Angles Professional from insightsoftware

Key Capabilities
Key CapabilitiesAnglesProf provides a single, unified web-based user interface (the AnglesProf UI) for administrators, dashboard developers, analysts and casual users alike. The web application is compatible with modern browsers that support the HTML5 standard for web applications and WebSocket communication protocol. This article describes Angles User Interface features.Because it supports the...
Log In to Angles
Get Started with AnglesProfThis article provides links to accessing your Angles product, and how to Log In to the application.AnglesProf is a ready-to-go SaaS software, so there is no installation required. To get started access the AnglesProf website, seeAccess Angles From a BrowserLog in To AnglesSigning On Using AnglesProf CredentialsAccess Angles From a BrowserThis article describes how to ...
Explore the AnglesProf User Interface
Explore the AnglesProf User Interface Angles Professional presents you operational data in an easy-to-understand format with intuitive tools and capabilities like drag-and-drop editing. You can give your operational report consumers, the rich visualizations and interactivity they have been looking for. Report viewers can refresh reports at any time, allowing them to independently explore the la...
Users and Roles
Users and RolesAnglesProf provides controls to assign and manage user access of AnglesProf. You can be assigned to one or a combination of these roles: Viewer, Power, Designer, or Admin. This article describes the User Types in Angles Professional.Permissions are also controlled at a Dashboard and Business view level and can be setup at a Group or User level. RolesDepending on your role, you ...
Update profile
Update profile On the Update profilepag, you can view your account details like your name, email, roles and groups assigned to you. This article describes how to set the default view of the home page.To learn more about roles, see Users and Roles. To change the default view of the home page: Select > User Profile Settings > Landing Page, select an option from the drop-down menu.Select Save.
Regional Settings
User's Regional Settings Regional Preset for a user determines the formats of numbers, currencies, dates, and time for Dashboards and Visualizations. For example, a user based in the United States sees number fields formatted for US currency differently than a user based in Italy. TO SET THE REGIONAL PRESET FOR A USER:Access the Regional Presets settings in the Update profile(Update Profile > ...
Overview of Dashboards
Overview of Dashboards Dashboards contain visuals that allow you to analyze and present your data in an easily consumable format. This article describes how to select and view your dashboards. To learn more about visuals, see Overview of Visualizations.A dashboard is a collection of one or more of your visuals. The visuals in a dashboard can be based on one or multiple data sources.When you ...
Overview of Visualizations
Overview of VisualizationsVisuals represent the specific view of a section of data from your data source. They are shared in Dashboards, so you can analyze your data in a variety of ways. This article describes how you can access and view visuals. To learn more about dashboards, see Overview of Dashboards. A visual is a single view of data source data. They can be stored and added to dashbo...
Filter Data
Filter DataYou can use filters to quickly find and display data on your dashboard visuals. This article describes Angles filters.To filter on attributes in your data, use row-level filters. These filters can be saved, reused, or shared with others in your environment. For more information, see Apply Row Level Filters.Wildcard filters can also be used to filter the data on your dashboard visuals...
Export Visuals
Export VisualsExport your visuals in a variety of formats, as an image or as data. Exported visuals enable you to share your data with others. Note: Special characters are not supported. If your visual title, visual name, or the name of the data source contains special characters, you need to update the name before continuing.Visuals can be exported in the following formats:PNG Screens...
Connect Your Data Source to Angles
Connect to your Data Sources The connection between your data source and AnglesProf requires a few set up steps to complete successfully. Once the configuration and connection is complete, you can begin adding users, assigning licenses, and making visuals, dashboards, and business views.Data Source Prerequisites NetSuite: Your connection to AnglesProf is made through Cloud Connector. Your data ...
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