{"id":23391,"date":"2016-12-16T13:53:51","date_gmt":"2016-12-16T05:53:51","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=23391"},"modified":"2023-09-14T16:08:54","modified_gmt":"2023-09-14T08:08:54","slug":"designing-an-explorer-environment-for-users","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-primers\/designing-an-explorer-environment-for-users\/","title":{"rendered":"Designing an Explorer Environment for Users"},"content":{"rendered":"\n<p class=\"left-bar\">Thank you for visiting. This topic is incomplete.<\/p>\n<h2 class=\"page-subheading\">Overview<\/h2>\n<p class=\"intro-text\">This article describes how to build an Explorer environment for users.<\/p>\n<h2 class=\"page-subheading\">The Explorer Environment<\/h2>\n<p class=\"intro-text\">A user's Explorer environment consists of Trends, Pages, and the Tag and Hierarchy Navigators.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/01\/Pages-Trends-Navigators-1.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-23567 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/01\/Pages-Trends-Navigators-1.png\" width=\"790\" height=\"423\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/01\/Pages-Trends-Navigators-1.png 790w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/01\/Pages-Trends-Navigators-1-768x411.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/01\/Pages-Trends-Navigators-1-150x80.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/01\/Pages-Trends-Navigators-1-24x13.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/01\/Pages-Trends-Navigators-1-36x19.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2017\/01\/Pages-Trends-Navigators-1-48x26.png 48w\" sizes=\"auto, (max-width: 790px) 100vw, 790px\" \/><\/a><\/p>\n<h3 class=\"page-subheading\">Pages<\/h3>\n<p class=\"intro-text\">Explorer has two types of pages: those that have been custom-designed in Studio, and those that already exist: Tag Details, Attribute Details and Calculation Details.<\/p>\n<p class=\"intro-text\">Designed displays can be private (for example, a basic page built by a user), or they can be published and part of a set of pages.<\/p>\n<h3 class=\"page-subheading\">Trends<\/h3>\n<p class=\"intro-text\">Trends can be built and saved, and users can also create their own trends.<\/p>\n<h3 class=\"page-subheading\">Tag and Hierarchy Navigators<\/h3>\n<h2 class=\"page-subheading\">Page and Trend Navigation<\/h2>\n<p class=\"intro-text\">Users can navigate to pages or trends in a number of ways:<\/p>\n<ul class=\"intro-text\">\n<li>Link to a page or trend from a page (through hyperlinks, hotspots, and other linking controls)<\/li>\n<li>Using workspace navigation, where pages and trends are logically grouped into different workspaces<\/li>\n<li>URLs that can be opened within the Explorer framework, or on their own in the browser<\/li>\n<li>Embedded pages and trends<\/li>\n<\/ul>\n<p class=\"note\"><strong>Note:<\/strong> Workspaces can be secured so that only certain user groups have access to them. Use this to restrict access to users.<\/p>\n<p class=\"intro-text\">Pages can be designed in Studio, or they can be part of Explorer: Tag Details, Attribute Details and Calculation Details.<\/p>\n<h2 class=\"page-subheading\">Where to Start<\/h2>\n<h3 class=\"page-subheading\">Planning<\/h3>\n<p class=\"intro-text\">Your Explorer environment can consist of one or two pages and trends, right up to dozens or more. If you anticipate a large set of pages and trends, you can plan navigation and draw up some page designs.<\/p>\n<p class=\"intro-text\">When planning which pages and trends to include, consider who the end-users are, and how you can use a single page to show many views:<\/p>\n<ul class=\"intro-text\">\n<li>Partition the work into workspaces. This is partly to organise the different layouts, and also allows you to restrict layouts to various user groups.<\/li>\n<li>Make use of context-sensitivity. Pages and trends can change context when a user selects different entities from the Hierarchy Navigator.<\/li>\n<li>Use controls on the pages. Users can change the page context by selecting from controls on the pages. For example, selecting a different date period, or viewing a page at Area level, and then at Region level.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Thank you for visiting. This topic is incomplete. Overview This article describes how to build an Explorer environment for users. The Explorer Environment A user's Explorer environment consists of Trends, Pages, and the Tag and Hierarchy Navigators. Pages Explorer has two types of pages: those that have been custom-designed in\u2026<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-primers\/designing-an-explorer-environment-for-users\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":8,"featured_media":0,"parent":7651,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[1],"tags":[],"class_list":["post-23391","page","type-page","status-publish","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/23391","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=23391"}],"version-history":[{"count":1,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/23391\/revisions"}],"predecessor-version":[{"id":62908,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/23391\/revisions\/62908"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/7651"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=23391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=23391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=23391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}