Skip to main content
Pentaho Documentation

Instaview Perspective

With Instaview, you can access, transform, analyze, and visualize data without having extensive experience designing business analytics solutions or staging databases. Instaview gives you immediate access to your data so you can quickly explore different ways to structure and present your data as a complete business analytics solution. In addition to extracting and loading the data, Instaview gives you the ability to manipulate the data to make it fit your specific needs from within one simple tool.

When you create an Instaview you

  • Create a new data source from which to extract and transform your data.
  • Create a data model to define how columns and fields relate to one-another.
  • Create an Analyzer Report with tables and charts from your transformed data.

File:/ssSpoonInstaviewConfig.png

Component Description
1 - Instaview A combination of a valid data connection, a data integration transformation, a metadata data source template, and one or more Analyzer reports. You can only have one Instaview at a time.
2 - Configure View The Configure/View mode toggle allows you to switch between Cofigure mode and View mode.
  • Configure mode enables you edit a data connection, data integration transformation, metadata data source template, and Analyzer report. It also provides the means to clear the Data Cache.
  • View mode enables you to create reports and visualizations from a valid Instaview data source. From within this view you can drag and drop fields from (measurements or dimensions) your data onto the Reporting canvas.
3 - Configure data source panel
  • The Edit button takes you to the data connection dialog and allows you to edit the data connection settings for the current Instaview.
  • The Auto run Analysis when ready option, if checked, will automatically create a new Analyzer report after pressing Run.
  • The Run button lets you manually start the Instaview data transformation. Pressing Run will modify the data integration transformation or metadata model if changes were made within the Configure panel, if necessary.
4 - Data Integration panel Provides the means to access and edit the data integration transformation for the current Instaview. Editing will open the Data Integration perspective in PDI.
5 - Model panel Enables you to edit the metadata model for the current Instaview. Editing will open the Model perspective in PDI.
6 - Data Cache panel Provides the means to clear the data cache.
7 - Visualizations panel Displays existing Views and provides the means to open existing, create new, and delete Instaviews. You can also rename an existing visualization by right-clicking an item within this panel.
8 - Refresh display

Displays when the current Instaview was last run. If your data is connected to a live data source this displays the last time the data was accessed by Instaview.

The Refresh button provides the means to manually refresh the current Instaview.

File:/ssgetstartedwidgetAnalyzerPanel.png
Item Name Function
File:/grCallout1.png Opened view Displays quick access buttons across the top to create and save new Analysis reports, Interactive reports, and Dashboards. Opened reports and files show as a series of tabs across the page.
File:/grCallout2.png Available Fields and Layout panels Use the Available Fields and Layout panels to drag levels and measures into a report.

Your report displays changes in the Report Canvas as you drag items onto the Layout panel.

Delete a level or measure from your report by dragging it from the Layout panel to the trashcan that appears in the lower right corner of the Report Canvas.

File:/grCallout3.png Report Canvas Shows a dynamic view of your report as you work to build it. The look of your report changes constantly as you work with Available Fields and Layout panels to refine it.

The Report Canvas shows different fields based on the chart type selected.

File:/grCallout4.png Analyzer Toolbar and Filters Use the Analyzer Toolbar functions to undo or redo actions, hide lists of fields, add or hide filters, disable the auto-refresh function, adjust settings, and change the view of your report.

Use the Filters panel to display a list of filters applied to the active report, or edit or delete filters.