Video: Introduction to Navo

Welcome to Navo! In this quick video, we’re going to show you how to open a data source and begin exploring. Let’s get started!

When Navo first opens up - or when you close this tutorial, you’ll get the “Open Data Source” dialog. This will start with a list of recently opened data sources. In your case, you won’t have any, but don’t worry! We’ve got some Sample Data you can investigate. Hit this green “Sample Data” button here.

And up will come the “Customize” Dialog. In this dialog you can learn about your data set - how many rows and columns, where it’s stored, and so forth. You’ll also see a sample of your data. By default, Navo will choose a worksheet from an Excel Workbook, but if it chooses the wrong one you can change it by changing this pulldown here.

If you want to know more about this - or any other - display, look for this icon here at the top

And that will show you a quick tutorial video explaining everything in the display.

For now, however, the default is correct for the sample data, so hit “Looks Good”

This brings up the “Fields” tab. This lets you control how columns are treated. If they’re in the Dimensions list they’ll define the rows in a display - like a list of Customers or Salespeople. If they’re in the Summaries list they’ll be added up, like a number of units or dollars.

As you can see, Navo has guessed where the columns belong. We could rearrange them, but for now we’ll just accept the defaults. Just go ahead and hit this “OK” button to start exploring our data!

Here we have the core Navo Display. I’ve got a bunch of controls at the top that we’ll cover in other Tutorials, but down here at the bottom we have our data. I have nine columns - one in blue, one in yellow, and seven in green. The one in blue is my Dimension column. Those are my 9 different values for Subregion. To the right are my Summaries - those are the numbers I’m adding up. If I want, I can change what’s in my report by hitting this button here

But for now let’s talk about the core of Navo - Diving. Diving lets me learn more about a row of data. Let’s click on Mid-Atlantic:

And we’ll see that this new button, “Dive” has appeared. If I click on that, we get a menu with all of our other dimensions in it. I can pick one of those

And now I’m looking at some of my salespeople. The numbers are for the combination of the subregion I picked and the salesperson for that row.

If I want to go back, just click on the breadcrumb here.

And that’s Navo in a nutshell! Navo has a wealth of features - too many to get into here, but if you’d like to learn more, just open the “Application” menu by clicking here:

And click the “Tutorials” button.

To see all of the different features, and how - and why - to use them!

Oh, and one last thing - Navo displays are strictly Read Only. That means that nothing you do in Navo can affect your original data. So feel free to experiment!