- Configure the data source settings
- Clear the data cache
- Open, delete, or rename existing views
- Create new Views
- Run or refresh the Instaview data
- Clear the data cache
Switch to the full Pentaho Data Integration transformation perspective
Launch the model perspective
|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. |
|3 - Configure data source panel|| |
|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.
Instaview embeds Analyzer Reports for the View mode. Within View mode you are able to drag and drop data onto the Analyzer canvas to interactively explore your data. Instaview offers many ways to visually display data, such as maps, charts, and grids. You may have multiple views open for editing at a time, but you may only have one Instaview open at a time.
The View mode has the same layout as Pentaho Analyzer. You can briefly tour Analyzer here or find out more about Analyzer in Use Pentaho Analyzer.
|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.|
|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.
|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.
|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.