User Interface Overview New – Klera

1. Exploration Name

This is the name of your current Exploration. You can edit the Exploration name by clicking on it.

To learn more, refer to section- Starting with your First Exploration.

2. Menu Bar

The Menu Bar is at the top left side of Klera application window. These menu options are explained below:

File: This menu option lets you manage your Explorations. You can create New, Open, Rename, Share, Publish, Download As, Re-execute, Schedule and Close the current exploration.

To learn more, refer to section- Starting with your first Exploration.

Templates: This menu lets you Create, Rename, Import, and Manage Templates.

To learn more, refer to section- Basic Concepts and Terminology.

Help: This menu provides details about the product version, and release notes. You can also find product license information here.

3. Header

The top band of the Klera application window is called the product header.

4. Share Exploration

It lets you share the current Exploration with other users or roles.

To learn more, refer to Section- Sharing and Collaboration.

5. Search and Run Operations/Templates

It helps you search for operations and Templates that are relevant for the data present on the current page and run/execute them.

To learn more, refer to section- Fetch Data from Connected Tools.

6. Notifications

Click on the bell icon to see all your notifications. Notifications are received for events like Exploration shared with you, Scheduled Run Started or Completed etc.

7. Settings

Click on the Icon here to change Exploration level settings such as appearance to light or dark themes.

The Exploration, shown below, is in the light theme.

You can click on the icon to change the theme to dark theme.

8. User Profile

It displays logged in user’s details and the option to sign-out.

9. View Panel

After you perform an operation that generates data, View Panel slides in from the right and lists the resultant datasets and Templates discovered on this data.

You may drag-and-drop the datasets and Templates to bring it on an existing page or double-click on it to bring it on a new page.
You can remove entries from the View Panel by clicking on or remove all entries by clicking on purge icon in the panel.

10. History Panel

It displays a list of all the operations performed and Templates run, in their exact order of occurrence.

You can also view the ‘Execution Graph’ which is a network graph of all the operations performed in the Exploration, datasets generated by these operations and formulas applied to these datasets.

To learn more, refer to section- Operations Execution History.

11. Filters Panel

It lets you apply filters on all the datasets present on the current page to reduce the data displayed in your visualizations. The Filters Panel lists all the fields of datasets present on the current page, irrespective of the visualizations.

To learn more, refer to section- Apply Filters.

12. Data Panel

It lets you access all the datasets present in the current Exploration that are generated by operations executed on tools that are connected to Klera. You can also create formulas on these datasets from this panel. The formulas, visualizations created on datasets can also be accessed from this panel.

13. Visualizations Panel

It lets you configure visualizations.

To learn more, refer to section- Create Visualizations.

14. Page Navigation Bar

It lets you navigate across pages.

You can navigate across pages by clicking on the and icons on the bottom right corner of the Klera application window.

Go to the first or last page using the and icons.

15. Pages as Tabs

All the pages in your Exploration are shown as ‘Tabs’ at the bottom of the Klera application window.

These tabs are numbered as per their order. You can navigate to a page by clicking on the tab. You can rename, delete, hide and reorder these tabs.

16. List of all Pages

It shows all the pages of your Exploration.

Click on the Hamburger icon at the bottom left corner of the Klera application window to see the list of all the visible, hidden and grouped tabs.

17. Footer

It is at the bottom of the Klera application window. Right-click anywhere on the empty part to get the Floor menu.

18. Manage Named Filters

You can create, edit, delete “Named Filters” by clicking on the icon shown below.

Klera allows you to apply filters on data in your Explorations. When you create and apply a named filter, the data will be filtered in your view only without impacting other users. You can share a named filter with other users. Those users are able to see the filtered data by applying the named filter.

To know more, refer to section- Sharing and Collaborations.

19. Enable/ Disable Exploration Execution

This option is useful when you don’t want to inadvertently change the data in Exploration by executing any existing or new operation. Click on the icon to toggle between Enable/Disable execution of operations in the current Exploration.

This is very helpful while using "Edit Data" functionality in Klera. While editing data in Klera's cache through the "Edit Data" workflow, you can choose to disable the execution of operations. By doing so, Klera warns you when an operation is executed and makes you aware of the plausible loss of the edited data by the execution of the operation.

20. Floor

It is the work-area available in Klera where you can bring data from the connected tools, create visualizations and analyze data.

21. Floor Menu

This context-sensitive menu provides you with Connector operations and Core operations.

To learn more, refer to section- Basic Concepts and Terminology.

22. Left Panel

Left Panel is the space where you can drag and drop a container from the Floor and it will remain there even when you navigate across tabs.

Note: Input forms are usually open in the Left Panel (Except when they are open as Pop-ups).

23. Visualizations

Visualizations are the graphical representation of your data so that you can interpret and explore it. They help you understand the trends and patterns in data.

To present the data in the best way, Klera offers a wide range of visualizations from simple visualizations like Pie, Bar, Line chart to complex visualizations like Treemap, Pivot, Network Graph, Gantt chart, Word cloud etc.

The following figure shows some sample visualizations out of several available in Klera.

To learn more, refer to section- Create Visualizations.

24. Containers

A Container is a rectangular box that contains the visualizations (e.g. Grid, Pie, Bar etc.) You can have multiple Containers on a page. A Container can be moved within or across pages by holding the Container’s header, and drag-drop gesture.

To delete a Container, select it and press the Delete key.

You can rename a Container by clicking on the ‘Pen Icon’ shown when you mouse hover on the Container’s name.

Click to maximize a Container and click to restore back to its normal size.

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