File Browser Overview

This article covers the overview of File Browser. File browser is basically used to view the various reports, dashboards and other files. The entire UI of helical insight file browser has been revised from version 5.0 onwards.

If you log in as a user, you can click on the ‘File Browser’ option present at the bottom left corner and a file browser appears as shown below:

File Browser Overview

Based upon which all files and folders you have access to or have been shared with you, only those files or folders will be visible. Apart from this, you will also be able to view Public folders. You can scroll and navigate to any file or folder, right-click on files or folders and perform various operations.

Search Function

You can also search folders name/Reports/ Metadata / dashboard etc the Search option (at the bottom left) and press enter. Below is the File Browser as shown in the snapshot.

File Browser Overview

File Browser Overview

Showing only Sample related Reports/Metadata here. The search button is highlighted in blue color when a search text is present in the search box.

File Browser Overview

You can also search using this search option here.

File Browser Overview

File Browser Overview

Refresh:

Clicking on the Refresh button fetches the latest information from the server. Thus, any concurrent changes done by any other user, like new folder creation or sharing or deletion will get reflected only after this operation.

File Browser Overview

Rearrange Data: Two ways to Rearrange the Data when you click on the hamburger icon on the file browser.

• Rearrange Data as per the default way it is saved in various folders.

• Rearrange Data as per select Group by any File Type. Like the file types can be metadata files, efw files, report files etc. If any new file type is saved in the repository, that additional folder will automatically come here based on that file extension.

File Browser Overview

Add Folder:

You can click on the “Add Folder to root” option present at the top right position of file browser and this way you can add a new folder.

Whereas in case if you want to add a folder within another folder, you can simply right click on that folder and you will get option in the right click menu.

When the created folder is saved a proper notification will also be visible. There are also some frontend validations regarding the number of characters which are required while saving the folder with specific names.

File Browser Overview

Now if you want to create a folder that inside already created one then you can follow this snapshot.
Right-click on that existing Folder and click on the new folder.

File Browser Overview

Created a new folder Testing_rep inside the TESTING folder.

When adding a new folder you can make it Public. Public means any content saved in it will be automatically shared with everyone who has got access to Helical Insight application without the need of explicitly sharing it. Even though no sharing is required but people will still be able to see only their own data based on the data security conditions which has been defined.

Show properties: You can also show the properties of your Report Folder using Right-click on the folder and clicking on Show properties.

Properties like: – Path/Permission/Report Name/Last Modified/Type.

File Browser Overview

Here are some of options available on right click for any folder/file on File Browser. You can see them based on the file type and your access permissions.

  • Share: This option is listed for almost everything you see on File Browser, like: Folders, Reports, Dashboard, Metadata. You can select it to share files and folders with other User(s), Organization(s), or Role(s) directly from the file browser.
  • Rename: This option is listed for almost everything you see on File Browser, like: Folders, Reports, Dashboard, Metadata. You can change the display name for the files and folder to something much more relevant, easy to understand and organized. Please note that you will be changing the name of the file which you see and use, the path of the file will still retain the old name and that will remain unique to every file in that folder.
  • Edit: This option is listed for all files you see on File Browser, like: Reports, Dashboard, Metadata. If you have permission to edit, this file will open up in their respective modules for editing and updates.
  • Create Report: This option is available only for Metadata files. If you have permission to use a metadata to create reports, this is the option to go for.
  • Open: This option is available for files like Reports and Dashboards. If you want to open them in the current Admin Panel (in the home page itself). This is the option to go for.
  • Open in New Window: This option is available for files like Reports and Dashboards. If you want to leave the current window as is, and open the file in new window for viewing the content. When opened in new window, we will get unique URL for the report/dashboard which can then be used for embedding purposes.
  • Delete: Based on your access levels, this option is listed for almost everything you see on File Browser, like: Folders, Reports, Dashboard, Metadata. This is used to delete the file from the application. Points to note: if you delete some files which has dependencies, like deleting a metadata may impact reports and dashboards that use it. If you have created a pubic root folder, you may not be able to delete this. Also if you delete a folder, all the files present inside it will get deleted.
  • Show Properties: This option is listed for almost everything you see on File Browser, like: Folders, Reports, Dashboard, Metadata. This option displays the information about the file or folder in the panel. The information may vary on file type but it generally includes: File path, File name, File type, Last Modified, Permission Level.

Thank You,
Helical Insight

You May Also Like

Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered