User License Types

Nectari offers two types of user licenses - Full User and Viewer User. Both these license types are concurrent.

A Full User license might be the one for you if you want to:

Connect to different data sources
Consolidate and clean up data to prepare it for analysis
Create or modify reports and dashboards
Manage user access to reports and dashboards

Generally, a Full User is used by the administrator or the person with strong technical know-how on data management and analysis and how the solution works.

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 and modify the look and feel of reports without saving any changes

Generally, a viewer user license is used by CFOs, CEOs, or Controllers who want to view existing reports.

Below is the breakdown of all the features available for the respective license holders.

Features	Full User	Viewer User
Access to Administration tab The Administration tab includes advanced tools such as Distribution, Manage Licenses, Environment & Data Sources, Security, OLAP Manager, etc., and is only accessible to full users.	P	O
Data Models View info pages Create a new data model Design data model Rename data model Delete data model Manage info pages Data Models refer to the various tables joined together to pull the associated information from the database. Managing data models requires technical know-how and access is limited to Full Users. Info pages contain information about a Data Model and execute scripts with given parameters. They can be used to create budgets and forecasts by importing or exporting information to custom tables from a company’s ERP system or another database.	P P P P P P	P O O O O O
Worksheets & Views View/Open worksheets and views Slice & dice Drag & drop 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 Worksheets and views are the visualizations offered by Nectari which are based on the respective data models. The Viewer Users have access to already created worksheets where they can do basic operations (as mentioned above) 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.	P P P P P P P P P P P P P P	P P P P P P P P O O O O O O
Dashboards / Reports View/Open dashboards & reports Access Link To option Create new dashboards & reports Delete dashboards & reports Save changes Create predefined filters Create reporting tree 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. The 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.	P P P P P P P	P P O O O O O
Workbooks (Preview) View/Open Workbooks Export Print Formula Drill Down* External link Refresh formulas Refresh Data Extraction Create Workbooks Save changes Analysis Tab Page Setup Delete existing Workbooks Workbooks (Preview) 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.	P P P P P P P P P P P P	P P P P P P P O O O O O
Distribution 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 Distribution allows viewer users to export, print, and send comments on the views and share them with their team. With the Distribution* add-on, full users can create reporting packs, set conditions/alerts, and set up the subscription of reports and views for various recipients.*	P P P P P P P P P	P P P P P O O O O
Excel Add-In 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 The Excel Add-In 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.	P P P P P P P P P P P P	P P P P P P O O O O O O

Features

Full User

Viewer User

Access to Administration tab

The Administration tab includes advanced tools such as Distribution, Manage Licenses, Environment & Data Sources, Security, OLAP Manager, etc., and is only accessible to full users.

Data Models

View info pages
Create a new data model
Design data model
Rename data model
Delete data model
Manage info pages

Data Models refer to the various tables joined together to pull the associated information from the database. Managing data models requires technical know-how and access is limited to Full Users.

Info pages contain information about a Data Model and execute scripts with given parameters. They can be used to create budgets and forecasts by importing or exporting information to custom tables from a company’s ERP system or another database.

Worksheets & Views

View/Open worksheets and views
Slice & dice
Drag & drop
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

Worksheets and views are the visualizations offered by Nectari which are based on the respective data models. The Viewer Users have access to already created worksheets where they can do basic operations (as mentioned above) 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.

Dashboards / Reports

View/Open dashboards & reports
Access Link To option
Create new dashboards & reports
Delete dashboards & reports
Save changes
Create predefined filters
Create reporting tree

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.

The 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.

Workbooks (Preview)

View/Open Workbooks
Export
Print
Formula Drill Down*
External link
Refresh formulas
Refresh Data Extraction
Create Workbooks
Save changes
Analysis Tab
Page Setup
Delete existing Workbooks

Workbooks (Preview) 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.

Distribution

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

Distribution allows viewer users to export, print, and send comments on the views and share them with their team.

With the Distribution add-on, full users can create reporting packs, set conditions/alerts, and set up the subscription of reports and views for various recipients.

Excel Add-In

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

The Excel Add-In 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.