Resource Library

Explore these resources to get up to speed quickly with DataClarity

Learn how easily you can integrate data virtualization, data science, and data visualization together in a modern business digital experience.
20 PG

What is covered:

  • Data Virtualization
  • AI/Machine Learning
  • Analytics & BI
  • Storyboards
  • Digital Experience
  • User Access Management
  • Deployment Scaling and Management
  • Next-Generation Analytics Platform
16 PG

What is covered:

  • Data Preparation
  • AI/Machine Learning
  • Customizable Caching
  • User Access Management
  • Deployment Scaling and Management
  • Next-Generation Data Platform
9 PG

What is covered:

  • Executive Summary
  • Company
  • Product
  • Customers
  • Architecture
  • Pricing
  • Differentiators
  • Conclusion

DataClarity connects to a variety of data sources. Learn how to access your data and prepare it in DataClarity.
4.0 MIN

What is covered:

  • Datasets pane
  • Add a new dataset
  • Upload files
  • Adjust data roles
  • Aggregation types
  • Add calculations
  • Add filters
  • Apply row-level security
  • Join data sources
  • Recommended joins
  • Check, modify, and approve joins
  • Rename or exclude data sources
  • Rename or exclude columns
  • Modify and share dataset
5.0 MIN

What is covered:

  • Datasets pane
  • Actions
  • Data tab
  • Profile tab
  • Detailed and summary view
  • Sort by row count or name
  • Filter data
  • Pivot tab
  • Change aggregation
  • Distribute data
  • Export data
2.0 MIN

What is covered:

  • Filters
  • Add simple conditions
  • Condition groups
  • Preview the SQL statement
  • Edit, duplicate, or delete a condition
2.5 MIN

What is covered:

  • Add a calculation
  • Add a calculation based on a built-in function
  • Search functions
  • Filter functions by type
  • Edit or delete calculations
2.0 MIN

What is covered:

  • Data connections pane
  • Add a new data connection
  • Data connection details
  • Ask user for credentials
  • Test connection
2.0 MIN

What is covered:

  • Configure dataset caching
  • Expire cache based on duration
  • Expire cache based on schedule
  • Clear cache
3.5 MIN

What is covered:

  • Add a calculation
  • Built-in data science functions
  • K-means clustering algorithm
  • Visualize clusters
  • Mahalanobis distance algorithm
  • Visualize outliers
  • Customize functions

Filter data to further explore what’s important to you. Add calculations to express your data in different ways. Add pre-built data science functions to perform fast and advanced data analysis. DataClarity even lets you write your own R or Python scripts.
2.5 MIN

What is covered:

  • Add a calculation
  • Add a calculation based on a built-in function
  • Search functions
  • Filter functions by type
  • Edit or delete calculations
3.5 MIN

What is covered:

  • Add a calculation
  • Built-in data science functions
  • K-means clustering algorithm
  • Visualize clusters
  • Mahalanobis distance algorithm
  • Visualize outliers
  • Customize functions

Now that you’ve connected to your relevant data, it’s time to create visualizations and storyboards, interact with your content, and get it ready for analysis.
2.0 MIN

What is covered:

  • Create new storyboards
  • Set storyboards color
  • Embed and share
  • Duplicate or delete
  • Set permissions
  • Manage storyboards
  • Undo and redo actions
  • Access widgets gallery
  • Copy and paste widgets
  • Customize storyboards
5.0 MIN

What is covered:

  • Get familiar with storyboards
  • Create new storyboards
  • Set storyboards color
  • Embed and share
  • Duplicate or delete
  • Set permissions
  • Manage storyboards
  • Undo and redo actions
  • Access widgets gallery
  • Copy and paste widgets
  • Customize storyboards
  • Prepare datasets
  • Add connections
  • AI connections pane
2.0 MIN

What is covered:

  • Add a new storyboard
  • Customize page layout
  • Add widget and charts
  • Widgets settings pane
  • Specify aggregation
  • Visualize your data
  • Use color pallets
  • Save storyboard
2.5 MIN

What is covered:

  • Share storyboards with users or groups
  • Set permissions for users and groups
  • Define custom roles
  • Remove recipients and edit permissions
  • Duplicate and re-share storyboards
2.0 MIN

What is covered:

  • Generate and manage URLs
  • Rename, refresh or delete URLs
  • Copy HTML code to embed
  • Publish to web single or multiple pages
2.0 MIN

What is covered:

  • Filter widgets
  • Single-selection filter
  • Multi-selection filter
  • Filter types
2.0 MIN

What is covered:

  • Add to a data filter to a visualization
  • Add filter conditions
  • Groups of conditions
  • Apply filters and visualize the result
2.0 MIN

What is covered:

  • Add a highlighting action
  • Add a filter action
  • Interact with widgets
2.0 MIN

What is covered:

  • Customize visualizations
  • Modify a widget
  • Appearance tab
  • Set colors and apply style
  • Set backgrounds and fonts
  • Palette manager
  • Change legend position
  • Alternate Axis labels
  • Copy and paste customizations
  • Text widget
  • Save and preview
1.5 MIN

What is covered:

  • Manage actions
  • Action pane
  • Types of actions
  • Target widgets
  • Events
  • Apply actions
3.5 MIN

What is covered:

  • Preview columns in table
  • Path map widget
  • Define data fields
  • Location tooltip
  • Customize the line connecting paths
  • Add Filter widget
10 VIZS

What is covered:

  • Stunning data visualization examples created with DataClarity

Learn how to prepare, visualize, analyze, and share your data.
4.0 MIN

What is covered:

  • Datasets pane
  • Add a new dataset
  • Upload files
  • Adjust data roles
  • Aggregation types
  • Add calculations
  • Add filters
  • Apply row-level security
  • Join data sources
  • Recommended joins
  • Check, modify, and approve joins
  • Rename or exclude data sources
  • Rename or exclude columns
  • Modify and share dataset
5.0 MIN

What is covered:

  • Datasets pane
  • Actions
  • Data tab
  • Profile tab
  • Detailed and summary view
  • Sort by row count or name
  • Filter data
  • Pivot tab
  • Change aggregation
  • Distribute data
  • Export data
2.0 MIN

What is covered:

  • Filters
  • Add simple conditions
  • Condition groups
  • Preview the SQL statement
  • Edit, duplicate, or delete a condition
2.5 MIN

What is covered:

  • Add a calculation
  • Add a calculation based on a built-in function
  • Search functions
  • Filter functions by type
  • Edit or delete calculations
2.0 MIN

What is covered:

  • Data connections pane
  • Add a new data connection
  • Data connection details
  • Ask user for credentials
  • Test connection
2.0 MIN

What is covered:

  • Configure dataset caching
  • Expire cache based on duration
  • Expire cache based on schedule
  • Clear cache
3.5 MIN

What is covered:

  • Add a calculation
  • Built-in data science functions
  • K-means clustering algorithm
  • Visualize clusters
  • Mahalanobis distance algorithm
  • Visualize outliers
  • Customize functions
2.0 MIN

What is covered:

  • Create new storyboards
  • Set storyboards color
  • Embed and share
  • Duplicate or delete
  • Set permissions
  • Manage storyboards
  • Undo and redo actions
  • Access widgets gallery
  • Copy and paste widgets
  • Customize storyboards
5.0 MIN

What is covered:

  • Get familiar with storyboards
  • Create new storyboards
  • Set storyboards color
  • Embed and share
  • Duplicate or delete
  • Set permissions
  • Manage storyboards
  • Undo and redo actions
  • Access widgets gallery
  • Copy and paste widgets
  • Customize storyboards
  • Prepare datasets
  • Add connections
  • AI connections pane
2.0 MIN

What is covered:

  • Add a new storyboard
  • Customize page layout
  • Add widget and charts
  • Widgets settings pane
  • Specify aggregation
  • Visualize your data
  • Use color pallets
  • Save storyboard
2.5 MIN

What is covered:

  • Share storyboards with users or groups
  • Set permissions for users and groups
  • Define custom roles
  • Remove recipients and edit permissions
  • Duplicate and re-share storyboards
2.0 MIN

What is covered:

  • Generate and manage URLs
  • Rename, refresh or delete URLs
  • Copy HTML code to embed
  • Publish to web single or multiple pages
2.0 MIN

What is covered:

  • Filter widgets
  • Single-selection filter
  • Multi-selection filter
  • Filter types
2.0 MIN

What is covered:

  • Add to a data filter to a visualization
  • Add filter conditions
  • Groups of conditions
  • Apply filters and visualize the result
2.0 MIN

What is covered:

  • Add a highlighting action
  • Add a filter action
  • Interact with widgets
2.0 MIN

What is covered:

  • Customize visualizations
  • Modify a widget
  • Appearance tab
  • Set colors and apply style
  • Set backgrounds and fonts
  • Palette manager
  • Change legend position
  • Alternate Axis labels
  • Copy and paste customizations
  • Text widget
  • Save and preview
1.5 MIN

What is covered:

  • Manage actions
  • Action pane
  • Types of actions
  • Target widgets
  • Events
  • Apply actions
3.5 MIN

What is covered:

  • Preview columns in table
  • Path map widget
  • Define data fields
  • Location tooltip
  • Customize the line connecting paths
  • Add Filter widget

Access featured analyst reports, whitepapers, and ebooks.
31 PG

What is covered:

  • The pitfalls and paradoxes of self-service analytics
  • A framework for classifying business users
  • The governance process to manage standard reports
  • How to coordinate corporate and distributed resources to support business users and ensure that data needs are met
  • AI-enabled tools and data virtualization technologies that play a critical role in making self-service a reality
15 PG

What is covered:

  • The Modern Way to Manage Disparate BI and Data Environments.
  • Unifying Disparate Data Sources via Data Virtualization.
  • Unifying Analytics Across Disparate BI Tools.
9 PG

What is covered:

  • Executive Summary
  • Company
  • Product
  • Customers
  • Architecture
  • Pricing
  • Differentiators
  • Conclusion

Watch on-demand our recent webinars recordings.
53 MIN

What is covered:

  • Integrate hundreds of data source types including files, databases, cloud/SaaS apps, enterprise apps, and even modeled data from BI tools
  • Perform advanced and predictive analytics on your data using built-in and custom AI/ML
  • Provide a unified business view of your enterprise data and content from multiple tools, apps, and platforms
  • Visualize any data live in your favorite tool including Tableau, Microsoft Power BI, and Qlik
  • Streamline administration, user management, and security across multiple BI platforms within a unified user experience
61 MIN

What is covered:

  • What is an analytics and data integration hub
  • What types of organizations are best suited to emerging technology
  • What functionality these hubs support
  • Why all-in-one tools are a perfect antidote for disparate data and BI environments

Check out the latest features
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What is covered:

  • Latest DataClarity releases
12 PG

What is covered:

  • Amazon RDS for DB2
  • Azure Database for MariaDB
  • Azure Database for MySQL
  • Azure Database for PostgreSQL
  • Google Cloud SQL for SQL Server
  • Google Cloud Spanner for PostgreSQL
  • Deploy Python Models as Endpoints
  • Storyboard Page Copy-Paste
  • Sort by Columns in “Others” Field
  • Advanced Date Filtering
15 PG

What is covered:

  • Enhanced Dataset Metadata Validation
  • Top User Query Counts in Dataset Usage Stats Notifications
  • Unified Web Application for Data Prep and Storyboards
  • Enhanced API Support for SQL Select Queries on Datasets
  • Support for Viewing Data in Custom JavaScript Charts
  • Enhanced Sharing Dialogs with User Profile Pictures
  • Support for Individual Widget Embed URLs
  • Expanded Geospatial Mapping Options
  • Introducing Admin-Controlled GuideMe Welcome Screen
  • Performance Optimization and UX Enhancements
15 PG

What is covered:

  • Support for Trino Database Connections
  • In-Product Notifications for Shared Content
  • Enhanced Dataset Identification with Visual Icons
  • Persistent Dataset Selection
  • Improved UI Pane Movable Indicators
  • Enhanced Table Widget Appearance with Column Size Control
  • Customizable Margins for Gauge Chart Titles
  • Enhanced Control Over Filter Widget Layout
  • Improved Prompt Search Functionality
  • Advanced Data Filtering
  • Improved Filter Indicators and Criteria Visibility
  • Revamped GuideMe with Modern Design and Latest Features
  • Enhanced Profile Avatars with Support for Larger Images
18 PG

What is covered:

  • Support for Amazon RDS connections
  • Connection setup with JDBC URLs
  • Key/value type JDBC parameters
  • SSL support for PostgreSQL, SQL Server & SQL
  • Store extracted datasets in external PostgreSQL
  • Source tables/views grouped by object type
  • Table/column metadata refresh option
  • Table/column selection with data type info
  • Exclude and keep-only actions
  • Default aggregated view
  • User-friendly numeric column filter interface
  • Trigger event options for charts custom actions
  • Value overrides for null and blank values
  • Custom hover color for line elements in charts
  • Chart line hover color customization
  • Trellis title styling for crisper charts
13 PG

What is covered:

  • New KPI Widget
  • Conditional formatting for KPI widget
  • Color properties for Actual and Target indicators
  • Additional Other field
  • Selection of measures columns
  • Extend Filter Widget with multi-select dropdown
  • Extend Sort by across additional charts types
  • Custom Cron expressions for scheduling storyboards
  • Control chart title position
  • Custom JavaScript code for chart actions
  • Padding for charts and KPI widget
  • Set hover color to standard charts
12 PG

What is covered:

  • Use parameter maps
  • Incorporate relative time calculations within your datasets
  • Filter over aggregated measures
  • Configure actions for Bullet charts
  • Switch columns on the fly
  • Add relative time calculations to storyboards
14 PG

What is covered:

  • Use parameter maps
  • Bulk formatting options to name dataset columns
  • View more info about shared datasets, data connections, and AI connections
  • View storyboards description and tags in Tile view
  • Conditional formatting for values in Table widget
  • Change displayed name for columns in all charts
  • Create custom maps based on GeoJSON
9 PG

What is covered:

  • View the sorting order for datasets and data connections
  • View data type for all dataset columns
  • View source table and source column in Cataloging & Lineage
  • Join dataset tables with new cardinality relationships
  • Create a dataset based on new data connections
  • Switch charts while viewing a storyboard
  • Re-order filters in the Filter widget
13 PG

What is covered:

  • Use macro expressions in custom SQL
  • Use custom SQL expressions in filter conditions
  • Rename a table when adding a new data source
  • Create extracts for datasets based on custom SQL data
  • Replace a connection used in a dataset
  • Add calculations based on columns from multiple dataset tables
  • Preview dataset tables as columns list
  • Format numeric columns as strings
  • Open a storyboard from the subscription emails
6 PG

What is covered:

  • Create a dataset based on a custom SQL query
  • Rename all columns in the Add column dialog
  • Share underlying sources when sharing a storyboard
  • Include custom palettes in the exported storyboards
15 PG

What is covered:

  • Explore data in a dataset
  • Dataset cataloging and lineage
  • View IDs of data and AI connections
  • Specify seconds for filtering time columns
  • Keyboard shortcuts for working with datasets
  • Keyboard shortcuts for working with data and AI connections
  • Specify the max time for query execution for Cognos data sources
  • Code editor improvements in Python widget
  • View storyboard ID
  • Keyboard shortcuts for working with storyboards
  • Monitor the Data Engine queries
  • Installation script improvements
11 PG

What is covered:

  • New column options when refining a dataset
  • Specify a Cognos connection name for specific Cognos data sources
  • Cognos calculations optimization
  • Code editor improvements
  • Smart layout guides for arranging widgets on a storyboard page
  • Undo and redo authoring actions in a storyboard
  • Installation script improvements
  • Python server enhancements and optimizations
24 PG

What is covered:

  • Dataset names when using other BI tools
  • Rename individual columns
  • Select schemas for data sources
  • Save your viewing preferences
  • Automatically resolve duplicate names for the imported datasets
  • Query private TM1 cube view
  • Double-click to select columns for data exploration
  • Support for TM1 MDX view
  • Custom visualization widget
  • Python code widget
  • Schedule storyboards subscription every 15 min
  • On-demand storyboard subscription email
  • Save your viewing preferences
  • Distinguish shared datasets in a visualization
  • Edit storyboards without running the widgets
  • Receive notifications about new versions
  • Configure email for notifications
  • Configure Data Engine’s memory settings
  • OpenAPI specification & Swagger
24 PG

What is covered:

  • Query & data federation engine
  • Create a dataset based on extracted data
  • Select data storage structure for an extract dataset
  • Perform the first data load for an extract dataset
  • Identify extract datasets
  • Schedule a full refresh of an extract dataset
  • Schedule an incremental refresh of an extract dataset
  • Refresh an extract dataset on demand
  • Create a dataset based on MongoDB
  • Use new functions in calculations
  • Display hyperlinks in Table
6 PG

What is covered:

  • Profile Primary and Foreign Keys
  • Hide sidebar and toolbar when embedding Storyboards
  • Add labels for columns in the Table widget
  • Improved Storyboards performance
  • Configure logging levels
10 PG

What is covered:

  • Save data connections without testing it
  • Load data incrementally in Table
  • Filter published and embedded storyboards with query parameters
  • TLS/SSL certificates for secure data connections
  • TLS/SSL certificates for secure LDAP connections
  • Use Personal Token authentication for Tableau
  • Configure revision history limit for Portals
  • Manage authentication for Kubernetes
16 PG

What is covered:

  • Preview input data for vector and scalar calculations
  • Preview results for scalar calculations
  • Search for schemas when connecting to Oracle
  • Search for cubes and dimensions when connecting to TM1 Cube
  • Change column’s number format
  • Change column’s date and time format
  • Preview input data for vector and scalar calculations
  • Preview results for vector and scalar calculations
  • View and copy a widget ID
  • Check system readiness before platform installation
33 PG

What is covered:

  • Apply number formatting
  • Apply date & time formatting
  • Rename all columns in a table
  • Dataset columns structured in Tableau
  • Consistent naming for aggregations
  • Rename columns used in calculations
  • TM1 Cube View connection details
  • Date & number formatting
  • HTML code widget
  • HTML input widget
  • HTML button widget
  • Add CSS and JavaScript to a storyboard page
  • View storyboards’ recipients in List view
  • Filter data by one column in Table
  • Clear filter on cell toggle in Table
  • Use additional columns for visualization queries
  • Other enhancements in Table
  • Column search in Filter & Highlighter
  • Text & date formats in Single Value
  • Consistent naming for aggregations
  • Preview a script code
  • The default size for some widgets
  • Cancel visualizing a widget
  • Percentage sign in Pareto charts
  • Deploy custom Python libraries
  • Deploy behind the external SSL balancer
  • Create a tenant in Access Manager
20 PG

What is covered:

  • View and select filter values from the list
  • Reset name for an individual column
  • Reset name for all columns in a data source
  • Optimized More actions menu
  • New types of calculations
  • Control the number of values in Filter and Highlighter
  • Search for datasets in Filter and Highlighter
  • New built-in DataClarity Python server
  • Support for third-party Python libraries
  • Upload a custom logo
  • Customize your links and labels
  • Customize the URL for the Customer Care Portal
  • Brand & fully-customize DataClarity user experiences
  • Control audit actions to be recorded
20 PG

What is covered:

  • Data catalog for datasets
  • Add dataset description
  • Add column description
  • Manage columns within the Preview table
  • Connect to a dataset in Tableau, Power BI, Qlik, or Cognos
  • Duplicate data connections
  • Duplicate AI connections
  • Export and import storyboards
  • View column descriptions
  • Minimized SQL
  • Show Totals in the tabular visualization
  • Refresh data in Table
  • Customize the look & feel of the platform
  • UX improvements
23 PG

What is covered:

  • Duplicate datasets
  • User macros
  • Rename all columns
  • Certify data connections
  • Add tags to data connections
  • Advanced sharing permissions for data connections
  • Load more data connections into view
  • Certify AI connections
  • Add tags to AI connections
  • Advanced sharing permissions for AI connections
  • Load more AI connections into view
  • Add tags to storyboards
  • Load more storyboards into view
  • Enhanced audit for user activities
28 PG

What is covered:

  • Certify datasets
  • Datasets export and import
  • Datasets tags
  • Data cleaning
  • Split a column into multiple columns
  • Bulk rename columns
  • Resolve duplicate column names
  • String function for splitting columns
  • Scalar script function for data science
  • Load more datasets into view
  • AI connections export and import
  • Built-in DataClarity Python server
  • More
18 PG

What is covered:

  • HTTPS support over SSL for Docker Compose installations
  • Export and import data connections
  • Hide dataset columns
  • Support MemSQL as a data connection
  • Sort shared datasets by category color or favorite tag
  • Longer column names
  • Download storyboards as images
  • User notifications
  • Bullet chart visualization widget
  • Gauge chart visualization widget
  • Sort storyboards by category color and favorite tag
  • Widget sections rearrangement
  • Default aggregation for Time columns
11 PG

What is covered:

  • Blending support for Data Server
  • Simplified installation process
  • Access How-to Videos directly from the platform
  • Search by tooltip in reports
  • Support for DateTime and Time data types in files
  • Add storyboard subscriptions
  • Manage storyboard subscriptions
  • Customize the size of the markers (bubbles)
  • Chord visualization
  • Sankey visualization
13 PG

What is covered:

      • Restrict data access with Row Level Security (RLS)
      • Reuse uploaded files as saved connections when creating datasets
      • New functions for string phonetic encoding (fuzzy matching between string values)
      • Copying values from tabular preview
      • Border color for regions on map visualizations
      • Hierarchical bubbles, packed bubbles, tree view, tree map, and world cloud visualization
14 PG

What is covered:

  • Support for TimeDate & Time
  • Advanced dataset sharing permissions
  • Customize storyboard sizes
  • Embed & consume storyboards outside DataClarity
  • Widget copy and paste
  • More

Check out the technical specs and documentation
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What is covered:

      • Minimum Hardware Requirements
      • Trial/Evaluation/POC Requirements
      • Operating System Requirements
      • Virtual Environments
      • Web Browsers
      • User authentication and identity providers
      • Firewall Rules
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What is covered:

      • Before you start
      • System Requirements
      • Installation Methods
HTML

What is covered:

      • Connect, prepare, explore and share datasets
      • Visualize data and create interactive storyboards
      • View and interact with analytics applications and portals
      • Create and deploy analytics applications and portals
      • Manage users, groups, roles, and access permissions
      • Configure platform services and customize settings

Check out our how-to videos and product demos on YouTube
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What is covered:

  • How-to Videos
  • Product Demos

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