
    accounts?
    No worry.
    You can share with a special URL.
    

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

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35. 35
    This URL is different from the ‘official’ URL and regenerated when you
    disable and enable again.
    

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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
    

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37. Exploratory Server Lifecycle
    37
    Publish
    Share View
    Schedule
    Discover
    Reproduce
    Create
    
    Insights
    

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38. • View Insight
    • View Data
    • Download Data
    • Interact
    

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39. 39
    Dashboard Note
    

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40. 40
    Chart Analytics
    

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

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42. Browse Published Data - 3 Views
    Summary Table Metadata
    

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

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44. Filter, Sort, and Visual Bar!
    Table
    

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45. Metadata
    • You can describe your data with
    Markdown text.
    • With Data Dictionary, you can
    provide a description for each
    column.
    

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46. • View Insight
    • View Data
    • Download Data
    • Interact
    

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47. View Slide

48. Download Data
    BI Excel
    Data Chart & Analytics
    Exploratory Server
    Exploratory
    Desktop
    Data Catalog CSV API
    Developer
    

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49. Make sure to check ‘CSV’ data download option enabled when publishing.
    49
    

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50. If you are Excel or BI users you might want to download the data as CSV.
    50
    

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51. If you are an application developer you might want to access the data via API.
    51
    

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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.
    

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53. Not only Data, but also Chart and Analytics can be downloaded as Data.
    53
    

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54. • View Insight
    • View Data
    • Download Data
    • Interact
    

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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
    

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56. 56
    You can flexibly design the Dashboard with Parameters.
    

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57. 57
    This parameter is used in the Filter step that effects all the charts.
    

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58. 58
    This parameter is used in a Chart Filter that effects only this chart.
    

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59. 59
    This parameter is used in a Analytics Filter that effects only this chart
    that is from ‘Time Series Forecasting with Prophet’.
    

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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.
    

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61. 61
    You can add Parameters to Data, Chart, Analytics, Dashboard, Note!
    

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62. 62
    Take a look at the past seminar for more details on Parameter.
    

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65. View Slide

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

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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.
    

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68. 68
    You can subscribe the notification email so that you will receive it everytime the
    scheduling job is completed.
    

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69. 69
    Other folks can also subscribe the notification emails.
    

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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!
    

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71. How Scheduling Works
    

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

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

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74. 74
    Database Connection
    

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

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76. 76
    Usage Monitoring
    

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

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81. 81
    “I have many data and insights published
    at the server.
    How can I find them?”
    

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82. My Insights Page
    82
    

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83. 83
    My Insights Page
    

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84. 84
    You can find the ones that you didn’t publish but you are shared with by someone else.
    

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85. 85
    “How can I find the insights and data that
    other people published?”
    

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87. 87
    Insight Search Page
    

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

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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.
    

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

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

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93. You can download / import the EDF even for Chart & Analytics.
    93
    

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94. 94
    Dashboard and Note, too!
    

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

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100. Exploratory
     Collaboration Server
     

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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
     

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102. Exploratory
     Desktop
     Exploratory Server
     Outside Inside
     Data
     102
     Inside Company’s Network
     Firewall
     Publish
     

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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.
     

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104. Exploratory
     Desktop
     Outside Inside
     Data
     104
     Inside Company’s Network
     Firewall
     Collaboration Server
     Exploratory Server
     

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105. Collaboration Server Specific Features
     105
     • User / Team Management
     • Share / Publish as Team
     • Monitor all the Insights and Data
     • Manage Scheduling Jobs
     

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107. 107
     User Management
     

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108. 108
     Team Management
     

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112. 112
     For the Insights and Data published as a team, the team names are as part
     of the URL.
     

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113. 113
     Monitor all the Insights and Data published at the server.
     

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114. 114
     Access View Monitoring
     

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115. 115
     Usage Monitoring
     

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116. Manage Scheduling Jobs
     116
     

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117. That’s it for today!
     

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118. Next Seminar
     

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

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120. View Slide

121. Information
     Email
     kan@exploratory.io
     Website
     https://exploratory.io
     Twitter
     @ExploratoryData
     Seminar
     https://exploratory.io/online-seminar
     

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122. Q & A
     122
     

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123. EXPLORATORY
     123
     

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