Studio Navigation

Get acquainted with the user interface find the settings you want to modify as an administrator.

Overview

Studio is the design space for administrators. This is where you'll will find options to manage data, create and configure content, and maintain security settings for the solution.

To access Studio, on the navigation bar, click Studio .

Note: Studio is only available to administrator users. For instructions on making a user an administrator, see Studio Profiles.

When you enter Studio, you'll land in the global workspace, specifically the Projects room. All changes made in the global workspace must be saved to take effect. These changes will take effect immediately and cannot be rolled back because they exist outside of the project lifecycle. The majority of the time, you'll be working in a project. Projects are how Visier handles version control, allowing you to define and edit the solution separately from the current production version of the solution. In a project, the changes that you make to the solution do not automatically go into effect until they've been reviewed, approved, and published. For more information, about the projects lifecycle, see Projects.

The rooms that are available to you in Studio depend on the profile that you've been assigned. For more information, see Studio Profiles.

The global workspace

The global navigation bar, is the horizontal navigation bar that persists when you're working in the global workspace. It gives you access to settings that can be changed without going through the project lifecycle.

The following table describes the various elements of the global navigation bar.

Element	Description
Projects	The access point for projects, such as the production version of the solution and any open projects. For more information, see Projects.
Data	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.
Tenant	Manage users and profiles. Create new users, assign profiles to control access to administrator capabilities and Studio, and download logs to audit user activity.
Settings	Manage and configure various settings that affect how users sign in, customize the look and behavior of the solution, and access APIs.
Data Statistics	See how much data Visier is processing.
Help	Access the Visier Service Portal to request technical support. Suggest product ideas, participate in forum discussions, and access resources including Visier University, the knowledge base, and product documentation.
User	Manage user preferences or sign out of the solution.

Data

The following table describes the rooms under Data.

Room	Description
Data Flow	Explore a visual representation of how data flows from your source files into Visier's analytic objects. For more information, see Data Flow Visualization.
Data Transfers	Upload and manage data files sent to Visier. For more information, see Upload Data Files Using the Solution.
Sources	Create and manage sources that store data and are mapped to data load targets. For more information, see Sources.
Query	Investigate your source data and find specific details in your raw data files. For more information, see Query Source Data.
Standardizations	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.
Jobs	Monitor and run data load jobs to generate a new data version in a project or for production. For more information, see Jobs.
Reported Issues	Review, fix, and publish corrections for flagged data issues. For more information, see Manage Reported Data Issues.
Connector Credentials	Create connector credentials to authenticate Visier with your source system for data extraction. For more information, see Set Up Data Connectors.
Data Version Snapshots	Preserve your data and the production version at a particular point in time, and explore a prior data version in detail. For more information, see Data Version Snapshots.

Tenant

The following table describes the rooms under Tenant.

Room	Description
Users	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.
Profiles	Create and configure profiles to control access to administrator capabilities and Studio. For more information, see Studio Profiles.
Reassign Content	Change the ownership of user created content in the solution. For more information, see Reassign Content to Another User.
Scheduled Content	Manage the analysis emails scheduled to be pushed across your tenants. For more information, see Manage Email Push Schedules.

Settings

The following table describes the rooms under Settings.

Room	Description
Share Files	Upload and share non-data files, such as screenshots or video captures, with Visier. For more information, see Share Files.
Publishing	Allow Visier Technical Support users to publish approved projects on your behalf. For more information, see Projects.
Configure SFTP	Enable an SFTP account in the solution, in order to automate the file upload process. For more information, see File Upload Using SFTP.
Manage PGP Keys	Generate and download public encryption keys to encrypt data files. For more information, see Encrypt files.
Single Sign-On	Configure SSO to allow users to sign in using their existing credentials from an external identity provider. For more information, see Set Up Single Sign-On.
Network Access	Restrict the IP addresses where users can access the solution. For more information, see Set Up Network Access.
Embeddable Domains	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.
Employee Photo Upload	Upload photos of employees so that they can be displayed in the solution. For more information, see Upload Employee Photos.
Mailing List	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.
Email Templates	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.
API Keys	Generate an API key and copy it to use in API functions. For more information, see Generate an API Key.
Third-Party Integrations	Allow Microsoft Teams to integrate with the solution. For more information, see Set Up Vee in Microsoft Teams.
Session Validity	Define the maximum session length and timeout for a session. For more information, see Set Up Session Validity.
Email Domains	Manage the list of user email address domains that are allowed to sign in to Visier. For more information, see Allowed Email Domains.
AI Features	Enable AI insights, explanations, and assistance. For more information, see Vee Architecture, Privacy, and Security.

Projects

The navigation bar is the vertical navigation bar that persists when you're working in a project. It gives you access to objects and settings that are subject to the project lifecycle.

The following table describes the various elements of the navigation bar.

Element		Description
	Back to Projects	Close the project and return to the global workspace.
	Preview Solution	See the effect of the changes you've made in your project in the solution.
	Home	Manage your project and review the changes you've made.
	Search	Find the objects available in the solution.
	Model	Manage the objects and content available in the solution such as concepts, dimensions, metrics, analyses, and guidebooks.
	Planning	Manage plan models, managed plans, and What-if models.
	Data	Set the data version.
	Validation	Validate or troubleshoot your data, including issues that may arise when new data is loaded into the solution.
	Security	Define security access to the solution with permissions, filters, and user groups.

Model

The following table describes the rooms under Model.

Room	Description
Analyses	Create and modify analyses. Analyses allow you to shape your data into stories and dashboards. For more information, see Create an Analysis in Projects.
Analytic Objects	Create and modify analytic objects, such as subjects and events. For more information, see Analytic Objects.
Concepts	Create and modify concepts. Concepts standardize information and group data. For more information, see Concepts.
Data Enrichments	Create and modify the predictions and standardizations to enrich your existing data. For more information, see Data Enrichments.
Data Exports	Create an export to use Visier metrics and data outside of the solution. For more information, see Create a Data Export.
Data Types	Create and modify data types that define the structure of data records, such as currency and time. For more information, see Data type.
Dimensions	Create and modify dimensions. Dimensions organize values into a list or hierarchical structure. For more information, see Dimensions.
Explanations	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.
Guidebooks	Create and manage guidebooks to curate a collection of related topics and analyses. For more information, see Guidebook Management.
Metrics	Create and modify metrics. Metrics are business concerns that can be quantified as a number. For more information, see Work With Metrics.
Settings	Manage configurations and default preferences that take effect once published to production. Customize the color palette, set up aggregate thresholds, set default metrics and filters for visualizations, and download application definitions. For more information, see Project Settings.
Tags	Create and modify tags. Tags are user-defined categories for grouping related content. For more information, see Create and Assign Tags to Content.
Vee	Create and modify the Vee sample questions that appear in the conversation interface. For more information, see Customize Vee Sample Questions.
View Details	Select and organize the list of properties displayed in the Detailed View and Distribution visuals. For more information, see Configure View Details.

Planning

The following table describes the rooms under Planning.

Room	Description
Managed Plans	Create and configure plans that are managed in a project. For more information, see Create a Managed Plan.
Plan Models	Create new plan models and configure existing plan models. For more information, see The plan models room.
What-if	Create and configure What-if models that allow you to explore scenarios and compare outcomes. For more information, see What-if Models.

Data

The following table describes the rooms under Data.

Room	Description
Business Calendar	Upload a business calendar that represents your organization's definition of a year. For more information, see Upload a Business Calendar.
Connectors	Create and configure connectors to extract data from different source systems. For more information, see Set Up Data Connectors.
Data Categories	Set the data version release behavior and tenant settings to use, and run a job in the project. For more information, see Data Categories.
Data Flow	Explore a visual representation of how data flows from your source files into Visier's analytic objects. For more information, see Data Flow Visualization.
Jobs	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.
Mappings	Create and modify how data in your sources is loaded. Mappings connect data sources to data load targets. For more information, see Mappings.
Reported Issues	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.
Rules	Create business rules, system rules, and multi-subject rules to specify how your data is loaded into Visier. For more information, see Rules.
Tenant Settings	Define information about your tenant, such as the data start and end dates. For more information, see Tenant Settings.

Validation

The following table describes the rooms under Validation.

Room	Description
Alerts	Create, enable, disable, or edit alerts about subject members, metrics, and user groups. For more information, see Alerts.
Data Version Download	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.
Debugging	Inspect your data records and transformations made to your data throughout the event stream. For more information, see Data Validation and Troubleshooting.
Issues	Monitor the errors and warnings for your generated data versions. For more information, see Issues.
Summary Metrics	Configure the metrics that appear in the project dashboard for validation and monitoring.

Security

The following table describes the rooms under Security.

Room	Description
Content Packages	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.
Data Access Sets	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.
Permissions	Create and modify permissions to define which data, actions, and content users can access. For more information, see Create a Permission.
Plan Item Security	Define data security for each metric of the Headcount and Cost Planning (Classic) model by selecting the permissions that can access them. For more information, see Headcount and Cost Planning Model Settings.
Security Filters	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.
User Groups	Create and manage user groups to quickly assign permissions to a large population of users. For more information, see User Groups.
Users	Assign permissions to users, preview what they can see in the solution experience, and see the profiles, permissions, user groups, analytic capabilities, and content packages they have been assigned. For more information, see User Management.

Studio Assistant

Note: Beta This feature is in beta. The Studio Assistant is available with a subscription to Visier People Extend. If you are interested, please contact your Customer Success Manager.

Get answers to general questions, best practices, and basic how-to information in Studio using the Studio Assistant. The Studio Assistant is available when working in a project and provides clear and actionable step-by-step guidance for your workflows. Setting up a Visier Extension? Have a question about a particular setting? Need clarification on the next action? The Studio Assistant is equipped to provide immediate answers and insightful tips, providing the information you need precisely when you need it.

To access the Studio Assistant, open a project and click the Studio Assistant icon.

With the Studio Assistant, you can:

Ask Studio related questions and receive answers.
Note: Your organization must also opt in to AI features. In the global workspace, click Settings > AI Features.
Guide the setup of a Visier Extension. For more information, see Set Up Visier Extensions.