The home interface of SpatialKey is very intuitive and easy to navigate, but for first time users, a quick walk-through wouldn’t hurt.  At the top of the screen above the toolbar, you can view notifications, get help, or log out of SpatialKey.  You will receive notifications when processes finish, for example, when a dataset has finished importing and is ready for use.  Clicking on “help” will link you to the support website and frequently asked questions and also provide a quick way to submit some feedback directly to us.  Logging out will simply end your current SpatialKey session.

Let’s continue to walk through the different tabs on the toolbar.  If you would like a cheat sheet, check out Navigating SpatialKey in the Quick Start Guide.

Apps

When you first open SpatialKey, you are defaulted to the Apps tab.  From here, you can quickly launch apps or view saved dashboards specific to an app.

If you have any favorite dashboards, they will appear in the right panel instead of the introduction video.

Launching an App

After selecting an app, you will be walked through a few simple steps to select your data and launch your analysis and/or dashboard.  For example, when selecting the Earthquake app, you will be walked through 3 steps in order to launch your dashboard.

  1. Select a Dataset
  2. Select an Earthquake
  3. Create Dashboard

Selecting a Dashboard

Select a favorite dashboard from the right panel to launch directly into that dashboard.  You can also click the dashboard link under an app to be taken to a full list of dashboards created from that app (see Dashboard section below).

Dashboards

In the dashboards tab, view and manage saved dashboards/reports across all applications.  These could be dashboards that you saved (by default you are the dashboard owner), dashboards for which you have been given owner privileges, or dashboards that other users have shared (and you have access to all underlying data).

In the left panel, there are options to help you filter the dashboards to find what you are looking for.  You can filter by dashboards that you created, dashboards that have been shared, or filter dashboards by the app they were created with.  You can also create custom folders in the left panel to help you organize your dashboards.  Also, don’t forget to save your favorite dashboards so you can quickly locate them – simply drag n drop them into the favorites folder in the left panel.  Favorite dashboards appear on your apps homepage for quick reference.

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Manage a Dashboard

Click on “settings” (gear icon) to manage a dashboard.

  • Details – edit title, description, make a dashboard shared or private, view datasets included in dashboard
  • Owners – manage dashboards owners
  • Dashboard Sharing – make a dashboard shared or private, understand who can see the dashboard
  • Public Sharing – find links to publicly share the dashboard (note this is a premium feature and must be enabled for you organization)
  • Delete – note that when deleting a dashboard, you are not deleting the underlying data

Some of these options may not be available to you for all dashboards – only dashboard owners will see the Owners, Public Sharing, and Delete options.

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Manage Data

In the Manage Data tab, you will find all data that you have imported or have been given permission to.  Click on the “upload new dataset” link to enter the Data Upload Wizard.  For more detail, check out this article on Importing Your First Dataset.  Note that you will not see the “upload new dataset” option if you don’t have permission to upload data into your SpatialKey organization.

There are a few different types of data that can exist in SpatialKey – point data, boundary data, and line data.  Use the filters in the left panel to filter your list of datasets by type to help find what you are looking for.  You can also create custom folders in the left panel to help you organize your datasets. Also, don’t forget to flag your favorite datasets so you can quickly locate them in the “Favorite Datasets” folder in the left panel.

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Manage a Dataset

Click on “settings” (gear icon) to manage a dataset.

  • Details – edit title, description, and review information about when the dataset was created, modified, how the dataset was geocoded, and how many dashboards use this dataset
  • Preview – view a preview of your dataset
  • Share with Users – manage permissions for your dataset, enable users to export the dataset as a CSV
  • Advanced Settings – manage filters on your dataset, change field names and hide fields, and generate XML configuration for your dataset
  • Join Data – join your dataset with other datasets to enhance your data
  • Change Data – append more records to your dataset or replace the entire dataset with a new version
  • Delete – note that when deleting a dataset, you are also deleting any saved dashboards for this dataset
  • Export Data – select columns from your dataset to export into a CSV file
  • Portfolio Setup – you can enable the policy exposed limit feature or enable a dataset for the Portfolio Composition app (note that these are premium features and must be enabled for you organization)

Note that some of these options may not be available to you for all datasets.  Options are controlled by your permission level for a given dataset.  For details on which options are available based on your permission level for a dataset, check out this article on Sharing Data and Dashboards.

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People

In the People tab, those with permission to edit users can manage permissions of users and groups.  Use filters in the left panel to change Type from All Users to All Groups.  Depending on which option you have selected, you will have the Option to Add User or Add Group in the upper right corner.  A new group can also be added via the left panel.

Note that it is possible that your permission level doesn’t even allow you to view the people tab in SpatialKey.

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Organization quotas and API access

In the profile for your user, you have access to view Account Quotas and API information.  This information can be accessed by looking at your user information in the “People” tab or via the drop down on your username in the top right corner of SpatialKey.

The quotas listed here are for your entire organization and are not user-specific. The API Access tab has useful information if you want to set up any APIs for your organization and want to authenticate in with your user information.

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Adding or Editing a User

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Adding a user:

  • Enter name, email and title
  • Select a permission level:
    • Viewer – A viewer can see dashboards and datasets that are provided by other users. They can also save dashboards, but cannot upload data or share with others.
    • Collaborator – A collaborator can upload data, create dashboards and share these items with others.
    • User Admin – A User Admin can do everything a collaborator can do PLUS they can create & manage users.
    • Data Admin – A Data Admin can do everything a collaborator can do PLUS they have permission to take ownership of and delete any dataset in the system.
    • Super Admin – A Super Admin can do everything a User Admin and Data Admin can do, with the added permission of access to organization API keys. This should only be given to users you want to have system-wide admin access.
  • Enable options for premium geocoding or sharing dashboard publicly (if these options are licensed by your organization)

Editing a user: 

Click on “settings” (gear icon) to edit a user. The same options as above are available for editing – user name, email, and permissions. Note that you must be a “User Admin” to edit/delete a user.

Adding or Editing a Group

Click on “settings” (gear icon) to edit a group:

  • Details – edit group name, add or remove users from the group
  • Delete – note that deleting the group will not delete the individual users that were in the group

Note that you must have “User Admin” permission to view the edit/delete a group.

Admin

In the Admin tab, admin users can monitor quotas and limits, manage datasets, and review deleted datasets.  Note that you will only see this tab if you are an admin user.

Quotas and Limits: This tab shows the number of users and number of current datasets in relation to the limits set for your organization.  You can also view how many columns and rows are allowed for each dataset.

Dataset Management: This tab shows every dataset in your organization.  Based on permissions, you may not see all datasets in the Manage Data tab, so this option provides admins with a full list of all datasets in an organization.  Here, admins can assume ownership of or delete any dataset.  When an admin user becomes an owner of a dataset, the existing permissions on the dataset are not changed, e.g. all previous viewers will remain viewers, and the admin user will be added as an owner as well.  Admin users also have the option to delete datasets directly from here.

Deleted Datasets: Datasets deleted within 48 hours are available for review and can be recovered.

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Data Mart

If enabled for your organization, you can view and select datasets to import and work with in SpatialKey from the Data Mart tab.  Datasets in the data mart are loaded with the purpose of being shared.  If you have a dataset that is commonly used across your organization, e.g. US Census data, contact SpatialKey so we can load it into the data mart for you.  Other users in your organization will be able to access and benefit from this data being available.

Now that you are an expert at navigating the home interface, try Loading Your First Dataset or Opening Your First Dashboard.