Home
The platform homepage appears as a default screen after successful login. This section contains explanatory content for the various Platform modules.
The Homepage is the central entry point to the platform. It offers a consolidated view of your documents, insights, and navigation to all major features. The layout is designed to help both new and advanced users access data, analytics, and AI-driven tools with minimal effort.
Navigation Panel (Left Sidebar)
The sidebar provides quick access to the platform’s core modules:
Home – Returns to the landing page, showing personal documents and insights.
Catalog – This is your organized inventory of all data assets within your organization.
Reports – Upload a CSV or Excel file to create your own self-service reports.
📌Example action: Navigate to the Data Catalog to find the owner and lineage for any data asset.
Top Menu Bar
The top bar provides global controls for search, workspace management, and personal settings:
Quick Search – Search across datasets, reports, dashboards, and documents from a single field.
Workspace Selector – Switch between available workspaces (e.g., “Default,” project-specific, or team-specific workspaces).
Notifications – Access alerts, updates, and system notifications.
Apps – Provides access to all module icons for seamless and instant navigation..
User Profile Menu – Manage account preferences, personal settings, and sign-out options.
📌 Example action: Use Global Search to quickly locate your uploaded dataset.
Central Workspace Area
The central area of the homepage displays all documents available to the logged-in user, organized based on their mode of availability. These primarily include documents owned by the user and those shared with the user.
Documents Owned by Me
This section displays documents and resources associated with your account.
Tabs: Owned by Me and Recent Files allow you to toggle between your personal documents and recently accessed ones.
Each document or folder is presented as a tile for quick access.
Examples include:
Folders: Placeholders designed to group and organize multiple documents and files for better management and accessibility.
Files: The exported Dashboard/ Datasheet/Form/Data Agent, a Report, and a Sample Link URL with internal links.
Clicking the Expand
icon for this section displays document icons along with a menu panel, allowing users to toggle between categories such as All Files, Recent, Favorites, Shared, and Public Documents.
📌 Example action: Open the Sample Dashboard to view a pre-built visualization and learn how dashboards are structured.
My Insights Section
My Insights transforms the homepage into a personalized workspace by allowing users to select and customize widgets that display their most relevant data and metrics.
It provides instant access to critical insights, streamlines workflows, and adapts to evolving needs—making the homepage a central hub for smarter, faster decision-making.
The Key widgets generated through interactions with a Data Agent can also be added to this section for quick and convenient access.
📌 Example action: Filter the knowledge graph by “dataset” to see all datasets connected to your projects.
Quickly access personal or shared documents.
Explore AI-driven insights.
Navigate seamlessly to modules for data ingestion, engineering, science, and reporting.