Informer 5: A Tour of Extensible Workflow, Collaboration, and Data Governance

1. February 11-13, 2018 Raleigh, NC

2. Tour of Informer 5 Madhavi W. Chandra Director of Product Management

3. Agenda – A 50 minute tour • Aerial tour • Ground tour – Quick Demo • Supporting Sessions – Features, Migration, Roundtables, Spotlights, Expert Lounge

4. What’s Informer 5 about? • Extensible • Workflow • Schedule • Collaborate • Organize • Export • Secure External Links • Embed • API • Data Hub • Streaming • Indexing • Filtering • Discover • Ownership • Sharing • Data Governance

5. Personalized Home Page

6. Datasources • MySQL • Microsoft SQL • PostgresSQL • IBM DB2 • Oracle • Universe • Unidata • Progress OpenEdge • Generic JDBC • Connect to different types of Databases • Define mappings for underlying schema (even automatic via plugin) • Drag on a spreadsheet. Or many. Create your own Workspace • Connect disparate sources of data, e.g., from CSV and Database • Create links within and between Datasources

7. Datasources • Define security around your Datasource • Restrict sensitive fields • Define Mapping Sets • Determine who can access Datasource and level of access • Datasource is owned and shared • Bring in other Connectors via plug-ins. Endless possibilities.

8. Ad-hoc Query • Report type - temporary query results • Query production Database when Ad-hoc Query is run • Ad-hoc Queries same as Reports in Informer 4 • Where I4 Reports are placed when they are imported • Continue to use your I4 Reports as Ad-hoc Queries • Every user runs the Ad-hoc query to interact with the data • Or convert to Datasets - Up to you.

9. Datasets • Reservoir of your data • Bring back as much data as you wish • Data persists • No need to hit production database every time to interact with data. Big win. • Refresh data anytime you wish – on demand or on schedule • Refreshing a Dataset is analogous to Running an Ad-hoc query

10. Datasets • Prepare data with Data Flows – augment and cleanse • Merge duplicates • Bring in fields from another Dataset or Datasource • Percent of Total • Time in Between • Zip to Geo • Calculated columns, Powerscripts, and much more! • Bring in custom Data Flows via plug-ins. Endless Possibilities.

11. Datasets • Pare down view of your data using Filtering • Can really go to town with Advanced Filtering • All without hitting your production database! • Datasets ‘back’ Visuals – which are thus dynamic in nature • Comment and collaborate • Dataset is owned and shared • Single Source of Truth

12. Discover Visuals… • Picture worth a thousand rows.  • Discover feature automatically creates Visuals for you • Select a field, or a group of fields, and let Informer do the work • Pie charts, Bar charts, Column charts, Area charts, Leaderboards, Spline charts, Trend charts, Gauge, Maps, Pivot Tables, Summary Tables… • Interact with the Visual • Filter it, Configure it, Drill down, Pivot by, Change chart type,… • If you like a suggested Visual, save it to the Dataset • See business insights at the click of a button…literally.

13. …or Create Visuals Yourself • Visuals mean a lot of different types • Charts, Pivot Tables, Summary Tables, Maps, KPIs, Data Grid, Multiple series trend chart, HTML static visual • Interact with the Visual • Filter it, Configure it, Drill down, Pivot by, Change chart type,… • Set Global Colors, e.g., NC is Blue, Texas is Yellow • Bring in custom Visuals via plug-ins. Endless possibilities.

14. Reports • Considered output view of your data in formatted manner • Created through assembling Visuals sourced from Dataset(s) • Data View - data grid view of a Dataset. Filter • Ad hoc query – temporary query results • Dashboards – layout your canvas • Comparison boards – side by side analysis at fingertips

15. Reports • Interact with your Reports • Comment and collaborate • Report is owned and shared • Bring in custom Reports via plug-ins. Endless possibilities.

16. Jobs • Create your own custom Workflow based on Actions • Define and execute Actions on your data • Email, Email bursts, Save to filesystem, Send to FTP • Customize emails with HTML rich-text editor • Bring custom Actions via plug-ins. Endless possibilities. • System cleanup is a Job type. Set up by default in the system. • When a Job is executed is up to you • On demand • On a Schedule • Bring in New Job type via plug-ins. Endless Possibilities.

17. Security - Teams and Users • Teams model your organizational structure • Users are Members of Teams with assigned Roles • Roles determine the level of access and privilege in the system • Teams own Informer content and share to other Teams • Vetted by the Team – credibility • Collaboration between Team members • Active Directory and SSO • Data Governance • Single source of truth • Transparency • Traceability • Secure access to content

18. Using I5: Imagine this… • Sidney from Admissions Office creates Dataset of student data • Collaborates with coworkers within department on Dataset • Changes ownership to the Admissions Team and sets on schedule to refresh daily • Credible Dataset since vetted and owned by Admissions Team– definition of Active Student, acceptance criteria, etc. • Admissions Team shares out Dataset to College of Engineering, College of Arts and Sciences, Bursar’s Office, and others • Each College interacts with Dataset confidently to build Reports using Visuals they create and Visuals they Discover • Governed and accurate data!

19. Ground Tour Can I see it?

20. Presentations - zoom into functionality