User License Types
Nectari offers two types of user licenses: Full User and Viewer User. Both license types are concurrent.
note
This page displays information for customers using the legacy license model (prior to 2026). See License Model for details.
Full User
A Full User license might be the one for you if you want to:
- Connect to different data sources
- Consolidate and clean data for analysis
- Create and edit reports and dashboards
- Manage user access to reports and dashboards
Full User licenses are typically assigned to administrators or team members with strong technical skills in data management, analysis, and configuration.
Viewer User
A Viewer User license might be the one for you if you want to:
- View existing reports and dashboards to gain insights
- Slice and dice data in the reports, and drag and drop fields
- Filter and sort the data
- Change the look and feel of reports without saving any changes
Viewer User licenses are often assigned to CFOs, CEOs, or controllers who focus on reviewing existing reports.
Below is the breakdown of all the features available for the respective license holders.
| Features | Full User | Viewer User |
|---|---|---|
| Administration Administration includes advanced tools such as Distribution, Manage License, Environment and Data Source, Security, and the OLAP Manager. Available only to Full Users. | ||
| Access to the Administration tab | ✓ | |
| Data Models Data Models define relationships between tables to pull the related information from a database. Managing data models requires technical expertise and is limited to Full Users. Info pages store data model details and execute scripts with given parameters. They can be used to create budgets and forecasts by importing or exporting data to custom tables from an ERP system or another database. | ||
| View info pages | ✓ | ✓ |
| Create a new data model | ✓ | |
| Design data model | ✓ | |
| Rename data model | ✓ | |
| Delete data model | ✓ | |
| Manage info pages | ✓ | |
| Worksheets & Views They are the visualizations offered by Nectari based on the respective data models. The Viewer Users have access to already created worksheets where they can do basic operations to view the data. However, they cannot save the changes or create new worksheets or views. *The Link To option allows users to connect to other views/applications within the Nectari views. | ||
| View/Open worksheets and views | ✓ | ✓ |
| Slice & dice | ✓ | ✓ |
| Drag & drop dimnensions/measures | ✓ | ✓ |
| Drill down | ✓ | ✓ |
| Use filtering functions | ✓ | ✓ |
| Column formatting | ✓ | ✓ |
| Access Link To* option | ✓ | ✓ |
| Change worksheet properties | ✓ | ✓ |
| Save changes | ✓ | |
| Create user-calculated columns | ✓ | |
| Create predefined filters | ✓ | |
| Create new worksheets or views | ✓ | |
| Delete existing worksheets or views | ✓ | |
| Data entry | ✓ | |
| Dashboards / Reports Dashboards are a collection of various visualizations and filters to help users build a story around their data. Viewer Users can have access to pre-existing dashboards, filter on them, and use the Link To option to connect to underlying data. However, they cannot create new dashboards, delete existing ones, or save changes. Reports section is where the worksheets can be broken down into subsections, and custom calculations can be included. It also gives users the ability to add report titles, company logos, and dynamic variables. | ||
| View/Open dashboards & reports | ✓ | ✓ |
| Access Link To option | ✓ | ✓ |
| Create new dashboards & reports | ✓ | |
| Delete dashboards & reports | ✓ | |
| Save changes | ✓ | |
| Create predefined filters | ✓ | |
| Create reporting tree | ✓ | |
| Workbooks (Preview) It is Nectari’s Excel platform in the web. It allows Viewer Users to access data within already created reports. They can also refresh data, do formula drill down, and export workbook to create a static copy. *Formula Drill Down helps to see more details about a formula. For a Viewer User, you will only be able to view profiles that are already created. | ||
| View/Open Workbooks | ✓ | ✓ |
| Export | ✓ | ✓ |
| ✓ | ✓ | |
| Formula Drill Down* | ✓ | ✓ |
| External link | ✓ | ✓ |
| Refresh formulas | ✓ | ✓ |
| Refresh Data Extraction | ✓ | ✓ |
| Create Workbooks | ✓ | |
| Save changes | ✓ | |
| Analysis Tab | ✓ | |
| Page Setup | ✓ | |
| Delete existing Workbooks | ✓ | |
| Distribution It allows viewer users to export, print, and send comments on the views and share them with their team. Distribution add-on, full users can create reporting packs, set conditions/alerts, and set up the subscription of reports and views for various recipients. | ||
| Export | ✓ | ✓ |
| Send comment | ✓ | ✓ |
| Print & Page setup | ✓ | ✓ |
| External link | ✓ | ✓ |
| Subscribe | ✓ | ✓ |
| Add other recipients (To/Cc/Bcc) | ✓ | |
| Add conditions | ✓ | |
| Create reporting packs | ✓ | |
| Schedule Excel Add-in reports | ✓ | |
| Excel Add-In It provides Excel users with a dynamic means of accessing real-time information within Excel, directly from their enterprise software database. It integrates into Microsoft Excel’s user interface and can be used with new and existing Excel worksheets. Viewer users can drill down on formulas, refresh data to view the latest entries, and create static copies of existing reports. | ||
| Formula Drill Down | ✓ | ✓ |
| Pivot table refresh | ✓ | ✓ |
| Data extraction refresh | ✓ | ✓ |
| Refresh formulas | ✓ | ✓ |
| Create static copies | ✓ | ✓ |
| Prompt/Quick prompt | ✓ | ✓ |
| Data extraction | ✓ | |
| Formula Wizard | ✓ | |
| Create Pivot Table | ✓ | |
| Data Entry | ✓ | |
| Duplicator | ✓ | |
| Environment/Data model configurations | ✓ | |