Introduction to tools - Explore, Storyboards, Exports, Data, Admin, Help and Account.
Welcome to the overview of the One Model toolkit. This toolkit will form your everyday tools to navigate, explore, create, upload and export, secure and assign, and much more. The One Model toolkit is closely linked to roles and permissions. What you can see and do is controlled by the access roles as determined by the Admin of your organization.
There are two types of roles for assigning permissions - 1) Application Access Roles, and 2) Data Access Roles. Admins will have access to all of the tools while other users may see all or only some of the tools on their homepage, depending on their assigned roles and permissions. Read more about roles and permissions.
When you login to One Model, you will be taken to a homepage where you may see all or only some of the tabs in the top Navigation Bar as shown below:
Each tab links to a specific tool that you can use to explore your data, create data visualizations, export and examine your data, manage your account and, if you are an Admin, configure the One Model experience for your users.
Explore is One Model’s query tool where users can see metrics, dimensions, tables and fields to build various queries that can be saved, exported or shared. Pin a query to a Storyboard to build compelling data visualizations or save a query to the Insights Library for later, then create and configure your Organization (Org.) chart - all from the Explore tab.
Clicking on the Explore tab will show:
Charts & Tables: with options to build various types of reports and visualizations, view your data, pin to a Storyboard, save to the Insights Library or export, and create new metrics.
Org Charts: to build a dedicated Org. chart that provides employee level detail presented in a familiar hierarchical view with the ability to drill down into the data.
Explore is generally used by Storyboard Admins and users, Analysts and Human Resource Business Partners (HRBP) to investigate the data. User access to view and interact with the data is controlled by the Admins of your Organization.
Storyboards are where you bring together data visualizations, text and tables to deliver insights and tell a story with your data. This is where permissioned users can build data stories using visualizations in groups of tiles that can be shared for viewing or editing by other users. The entire Storyboard can be exported to PowerPoint or the data from specific tiles can be exported to CSV.
Clicking on the Storyboards tab opens the Storyboard Library. Storyboards are collected and organized in the Storyboard Library with grouping, categorization, and search capability.
All users with Explore access should also be granted access to view and filter Storyboards, with separate permissions available to create, edit and drill through. Learn more about Using Storyboards.
View your recent CSV file exports from tables, charts and Explore. Depending on the size of the data being exported it may take some time to create the export file. These types of files that have been requested for export will be located under the Exports tab.
Clicking on the Exports tab will open the Exports page where the latest exports made from the site are listed. Details include what was exported, who exported, and when the export was done.
The Exports tab is generally used by Admins and users. Note that there is a separate category of Admin Export Reports that do not show here.
Users that have access to manage the data configuration in the site will see this area of the product. Loads, Sources, Destinations, Augmentation including One AI recipes are all created and managed through the Data tab.
Clicking on the Data tab will show:
Loads: view the status of your data loads.
Sources: view, adjust and schedule your data sources and their connectors such as APIs, SFTPs and manual flat file uploads.
Destinations: configure the data you want to send from One Model to other systems, e.g. Snowflake, Azure, Big Query, AWS, SFTP.
Augmentations: build and manage One AI predictive models
Processing Scripts: development space for Data Engineers to transform the data in your One Model instance using SQL.
The Data tab is generally used by Admins and users with Data Access Roles, data engineers and data scientists to extract, transform, investigate and send data. User access to view and interact with the data is controlled by the Admins of your Organization.
Users that have access to manage the One Model configuration for your company and Admins will see this area. The Admin tab is where you manage your instance, user and role settings, drill through columns and edit labels for tables and columns, and more as listed below.
Clicking on the Admin tab will show:
Company: view your sitewide settings including, homepage Storyboard, User Contextual Security Rules Config., Password Policy, Session Timeout, SSO (SAML 2) integration, User Upload config options, Export Formatting Options, Value Formatting Options, PGP Config., Data Processing, Custom Help URL, Allowed IPs, Embedding and Branding.
Users: to view all created user accounts, create a new user, bulk upload users, edit a current user, show inactive users, view application access and data access roles, manage role-based security and password reset (if not using SSO).
Application Access Roles: Control what product features your users can see and use in One Model by assigning or restricting different Application Access Roles.
Data Access Roles: control what data (e.g. Metrics, Dimensions, Storyboards) your users can see and interact with in One Model by assigning or restricting different Data Access Roles.
Drill Through Columns: choose which columns will appear or not appear when users drill through on base metrics.
Table & Column Label Editor: manage how your tables and additional columns appear in Explore, Storyboards, and drill through metrics.
Site Validation: lists data and configuration errors in your One Model instance.
Branding: apply company branding to your One Model instance including logo and brand colors.
Admin Reports: download reports about your One Model instance configuration to a CSV file, e.g. user and roles information.
Admins of an Organization will be the primary users of the Admin tab.
The Help tab is a default link to the One Model Help Center where Admins and users can read instructions about how to use One Model, learn more about all the different features such as Explore, Storyboards and One AI, search FAQs, and get updates about the latest One Model product releases.
*Admins can edit the default Help link and replace it with a link of their own to redirect it to their internal help.
Most Admins and users will use the Help tab to learn more or get assistance with using One Model.
Users can change passwords and log out of the site here. Admins and users with the permission to Proxy as another user will access that functionality via Account > Proxy as User.
Clicking Account will show:
User or Admin name and instance: allows you to see which user account is being used.
Proxy as User: allows Admins and users with permission to view an instance as another user.
Preferences: for password resets if using a password to log in. Not applicable if using SSO and this option will be hidden.
Log off: signs users out of their One Model instance.
Go to the Roles and Permissions Reference Guide