How to Publish Project, Data, Chart, Analytics, Note, and Dashboard to Exploratory Server

Project

To publish a project, select the Upper Arrow Icon on the Project header.

This will open the Publish dialog.

Title

Enter a title for the project to be published.

Description

Enter a description of the project to be published if needed. This is an optional field.

Tags

You can set tags for the project. This is usefully when you want to search the project on Exploratory Server by tags. This is an optional field.

Private Mode

Check this checkbox if you want to share the project privately with only invited people. If you uncheck the checkbox, the project is visible to any people.

Project URL

Once it's published, an unique URL is assign to the project.

Publish as Team

If you belong to teams, clicking the Publish button shows a list of teams and once you select a team, the project is published as the selected team. I you want to publish the project as an individual user, select your user name on the list.

Data / Step

To publish a data / step, select the Upper Arrow Icon on the Step or the same icon on the Summary view or Table view.

This will open the Publish dialog.

Title

Enter title of the published data / step.

Description

Enter description of the project if needed. This is an optional field.

Tags

You can set Tag for the data. This is usefully when you search the project on Exploratory Server by tags. This is an optional field.

Private Mode

Check this checkbox if you want to share the data privately with only invited people. If you uncheck the checkbox, the data is visible to any people.

Download Options

EDF

If you want to share data wrangling steps, check this option.

CSV

if you want to allow downloading CSV for it, check this option.

URL

Once it's published, an unique URL is assign to the data.

Publish as Team

If you belong to teams, clicking the Publish button shows a list of teams and once you select a team, the data / step is published as the selected team. I you want to publish the data / step as an individual user, select your user name on the list.

Chart

To publish a chart, select the Upper Arrow Icon on the chart.

This will open the Publish dialog.

Title

Enter title of the published chart.

Description

Enter description of the chart if needed. This is an optional field.

Tags

You can set Tag for the chart. This is usefully when you search the chart on Exploratory Server by tags. This is an optional field.

Private Mode

Check this checkbox if you want to share the chart privately with only invited people. If you uncheck the checkbox, the chart is visible to any people.

Download Options

EDF

If you want to share the chart with data wrangling steps, check this option.

CSV

if you want to allow downloading CSV data for the chart, check this option.

URL

Once it's published, an unique URL is assign to the chart.

Team

If you belong to teams, clicking the Publish button shows a list of teams and once you select a team, the chart is published as the selected team. I you want to publish the chart as an individual user, select your user name on the list.

Analytics

This will open the Publish dialog.

Title

Enter title of the published analytics.

Description

Enter description of the analytics if needed. This is an optional field.

Tags

You can set Tag for the analytics. This is usefully when you search the analytics on Exploratory Server by tags. This is an optional field.

Private Mode

Check this checkbox if you want to share the analytics privately with only invited people. If you uncheck the checkbox, the analytics is visible to any people.

Download Options

EDF

If you want to share the analytics with data wrangling steps, check this option.

CSV

if you want to allow downloading CSV data for it, check this option.

URL

Once it's published, an unique URL is assign to the analytics.

Team

If you belong to teams, clicking the Publish button shows a list of teams and once you select a team, the analytics is published as the selected team. I you want to publish the analytics as an individual user, select your user name on the list.

Note

This will open the Publish dialog.

Title

Enter title of the published note.

Description

Enter description of the note if needed. This is an optional field.

Tags

You can set Tag for the note. This is usefully when you search the note on Exploratory Server by tags. This is an optional field.

Private Mode

Check this checkbox if you want to share the note privately with only invited people. If you uncheck the checkbox, the note is visible to any people.

Download Options

EDF

If you want to share the note with data wrangling steps, check this option.

URL

Once it's published, an unique URL is assign to the note.

Team

If you belong to teams, clicking the Publish button shows a list of teams and once you select a team, the note is published as the selected team. I you want to publish the note as an individual user, select your user name on the list.

Dashboard

This will open the Publish dialog.

Title

Enter title of the published dashboard.

Description

Enter description of the dashboard if needed. This is an optional field.

Tags

You can set Tag for the dashboard. This is usefully when you search the note on Exploratory Server by tags. This is an optional field.

Private Mode

Check this checkbox if you want to share the dashboard privately with only invited people. If you uncheck the checkbox, the dashboard is visible to any people.

Download Options

EDF

If you want to share the dashboard with data wrangling steps, check this option.

URL

Once it's published, an unique URL is assign to the dashboard.

Team

If you belong to teams, clicking the Publish button shows a list of teams and once you select a team, the dashboard is published as the selected team. I you want to publish the dashboard as an individual user, select your user name on the list.