Panorama Necto Next BI & Data Discovery Generation!
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This document provides an overview of the implementation process and training for Necto BI. It outlines the responsibilities of the customer, consultant, and vendor during implementation. It then details a sample training plan that was used for a client migrating 450 users, including administering training over multiple sessions for different user groups. The remainder of the document focuses on preparing for and guiding users through hands-on training in Necto, with an example exercise walking through use of features like slicing, dicing, and sharing dashboards.
Panorama Necto Next BI & Data Discovery Generation!
- 1. Necto BI – Next Generation! Introduction to implementations
- 2. Customer Setting a Necto Server Migration validation (if needed) Data security validation Consultant/Vendor Implementation Kick off session Planning security Installing Last version of Necto Migration from older version (if needed) Planning the training and training material Training Necto Admins – 4 Days Analysts training – 2 Days Short training sessions (that includes hands on) for business users -2 Hours each, 10 users in each session. Implementation process by responsibility Finalize the implementation Production is live
- 3. Explanation on this Training example Dedicated to web meetings Includes migration from older version, and the differences Real example of a client that migrated 450 users. • Training details: • 3 sessions a day • Each session will take 2-3 hours • Each session includes 1 H hands on • 3 Weeks 450 Certified Users
- 4. General concept of the kickoff Understand the environment View how the training should look like Enter the dedicated desktops Practice the training Prepare a backup plan – make sure you have a token, installed on your laptop. Get the list of this week’s Necto trainings. Finalize all open issues
- 5. How the training will work Every end of week you will get a list of your trainings for the next week If it should be in Russian – you will be notified You should be in Company Name, 30 minutes before the training, to prepare. Responsible from client side will need to know who participated in the training Before each training – Responsible from client side will migrate the trainees Private books, and run the Thumbnails for them Feature X & Y are very important here, and we push them during the training.
- 6. Training flow Includes preparation Dedicated to the “Necto” set of features
- 7. Preparation • Use “Run As” (impersonate) before the training, with a dedicated user – will be supplied by Responsible from client side in the invitation. Clear the “Spy” picture, since it does not save the cache and your actions Load Budget report and RSM Sales, for better performance. After people are getting into the Lync session– add 2 of them as friends (so it will be more relevant when they will see themselves) Click F11 in the browser, to better visualize Load the Short Deck presentation (what is Necto, What is Panorama, What's new? (3 slides) ) , and be ready Ask the users if they see your screen well, if not – Change the visualization Introduction between the users and yourself. Role, country, familiarity with NV
- 8. Training Flow Introduction to Necto: Short Deck Presentation: • What is Necto? describe the idea/ concept, what motivates us? what Gartner think of us? Enter Necto (it should be in the WB environment): • Explain about the interface • To Europeans show -“Distribution>Budget Report” • Slice o Show slicers using the slicers button or from the ”sliced by area” o Click on the selected Month, in the “Sliced by” and then replace with last month o Select Agreement Type – Pack, and distribution frequency (4 weeks) and click Apply (explain the two functionalities of clicking apply right after 1 slice or after a couple) • Explain about the differences (Drug & Drop right click) , and the advantages • Show the different menus when clicking on the dimension title and when clicking on the member • Dice functionality: o Expand member Returns to Business Line (if returns doesn’t exist – remove the pack slicing) o Replace dimension “Business Line” with “Information source”
- 9. Continue Flow Rotate Add totals (you might need to expand first) to columns Select members with Control Save a WB in the private folder (show that we now moved to the private folder) Share the WB with someone. Show the share option (only as an option), but use a discussion. Explain that the friend is automatically shared, and got an email with the link to the WB. Explain about the social bar Show One click on Distribution>RSM sales>RSM Sales. • Explain about the one click insight Comment on the red cell • Explain about the “Back” button • Show how to add friends, and Topics (if the wizard does not load) • Explain about the Home button show how it gets you to the Home page. Explain about the Home page.
- 10. Hands On Exercise – Brand Name 2.0 Enter the link: http://ServerName/panorama Click your name, select a photo or upload one, and define Topics & friends that are currently in the Lync session. Also add the Admin user as your friend, click OK Enter the Budget report • Slice o Slice by January 2014 and Business line HOD, click Apply o In Routs – slice on one of your branches • Replace the measure “Cups in thousand” with the dimension “Agreement Type” (you have now sliced the data on a “Cups in thousand” while replacing the dimension in the rows. • Add Total to Agreement Type • Replace Agreement Type with Customer Seniority • Click on Customer Seniority and use the “Add before” with Agreement Type. “Save as” in your private folder Use 1 click insight, to see what is the difference from Parallel period Discuss one of the cells with a colleague, bring another college to the discussion and create an ad hock team to tackle the issue. Add a comment on a different cell.
Editor's Notes
- #3: עם היד על הלב- אם יש קיסטום כזה או אח עלול לקחת עוד כמה ימים, אבל תכלס תוך חודש אתם יכולים להיות באוויר.