Seminar #52 - Introduction to Exploratory Server

Slide 1

Slide 1 text

EXPLORATORY Online Seminar #52 Introduction to Exploratory Server

Slide 2

Slide 2 text

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

Slide 3

Slide 3 text

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

Slide 4

Slide 4 text

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

Slide 5

Slide 5 text

EXPLORATORY Online Seminar #52 Introduction to Exploratory Server

Slide 6

Slide 6 text

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

Slide 7

Slide 7 text

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

Slide 8

Slide 8 text

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

Slide 9

Slide 9 text

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

Slide 10

Slide 10 text

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

Slide 11

Slide 11 text

Exploratory Server Lifecycle 11 Publish Share View Schedule Discover Reproduce Create

Slide 12

Slide 12 text

Data 12 Top 100 Customers based on Sales

Slide 13

Slide 13 text

Chart & Analytics 13

Slide 14

Slide 14 text

Dashboard 14

Slide 15

Slide 15 text

Note 15

Slide 16

Slide 16 text

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

Slide 17

Slide 17 text

17 Publish Data Note

Slide 18

Slide 18 text

18 Publish Dashboard

Slide 19

Slide 19 text

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

Slide 20

Slide 20 text

20 Once published, an unique URL is assigned.

Slide 21

Slide 21 text

21 Open the Dashboard in a web browser.

Slide 22

Slide 22 text

Add Tags. 22

Slide 23

Slide 23 text

23 Click the Tag button to show the tags.

Slide 24

Slide 24 text

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

Slide 25

Slide 25 text

25 Tag Page

Slide 26

Slide 26 text

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

Slide 27

Slide 27 text

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

Slide 28

Slide 28 text

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

Slide 29

Slide 29 text

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

Slide 30

Slide 30 text

30 The invited ones will receive an email like below.

Slide 31

Slide 31 text

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

Slide 32

Slide 32 text

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

Slide 33

Slide 33 text

Slide 34

Slide 34 text

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

Slide 35

Slide 35 text

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

Slide 36

Slide 36 text

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

Slide 37

Slide 37 text

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

Slide 38

Slide 38 text

• View Insight • View Data • Download Data • Interact

Slide 39

Slide 39 text

39 Dashboard Note

Slide 40

Slide 40 text

40 Chart Analytics

Slide 41

Slide 41 text

• View Insight • View Data • Download Data • Interact

Slide 42

Slide 42 text

Browse Published Data - 3 Views Summary Table Metadata

Slide 43

Slide 43 text

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

Slide 44

Slide 44 text

Filter, Sort, and Visual Bar! Table

Slide 45

Slide 45 text

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

Slide 46

Slide 46 text

• View Insight • View Data • Download Data • Interact

Slide 47

Slide 47 text

No content

Slide 48

Slide 48 text

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

Slide 49

Slide 49 text

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

Slide 50

Slide 50 text

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

Slide 51

Slide 51 text

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

Slide 52

Slide 52 text

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.

Slide 53

Slide 53 text

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

Slide 54

Slide 54 text

• View Insight • View Data • Download Data • Interact

Slide 55

Slide 55 text

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

Slide 56

Slide 56 text

56 You can ﬂexibly design the Dashboard with Parameters.

Slide 57

Slide 57 text

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

Slide 58

Slide 58 text

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

Slide 59

Slide 59 text

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

Slide 60

Slide 60 text

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.

Slide 61

Slide 61 text

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

Slide 62

Slide 62 text

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

Slide 63

Slide 63 text

Slide 64

Slide 64 text

Slide 65

Slide 65 text

Slide 66

Slide 66 text

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

Slide 67

Slide 67 text

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.

Slide 68

Slide 68 text

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

Slide 69

Slide 69 text

69 Other folks can also subscribe the notiﬁcation emails.

Slide 70

Slide 70 text

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!

Slide 71

Slide 71 text

How Scheduling Works

Slide 72

Slide 72 text

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

Slide 73

Slide 73 text

Database 73 Dashboard Dashboard Exploratory Desktop Exploratory Server Publish Connection Connection

Slide 74

Slide 74 text

74 Database Connection

Slide 75

Slide 75 text

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

Slide 76

Slide 76 text

76 Usage Monitoring

Slide 77

Slide 77 text

Slide 78

Slide 78 text

Slide 79

Slide 79 text

Slide 80

Slide 80 text

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

Slide 81

Slide 81 text

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

Slide 82

Slide 82 text

My Insights Page 82

Slide 83

Slide 83 text

83 My Insights Page

Slide 84

Slide 84 text

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

Slide 85

Slide 85 text

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

Slide 86

Slide 86 text

Slide 87

Slide 87 text

87 Insight Search Page

Slide 88

Slide 88 text

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

Slide 89

Slide 89 text

89 You can download data in a reproducible format (EDF / Exploratory Data Format) so that you can import it with the data wrangling steps.

Slide 90

Slide 90 text

Slide 91

Slide 91 text

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

Slide 92

Slide 92 text

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

Slide 93

Slide 93 text

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

Slide 94

Slide 94 text

94 Dashboard and Note, too!

Slide 95

Slide 95 text

Slide 96

Slide 96 text

Slide 97

Slide 97 text

Slide 98

Slide 98 text

Slide 99

Slide 99 text

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

Slide 100

Slide 100 text

Exploratory Collaboration Server

Slide 101

Slide 101 text

Slide 102

Slide 102 text

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

Slide 103

Slide 103 text

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.

Slide 104

Slide 104 text

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

Slide 105

Slide 105 text

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

Slide 106

Slide 106 text

106

Slide 107

Slide 107 text

107 User Management

Slide 108

Slide 108 text

108 Team Management

Slide 109

Slide 109 text

109

Slide 110

Slide 110 text

110

Slide 111

Slide 111 text

111

Slide 112

Slide 112 text

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

Slide 113

Slide 113 text

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

Slide 114

Slide 114 text

114 Access View Monitoring

Slide 115

Slide 115 text

115 Usage Monitoring

Slide 116

Slide 116 text

Manage Scheduling Jobs 116

Slide 117

Slide 117 text

That’s it for today!

Slide 118

Slide 118 text

Next Seminar

Slide 119

Slide 119 text

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

Slide 120

Slide 120 text

No content

Slide 121

Slide 121 text

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