Overview

Getting started with Omniscope

A one-page overview of using Omniscope

Omniscope free Viewer will open any Omniscope .IOK file of any size, up to the limits of your PC. Each new Viewer installation also includes a free 30-day trial of Omniscope Professional. During the 30-day trial period, you can import your own data from spreadsheets and databases, and you can export data from any of the embedded or online demos as spreadsheet files to see how these files were configured from tabular data. You can also use the DataPlayer View to create exportable, interactive Flash DataPlayers for embedding in web-based 'dashboards' and common documents like PowerPoint, Excel and Adobe Acrobat .PDF.  After the 30 day free trial expires, the installatation reverts to being a free Viewer, so there is never a need to un-install.

Install Omniscope

If you don't yet have Omniscope installed, install the free Viewer. The installation sequence (for Windows) is shown here.

Select a data file to import

You can open tabular data sets such as spreadsheet files directly in Omniscope. A sample 6-column .CSV file for use with this Quick Start page is attached here. Download the sample data file, or choose a different file containing your own data. Try to avoid any blank rows, formatting and merged cells in your source spreadsheet file. Check that your spreadsheet looks like this.

 

During your 30-day trial period, or if you are already running an activated Edition, you can open any of the demo files and use File > Export > Export files and select the Data tab to save the data as a CSV or other supported file type. You can then re-import the data using File > Open file, and compare with the embedded demo to see how the demo file looked before it was configured. For more detail, see the section on Importing Data.

Opening View

Omniscope will open the file displaying three default views; a Table View, a Chart View and a Pie View, as well as the right Sidebar, with various filter devices created by default.

 

The Table View is most familiar, but the Chart View is very useful for gaining insight into the structure of the data set at a glance.

Confirm Data Types

Omniscope examines the data in each column and makes some assumptions about the column's data type, which are not always optimal. When importing data for the first time, always check and (if required) modify the data typing (i.e. whether a column's data is typed Numbers, Dates and Times or Text). If there are only a limited number of different Text values, Omniscope will usually type the data as Category. To review and edit data typing, click on Data > Manage Fields.

 

 

Frequently, Omniscope assumes that identifying numbers should be treated as integer numbers. You should change the data type of all-numeric reference identifiers to 'Text'. Remove the separators in the number before converting to text using Options > Formatting options: {untick} Show thousands separator. Also, for some date and time fields you may be asked to clarify the date/time format used in your data before Omniscope can recognise it accurately as dates and times. For more detail on data typing options see Data > Manage Fields.

Explore & Check Data:

Each view has a View Toolbar that enables you to perform many operations on the display in that view. For example, in the Table View you can click on the column headers to sort each column in different directions. You can also check your data by using the Aggregation selector to aggregate the records by main categories, then right-clicking on each column header and selecting various aggregation functions, allowing you to see averages, minima, maxima, empty cells etc. for various categories, often detecting incorrect values.


 

Using the hurricane example file, close the Pie and Chart Views, and open a Table View. Click on the Aggregation command to aggregate all the observations over time by Hurricane Name. By default, all of the columns will show the sum of the observations, nonsensical in this case. Right-click on each column header, choose Aggregation function and display the median for the Longitude and Latitude columns, the mean (average) Pressure and the maximum Wind Speed. The example above shows two Table Views, the lower with the aggregation functions defaulting to Sum, and the upper showing the same data with the view configured to show meaningful results that can be used to spot errors in the data. From version 2.4, the Aggregation drop down menu on the View Tolbar can be used to set both the fields to aggregate on and the aggregation functions to apply to visible columns in the aggregated view.

For more detail, see Using the Table View

Visual scrubbing with Chart View

Next open only the Chart View, which provides a horiziontal overview of all the columns in the data set. In the Chart View, under View Tools > All charts, for each field (column) name you can decide how to graph the values in each column, e.g. histogram bars, pie charts, statistical summaries, etc. Use this analytical view to further scrub your data.

 

 

The right-click menu provides links to many other settings related to the selected field (column). You can re-order or hide fields that are not required by dragging or unticking them in the Fields drop-down pick list.

For more detail see Using the Chart View

Display Details

To see the values of all the fields for a given record (row), in the Table View, double-click on the record (row) header (farthest left). A configurable Details pop-up window appears, showing the values for the selected record. You can configure the Details pop-up window extensively using the Configure menu.

 


Add Views

Omniscope has 12 different views that can be used to visualise and explore your data. Click on Add View in the Main Toolbar and try each of the views not already showing. Each view has its own Toolbar and pick lists for selecting which fields (columns) to display. The powerful Bar View has a tab that you pull from the left side to reveal all the options. When you have finished with a view window, click on the [X] in the upper right hand corner to close it.

 



Create tabs

All users of your Omniscope file are not expected to know how to open views, set multiple filters etc. Instead, you decide the most important combinations of views, filter settings and messages to other users, and save them as persistent tabs, which can be considered report pages or simply separate workspaces. Tabs are preconfigured combinations of views, filter settings, formula variables and annotations. If you save an .IOK file in Reports Mode with a Report Page selected, it will open and navigate just like a slide show presentation.

To create a tab in your file, click on Tab > New > From current layout from the Main Toolbar.

 




You can also add page titles and annotations, insert logos and background images, etc. using the Layout menu.  Once the page looks exactly like you want, click Tab > Commit changes. You can choose to hide your tab bar and show the "pages" in the side bar.

 

If you make further changes to a tab, always remember to click Commit to make them lasting. If you do not wish to change a tab after performing some operations on it, click Revert to return the Report Page to its configuration when you last committed or created it. This is useful when giving live presentations.  There is also an optional floating tab navigator in the lower left-hand corner, which reveals itself when you hover your mouse (Toolbars > Floating tab navigator). For more detail, see Creating and Managing Report Pages.

Add links to related web pages and documents

Omniscope integrates with the Web by incorporating defined links based on your data. Values in your data are automatically transformed into links when users of your files click to display related web pages. The web pages can display either in the Web View of Omniscope, or the users' default web browser. To configure your own web links or add links to local documents on your network, use the Add links wizard available from Settings > Links > Add web or Add local link.

 

 

Omniscope also includes pre-configured links to popular, free web services that accept a single string of text as an input, such a Google, EBay or Wikipedia searches, or financial data on specific securities from Bloomberg, Reuters, Yahoo etc. Select Settings > Links > Preconfigured links to see the menu of currently available free web services.

Save for Distribution

Once configured, save your Omniscope file using various options for distribution. Go to File > Save As and you will be presented with the Data Export wizard set to save your file as IOK files. This wizard offers many options to save all or only selected subsets of your fields and/or records, plus the option to set file update/refresh options, and to protect your data from unauthorised access and copying.