Skip to main content

Using Technology Intelligence (TI) Platform Data Explorer

The Data Explorer allows users to request information about their inventory data in natural language, and receive structured tabular reports with the relevant columns.

To create a report in the Data Explorer​

  1. Click Dashboards > Technology Intelligence Data Explorer > Data Explorer.

  2. In the Data Explorer, type in your use case in natural language into the prompt box, and click the Generate Report icon.

For example: Get me a list of devices with Oracle installed that are out of support.

A report is generated in tabular format with the relevant columns for your use case.

  1. To manually add more columns to the generated report, click the Refine Columns icon in the upper right corner of the report.

This opens a column chooser panel with all the columns that can be added to the generated report.

To add or remove columns from the report​

  1. From the Data Explorer window, click the Refine Columns icon.

The Refine Columns pane opens.

  1. From the Add Columns section, search the attributes in the Search attributes search box.

The relevant attributes appear with checkboxes.

  1. Select the checkboxes of the attributes you want to add them to the list of columns on the left.

  2. Click Save.

The newly selected attributes are displayed in the table.

  1. To remove the attributes from the Columns panel, click the Delete icon on the attribute that you want to remove from the list of columns.

To download the report as a CSV file, click the Export CSV icon in the upper right corner of the report.

To view the GraphQL query for your search, click the View GraphQL button.

Roles and Access​

To access and use the Data Explorer, users need to have the Manage Data Explorer Reports role.

Users with this role have the following permissions and capabilities:

  • Create and save reports — Users with this role can create new reports using the Data Explorer and save them for future use.

  • Access all reports in the organization — Users can view all reports created by any user within the organization. These are accessible under the All Reports section inside the Custom Reports screen.

  • Personal report management — Reports created by the user are available under the My Reports section within the Custom Reports screen.

  • Edit, duplicate, and delete reports — Users can edit, duplicate, or delete any report that exists in the organization, regardless of the original creator.

  • Duplicate Report Templates — Users can duplicate the report templates provided by Flexera to get a head start with data exploration.

Managing Custom Reports​

The Data Explorer allows you to save, organize and manage custom reports. To access your custom reports, go to Dashboards > Technology Intelligence Data Explorer > Custom Reports. Any reports you save or duplicate will appear here.

To save a new custom report​

  1. Create a new report in the Data Explorer.

  2. Click Save Report.

A pane appears with the following fields:

  • Report Name—Automatically suggested by the platform, editable.

  • Report Type—Choose from the suggested report types.

  • Report Description—Automatically suggested by the platform.

  • Notes—Add any additional information (optional)

  1. Click Save to save your report.

When viewing a specific report, the Manage Report button provides the following actions:

  • Save—To save any changes within the report.

  • Save As—To save any changes within the report and update the report name, description, type or notes.

  • Edit Details—To edit the report name, type or notes.

  • Open As Read Only—To view the report without the ability to make any changes.

  • Delete—To delete the report.

Working With Template Reports​

Within the Data Explorer there are several template reports that you can use to get you started with data exploration. Currently, these templates are limited to devices and software, and will be periodically updated.

To access the templates, go to Dashboards> Technology Intelligence Data Explorer> Data Explorer, and click the Templates button. The template reports are in a read-only state, and can be duplicated and modified to help you start your data exploration.

To use a template report​

  1. Go to the Templates page.

  2. Choose a template report, click on the three dots icon and click Duplicate.

You can also open a report by clicking the report name, and click Duplicate in the upper right corner.

  1. Enter a Report Name and Notes (optional), and click Duplicate.

The report opens in an editable state, and you can refine columns, download the report and view the GraphQL query.

note

Flexera welcomes suggestions from our customers on the template reports that would fit within the capability, and that would help with customers' data exploration requirements.