Building Business-Ready Analytics in the Cloud

Transcript:

Joe Miller: Let's go ahead and get this session underway looks like everyone who's joining us was is here now so let's go ahead and launch in.

Joe Miller: Welcome everybody to include a fundamentals building business ready analytics in the cloud, my name is Joe Miller and i'm the senior director of Community and customer education here.

Joe Miller: With me here today, and the call, I also have Michael and Ashley who are going to be helped, facilitating this course.

Joe Miller: They will be in the background, assisting people well i'll be on kind of the main screen instructing this session here today.

Joe Miller: If you have any questions throughout the duration of the session go ahead and leverage.

Joe Miller: The zoom chat capability zoom Q amp a capability ask your questions there Michael will feel them and, at the end of the session will sweep through them just make sure that we've cleaned everything up and everybody's questions get answered and we'll be on our way.

Joe Miller: Just a little bit about the session before we get started, this is a little bit different than other sessions, you may have been have participated in within quarter.

Joe Miller: This is a part of our virtual hands on lab series Our hope is that, throughout the duration of today's course you can participate and follow, along with some of what we are going to be showcasing here today.

Joe Miller: If you are in a place right now, where you feel like you just want to be sit back watch relax and kind of See you in court and action you're more than welcome to do so.

Joe Miller: If not, if you want to get your hands on and really start building things within a quarter that's what the intent of this session is here for today and we want to make sure that you have the opportunity to spin up the trial get access and get your hands dirty.

Joe Miller: To actually activate into the trial i'm going to exit out of this slide really quick and just navigate over to.

Joe Miller: encoder.com Okay, and I believe Ashley is going to drop a link in chat over to the free trial.

Joe Miller: But if you can't navigate there easily or quickly if you just go to incorporate calm, you can go ahead and select star for free you'll be greeted with.

Joe Miller: A registration page in this case i've already registered, so I already get redirected somewhere else but you'll be greeted with the registration page where you provide your business email.

Joe Miller: And once that's done, you should receive an email in your inbox to set a password for your cluster okay.

Joe Miller: Once you have that cluster password set, you should expect maybe a five to 10 minute cluster spin up time.

Joe Miller: No worries we're actually just going to cover an introduction of in quarter here for the first five or 10 minutes anyway, so I just recommend getting that started now.

Joe Miller: And throughout the duration of the introduction that so by the time we actually get to the hands on piece you'll be ready to follow, along with me.

Joe Miller: Okay.

Joe Miller: Get back to my presentation here so today's objectives, what do you want to walk away with, and this is a fundamentals course right really making sure that you understand in quarter, one on one.

Joe Miller: what's its importance, what is value, making sure that you can step through every stage of our.

Joe Miller: platform with confidence and making sure that you can drive the desired result you need for your organization, so at a high level.

Joe Miller: What is in quarter we're going to talk a little bit about the ux and ui of the Platform we're going to connect to some data load create some dashboards and share those insights.

Joe Miller: Okay, more to come on that in a second right but let's go ahead and talk about why in court it first right and i'm sharing a slide with you today that's.

Joe Miller: You may have seen 200 different iterations of this, and this is probably no surprise to anyone here today.

Joe Miller: Because tale as old as time as far as this is concerned, right, but this is the world.

Joe Miller: That we've become also familiar with and almost to a sense like we've built our mental framework around right, and so, when I talk about in quarter, we have to kind of break through that mental framework, a little bit.

Joe Miller: So that will describe it as it is and then how one quarter navigates this world just a little bit differently than anything else does right.

Joe Miller: So the story is you're out there within your enterprise today you're collecting data from a multitude of source systems.

Joe Miller: We know the source systems can be database cloud data lake Apps etc right.

Joe Miller: And you're actually doing a process of extracting loading and transforming that data into a separate environment that can make it more consumable for your organization right so using elt or atl.

Joe Miller: To do that process today, but in its raw form in this raw data zone it's not quite usable for your organization right there is some transformation process that going to.

Joe Miller: go in place or you don't trust your organization to really understand how to navigate the depth of this data right so.

Joe Miller: there's additional data modeling and processes that will further aggregate refine compact your data into a place where it's more consumable.

Joe Miller: But through that process detail is lost information is neglected level of detail is lost through aggregations right, and so you go from this full wealth.

Joe Miller: of data and start skinny and down right to make it more usable and more comprehensible for your organization.

Joe Miller: That transformation can go even a step further right you could be creating views or data silos within your organization's to serve.

Joe Miller: Very specific teams and you might get to the very end of your analytic journey and find that you have only 10%.

Joe Miller: Of the data that you start with through aggregation and transformation right you've lost that whole wealth of data, but in favor of usability.

Joe Miller: For your organization right there's always seems to be this trade off and then from that business data zone.

Joe Miller: You could be reporting within any of the incumbent reporting tools today right, you might be using excel tablo power bi etc right.

Joe Miller: And so that story goes right and that is seemingly not a bad process right on paper, but we know how it stands today.

Joe Miller: we're involving consulting services to do this right there's a disconnect between all these teams that are doing data extraction doing the refining of data, doing the business development of data, doing the reporting and data right.

Joe Miller: How many times have we said that we've gotten to an end dashboard and we had an executive come in front of us and say that's cool I have more questions I need that to be adapted, so I can understand a certain insight.

Joe Miller: And then you go back to your data modelers and say we need to refactor this and your data model is go back to your atl architects and say we need to refactor this.

Joe Miller: In retail architects need to go back and find the source data and then pass it all the way back down the chain again to make it workable for your end users that process.

Joe Miller: takes a lot of coordination communication if everybody's Johnny on the spot, making sure that they're getting their job done and doing this turnaround and days.

Joe Miller: To oscillate it back and forth throughout the whole analytic ecosystem could take a better part of 510 days right and in today's day and age, with the way that.

Joe Miller: Interest rates are rising in the way of business is fundamentally changing and the new area code, we know that reactivity and an agility around data is a key competitive advantage.

Joe Miller: Which is lost in that wait time of development right so.

Joe Miller: What does in quarter right, and how does it solve this particular problem and, for I do so, I think I would actually just make an analogy from this old process to this new process of working within a quarter.

Joe Miller: And the analogy is effectively a camera right a camera that you could have in your pocket via your phone.

Joe Miller: It could be a camera that you have that's a DSL or shooter like what you might have here, in fact, I had purchased four or five years ago, a Sony camera.

Joe Miller: And I had purchased it under the premise of it had every configuration on the cloud I could make an incredible composition, with some of the options that it had built within the camera software.

Joe Miller: And after I purchased that camera I went through and went through every configuration right, I was watching all these professional photographer saying hey if you're shooting low light landscape settings you'll want to be here right or if you're shooting.

Joe Miller: dark rooms here's the the ISO that you want to be sitting at etc right a lot of very specific configurations to design to define a specific result sound familiar.

Joe Miller: It wasn't until my mind was broken and wasn't and it wasn't until I had gone to a YouTube video of a celebrity wedding photographer who had the same camera.

Joe Miller: And he said ignore what you've heard about all the settings right all you do in the settings is back yourself into a very specific corner, for a very specific photo.

Joe Miller: Right much in the way that the processes today that we define back listen to a very certain specific type of analysis he goes, the most important thing and photography.

Joe Miller: Is a moment right it's a moment that fleets right, it could be i'm out here on a mountain vista and.

Joe Miller: A bald eagle swoops down and grabs a fish from a lake or it could be that you know my daughter just.

Joe Miller: creates the biggest smile that I want to capture that moment, if i'm in the wrong settling settings fiddling around trying to get back to the right composition i'm going to totally miss it right that picture will never have existed.

Joe Miller: And that's where the agility comes in, he said, keep the camera on auto mode trust the software it's going to to 95% 100% of the way.

Joe Miller: To the settings that you would have defined anyway, you might as well, keep it in auto it sounds lazy but it works right and so.

Joe Miller: that's where we get into that discussion i'm in court today right no longer do you have to.

Joe Miller: Take all of your data and create all these specific rules and define it down into a very pre aggregated data set you can basically work with your data and auto mode right, you can.

Joe Miller: Create in such a way that you're surfacing it to analysts, in a way that they're dragging and dropping columns without worrying about.

Joe Miller: The size of the data models, or how many tables exist there, nor do you involve the ETF architect in defining or partnering with it in that particular way so.

Joe Miller: that's a little bit something about a quarter right so now you're going to place where you're just.

Joe Miller: ingesting right from a data source and now put it out, putting to a visualization the important note here that i'll make is that included does have visualization capabilities.

Joe Miller: But that's not a core part of the quarter product right, we see a lot of people certainly leverage it.

Joe Miller: But we also see people leverage it with power bi and tableau they use it as the ingestion layer that underlies some of the most powerful reporting platforms out there, so.

Joe Miller: The only reason today that will be building a dashboard within quarter today, as we know, that's the reporting solution that everyone has by nature of joining our trial, so I wanted to make that quick note now.

Joe Miller: The question is.

Joe Miller: Why, why is this possible How is this possible right it's because we were used to a way of thinking right we're used to thinking about optimizing for storage optimizing for reporting speeds right.

Joe Miller: And a lot of that thanks to recent innovations and technologies have gone away, thanks to decreasing costs in hardware and memory, thanks to columnar based storage right thanks to tools like.

Joe Miller: In quarters and Richard Meta data map right now, instead of worrying about how many joins what you have within your query because of the degradation in performance.

Joe Miller: You can see that it's quite linear within a quarter right and you won't have to concern yourself nearly as much about clumping or clubbing your data in a way that's going to be manageable and usable and.

Joe Miller: You know excitable for your end users right.

Joe Miller: So, with the enrichment of data mapping within quarter, we see the unrivaled join performance, which means, as a result you don't have to remodel your data.

Joe Miller: Every time you go back and have a change in requirements and will showcase a little bit of our smart query routing today to show you that as analysts start to interact with your data and the model that you've built.

Joe Miller: there's really nothing that you have to do on encarta is going to smartly query through the data model that you define to create a result for those analysts in sub second results.

Joe Miller: So that's a little bit about encarta and why and quarter right so like I said it's a big framework shift because we've as organizations we've defined our discipline by where we sit within this.

Joe Miller: lineage of this process right, I mean i'm a data engineer right, that is something that has been focused primarily on atl for the longest time, but now it's much more than that we're freeing and liberating data engineers to get away from just.

Joe Miller: plotting through.

Joe Miller: relationship definitions right and getting to a place to look at a very high level at how the organization is performing from a from a data governance standard standardization lineage perspective.

Joe Miller: Now working within in court itself, I just provide this abstraction just to show you how the flow of data is going to work within in court itself and then we're going to walk you through that ui right.

Joe Miller: And I distill it down into three to four basic basic components within a quarter right, the first of which is data connection, making sure that you're communicating with your source system.

Joe Miller: Second, of which is schema design, making sure that you're ingesting the model that natively inhibits your source system or tweaking it to refine what you need within in quarter.

Joe Miller: And then three and I skip this business schema step and go right to dashboard is you can start building insights On top of that right, no additional transformation or complex logic required right.

Joe Miller: Now we do see every now and then that you'll bring in a schema from a database that has 600 tables right something.

Joe Miller: massively wild right and it can be very challenging for your reporting groups to understand.

Joe Miller: What those tables are where they come from what columns they should be looking for, and so we provide this abstraction layer that you can see, in my.

Joe Miller: Little dotted cylinder here, called the business schema layer

Joe Miller: That allows people to kind of allows us to logically refine what they should be looking at right, we can surface specific columns or create specific formulas that reference the physical data model at the schema level.

Joe Miller: on behalf of our business analysts right so not a requirement for the flow of work within and quarter it's just an abstraction layer to make it more understandable for those who don't have quite the depth of knowledge in the models.

Joe Miller: So that's a little bit of information, the background now.

Joe Miller: there's a session our end result is going to be a pretty simple dashboard and I only say that because we want to be able to go from end to end with it and quarter data connection to reporting.

Joe Miller: And again i'll just reiterate that we are reporting and in court today because that's a tool that we all have.

Joe Miller: Every everyone else here on the call might be also using power bi excel tableau whatever it may be right and if that's the case.

Joe Miller: You can go search our community after the session or look at some of our documentation around how you might want to hook up in quarter into those third party third party.

Joe Miller: Business intelligence tools so that's just a little bit in the background, we are going to jump into the the actual encoded interface now so exit out of my presentation.

Joe Miller: And jump in to the corporate environment.

Joe Miller: Okay.

Joe Miller: Now, just as a heads up I do get this question every time, as I start getting as I start going within the session itself is we are recording this so after the session is completed.

Joe Miller: You will receive a recording via email The other thing that we have at our disposal here and actually can chat this into the chat itself is, we have a guide.

Joe Miller: A step by step, guide to make sure that you can build along with today's session Now I will make us make a note that I do try to.

Joe Miller: follow a cadence at the pace that I would expect would be comfortable for people to build along with me, but if not, you can use this lab guide as a reference okay.

Joe Miller: So.

Joe Miller: Quick tour around the product itself up here in the top we have what we call our navigation bar.

Joe Miller: pretty simple and straightforward the note that i'll make is that, as a trial user you're entitled.

Joe Miller: To full access of all categories within in quarter right if you're a customer attending the call here today, and you have in court already implemented.

Joe Miller: You may be assigned a certain role that removes some of these tabs right if i'm working with.

Joe Miller: Building dashboards and I don't have access to a science security within my system, then you're not going to see the security tab or.

Joe Miller: You might not be able to define data sources right and so i'll just make that quick call if this looks a little bit different than the system that you have in place today.

Joe Miller: that's fine it just might be the system that you've been provision or the permissions you've been provisioned by default.

Joe Miller: Just a quick pan through some of these options that we have here and then we're going to drill more deeply into a few of these tabs on the first of which is security.

Joe Miller: Simply put, this is the place where you can add users to your platform and then you can take those users and apply them to groups okay.

Joe Miller: and certain groups can have certain roles associated with them right those roles could be.

Joe Miller: Based on the level of access within a quarter right, you might have someone who's simply there just to consume reports, you could create a group for that or you might delineate groups by.

Joe Miller: Business objective or purpose right maybe there's a group that's designated for HR analytics or finance analytics or operational analytics right, and you can coagulate groups in that manner as well.

Joe Miller: All of that would be accomplished through this tab here, security, making sure that you can get set up with that OK, the next tab is data.

Joe Miller: This tab is a little bit misleading in the sense that no data lives here it's just simply a place to really connect to your data sources right.

Joe Miller: In this case, you can see, I have a few external data sources configured if I were to click into new here, you can see a lot more information and click add data source around the types of data sources that we connect to right.

Joe Miller: up here at the top, we have some broad categories of types of data sources, they could be files databases applications lakes, etc, you can even add.

Joe Miller: custom connectors right, so you can go to the CD the store and pick up your own connector and added in here.

Joe Miller: I think in net total when you start to look at the whole ecosystem of connectors out there you're looking at 250 plus plus a connector SDK right that you can custom configure On top of that, so.

Joe Miller: All that is at your disposal to go through it today we're going to be connecting to a pretty simple.

Joe Miller: Work connection actually we're going to be leveraging existing connection for today's session, but more on, then the second.

Joe Miller: schema the schema tab is a place where we absorb initially the metadata from our data source system right.

Joe Miller: let's go ahead and choose my sequel database right if i'm connecting to the database there one quarter again it's going to do through the schema tab is smartly detect.

Joe Miller: The data architecture that's existent within that system.

Joe Miller: And then, make sure that it's surfaces to you for approval and once you approve on that data architecture, then it's going to load data right so really, this is the layer

Joe Miller: in which the data is kind of physical realized into the Court environment, the call out here is that it's being replicated into in quarter right.

Joe Miller: We are not going back and connecting to the source system updating and changing that it's simply being mirrored over into and quarter for ingestion.

Joe Miller: Next, we have our business schema layer, this is the one that I said that was optional, so if, in the schema layer, we had a model that was super complex.

Joe Miller: The business schema layer just provides us an option to make a little bit easier to navigate and leverage right and then, finally, we have our content tab where you can build dashboards.

Joe Miller: The one thing that I did skip, but I think most people would understand is a scheduler right, making sure that you can schedule, when a schema loads what notifications get sent as a result of that schema.

Joe Miller: notifications around the data that's within your dashboard all those can be configured in the environment.

Joe Miller: Today that's just kind of an end use case i'll show you a little bit around our sharing component of today's fundamental session but let's go ahead and dig in and start building within quarter.

Joe Miller: Okay, so the first of which is going to be connecting to data Okay, and today just out of clarity and for the sake of ease, we are going to be using an existing connector from mysql called online store okay.

Joe Miller: If I were to click into this actually move back out, let me click into it from a new connector right i'll select add data source and type in my sequel.

Joe Miller: you'll see an expected the easy connection right all you do is name your data source in this case, give a username password the connection string and maybe connections properties if it applies right.

Joe Miller: If I were to click out of this, you can see that I could do the same thing to edit said connection right, I could come in here and configure it as such, this test connection button, just as an fyi the password is encrypted and hidden so when you test the connection.

Joe Miller: it's going to fail at this moment, because no passwords applied, but we do have it in the back end, so it is going to work for the sake of our.

Joe Miller: schema build here today, and so we are going to build a schema On top of this, online store data connection.

Joe Miller: So that's all there is there, if you have your own data source after the session highly recommend that you go in here at least connect to it right.

Joe Miller: Make sure that you're communicating with it properly, and if you need further help you can always reach out to us right.

Joe Miller: either to the community.com or get in touch with your a and we can make sure that we assist you in getting connected to the data source that you have let's get into the fun stuff though let's get right into the meat of in quarter and create a schema okay.

Joe Miller: One quick note is, I am going to create my own names here for some new schemas throughout the session, I will be copying and pasting a few values into chat.

Joe Miller: it's a little bit more helpful if you named things similarly or exactly to how I do it because it will just become copy and paste if you name it slightly differently than you might have to modify.

Joe Miller: formulas to match whatever you name it so just a quick heads up, it might be a little bit easier if your name things similar to me okay so let's go ahead and create a schema i'm going to go ahead and select new.

Joe Miller: and select schema wizard really there's two options to create a new schema from scratch, create a schema is really kind of building it one table at a time.

Joe Miller: I like schema wizard because I can kind of bulk import tables into my schema i'm using the schema wizard experience.

Joe Miller: Okay, so the first step of our schema is to give it some sort of name i'm going to go ahead and name it my store.

Joe Miller: Next, will select a database or data source again that data source that we're going to use is that mysql database with that connection name of online store and then we can give it some sort of highly compelling description.

Joe Miller: That should do it.

Joe Miller: And let's go ahead and select next.

Joe Miller: Okay.

Joe Miller: So this is where the magic happens within the schema wizard experience.

Joe Miller: This is where we select which tables, we would like to include within our schema now, at this point in time, I just want to send the reminder.

Joe Miller: We are not loading data, nor are we loading data for the tables that we choose, at this moment in time we're selecting to effectively look at the metadata bring in the table metadata into the quarter schema architecture and just make sure that everything.

Joe Miller: aligns to our for expectations, whether they be formulas relationships data types and once we have all of that defined, then we pull all that data into the skeleton that we've outlined through the metadata.

Joe Miller: So let's go ahead and click online store and i'll just click on one initially let's just go ahead and click on address and see what we have offered here within the schema builder experience.

Joe Miller: The first of which is by selecting this i'm choosing to include address within my schema so that's the first note.

Joe Miller: The second note is not only in a table level, but I can choose to do that at the column level right if I want to omit certain columns from being ingested into my schema.

Joe Miller: I could do select them here Okay, on top of that, I could change how in quarter has labeled these fields.

Joe Miller: smartly I think it effectively goes through, and replaced underscores with spaces for labels, you can choose how what type of data, it might be with an encoder and then the function okay.

Joe Miller: The encoded types will effectively do a scan of the data itself and determine what type, it should be.

Joe Miller: So every once in a while you might find a zip code, being an instructor right, so it might be good to just kind of do a cursory look to make sure that things square up the way that you expect.

Joe Miller: The one card that I have is, this is not your last chance to define these this is simply the wizard experience so.

Joe Miller: we'll actually get access to that full schema after we go through the wizard and we continue to can continue to edit it after the fact, so not every decision needs to be made at this moment it's just close enough, I think, is going to be the the right temperature here.

Joe Miller: And then the key is effectively how this column or field will be planned to be used within in quarter right.

Joe Miller: A key is going to be a field that's set to define a relationship between tables and the other two option types or dimension and measure dimension effectively being something qualitative in nature or descriptive in nature and a measure being something quantitative in nature right so.

Joe Miller: That is something that you can configure here now, if you wanted to go all the way from this low code option and go with the high code option.

Joe Miller: You can also customize the sequel this table what you can see here is effectively a select star only columns are actually spelled out here, but you could add additional logic within this customized sequel option as well.

Joe Miller: The one other thing that i'll call out is you know you could obviously tweak the the sequel of the table itself, but you could also just write a custom table into your schema down here as well.

Joe Miller: Okay now i'm going to do what I think probably 99% of our customers do today and that's just going to say hey I want to see the data that exists within our source system and ingest it and mirror it.

Joe Miller: As it is into the ecosystem right and so with that i'm going to select all the tables within this online store schema and select next.

Joe Miller: The final step here there's only one key decision to be made and that's this checkbox right.

Joe Miller: what's effectively asking is do you want in quarter to crawl through your source system and help detect relationships that exists there right.

Joe Miller: If it sees relationships exist there it'll automatically map them within the quarter schema so I can't think of many cases that people wouldn't want this selected so i'm gonna leave this selected by default.

Joe Miller: Whereas like create schema okay again at this moment still no data loaded into in quarter simply the schema.

Joe Miller: Okay.

Joe Miller: Nice minsky moment my cluster may have time to hold on one second.

Joe Miller: yeah it's going to spin up here for just a second.

Joe Miller: Go on pause there.

Joe Miller: Just pull up a backup cluster here well that's spinning up.

Joe Miller: Apologies for that I had spun this cluster up a one hour prior to the session look appears to have closed down on me throughout the session so wait for that to spin up there for a second, but in the meantime.

Joe Miller: I can leverage this system here Okay, because I have another version of that So hopefully this will get started shortly i'll pull that back over in a second here.

Joe Miller: Okay, and as a note by default I think everybody's clusters do timeout within an hour of inactivity okay all right.

Joe Miller: So what you should see here um is a few things right and i'll just make a quick call out of how your platform view may differ from what this one is right now.

Joe Miller: you'll see all these tables here on the Left you'll see the type we have a few different table types right not only can we ingest tables from.

Joe Miller: directly from your source system, but we can write custom sequel tables materialized views through our Python etc, and then a little bit of information around how many columns are there, how many joins in this case, my schema is loaded So you see how many records, I do have.

Joe Miller: You should see zero at this point in time, and you should also see zero for data size okay so that's just a quick call out.

Joe Miller: Of what you should be seeing right now now one of the things that I do want to introduce you to is this diagram view okay.

Joe Miller: This is maybe one of my favorite parts of the quarter platform because i'm a very visual interactive okay so i'm gonna go ahead and select diagram view, and this is going to give me a quick spin up view of all the relationships that exist there, yes, you saw within the previous view.

Joe Miller: I had brought up what was it like 34 separate tables and each of them had seven or eight joins a piece.

Joe Miller: However, this is the place where it's a little bit more easily viewed okay.

Joe Miller: All right, I believe my other clusters been back up here for a second, so let me just.

Joe Miller: log back in so we're back together.

Joe Miller: On the same cluster.

Joe Miller: Okay hold on just one second.

Joe Miller: walk through the schema wizard really quickly, once more, because I think I got disconnected while I was going through the interface.

Joe Miller: Now you can actually see this at lightspeed how easy, this is.

Joe Miller: and create schema.

Joe Miller: Perfect okay so we're back on track here zero rows zero data terabytes of data okay.

Joe Miller: alright.

Joe Miller: So.

Joe Miller: Back at the diagram view.

Joe Miller: Here you can click on any tables.

Joe Miller: You can see the relationships that exist between any of those tables today right it's the number of columns joins and records.

Joe Miller: what's Nice is that you can also search So if you know that there's a table out there, that you really want to look at like address.

Joe Miller: it'll search in zoom right into that table in this case, you can see sales order header is the child table addresses the parent.

Joe Miller: And state province is the parent of that and country, region as the parent of that what's new in the latest release in quarter.

Joe Miller: So if you just started a trial recently, as you can also draw connections with within this environment as well, our draw relationships, I should say, which is a mighty powerful tool.

Joe Miller: Because it just makes it a little bit easier to really interact with how the structure should be built right.

Joe Miller: At this point in time, I don't have a lot of refinements that I want to add to this i'm really happy with how this looks and it looks like that it's accurately crawled my source system, so I can go ahead and exit this and we can go ahead and get underway.

Joe Miller: With loading our data okay.

Joe Miller: So let's go ahead and exit this view.

Joe Miller: will select load up here on the top left.

Joe Miller: And do a full load of data.

Joe Miller: So this is the point in time, where once we're happy with the table out that we're going to begin the ingestion of data okay.

Joe Miller: Now you'll see that a few things have changed within my view, you can see, obviously, that my rows and data size columns are spinning next.

Joe Miller: Usually takes me about two minutes to load and anytime that I run these trainings in the past okay.

Joe Miller: up here at the top you'll see the time of execution and the load status of where it sits at at that current moment in time Okay, if you want to find out more you can drill in.

Joe Miller: To this load status and see what's happening underneath the hood right first you have what effectively is the job here right.

Joe Miller: You can see the CERT loader service has been enacted and there's a start time associated with that.

Joe Miller: anytime that you want to refresh on the overall updates, you can click this little refresh button and it will show you exactly what's happened right.

Joe Miller: You may have noticed a few things changed immediately off the BAT at the table level, you can see that I have duration now applied to my extraction phase, I have a certain number of records extracted and we're a place where we are actually looking at.

Joe Miller: Loading right, so it looks like everything is finishing up it's extracting phase and jumping into loading right.

Joe Miller: And then there's a post loading phase, just to make sure that the Meta Meta data mapping is completed.

Joe Miller: Performance right, but a high level, you can look at each table and see a little bit of information.

Joe Miller: The load type F G stands for full load um you do have the option to do incremental loads So if you have want to take the difference of data, since your last load and just load that difference.

Joe Miller: You can do that through the incremental and then other information around when that table start time happen and time and if there was any.

Joe Miller: If you happen to have any errors within the job you could actually drill in here and see exactly what table was causing any issues throughout that process okay.

Joe Miller: Now you can see i've done one last refresh everything is loaded and appears that everything the successful.

Joe Miller: Okay.

Joe Miller: So we're going to go ahead and exit out of this load or view back to my store and i'm going to use this breadcrumb I do find this as a very helpful way to navigate the platform in general, without backing out all the way to my schema layer

Joe Miller: Okay now you've You see, my view is a little bit different yet i've got all my rose applied data size applied etc OK.

Joe Miller: Now the one note that I did make throughout that schema wizard experiences it's never too late, you can always edit this.

Joe Miller: And that still holds true even after we've loaded data right some edits depending on how drastic they are and might require you to load a specific table which to do that, you could go over here to the right and just load a specific table and not the whole schema.

Joe Miller: Others might not require any change at all Okay, but if we wanted to update a table let's just say address right, I could click into that table.

Joe Miller: And you can see, I could still change that column label I could change the column type function and even better here, I think I can add a description.

Joe Miller: If I want people to understand exactly what this field is there for.

Joe Miller: On top of that, and one thing that we didn't really see within the schema wizard experience is I can create formulas right if I had a column that I wanted to add or calculate at the time the load time of encarta.

Joe Miller: I could build a formula in down here and have that as an additional column within the schema I will build one right now but i'll just show you that by clicking a plus sign.

Joe Miller: I could give it a name a label how I want that field to be used, and then I could write some formula using the fields that i've.

Joe Miller: brought into my scheme okay we're not going to use that right now we are going to build formulas a little bit, but we're going to do it at the business email there okay.

Joe Miller: um for the table of address to do note that you can add joins right right now, you could go back to that diagram view and see exactly what this address tables joining to.

Joe Miller: Or you could see a listing on here of those joins Okay, and again, these are all editable within this experience and then, finally, you have filters right.

Joe Miller: If you didn't want certain data to come in at the point of loading within quarter right you could write effectively what is aware statement in this load filter to exclude a certain region or a certain set of people or.

Joe Miller: Something from your data set that you don't want to have mirrored into the inquiry ecosystem right there are additional security controls that you can apply on top of this, so.

Joe Miller: it's not freely used within the quarter ecosystem today it's just something to say hey we don't even want it to start maybe it's a performance thing right you don't want a certain timeframe of data within a quarter, that is all up to you, but you could add a filter at that table level.

Joe Miller: The final thing i'll showcase is that the one thing that has changed since we've loaded is you do have this button up here at the right the shows that you can preview your data right.

Joe Miller: i'll go ahead and click on that and it's just going to generate the first hundred records of my data set.

Joe Miller: So I can see exactly what it looks like very handy if you want to build any formulas at the schema layer just to get a quick glance.

Joe Miller: Of what's happening there for the table, if you wanted to see distinct values for maybe just a column, there are these.

Joe Miller: The world's best most hidden buttons here right that hover over on the right hand side of the column, I can select the eyeball here, and it will show the first 10 distinct values.

Joe Miller: Within my data set right The other thing that's really exciting about in quarter here is that you also have the ability to view lineage through this little DNA helix strand here i'm not very compelling at this point in time, because.

Joe Miller: dependencies will show how this counts being used in business, for us, or dashboards within quarter and we haven't built any of those yet.

Joe Miller: So there is no lineage to speak of at this point in time, but after the session, you can go back and look at the lineage of some of the key columns that we use and see how they map through the quarter ecosystems.

Joe Miller: Okay.

Joe Miller: The final thing that i'll make a call out for as an additional way to explore what's happening within the schema is this explorer button here okay.

Joe Miller: And what this is going to do is going to build bring up what we call our analyzer which is effectively a tool that's used to build interactive insights.

Joe Miller: Here you can go in and drag and drop columns fields into these trays and render some insights right So if I just wanted to look again maybe it all my data and address I could drag and drop that table in.

Joe Miller: and get a better clearer view of what might be happening with my data set right, and so the provides an additional value to investigate what's happening within your schema at at the deepest layer

Joe Miller: So that is a schema right now, I want to tell you a little bit more about business schemas but first i'm going to tell you.

Joe Miller: How to build your first inside of your dashboard then go back and say why to build the schema right, because I think nothing's more compelling than getting a little bit down that path of.

Joe Miller: Building a dashboard and then building your use case of why you might want to consider a schema okay.

Joe Miller: So schema is loaded this data is available for us to start building on top of okay so we're going to go over to content.

Joe Miller: And let's go ahead and build our first insight so over on the content tab you'll see this button over here on the far right we're a select new.

Joe Miller: and add dashboard.

Joe Miller: let's go ahead and give this dashboard a name i'm going to call this one.

Joe Miller: Sales or view.

Joe Miller: and give it yet another amazingly detailed description.

Joe Miller: Hopefully you detect the saturation of sarcasm.

Joe Miller: In my voice.

Joe Miller: That is definitely not the best description i've ever written.

Joe Miller: And then let's go ahead and build our first insight okay.

Joe Miller: Here you're greeted with a blank canvas this is effectively what's going to be our dashboard.

Joe Miller: And I will make a note that, by default, we have a tab that's already allocated within your dashboard but a dashboard can compete composed of multiple.

Joe Miller: tabs right, so what we're going to do today is build simply a four or five insights that are laid out in a single tab but you could add much more than that okay.

Joe Miller: So let's go ahead and insight and the first insight that we're going to add is a donut chart okay so i'm going to go over to my insight type select drop down select donut.

Joe Miller: Now.

Joe Miller: Now comes the part where we need to manage a data set right all managing a data set is is effectively saying what columns do I want to be looking at at the time of building aka what do I want to have as options, while i'm building my insight Okay, so I must like manage data set.

Joe Miller: Go to my tables column here and I want to look at the data from my store that schema that I just built.

Joe Miller: I could select a certain subset of tables from here, but from now i'm just going to select everything that.

Joe Miller: exists within that schema.

Joe Miller: perfect.

Joe Miller: Now let's go ahead and add a few.

Joe Miller: I guess i'll add one category into my grouping dimension and our revenue into the measure tray.

Joe Miller: So let's go ahead and look for a field called category name.

Joe Miller: Okay, and i'm you can see that i'm leveraging the search capability over here.

Joe Miller: i'm going to drag that into my donut chart.

Joe Miller: i'll drop that in chat so everyone can see this.

Joe Miller: Ashley, would you be able to give me access to share or chat to the audience and, if not.

Joe Miller: i'll put things in the chat for you to relay to the greater audience.

Joe Miller: i'll pause there for a second, and while we're waiting for first second i'm just want to see if there's any questions out there.

Joe Miller: Okay perfect Thank you Ashley um i'll be dropping a few more in here so i'll keep you.

Joe Miller: up to date, as we start adding more in here in fact i'll send you the next one that we're going to be coming out what we're going to be looking for for the next column is called line total.

Joe Miller: Sales order detail line total.

Joe Miller: Okay.

Joe Miller: So simply edit our product category name in our revenue into a chart and it's rendered a donut chart okay.

Joe Miller: let's do a few things this donut chart let's go ahead and give it a name i'm going to click the title and call it revenue by product category, you can name this whatever you want.

Joe Miller: Now.

Joe Miller: This is where I think that the use case.

Joe Miller: becomes a little clear for for business schemas right at a high level we didn't struggle too much on building this insight.

Joe Miller: Namely, because I was here telling you exactly the fields that you need to pull right.

Joe Miller: Maybe you didn't think that the fields revenue is going to be called line total or maybe that you are looking for something called product category, but not category name right it's a little bit harder from a discovery standpoint when.

Joe Miller: i've got all these tables and columns to look through yes there's options to filter down to certain data types or search, but it could be easier, instead of leaving it incumbent upon.

Joe Miller: Your analysts to figure out where everything should come from is giving kind of a narrower set of selections that people could work off of right and that's where business schemas come in so valuable is they allow people to.

Joe Miller: leverage the fields, without having to see all of them at the same time right.

Joe Miller: The other thing that i'll make a mention of is for consistency right i'm a great example have is formulas right, I could drag and drop a formula into an insight.

Joe Miller: And I could write a formula up Okay, now the downside is that the next time I come to an insight if I want to use leverage that same formula.

Joe Miller: it's only specific to that insight right, I might want to put a formula in a place that's available to anyone interacting.

Joe Miller: At any dashboard right and so that would also be a great use case of like hey, not only do I want to skinny down.

Joe Miller: A certain set of fields for people to interact with, but I want to write a formula or two that everybody can have access to, and not just me right, and so that's another great use case of why you might build a business schema.

Joe Miller: So i'm going to go ahead and back out of this i'm not going to save it, you can choose to save it if you want.

Joe Miller: And i'm gonna go ahead and build my business schema alright.

Joe Miller: So let's go ahead and select new business schema.

Joe Miller: And i'll call this i'll just give it underscore business business schema underscore sales.

Joe Miller: Again, might be helpful if you create some sort of description, but here we're just going to go and cherry pick some of the special columns that we want and add a few different formulas as well okay.

Joe Miller: So let's go ahead and click add a new view will have to do that process of managing a data set once more so i'm going to select all my tables from my store.

Joe Miller: But this will be less redundant than having to do it over at the insight level right so let's go ahead and add a few columns to this Okay, the first of which is going to be customer customer ID.

Joe Miller: Okay customer ID does exist in a few places i'm going to chat the exact one that we are going to be looking for i'm going to be looking for the one from sales header.

Joe Miller: Okay.

Joe Miller: Customer ID from sales header.

Joe Miller: Next, we are going to be looking for that revenue only if you remember correctly, that revenue field was called line total.

Joe Miller: So i'm going to go ahead and select line total Okay, and in this case, I am going to take advantage of that situation of maybe naming it in a way that's a little bit more understandable for my audience as revenue.

Joe Miller: label is how it's going to show within the quarter analyzer okay.

Joe Miller: Then we're going to add product category and subcategory names so let's go ahead and look for category name.

Joe Miller: And by typing in Category name i've actually brought up the two fields that I want category name and subcategory name Okay, and those to check very quickly.

Joe Miller: oops that one didn't copy over.

Joe Miller: perfect.

Joe Miller: If you can copy them from chat The one thing i'll make call out is is over here on my screen can actually see where these fields are coming from you've got the schema the table and the column name right so that's another resource for you.

Joe Miller: i'm gonna go ahead and rename this category names and sub category names.

Joe Miller: good name it category or i'll call it product category.

Joe Miller: i'll name the second one product subcategory.

Joe Miller: All right now comes the fun part we are going to write two formulas into this view okay.

Joe Miller: So instead of leveraging all the fields that we have down here we're going to go head to the very tippy top of this data manager and drag and drop the formula in.

Joe Miller: Okay, and we're going to go ahead and give it a few names in this case, I want to calculate profit right we've had just revenue, so far, but not profit.

Joe Miller: So i'm going to apply the name and label of profit.

Joe Miller: Set the type to measure.

Joe Miller: And let's create the formula okay.

Joe Miller: Now the formula that we're going to write i'm going to copy it in the chat right now but effectively what we're going to look at is.

Joe Miller: How many items were ordered and what did they cost right and subtract that from our overall revenue so let's go ahead and start with that we're going to first look for our revenue which, if you remember, was line total.

Joe Miller: And subtract the cost of building the items that were ordered so, what was the standard cost and product.

Joe Miller: times the order quantity Okay, I actually want drag and drop from over here i'll just build it from here on out so just so you can see the autocomplete capabilities and this one is going to be from sales order detail.

Joe Miller: And we are looking for the order quantity.

Joe Miller: I didn't spend too much time introducing this formula builder, but I do suspect that it's very familiar experience for what you've seen from other tools.

Joe Miller: over here on the Left you've again got the all your columns available to you over here on the right.

Joe Miller: If you want to do something more complex, you have all of your functions and then you have some variables right available to you as well, if you want to look at very specific types of functions let's say if you're looking to convert a certain field.

Joe Miller: You would look for conversion functions in this filter and it would sort it down a little further, to make things a little bit more findable for you.

Joe Miller: So that's just a quick shout out, we are actually going to use a function over here in our next formula so let's go ahead and drag and drop a new formula and I promised this is the last one we're going to go ahead and call this order date right.

Joe Miller: The quick call that i'll have is that when you name them for on quarter is they can't have spaces and you may have picked up on that, but over on the label field that can so i'll select order date.

Joe Miller: And will set this dimension and set a formula okay now all i'm going to be doing in this formula is instead of.

Joe Miller: Having the date of every single order, I just want to round it back to the first date of every month, just to do some monthly reporting right, so what i'm going to search for is order date.

Joe Miller: And this one's going to be for my sales order header.

Joe Miller: And i'm gonna go ahead and get a function, the function is going to call month start date so you can see me looking for in the functions here one start date.

Joe Miller: want to validate and save it.

Joe Miller: Okay, both of those formulas are in chat I do see them now so i'm just going to give everyone.

Joe Miller: 30 more seconds i'll just pause here, make sure everyone has a chance to get these up to up to speed oh one quick call out is we do need to name this view okay up here at the top you'll see there's a title, I can Double Click on that and just rename it i'll just call it view sales.

Joe Miller: Okay i'll just pause there for a second make sure everybody has a chance to catch up.

Joe Miller: Okay.

Joe Miller: Now, before I go anywhere else, the one thing I do all the time is I just go to a different tab but you might lose your progress on this, what you'll want to do is select done, and this will save your view.

Joe Miller: Okay.

Joe Miller: There we go.

Joe Miller: Now let's go back into our dashboard.

Joe Miller: i'm going to go back to sales overview just rebuild that donut chart from scratch.

Joe Miller: Okay, or create a new insight.

Joe Miller: select donut.

Joe Miller: i'm going to go ahead and manage my data set, but instead of going to tables, where I was looking at all my tables in my store I can just go to view views right and leverage my view sales schema that I built this seems a lot easier to work with.

Joe Miller: than working with all those fields right now i'm going to show you something special from the smart query routing here in a minute.

Joe Miller: But just I just want you to be aware of that this is just maybe an easier way to approach this right so let's go ahead and we did it was it again by product category and revenue.

Joe Miller: Product category was the grouping dimension revenue, as the measure.

Joe Miller: And we said.

Joe Miller: Category caddick our revenue.

Joe Miller: By product category what's the name of this chart.

Joe Miller: So.

Joe Miller: easily done.

Joe Miller: Okay, now the one thing that I did not show you yet within this inside builder experience is that for each of these pills that you drag and drop.

Joe Miller: into these trays within the analyzer is you have further configure ability right and you could rename the the column if I just didn't want product category and I just wanted category.

Joe Miller: It could be done so here and you'll see it more so reflected.

Joe Miller: over here in the legend of the chart itself.

Joe Miller: Okay.

Joe Miller: The one thing that I love to show people, though, is over here in revenue, if I scroll to the bottom, and you always look at for this in the measure is you can go to the query plan okay.

Joe Miller: And the query plan is going to show you exactly what's happening within quarter, so, if you remember that model that we built out within our schema.

Joe Miller: This is showing you that, despite the fact we just drag and drop two fields in showing you how it's joining in the back end right.

Joe Miller: it's starting at sales order detail table and joining the product which is joining the product subcategory which is part joining the product category.

Joe Miller: I, as an end user, as an analyst did not have to worry about joins and you saw the snap initial the reporting i'm not worried about how many joins they're actually happening at this point in time, because.

Joe Miller: in court, it really solves that problem with the enrichment of data mapping right.

Joe Miller: So I just want to make that call out is that, even though we built this view I haven't created a new physicals model.

Joe Miller: it's just simply a logical representation what's really happening is it's still going back to that schema and still traversing through the architecture that we built through that schema wizard exercise.

Joe Miller: Okay, and if I were to drag in something else let's just say you remember that product categories were ended let's just go back and do sub category instead.

Joe Miller: not remove that.

Joe Miller: Go back to our credit plan you'll see it's changed right it just run the dynamically in the back end without you being concerned about it.

Joe Miller: So that is our first insight we're going to knock out a few more just to make us a pretty dashboard here and then we're going to talk about some of the options that you have for some sharing okay.

Joe Miller: So let's go ahead and build a line chart.

Joe Miller: it's almost like an insight you'll find that appear in the top corner with this plus sign and insight and, in this case let's go ahead and add a line chart okay.

Joe Miller: The nice thing is that, after I built that first insight where I manage that data set it's always going to show me the first data set that I managed right in this case, it was.

Joe Miller: This view sales option, however, if you saved your old donut chart while you were still using your What was it the my store schema it might show my store information here so make sure that.

Joe Miller: You go back here and do select my store and select views If so, excuse me if that's the case for you okay.

Joe Miller: What we want to do next is look at our product performance over time by category so i'm gonna go ahead and name this chart let's go ahead and call it category.

Joe Miller: revenue.

Joe Miller: over time.

Joe Miller: And let's go ahead and drag and drop a few things in let's go ahead and make our order date the grouping dimension.

Joe Miller: let's go ahead and drag in revenue to be a measure.

Joe Miller: And then finally let's go ahead and do product category as my coloring dimension.

Joe Miller: I may have messed up my line chart here hold on one second.

Joe Miller: I may have poorly rendered my order date here, let me just do this.

Joe Miller: Let me go over to my tables i'm going to go to my store once more, let me try pulling order date into here.

Joe Miller: Sales order header order date.

Joe Miller: There we go now, I can see my ordered by category Okay, let me go ahead and just copy and paste this in here, I may have i'll have to go and revisit my formula.

Joe Miller: To see what I may have.

Joe Miller: entered incorrectly there, but in lieu of that i've just subbed out the order date from the my store schema which is originally what was pulling from and it's working fine for me.

Joe Miller: So there we have it okay um The one thing that I might not like about this.

Joe Miller: Is that you can see, at the very beginning of this chart how everything kind of tales in from the beginning of time, I just want my I want to filter down my order date, to a certain date okay.

Joe Miller: To start this graph so we're going to take advantage of one new grouping chart so i'm gonna bring that same or date from sales order header and apply it as a filter Okay, and from here, you can choose exactly how you want to apply it right um for me, I might just say the start date.

Joe Miller: let's go back in time let's go to.

Joe Miller: let's go to the beginning of 2012 right.

Joe Miller: January 1 2012 right, and then you could choose your end date which we can say.

Joe Miller: It looks like we'll stop and we'll stop at the end of 2013 all right.

Joe Miller: December 31.

Joe Miller: much cleaner.

Joe Miller: Okay.

Joe Miller: So, within this particular exercise you'll notice that we we took advantage of this individual filter.

Joe Miller: The one thing that is actually new in the latest release of in court us so some of you may see this, and some of you may not is there's an option for tool tip so as I create a hover card.

Joe Miller: Here over my insight I can add additional metrics like profit into that tool tip let's go ahead and do that now.

Joe Miller: So it can calculate that as well, and show you as you hover over so now, you can see that there.

Joe Miller: we'll go ahead and select save.

Joe Miller: perfect.

Joe Miller: let's go ahead and add a few more insights here, so the next one we're going to add is called a KPI.

Joe Miller: So i'm going to select kpis down here in my insight type.

Joe Miller: And the few things that I want to see in this KPI was what's my total revenue what's my total profit and how many customers do I have good so to calculate that will just say revenue is a measure.

Joe Miller: Profit is a measure and let's do a Count of customers.

Joe Miller: Okay, and you can see here i've got these kind of big high level numbers that we usually see at the head of headers of our reports.

Joe Miller: i'm going to go through, and just quickly format them right, you can find all the formatting options again when you click into these property settings of each pill you'll see them partway down a format right so for revenue i'm going to go ahead and select dollar rounded.

Joe Miller: For profit i'll do the same dollar rounded.

Joe Miller: And then for finally for customer ID this one's an interesting one, because by default by dragging in all of these aggregates.

Joe Miller: And quarter wants to summarize them all right, but the real, the reality is that we don't want to sum it up, we might want to count them right at this point in time it's summing up the customer ids.

Joe Miller: When really we just want a distinct account distinct right and customer ID is not really what we want to be named let's call it Count of customers for the column label.

Joe Miller: Go ahead and give the inside of title will call it kpis.

Joe Miller: and save it.

Joe Miller: Okay, we are officially one more insight away from having all the insights that we want in this dashboard and we'll just rearrange them very quickly okay.

Joe Miller: So let's go ahead and hit that plus sign for the last time and in this case, I want to share some detail with my end users right, I want to build in a table.

Joe Miller: that's got some collapsible properties for people to kind of pan through different product categories and subcategories just to see what's profitable and what's not okay.

Joe Miller: So let's go ahead and select the table type aggregated table, because i'm going to aggregate my revenue and profit on a category and subcategory basis.

Joe Miller: and bring in both product category and subcategory into my grouping dimension.

Joe Miller: revenue and profit into my measures.

Joe Miller: Okay, again with the revenue and profits, since these are financial values i'm going to go ahead and format those very quickly to include $1 sign some I click into the properties of each of those.

Joe Miller: and add a dollars.

Joe Miller: i'm gonna pause there for a second just to make sure everybody has a chance to apply.

Joe Miller: Those formats.

Joe Miller: Okay.

Joe Miller: We are going to take it one step further here.

Joe Miller: To me it's it's hard to kind of get a gauge of what's profitable or not at a very high level, I want to attract people's eyes to certain values so let's just do some basic conditional formatting to our profit field to to know what's profitable and what's not okay.

Joe Miller: So in the profit column i'm going to go down and you'll see there's an option to do conditional formatting.

Joe Miller: So i'm going to create three different conditions, the first one i'm going to say greater than.

Joe Miller: If the profit is greater than a million dollars.

Joe Miller: Change the background to green.

Joe Miller: it's greater than a million dollars change it to green.

Joe Miller: i'll exit and click add conditional format again.

Joe Miller: and say if it's greater than zero.

Joe Miller: Change the background to something of caution right it's it's not quite over a million, but it's still profitable so we'll call it yellow.

Joe Miller: And then we'll add one more conditional format saying hey if it's less than or equal to zero.

Joe Miller: let's go ahead and give it a high alert color like a red.

Joe Miller: So now it's a little bit easier to kind of single out what some product categories that we should be looking at a little bit more closely than we may have at that the first cursory cursory glance okay.

Joe Miller: One thing that i'll showcase with you on that specific to table types of insights is if you're just interested, we talked about query plans earlier of how you can see how it's querying our schema.

Joe Miller: But when you build a table, you can actually look at the underlying sequel as well right, and you can see, it being populated here this won't show for donut charts or line charts, but it will show for.

Joe Miller: The tables that use the table insights that you use here so listing tables and and your data tables primarily are gonna be the ways that you see the sequel option pop up here okay.

Joe Miller: And we'll go ahead and give this a name product detail.

Joe Miller: And the one last thing that I do I love using this for the sake of saving some real estate is I can collapse these grouping dimensions into an accordion style interaction and to do that, I can go over to this colleague here in the top right.

Joe Miller: To do the settings for the whole insight.

Joe Miller: and say merge columns.

Joe Miller: and merge columns will effectively treat this grouping dimensions hierarchically right, I could drill into accessories and see the sub sub categories that are associated with the category okay.

Joe Miller: we'll go ahead and save that and now we're in a place where we just simply need to lay out this insight and to do that you'll see as I hover over each of these insights there's this little.

Joe Miller: grab bar that appears at the top of an insight I can click and hold that and use that to drag around my insight so i'm going to bring kpis up top.

Joe Miller: i'm going to bring my.

Joe Miller: i'll go ahead and save that real quick.

Joe Miller: And then i'm going to go ahead and bring up my table as well drag it to the right.

Joe Miller: and adjust the view a little bit so there's good real estate there and select safe.

Joe Miller: Okay.

Joe Miller: So now i'm really happy with my dashboard okay.

Joe Miller: Final notes i'm sharing right it's good that we've gotten data, all the way from a source to report this report, you know could be living somewhere else, like top tableau power bi excel etc we've talked about that, before.

Joe Miller: But if you are using this, there are a few interesting sharing capabilities within a quarter right um, the first of which is, I can share in quarter access to an end user right, I can use this little share button up top.

Joe Miller: select share access and go ahead and invite somebody.

Joe Miller: I forget the names they.

Joe Miller: Have within this instance.

Joe Miller: But I can share it with a group or an individual and choose whether they can view it, they can share it.

Joe Miller: In turn, or they can edit it right.

Joe Miller: i'll just say the super admin can also edit select share and close that out okay.

Joe Miller: So that's The first way and so now they'll have access, some fun things that on your end users can do obviously they can interact with these dashboards right they can click on.

Joe Miller: certain values, and it will filter down, so I clicked on bikes within my dashboard and it's filtered down to bike only data correctly no need to configure global filters they're just done by default.

Joe Miller: If you want to configure those we do have a lot of options here in the top right but we won't get into those today.

Joe Miller: The other thing that I love showing people is hey if your end users needed access to quickly take this donut chart into a meeting.

Joe Miller: They can hover over it, and just download a PNG really quickly and take that home with them, or if they just want to see the data that's underlying this.

Joe Miller: They could go ahead and click on these more options views and aggregated table to view that information and download that as a csv and run away with that as well, so really cool stuff available there okay.

Joe Miller: Just showed up over here in my excel.

Joe Miller: um so that's some of the sharing capabilities that are there, the one other sharing capability that i'll share is that you can also schedule.

Joe Miller: These dashboards sense right i'm gonna go ahead and click send and I can choose whether to send this dashboards to someone once.

Joe Miller: Or, I can send on a recurring basis right as a scheduled job and, within that email, I can choose what the subject is body is.

Joe Miller: I can send either an html format to show visually what the dashboard appears as at the time of this schedule, or I can send the corresponding excel or csv files that accommodate or company my dashboard itself as well, so that's just an additional value that you have there.

Joe Miller: Okay.

Joe Miller: um so that's a little bit at a high level now sharing just doesn't happen at dashboards right and we built this schema together today.

Joe Miller: Right my store in this case it's mine and mine alone, I can choose to share that scheme with certain groups or people right.

Joe Miller: same thing at a business schema layer well right if I didn't want to share that with all my my schema with all my dashboard consumers, but only wanted to share.

Joe Miller: The schema that I built I can share that as well, and we go all the way to the content level so there's a lot of options around who can see what net what level are depth, they can see it so lot of options there available to you.

Joe Miller: Okay.

Joe Miller: With that i'm going to pan back over to my presentation and we'll just quickly wrap the session.

Joe Miller: For today.

Joe Miller: So I hope you found this session valuable and you understand the foundations of working with in quarter and we have a lot more coming along the way.

Joe Miller: We have some good trainings coming up here on at the end of August and Sep tember that talk about the same process, but really start to exemplify that changing requirements of the.

Joe Miller: organization, so we will be digging more into building joins and refining them and updating our model continuously as changes come in.

Joe Miller: So go ahead and keep checking out the virtual hands on labs if you are interested in attending those if not dig in and enjoy.

Joe Miller: play around with this trial instance that you have, and if you have any questions along the way we're here for you.

Joe Miller: community.com or in quarter communities, a great place to ask questions if you're a customer today and.

Joe Miller: you're looking for something that's not a part of the Platform or feature that exists, yet we'd love to hear it i'm sure it in our ideas forum.

Joe Miller: And then, on top of that, we have an events page that showcases upcoming virtual hands on labs webinars user groups, we have one actually coming up in early September, if you want to join our user group.

Joe Miller: i'm neglecting something else, but we have something else that we share showcase within our events as well.

Joe Miller: So please stay tuned to that, and then we also have announcements, so if you want to hear more about product releases or company news, you can join the Community to hear a little bit more about that.

Joe Miller: With that um i'm going to just hang on the line here for a minute or so more I don't see any questions in chat but i'll give everybody an opportunity to type any in and see if we can cover off on those before the session is closed.

Joe Miller: So i'll just hang on there for those who want to take off and found everything that they need here within the session we want to thank you for joining.

Joe Miller: Okay i'm not seeing any questions come through so with that I think we're a wrap the session, thank you, everybody for joining today and we'll see you at the next virtual hands on lab.