The Symphony Main Menu

The main navigation menus are located to the left of many of the work areas you use in Symphony. Menu options available vary based on your security profile and licensed features.

Home Page

The main menu is expandable and collapsible. Select the expand () and collapse () arrows or menu icon () to expand and collapse the menu.

This menu gives you access to:

Menu Option Select this option to...
Home Return to the home page.
Users Review, edit, and remove users. You can search for a user, or create a new user as needed. Available to users with administrative privileges.
Tenants Open the Tenants work area to add and edit tenants.
Licenses

Access license information for each module: overview details about all licenses, or filter only the license types you want to see.

Select Actions, then License details to open a work area specific to that module's licenses to manage as needed.

Profile View the login information you've used to connect to Symphony. Select Log out to log out to end your session or to log out to and then log in as a different user.

Managed Dashboards and Managed Reports Work Areas

When you access Managed Dashboards and Managed Reports, the main menu gives you access to:

Menu Option Select this option to...
Expand/Collapse Expand or collapse the main menu.
Home Return to the home page.
All Content Open your Dashboards Root Folder. From here, you can explore your content in Symphony.
Projects Expand the Projects menu. Search your projects, create a new project, or switch between existing projects.
Views Open a Views work area. Select and view in your current project: Dashboard, Report, Scorecard, Small Multiple, or Slideshow. Navigate through the folders of your content to find what you need, or use the Search and Filters features to narrow down returned results. Select Create to open a work area to create new content for that view type.

Data

Open a Data work area. Select and view in your current project: Data Cube or Data Connector. Navigate through the folders of your content to find what you need, or use the Search feature to narrow down returned results. Select Create to open a work area to create new data cubes or data connectors.
Business Open the Business work area. Select and view in your current project: Metric Set, Time Dimension, or Hierarchy. Navigate through the folders of your content to find what you need, or use the Search and Filters features to narrow down returned results. Select Create to open a work area to create new content for that view type.
Help Opens Symphony help in a new browser window.
Profile

Up to three options are available, depending on your access level:

  • Profile: View your profile information in the My Profile work area.
  • Administration: Navigate to the administrative work area for Managed Dashboards and Managed Reports.
  • Log out: End your session or to log out to log in as a different user.

Visual Data Discovery Work Area

When you access in Visual Data Discovery, the main menu gives you access to:

Menu Option Select this option to...
Home Return to the home page.
All Content Return to the Visual Data Discovery work area.
Connections Review and manage the connection definitions used by Data Discovery connectors. See Manage Data Discovery Data Store Connections.
Data Sources Review and manage Data Discovery data source configurations. See Manage Visual Data Discovery Data Source Configurations.
Visual Gallery Review and manage Data Discovery visuals. See Use the Visual Gallery.
Library Review and manage Data Discovery dashboards in the dashboard library. See Use the Symphony  Data Discovery Dashboard Library.
Users & Groups Manage Data Discovery users and groups and to assign users to groups. See Managing User Definitions and Manage Group Definitions.
Tools

Several options are available in the Visual Data Discovery tenant to Supervisors Group members:

My Tenants Select a different tenant to work in, if multi-tenancy is deployed in your environment.
Help Center
  • Help: Opens documentation for Symphony.
  • Support: Access Technical Support.
  • About: View the About dialog that identifies the version of Symphony you are using and provides a link to the terms of service. See About Dialog.
Profile View the login information you've used to connect. Select Log out to log out to end your session or to log out to and then log in as a different user.