Part 12: Achieving Speed and Uniformity with Asset Management

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An Overview of Asset Management in Oviond

In this video, we explore how Oviond's asset management can streamline your workflow, enhance consistency, and save time. Learn how to use pre-loaded asset groups and create custom assets to quickly set up dashboards. We demonstrate how to customize widgets and create new asset groups for reuse across projects, ensuring uniformity and efficiency in your reporting process.

This tutorial is ideal for users looking to optimize their project setup with Oviond's powerful asset features.

Benefits of Using Assets

1. Prebuilt Assets Cover Most Use Cases

   • Oviond provides a range of prebuilt assets that cater to common data visualization needs. These assets are designed to address typical use cases, ensuring that you can quickly and efficiently set up your dashboards and reports without starting from scratch.

2. Flexibility in Saving Assets

   • Single Assets: You can save individual widgets as single assets, making it easy to reuse specific visualizations across different projects.

   • Grouped Assets: Multiple widgets can be saved together as grouped assets. This feature allows you to maintain complex data visualizations and reuse them as a cohesive unit, ensuring consistency across your projects.

3. Full Customizability

   • All assets in Oviond are fully customizable. Whether you are using prebuilt assets or creating your own, you can adjust and modify them to suit your specific requirements. This flexibility ensures that your data presentations are tailored to meet your unique needs and preferences.

4. Reusable Across Projects

   • Saved assets can be used in any project under your Oviond account. This cross-project usability ensures that you can maintain consistency and save time by reusing well-designed visualizations in multiple contexts.

Step-by-Step Instructions

How to use Assets

1. Log in to Your Oviond Account

   • Navigate to Oviond's login page and enter your credentials.

2. Choose Your Client

   • On the home page, select a client.

3. Access the Project Workspace Editor

   • Select an existing project or create a new one.

4. Click 'Edit'

   • Click 'Edit' to open the Project Workspace Editor.

5. Navigate to Asset Library

   • Click on the Asset Library in the action sidebar menu on the right.

6. Choose an Asset

   • Browse through the pre-built queries or grouped queries available in the Asset Library.

   • You can also search for specific assets using the search bar.

7. Drag and Drop Asset

   • Drag the desired asset from the drawer onto the canvas in your project workspace.

8. Customize the Asset

   • Click on the asset to customize its settings, such as data source, display options, and more.

9. Connect Data Source

   • If the asset requires a data source connection, click 'Connect' on the data widget to authenticate and integrate the necessary data.

10. Save the Project

    • Click 'Save' to save your changes and incorporate the asset into your project.

How to Save a Single Widget as an Asset

1. Click on the widget you want to save as an asset.

2. Navigate to the quick action menu at the top of the canvas, then select 'Save as Asset'.

3. Fill in the new asset's details to ensure finding and using it will be easy.

4. Click 'Save'.

How to Save Asset Groups

1. Select the widgets you wish to group while holding down 'Control' (PC) or 'Command' (Mac).

2. Navigate to the quick action menu at the top of the canvas, then select 'Save as Asset'.

3. Fill in the new group's details to ensure finding and using it will be easy.

4. Click 'Save'.

Additional Information

• Tip: Using assets can save time and ensure consistency across your projects by leveraging pre-built components.

Summary

Using assets in Oviond enhances efficiency, consistency, and customization in your data management processes. With prebuilt assets, the ability to save single or grouped assets, full customizability, and cross-project usability, you can streamline your workflow and create tailored data visualizations with ease.

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