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Infoveave Learning

Getting Started with Infoveave

Welcome to the foundational lesson on getting started with Infoveave. Learn to navigate the user interface, customize the Springboard for efficient access, and explore essential components like Infoboard filters, templates, date filters, and notifications. This tutorial concludes with insights into catalogues, job execution status monitoring, profile personalization, and bug reporting all-encompassing guide to unleash the power of Infoveave for effective data analysis and reporting.

Note: If you are a student, we kindly request you to contact your educational institution for the necessary login credentials to access Infoveave.

Note: Individual user registration:

  • User Registration:
    • If you are a new user, look for a registration or signup option on the Infoveave homepage (www.infoveave.com).
    • Fill in the required details to create your account. You may need to use your work email address for verification.
  • Receive Confirmation Email:
    • Check your email for a confirmation message from Infoveave. Follow the provided link or instructions to verify your account.
  • Login Credentials:
    • Once registered, return to the Infoveave login page.
    • Enter your login credentials and click on the “Login” button.

Accessing Infoveave Platform

Follow the below steps to access Infoveave.

  • Open any web browser of your choice and go to the Infoveave platform’s website. You might have received a link from your institution the login credentials to Infoveave platform. If not, please contact your institution for the access link.

  • Upon successful login, you’ll likely be directed to the Infoveave Springboard.

  • Take a moment to familiarize yourself with the interface and available options.

Cool Things about Springboards:

  • Warm Welcome Message: Right when you log in, Infoveave welcomes you with a nice message. It makes your experience awesome and gets you ready for exploring and analyzing data.
  • Job Stats at a Glance: You can quickly check out your job stats—see what’s running, what’s finished, and how many jobs succeeded, failed, executed, or scheduled. You will learn about Infoveave Jobs in the following sections.
  • Easy Access to Favorites: Your favorite dashboards are right there on the Springboard. No need to go through lots of menus or search around. It’s a time-saver!
  • Organization Dashboards: Check out dashboards that on your organization has shared with you to see. It’s like sharing and collaborating, so everyone’s on the same page with the team’s goals.
  • Quick Fast with Templates: Want to create a cool dashboard? Use the built-in templates. They help you quickly make your dashboard and show off your data insights.

Infoveave Menu

The Infoveave menu acts as the heart of the Infoveave platform, making it easy for you to access various modules, each serving specific functions. We will walk you through the Infoveave menu, helping you understand its modules, purposes, and effective navigation. The Infoveave menu contains the modules such as Insights, Analysis, Automation, Studio and Administration each module plays a vital role in modelling, analyzing and building your data.

Note: You can find Infoveave menu located at the top left corner of your screen.

Insights: Insights module is your gateway to the fascinating collection of your Infoveave assets. This is where you discover Infoboards, Reports, and Lists. Kick-start your data journey by creating your very own Infoboard. Uncover valuable insights by navigating through My Organization and My Workspace. It’s all about making data exploration a breeze!

Analysis: Step into the Analysis module, unveiling advanced data analysis. Click your way into sections like What-If Formulae, What-If Analysis, ML Modeller, and SciPyR. With Analysis module, you’re not just analyzing data; you’re unleashing the power of sophisticated tools to reveal insights that go beyond the surface.

  • What-If Formula:
    • Learn to define What-If formulas and variables in Infoveave, driving expected outcomes in your data analysis.
  • Scenario Exploration with What-If Analysis:
    • Utilize the What-If analysis tool to run scenarios, honing your ability to analyze and tweak formula variables for valuable insights.
  • Machine Learning Fundamentals:
    • Gain hands-on experience with Infoveave’s inbuilt ML Model, essential for understanding and applying machine learning principles.
  • Coding Proficiency with SciPyR:
    • Explore the SciPyR tool in Infoveave, enabling you to write and run custom Python and R code, expanding your data analysis capabilities.

Automation: Welcome to the Automation module, your companion in automating workflow tasks and processes. Click through sections like Tasks, Jobs, Targets & Thresholds, and Alerts to make your work smoother. It’s like having your own set of automation tools to make those repetitive tasks a thing of the past.

  • Infoveave Task:
    • Explore the Tasks in Infoveave, they help automate things, making your work easier with less manual effort.
  • Job/Workflows:
    • Jobs are generally the automation workflow. They string together tasks, helping you automate essential jobs, from collecting data to everything.
  • Targets and Thresholds:
    • Targets and Thresholds are your data guides. They help you mark important points and send notifications when your data hits specific levels.
  • Infoveave Alerts:
    • Alerts are like your data watchdogs. Set them up to keep an eye on targets or specific levels, and they will notify you on your chosen devices.

Studio: Say hello to the Studio module, your creative space for designing data wonders. Click through sections like Datasources, NGauge Forms, Infoboards, Reports, Lists, Queries, Lists View, Media Manager, and Folders. It’s not just about data; it’s about letting your data tell a story.

  • Datasources:
    • Explore the world of Datasources in Infoveave. Learn about the different types supported for efficient data handling. Dive deeper into Infoveave Datasources for a comprehensive understanding.
  • Infoboards:
    • Manage and configure your Infoboards effortlessly under “Infoboards” for a personalized data dashboard experience.
  • Reports:
    • Master the art of Reports in Infoveave. Discover how to manage both query-generated and template-generated reports. Learn steps to share, edit, clone, download, and delete reports for effective data communication.
  • Query Magic:
    • Become an SQL query master! Write custom queries in Infoveave to create widgets, reports, jobs, and tasks. Unleash your data creativity through the power of Queries.
  • Widget:
    • Explore over 50 available widgets to showcase your data dynamically. Learn the art of broadcasting your insights with Widgets in Infoveave.
  • NGauge Forms:
    • Delve into NGauge Forms to understand how to update file-based Datasources in Infoveave. It’s your guide to efficiently managing data sources.
  • List:
    • Create and manage lists of columns generated through SQL Queries on any Datasource within Infoveave. It’s your toolkit for organized data lists.
  • List View:
    • Experience the convenience of List View, a centralized setup where you can easily access and manage your selected data columns in Infoveave.
  • Media Management:
    • Explore the Media Manager, your collection hub for downloaded images, audios, and flash files in Infoveave. It’s where your media assets find a home.

Administration: Enter the Administration module, your backstage pass to managing system settings and user roles. Click through sections like Roles, Users, Audit Logs, Address Book, Custom Calendars, Holiday Calendar, and Control Center. With control over Administration module, you’re not just a user; you’re the one managing the Infoveave platform.

  • Roles & Users:
    • Dive into the world of Roles and Users in Infoveave. Learn how to define role-based actions, allowing you to tailor Infoveave to your specific needs.
  • Audit Logs:
    • Explore the Audit Logs feature in Infoveave. It is your go-to for tracking and reviewing all activities and actions within the platform.
  • Address Books:
    • Centralize and organize your contacts with Address Books in Infoveave. It’s the hub where all your necessary contacts find their place.
  • Custom Calendar:
    • Take control of your time with Custom Calendars. Learn how to manage and tailor a calendar to meet your specific date requirements within Infoveave.
  • Holiday Calendar:
    • Create and customize your Holiday Calendar to align with tasks, jobs, and queries, ensuring smooth workflow planning.
  • Control Center:
    • Manage the Control Center in Infoveave to monitor the health of the server and Datasource, ensuring a seamless and efficient operation.

Infoboard filters

Discover the magic of Infoboard filters in Infoveave! They offer a potent way to refine and analyze data interactively within your dashboards. With Infoboard filters, you can focus on specific dimensions within your data, providing a tailored and detailed analysis. They enable you to extract valuable insights, turning your data into actionable intelligence.

Quick Start with Templates

Experience the seamless beginning of your dashboard creation journey with Infoveave. Infoveave templates are crafted to help you visualize your data effortlessly. Enjoy a user-friendly approach to presenting information effectively.

Infoboard Date Filter

The Infoboard Date Filter is a valuable tool in Infoveave that allows you to customize and control the date range displayed on your Infoboard. The Infoboard Date Filter simplifies the process of adjusting date ranges, allowing you to gain insights into your data based on your chosen time period. Whether you are analyzing data by year, quarter, month, week, or day, this feature provides the flexibility to tailor your Infoboard to your specific needs, ensuring you have the most relevant and up-to-date information at your fingertips. **

Notification Panel

Notification panel helps you keeps track of important information at your fingertips, ensuring you updated with all the changes and occurrences.

Note: You can find Notification panel located at the top right corner of your screen.

Report Bug

The Report a Bug feature in Infoveave allows you to contribute to the continuous improvement of Infoveave by reporting any issues, glitches, or unexpected behavior that you encounter.

Note: You can find Bug Report feature located at the bottom right corner of your screen.

Conclusion

In closing, this lesson has provided a foundational understanding of Infoveave, guiding you through user registration, navigation, and key features. As you embark on your Infoveave journey, be ready to harness its potential for efficient data exploration, seamless dashboard creation, and streamlined workflow automation.