How-To Guide

Create App

Create App

Step 1 : To create an app, go to Space, click and select Create App

Step 2 : In the App Details pane, enter App Name, user creating the app will be automatically assigned the App Owner.

Step 3 : Click Add to add more users as App Owners.

Step 4 : Check the Secure App checkbox to make App secure

Step 5 : Click Save at the bottom of the pane

Export metrics

Step 1 : Click in the App name from Explore pane and go to the Metrics tab

Step 2 : From level 2 header, click and select Export. The file will start to download

Re-calculate metrics

Step 1 : Click in the App name from Explore pane and go to the Metrics tab

Step 2 : From level 2 header, click and select Re-Calculate metrics. Recalculate metrics details will open to the right.

Step 3 : Select Version and Time members. Version is a single selection, Time can have multiple members.

Step 4 : Click Calculate at the bottom. Re calculation log will be displayed.

Add Role

Step 1 : Click in the App name from Explore pane and go to the Permission tab

Step 2 : From level 2 header, click New Role

Step 3 : Enter Role Name and Description

Step 4 : Click Add and assign users to the role

Step 5 : Click Save. Role will be saved and assigned to users

Assign users to Role

Step 1 : Click in the App name from Explore pane and go to the Permission tab

Step 2 : In the Roles list, Actions column, click User Assignment

Step 3 : In the Role details pane, click Add beside Assign User and select users. Save

Add / Update Role permissions

Step 1 : Click in the App name from Explore pane and go to the Permission tab

Step 2 : In the Roles list, Actions column, click Role Assignment

Step 3 : In the new tab, go to Permissions and check Review/Update/ Manage checkboxes as required and Save from level 2 header.

Step 4 : Go to Data tab and add rows and update members for Functional Area, Dimension, Members and Access. Save from level 2 header.

Step 5 : Go to Users, on level 2 header click and add new users.