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Welcome to Neebo!  These pages provide a basic overview of the tool workflow, explain important tool concepts, describe the interface elements, and define product terminology.

First Time Using Neebo? 

Neebo opens to the home page, where you can find any type of asset you want to work with, and see a record of recent activity in the Recently Used section. Of course, on your very first log in you won’t yet have any recently used history!  Below that, the Discover section provides a few different ways to help you get started - we want you to learn in the way that works best for you.

You can return to the home page at any time by clicking the Neebo product icon in the header bar.

If you have a question that isn't addressed in the user help, feel you may have found a bug, or simply want to share a suggestion, you can always use the Contact Us option in the help button to send an email directly to Neebo Customer Support.

Marketing Campaign Use Case Example

Do you like to learn by example? The Marketing Campaign Use Case Example demonstrates how Neebo connects to and integrates data from many different sources and lets you enrich, filter, transform, and personalize data.  Click on the card and then just follow the prompts to follow a typical data analyst's workflow. All Neebo activities are automatically triggered when the sample is opened, and corresponding notifications appear in your Activity Feed. Neebo will create all components necessary to set up the use case and combine the sample data to produce results with which you can generate a marketing campaign ROI report. 

Let's Get Started

Do you like to learn by doing? Let's Get Started is a guided experience that helps you jump into Neebo on your own by providing hints on the next action to take.

Destination: Neebo

Do you want to know the business case for using Neebo? Click on the markers in the Destination: Neebo "journey map" for a quick description of the primary Neebo functions - Integrate, Explore & Personalize, Collaborate, and Consume.

Want to understand the entire tool?

Keep reading "Getting Started with Neebo!"  You can open this guide at any time by clicking the Help  button on the left edge of all Neebo pages and choosing Getting Started.

Key Tool Concepts

Introspection

When you connect to a source dataset, Neebo inspects the source structure and includes all discovered data assets so they are accessible within Neebo. Even though you specify a given table when connecting, the full contents of that dataset are included in Neebo's virtualized data collection.

Virtualization

Neebo virtualization lets you access data from source systems without creating a persistent copy of that data. When you connect to or add data, Neebo is creating a virtual version of the source dataset.

Datasets and Views

The term dataset refers to source data in Neebo. Source data cannot be edited. You must create and name a view of a dataset for its contents to be editable. You can have multiple, entirely independent views of any given dataset or of another view. However, each view can only be used in one dataspace - more on dataspaces next.

Datasets and views are distinguished by their icons. Dataset icons each depict the data type (S3, Snowflake, etc.) with a different graphic. View icons depict a stack of multiple files and look the same no matter the data type.

unselected

source icon                 view icon   

selected

  source icon              view icon     

Dataspace

A dataspace is where you place, track, and share data related to a given project. The central Flow canvas is a visual representation of the relationship between datasets and views, it shows your data lineage and provenance.  You can share a dataspace with other Neebo users, add comments and tags to it, and use it to open a workbench. 

Workbench

The workbench is the Neebo editor. It’s where you can view the contents of data tables, see data metrics, and access the toolset of analytical operations that can be applied to the data. Once you enrich, filter, transform or otherwise modify data tables, you can also launch business intelligence or data analysis tools like Tableau, Looker, or Jupyter by clicking the Open in button.

Click the Return to dataspace button, or use the breadcrumb path in the header bar, to navigate back to the dataspace.

Home Page

The home page is your search and notification center. The Recently Used list and the Activity Feed provide different levels of detail and ways to filter information about Neebo-wide data and dataspace activity. The navigation tool in the left panel lets you list all Neebo assets by type.

+ ADD NEW

The add new button lets you quickly create a new dataspace, and add a new dataset or document. 

When you create a dataspace you have the option to simultaneously add collaborators, and Neebo will open the new dataspace. Select dataset to create a Snowflake, Datameer, S3, or database connection as well as to upload a document file. Adding a new document takes you directly to the dialog where you can choose a document asset to upload. 

Search Tool

Use the search tool to find any Neebo dataspace, dataset, or document. The Neebo finder searches every string occurrence in each of these asset. This includes the title, description, tags, owner, and column names for datasets and full text for documents.

Navigation List

The list on the left panel navigates to a search result subpage by asset type, currently including dataspaces, datasets and documents. Use the search tool to filter within the asset subpage. (Make sure to press Enter one you have typed in your criteria.) Searches in an asset type subpage are not iterative.

Use the back arrow in the search tool or click HOME in the navigation list to return to the home page.  

Recently Used

The cards in this section show a condensed view of your recent activity, with shortcut links. Use the filters at the top of the section to filter the recently used display by dataspaces, datasets, or documents. You can click on a dataspace name in a card to open it, and clicking on a dataset name or view opens more detailed information about it - see Dataset Overview.  Recently used dataset cards also have a context menu  that lets you add the dataset to an existing dataspace or create a new dataspace to which the dataset will be added. Similarly, the context menu for recently used documents gives the options to add the file to a dataspace or to download it.

Activity Feed

Click the activity feed button in the header bar to open your activity feed – a collapsible overlay panel listing actions taken on any asset you own, collaborate on, or follow. Links in the activity feed make it easy to open views and dataspaces. The activity feed also includes occasional system-wide announcements. The most recent activity is found at the top; older items are pushed to the bottom. Use the header bar button  to close the activity feed panel.

Workflow

Follow these steps to add, analyze, share and publish data and other assets. Remember, you must have a data view to work on a dataset, and you must have a dataspace in which to work.

Once you have a dataspace, you add assets, create editable views, and use the workbench to perform operations on your data. From the workbench you can open a live link to an external tool for further processing, visualization, or publication.

Start with a Dataspace

To create a new dataspace from the home page, click the + ADD NEW button and choose dataspace. A plus sign button in the empty canvas will prompt you to add data. Clicking on it opens the page where you can find an existing asset or add a new one - see Start with Data

To open an existing dataspace, search for it in the asset finder on the home page, use a link in a Recently Used card, or use a link in an activity feed card.

Start with Data

You also can start with a dataset. To connect to a new dataset, click the + ADD NEW button and choose datasets. Select the desired type of asset in the Add New Asset dialog - file, Snowflake, Datameer, Salesforce, S3 source, or database - and complete the resulting dialog. Note that if the dataset requires credentials you will be required to enter those in Neebo. Neebo defers to credential requirements established at the data source, so users who are invited to collaborate on projects in Neebo will also be asked for proper authentication - credentials cannot be inherited or shared.

Once a dataset is added to Neebo, right-click on the context menu icon on its card in your activity feed and choose Add to Dataspace. The menu that opens will list all existing dataspaces to which you have access. You can choose as many dataspaces as you like to add the data to, or you can click the New button to create and name a new dataspace.

Dataset Overview

The "Overview" tab opens a details view of the selected data asset. You can see the dataspace the data belongs to, its source type, when it was created and last modified, the owner and frequent users, and a table preview.

Caching Data

The View Details page also shows the cache status of the data in question. The cache option creates a temporary copy of data so Neebo can access it without revisiting the source system. When a view is not cached the link under "Cache" will read DISABLED. Click on the link to set it to AVAILABLE. You can use the cached data for as long as you like, and you can update from the source at any time by clicking to disabled state.

Caching options are set from the workbench by clicking on the Cache Disabled/Available button in the right panel.

Combine and Enrich Assets

The workbench shows the profiled data, with column names, sample rows of data, and column metrics. You can optimize, transform, and analyze until you have the results you want. Multiple operations may be applied to a view, and the operations are tracked in the right panel feed below the plus sign.

Click on the plus sign on the right panel of a workbench to open the menu of operations. Select the desired operation, then enter the necessary parameters.

Collaborate on an Asset

Neebo makes sharing work with your effortless. When you make someone a collaborator on a dataspace, they are effectively another owner. A collaborator can add or remove datasets and views, edit views, add comments and descriptions, etc. Collaborators and owners share activity notifications as well.  However, users invited to collaborate are required to provide proper authentication at the data source in order to share it in Neebo, they cannot piggyback on another users credentials.

Visualize and Publish Data

Click on the Open in button to make a data view available in an external business intelligence or data analysis tool.

Neebo supplies view metadata that enables external tool to establish a connection to Neebo, which is then used to query the view and display results. This is another important aspect of Neebo’s data access layer behavior. The connection between Neebo and external tools is live, so if you make changes or additions to your Neebo dataspace, when you return to the external tool all you have to do is perform a refresh. The changes are queried live, updated, and displayed.




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