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The access point for projects, such as the production version of the solution and any open projects. For more information, see Projects.

Manage data. Upload data files, create sources that store data, query data files for validation, and set up data connector credentials. For more information, see Data Management.

Manage tenants, users, and profiles. At the administrating level, create new users, assign profiles to control access to administrator capabilities and Studio, and download logs to audit user activity. For more information, see Tenant Management.

Manage and configure various settings that affect how users sign in, customize the look and behavior of the solution, and access APIs.

See how much data Visier is processing.

Directs users to the Visier Service Portal by default. You can remove the Help button or replace the Visier Service Portal link with a different link. For more information, see Customize How Visier Looks.

Explore a visual representation of how data flows from your source files into Visier's analytic objects. For more information, see Data Flow Visualization.

Upload and manage data files sent to Visier. For more information, see Upload Data Files Using the Solution.

Create and manage sources that store data and are mapped to data load targets. For more information, see Sources.

Investigate your source data and find specific details in your raw data files. For more information, see Query Source Data.

Correct and manually select standardization matches for your data. Standardizations are a set of standard industry values that are matched to your unique data values. For more information, see Override a Standardization Match.

Review, fix, and publish corrections for flagged data issues. For more information, see Manage Reported Data Issues.

Create user accounts, manage user details, access bulk user management options, assign profiles, and download logs to audit user activity. For more information, see User Management.

Create and configure profiles to control access to administrator capabilities and Studio. For more information, see Studio Profiles.

Change the ownership of user created content in the solution. For more information, see Reassign Content to Another User.

Upload and share non-data files, such as screenshots or video captures, with Visier. For more information, see Share Files.

Allow Visier Technical Support users to publish approved projects on your behalf. For more information, see Projects.

Enable an SFTP account in the solution, in order to automate the file upload process. For more information, see File Upload Using SFTP.

Generate and download public encryption keys to encrypt data files. For more information, see Encrypt files.

Restrict the IP addresses where users can access the solution. For more information, see Set Up Network Access.

Create a list of trusted domains that may embed Visier's visuals and analyses. For more information, see Add Your Domain to the Embeddable Domains List.

Upload a custom PowerPoint template so that any downloaded content will be in your preferred slide structure and format. Each tenant can use one custom template at a time. For more information, see Upload a Custom PowerPoint Template.

Upload photos of employees so that they can be displayed in the solution. For more information, see Upload Employee Photos.

Add users that want to be notified when a new data version is published to production, or when a data version cannot be validated. For more information, see Manage the Mailing List.

Customize the emails that are sent to users for certain events, such as a welcome email for new users. For more information, see Customize an Email Template.

Generate an API key and copy it to use in API functions. For more information, see Generate an API Key.

Define the maximum session length and timeout for a session. For more information, see Set Up Session Validity.

Manage the list of user email address domains that are allowed to sign in to Visier. For more information, see Allowed Email Domains.

Change the frequency of the session alive message. For more information, see Embed the Full Visier Application.

Configure SSO to allow users to sign in to the administrating tenant using their credentials from an external identity provider. For more information, see Set up single sign-on for your administrating tenant.

Close the project and return to the global workspace.

See the effect of the changes you've made in your project in a tenant. The default is the administrating tenant.

Manage your project and review the changes you've made.

Find the objects available in the solution.

Manage the objects and content available in the solution such as concepts, dimensions, metrics, analyses, and guidebooks.

Manage What-if models.

Set the data version.

Validate or troubleshoot your data, including issues that may arise when new data is loaded into the solution.

Create and modify analyses. Analyses allow you to shape your data into stories and dashboards. For more information, see Create an Analysis in Projects.

Create and modify analytic objects, such as subjects and events. For more information, see Analytic Objects.

Create and modify concepts. Concepts standardize information and group data. For more information, see Concepts.

Create and modify the predictions and standardizations to enrich your existing data. For more information, see Data Enrichments.

Create an export to use Visier metrics and data outside of the solution. For more information, see Create a Data Export.

Create and modify data types that define the structure of data records, such as currency and time. For more information, see Data type.

Create and modify dimensions. Dimensions organize values into a list or hierarchical structure. For more information, see Dimensions.

Create and modify reusable explanation snippets that can be inserted into the explanations of other objects. For more information, see Create, Edit, and Insert an Explanation.

Create and manage guidebooks to curate a collection of related topics and analyses. For more information, see Guidebook Management.

Create and modify metrics. Metrics are business concerns that can be quantified as a number. For more information, see Work With Metrics.

Create and modify reports that summarize and present data in a tabular format. For more information, see Reports.

Manage configurations and default preferences that take effect once published to production. Customize the color palette, set up aggregate thresholds, manage translations for solution content, set default metrics and filters for visualizations, and download application definitions. For more information, see Project Settings.

Create and modify tags. Tags are user-defined categories for grouping related content. For more information, see Create and Assign Tags to Content.

Create and modify the Vee sample questions that appear in the conversation interface. For more information, see Customize Vee Sample Questions.

Upload a business calendar that represents your organization's definition of a year. For more information, see Upload a Business Calendar.

Create and configure connectors to extract data from different source systems. For more information, see Set Up Data Connectors.

Explore a visual representation of how data flows from your source files into Visier's analytic objects. For more information, see Data Flow Visualization.

Monitor, trigger, schedule, and troubleshoot data load jobs to generate a new data version in a project or for production. For more information, see Jobs.

Create and modify how data in your sources is loaded. Mappings connect data sources to data load targets. For more information, see Mappings.

Manage the list of corrections applied to the project, and conduct a final review before publishing them. For more information, see Manage Reported Data Issues.

Create business rules, system rules, and multi-subject rules to specify how your data is loaded into Visier. For more information, see Rules.

Download a table of available analytic objects, properties, and dimensions to validate your data records and to troubleshoot data issues for your current data version. For more information, see Data Version Download.

Inspect your data records and transformations made to your data throughout the event stream. For more information, see Data Validation and Troubleshooting.

Create and modify content packages to define the content that is available to users in different parts of the solution. For more information, see Content Packages.

Create and modify data access sets to define the level of access that users have to properties and property values for analytic objects. Quickly apply predefined data access sets when creating permissions. For more information, see Create a Data Access Set.

Create and modify permissions to define which data, actions, and content users can access. For more information, see Create a Permission.

Create and modify security filters to define the population access to analytic objects. Quickly apply predefined security filters when creating permissions. For more information, see Security Filters.

Create and manage user groups to quickly assign permissions to a large population of users. For more information, see User Groups.