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The Symphony Main Menu

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The Symphony Main Menu

The main navigation menus are located on the left in the work areas you use in Symphony. Menu options available vary based on your application privileges and licensed features.

Note: In this release, the user interface and workflows have changed from previous releases. If you are running an earlier release, see Home Page Menus (Earlier Releases).

Your Home Page

Your home page is determined by your administrator. This may be the work area for Visual Data Discovery or Managed Dashboards and Reports. Switch between Visual Data Discovery and Manged Dashboards as needed.

All menus include:

  • An expand and collapse option. Expand and collapse the menu by selecting the Discovery or Managed icon at the top of the menu.

  • A Home option. Select this icon to navigate back to the home page of the module you are working in.

  • Help icon. Select to open your help options in Symphony.

  • Profile icon. Select to open your profile menu, which may include:

      Menu Option Description

    Discovery

    <your display name>

    Your display name.

    Switch Tenant

    A sub menu you can use to change the tenant you are working in, in a multi-tenant environment.

    Managed Dashboards & Reports

    An option you can select to change your work area to Managed Dashboards and Reports.

    Log Out

    Select to log out.

    Managed

    <your display name>

    Your display name.

    Profile

    Access your profile information. Select to view or edit (if applicable) information about your user account.

    Visual Data Discovery

    An option you can select to change your work area to Visual Data Discovery.

    Log Out

    Select to log out.

  • Administrators have access to an Administration menu to perform user, tenant, and environment management tasks.

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...

Discovery Icon (Expand/Collapse)

Expand or collapse the menu in this work area.

Home

Return to the home page of Visual Data Discovery.

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 Sources.

Visual Gallery

Review and manage shared Data Discovery visuals.

See Use the Visual Gallery.

Library

Review and manage Data Discovery dashboards and self service reports in the library.

See Use the Library for Dashboards and Use the Self Service Reports Library.

Generate Visuals with AI

Generate visuals with AI.

See Generate Visuals.

Administration

Several options are available in Visual Data Discovery to Administrators Group members:

  • Users: Manage Symphony users. Adjust General information for a user, their tenant memberships, or add and edit their Custom Attributes. See Manage Users in Symphony.

  • Groups: Manage Symphony groups. See Manage User Groups in Visual Data Discovery.

  • Tenants: Manage Symphony tenants.

  • Licenses: View your Instance ID, download an Instance Token, view your License Status, or Submit a New License key file.

  • Tools: Opens a sub menu of other administrative options and resources. The options you can see and use are based on your privileges.

Tools (sub menu of Administration)

Help

  • Help: Opens documentation and Doc Assist 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

See Profile - Discovery.

Managed Dashboards & Reports Work Areas

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

Menu Option Select this option to...

Managed Icon (Expand/Collapse)

Expand or collapse this menu.

Search

Use this field to search for items in your Managed work area. Shown when the menu is expanded.

Home

Return to the home page of Managed Dashboards and Reports.

All Content

Open the All Content work area that includes any views that are a part of the current project.

  • Use the Search bar to find dashboards, reports, scorecards, small multiples, slideshows, and more that are part of the current project.

  • Select the project name (Project: <Project Name>) to open a menu that allows you switch between projects if you have more than one available to you.

  • Expand the Quick Actions menu to explore your data, create new objects such as dashboards and data cubes, customize this page, or open the Administration work area, if applicable.

Projects

Expand the Projects menu. Search your projects, create a new project, or switch between existing projects.

Data

Open a Data work area.

Select and view in your current project: Data Connector or Data Cube. 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.

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.

Note: When you create or edit a report, you can use the Reports Wizard to create a new report or add groups of data in tabular format to an existing report. The Reports Wizard walks you through selecting, filtering, and styling your data. This tool opens when you create a new report, or you can select it in the Contextual Menu to use it in an existing report. Alternatively, close the wizard to add content your reports manually.

Administration

Select to open the Administration work area.

Help

Open the documentation and Doc Assist for Symphony.

Profile

See Profile - Managed.

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 application privileges and licensed features.

Home Page Menus (Earlier Releases)

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.
Groups Open the Groups work area to create and update groups.
Tenants

Open the Tenants work area to create 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.

My Tenants

Select a different tenant to work in, if multi-tenancy is deployed in your environment and you belong to multiple tenants.
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.

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 Sources.

Visual Gallery

Review and manage shared Data Discovery visuals.

See Use the Visual Gallery.

Library

Review and manage Data Discovery dashboards and self service reports in the library.

See Use the Library for Dashboards and Use the Self Service Reports Library.

Users and Groups

Manage Data Discovery users and groups and to assign users to groups.

See Manage Users in Symphony and Manage User Groups in Visual Data Discovery.

Tools

Several options are available in Visual Data Discovery to Administrators Group members:

My Tenants

Select a different tenant to work in, if multi-tenancy is deployed in your environment and you belong to multiple tenants.

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.

Help

Access the Symphony documentation.

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.

Logi AI Work Area (Beta)

Important: This is only available in earlier releases of Symphony.

When you access Logi AI as a system admin, the main menu gives you access to:

Menu Option Select this option to...

Home

Return to the home page.

Chatflows

Open the chatflows work area. Search for chatflows by name and category, select and open your existing chatflows, or add new chatflows.

Marketplaces

Open connected marketplaces for AI chatflows and tools. Find several ready made chatflows for Symphony, and search for tools in your preferred frameworks to build into your environment.

Tools

Open the tools list. Select and edit existing tools, and load or create new tools to use in your chatflows. For more information, see https://docs.flowiseai.com/integrations/langchain/tools.

Assistants

Open the OpenAI assistants list. Select and edit existing assistants, and load or add new assistants to use in your environment.

Credentials

Open the Credentials list. Search for existing stored credentials, edit existing credentials, and add or delete credentials to work with your tools, chatflows, and assistants in your environment.

Variables

Open the variables list. Search for variables, edit, delete, or add new variables. Use variables in the custom tool function using a $ (dollar sign) prefix. For more information, see https://docs.flowiseai.com/using-flowise/variables.

API Keys

Open the API keys list. Search for a key by name, or scroll through the list to find the key you need. Copy, edit, or delete keys as needed. Create new keys to use in your environment. For more information, see https://docs.flowiseai.com/configuration/authorization/chatflow-level.

Settings

Select to see the latest version information for your software and linked AI vendors.

Managed Dashboards & Reports Work Areas

When you access Managed Dashboards & 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 the All Content work area that includes any views that are a part of the current project.

  • Use the Search bar to find dashboards, reports, scorecards, small multiples, slideshows, and more that are part of the current project.

  • Select the project name to switch between projects if you have more than one available to you.

  • Expand the Quick Actions menu to explore your data, create new objects such as dashboards and data cubes, or open the Administration work area, if applicable.

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.

Note: When you create or edit a report, you can use the Reports Wizard to create a new report or add groups of data in tabular format to an existing report. The Reports Wizard walks you through selecting, filtering, and styling your data. This tool opens when you create a new report, or you can select it in the Contextual Menu to use it in an existing report. Alternatively, close the wizard to add content your reports manually.

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 help in a new browser window.

Profile

Several options are available, depending on your access level:

  • Profile: View your profile information in the My Profile work area.

  • Switch Tenant: Switch between tenants if you are a member of multiple tenants.

  • Administration: Navigate to the administrative work area for Managed Dashboards & Reports.

  • Log out: End your session or to log out to log in as a different user.

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 application privileges 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.
Groups Open the Groups work area to create and update groups.
Tenants

Open the Tenants work area to create 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.

My Tenants

Select a different tenant to work in, if multi-tenancy is deployed in your environment and you belong to multiple tenants.
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.

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 Sources.

Visual Gallery

Review and manage shared Data Discovery visuals.

See Use the Visual Gallery.

Library

Review and manage Data Discovery dashboards and self service reports in the library.

See Use the Library for Dashboards and Use the Self Service Reports Library.

Users and Groups

Manage Data Discovery users and groups and to assign users to groups.

See Manage Users in Symphony and Manage User Groups in Visual Data Discovery.

Tools

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

My Tenants

Select a different tenant to work in, if multi-tenancy is deployed in your environment and you belong to multiple tenants.

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.

Help

Access the Symphony documentation.

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.

Logi AI Work Area (Beta)

When you access Logi AI as a system admin, the main menu gives you access to:

Menu Option Select this option to...

Home

Return to the home page.

Chatflows

Open the chatflows work area. Search for chatflows by name and category, select and open your existing chatflows, or add new chatflows.

Marketplaces

Open connected marketplaces for AI chatflows and tools. Find several ready made chatflows for Symphony, and search for tools in your preferred frameworks to build into your environment.

Tools

Open the tools list. Select and edit existing tools, and load or create new tools to use in your chatflows. For more information, see https://docs.flowiseai.com/integrations/langchain/tools.

Assistants

Open the OpenAI assistants list. Select and edit existing assistants, and load or add new assistants to use in your environment.

Credentials

Open the Credentials list. Search for existing stored credentials, edit existing credentials, and add or delete credentials to work with your tools, chatflows, and assistants in your environment.

Variables

Open the variables list. Search for variables, edit, delete, or add new variables. Use variables in the custom tool function using a $ (dollar sign) prefix. For more information, see https://docs.flowiseai.com/using-flowise/variables.

API Keys

Open the API keys list. Search for a key by name, or scroll through the list to find the key you need. Copy, edit, or delete keys as needed. Create new keys to use in your environment. For more information, see https://docs.flowiseai.com/configuration/authorization/chatflow-level.

Settings

Select to see the latest version information for your software and linked AI vendors.

Managed Dashboards & Reports Work Areas

When you access Managed Dashboards & 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 the All Content work area that includes any views that are a part of the current project.

  • Use the Search bar to find dashboards, reports, scorecards, small multiples, slideshows, and more that are part of the current project.

  • Select the project name to switch between projects if you have more than one available to you.

  • Expand the Quick Actions menu to explore your data, create new objects such as dashboards and data cubes, or open the Administration work area, if applicable.

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.

Note: When you create or edit a report, you can use the Reports Wizard to create a new report or add groups of data in tabular format to an existing report. The Reports Wizard walks you through selecting, filtering, and styling your data. This tool opens when you create a new report, or you can select it in the Contextual Menu to use it in an existing report. Alternatively, close the wizard to add content your reports manually.

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 help in a new browser window.

Profile

Several options are available, depending on your access level:

  • Profile: View your profile information in the My Profile work area.

  • Switch Tenant: Switch between tenants if you are a member of multiple tenants.

  • 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.

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