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Main Page Overview

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<!--T:136-->The TaticView main page appears after the user login. It is divided into three main parts:<div class="index-right">__TOC__</div>
= The main page = <!--T:1-->
Soon after logging in to TaticView, you are redirected to the ''Main Page''.
== Dashboards == <!--T:237-->This page is divided into two main tabs. The ''Dashboards'' tab where the dashboards you create will be available, the dashboards that other users [[Share dashboards|share]]/[[Copy Dashboards to other users|copy]] for you, and also the dashboards that are made available when you install one of our [[Templates|templates]]. And the ''Datasources'' tab where your data files will be available, generated by importing your spreadsheets/files, as well as the data files made available when you install one of our [[Templates|templates]].
<!--T:338-->Displays yours On the main page, you'll still have access to your [[DashboardUser profile|account settings]] list, [https://support.taticview.com/open.php?&lang=en_US support], our [[Help Index|help documentation]], you can check your notifications, etc.
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To execute a dashboard from the list click it. For more information about executing dashboards, see [[Execute a Dashboard]].
<!--T:539-->There are three different types of dashboardsIn addition, identified by on the small icon near to main page, you may receive alerts regarding your [[Subscriptions|subscription]]. Such as ending the dashboard namevalidity of temporary additional resources, lack of credits for renewal of paid subscription, among others. The types are:
<!--T:640-->* If you have any datasource/dashboard copy to receive the [[File:db_createdAccept copies icon.png|link=]] '''My Dashboards''': Dashboards created by yourself by icon will appear at the bottom of the screen. By clicking on it, you will be redirected to the option [[New dashboardCopy Dashboards to other users#Accepting_dashboards_copy|received copies]];screen.
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* [[File:db_shared.png|link=]] '''Shared''': Other users shared dashboards that you have accepted by the [[Accept dashboards]] option;
<!--T:841-->* [[FileBelow is the main page overview:db_genenerated.png|link=]] '''Generated''': Dashboards generated automatically by the [[Generate dashboards]] option.
<!--T:3142-->To change the order, delete dashboards and :{| class="images-table"|On desktop|-|[[File:Main view your notifications, you must use the icons in the bar above the list of user dashboardsoverview en-US. The icons arepng|link=]]|-|In mobile devices|-|[[File:Main view overview mobile en-US.png|link=]]|}
== Top Menu == <!--T:3443-->*[[File:alert_notifications.PNG|link=]] '''Notifications''': See TaticView notifications.
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* [[File:order.png|link=]] '''Order''': Clicking on this icon will display the [[Order_dashboard|ordering objects]] screen.
<!--T:2844-->* [[File:Delete.png|link=]] '''Delete''': Clicking on this icon In the top menu you will display have access to the [[Delete_Dashboards|delete dashboards]] screen.following options:
== Data Sources == <!--T:945-->* '''Support''': If you have any questions or problems with TaticView, you can open a [https://support.taticview.com/open.php?&lang=en_US support] ticket with our team. We will be happy to assist you in the best way possible.* '''Help''': In this option you will have access to our [[help Index|online documentation]] where you can solve doubts about the operation of TaticView. Our documentation is constantly updated to better describe all the resources available.* '''Tutorial''': On your first access to TaticView, you will be presented with a brief tutorial on using the application. If you would like to review this tutorial, simply access this option.* '''Notifications''': See here all your notifications. If you have unread notifications, a counter is displayed.* '''My account''': Through this menu you have access to your [[Subscriptions|subscription]] configuration, your [[User profile|User profile]], you can configure your [[Account security]] and manage your [[Manage Access|Access tokens]].* '''Exit''': To log out the application.
== Main Menu == <!--T:46-->
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Displays yours imported [[Data Sources]] list with ''name'', ''last updated time'', the ''number of rows'' and ''status'' information.
<!--T:1147-->The [[Data Sources]] status is updated automatically at main features on the end of dashboards and datasources will be available in the [[Import/Update data|import/update]]main menu. The options available in this menu vary according to the selected tab (Dashboards or Datasources).
<!--T:3248-->To change the order or delete data sourcesIf you are accessing TaticView on a ''desktop'', you must use the icons in main menu will be located on the bar above right side of the list screen. It will also expand when you hover over one of user's data sourcesyour items. The icons are:
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If the access is being performed through a ''mobile device'', access to the menu will be through the icon [[File:Menu mobile icon.png|link=]].
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*[[File:Manage_copies.PNG|link=]] '''Manage copies''': Clicking on this icon will display the Managing Copies screen (of data sources/dashboards) that has been sent to other users. See More on [[Copy Dashboards to other users]] (this option is only available if the subscription has the [[Subscription Features|Send Copies]] feature).
<!--T:2950-->* [[File:order.png|link=]] '''Order''': Clicking on this icon will display See the [[Order_datamarts|sorting user's data sources]] screendetails of each option in the main menu below.
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* [[File:delete.png|link=]] '''Delete''': Clicking on this icon displays the [[Delete Data Source|delete data sources]] screen.
== <span id="Menu-Sidebar">Menu (Sidebar)</span> == <!--T:12-->
== Dashboards Tab == <!--T:51-->
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* '''My Account''': Manage the user profile data, see [[User profile]];
<!--T:1452-->* '''Exit''': Use When you access TaticView, it will be the ''Exit'' option to log offdisplayed tab. In it will be available the [[Dashboard|dashboards]] you created, as well as the dashboards that other users share with you, see as well as the dashboards that were installed from one of our [[Log OffTemplates|templates]];.
<!--T:1566-->* '''New dashboard''': Create a new [[Dashboard|dashboardManage Dashboards Groups]], see [[New dashboard]];'''
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* '''Edit dashboard''': Edit previous created or generated [[Dashboard|dashboards]], see [[Edit dashboard]];
<!--T:1753-->* '''Share The dashboards''': Allows to share your are displayed in card format. By clicking on the card, you will [[Execute a Dashboard|dashboardsexecute]] the dashboard. When you position the mouse over the card, the dashboard context menu is displayed, with other TaticView users, see [[Share dashboards]];the options available for this dashboard. The context menu may vary depending on the dashboard.
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* '''Accept dashboards''': Accept [[Dashboard|dashboards]] that other users have shared with you, see [[Accept dashboards]];
<!--T:1954-->* '''Generate dashboards''': Automatically generate standard In addition, the [[DashboardMain Page Overview#Main Menu|dashboard]main menu] based on your [[Data Sources]] data, see [[Generate will also display options specific to the dashboards]];.
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* '''Master Dashboard''': Edit the template used on your [[Dashboard|dashboards]], see [[Edit Template|Master Dashboard]];
<!--T:2655-->* '''Templates'''The options available in the context menu are (depending on the dashboard type, some options are not available): Automatically generates [[Dashboard|dashboards]] and [[Data Sources]] for some business areas. See [[Templates]];
<!--T:2556-->* '''Buy hereEdit dashboard''': Allows to customize your Opens the dashboard design so you can make the desired changes. See more in [[Customize Subscription|subscriptionEdit dashboard]] according to your needs. If * '''Share dashboard''': Opens the shares screen of this dashboard so you can share it with more people, as well as edit the shares already use a paid subscriptionmade. (option not available for dashboards that were received through sharing). See more in [[Share dashboards]].* '''Delete dashboard''': Removes the dashboard. If the dashboard was received through sharing, this option will not be displayedremoves the share. The source user dashboard remains unchanged. See more in [[Delete Dashboards]].;
<!--T:2057-->* '''New datasource''': Create a new The [[Data SourcesMain Page Overview#Main Menu|Data Sourcemain menu]], see [[Importing a New Data Source]];options are:
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* '''Update datasource''': Update your [[Data Sources]] data, see [[Import/Update data]];
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* '''New dashboard''': Opens dashboard design for you to create a new dashboard. Before that, you will be prompted to select which datasource to create the new dashboard on. See more in [[New dashboard]].
* '''Share dashboards''': Opens the shared dashboards screen, with all your dashboards that have been shared with other users. You can edit, delete, and/or share other dashboards. See more in [[Share dashboards]]
* '''Accept dashboards''': Opens the screen where all the dashboards shared with you will be displayed. You may accept or decline to the shares. See more in [[Accept shared dashboards|Accept dashboards]].
* '''Generate dashboards''': Through this option, we'll try to generate some dashboards based on the datasource and fields you've selected. The dashboards generated may be altered by you at any time. See more in [[Generate dashboards]].
* '''Delete dashboards''': Opens the list so that you select one or more dashboards for deletion. Important, a deleted dashboard can not be recovered. See more in [[Delete Dashboards|Delete dashboards]].
* '''Slideshow''': Opens the Slideshow setup screen. See more in [[Slideshow]].
* '''Master dashboard''': Lets you create a template to be used on all your dashboards. In the master dashboard it is not allowed to use data objects, only formatted objects ([[Label|texts]], [[Image|images]], etc). See more in [[Edit Template|Master dashboard]].
* '''Templates''': Opens our shop for dashboards templates. When installing a template, one (or more) datasource and some dashboards will be available. Simply get the import file, insert your data into it and import it into TaticView to begin your analysis immediately. See more in [[Templates]].
 
== Datasources Tab == <!--T:59-->
 
 
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On this tab are all your [[Data Sources|datasources]]. Like dashboards, datasources are also displayed in card style. When you position the mouse on the card, the context menu of the datasource is displayed, with the options available for that file. The context menu may vary depending on the datasource and the options configured in your subscription.
 
 
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The [[Main Page Overview#Main Menu|main menu]] will display the options specific to the datasource.
 
 
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The options available in the context menu are (options may vary depending on the datasource and the configuration of your signature):
 
 
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* '''Update datasource''': Opens the import screen for you to update the information in this [[Data Sources|datasource]]. See more in [[Import/Update data|Update datasource]].
* '''Create new dashboards''': Opens the design screen for you to create a new dashboard, based on this datasource. See more in [[New dashboard]].
* '''Notify update''': Notifies users with whom you have shared dashboards that the data has been updated.
* '''Send copy''': Send a copy of this datasource and its dashboards to another user. We remember that only the structure is copied, the data/information does not. See more in [[Copy Dashboards to other users|Send copies]].
* '''Settings''': Opens the datasource properties screen where you can change some settings.
* '''Clear datasource''': Removes all data/information from this datasource. Its structure and dashboards remain. See more in [[Clear a Data Source|Clear datasource]].
* '''Delete datasources''': Removes the datasource and its dashboards. A confirmation will be requested. See more in [[Delete Data Source|Delete datasource]].
 
 
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The [[Main Page Overview#Main Menu|main menu]] options are:
 
 
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* '''New datasource''': Used for you to import your data files and create new datasource. See more in [[Importing a New Data Source]].
* '''Update datasource''': Opens the import screen for you to update the information in this datasource, before it asks you to choose which file you want to update. See more in [[Import/Update data|Update datasource]].
* '''Delete datasources''': Opens the list of datasources so you can remove one or more sources. If the selected datasources have dashboards, they will also be removed. See more in [[Delete Data Source|Delete datasource]].
* '''Manage copies''': Option used for you to manage for those who already sent copies of datasources/dashboards. See more in [[Copy Dashboards to other users#Managing_Copy_Sent_to_Another_User|Manage copies]].
* '''Templates''': Opens our shop for dashboards templates. When installing a template, one (or more) datasource and some dashboards will be available. Simply get the import file, insert your data into it and import it into TaticView to begin your analysis immediately. See more in [[Templates]].
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[[File:Principal+en-US.PNG|width|1200px|link=]]
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