User GuideDocumentation

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User Guide

Table of ContentsI. CompatibilityDesktop and PC 3Headsets 3

II. PortalLogin 3Edit Profile Settings 4My Presentations List 5Create New Presentation 5Open a 3Data Presentation 6My Presentation Options 6Sharing My Presentations 7Shared Presentations List 8Assets 8

III. PresentationsPresentation Dashboard 10Loading Data & Assets 13

IV. Immersive ModeVR Controls 14Getting Started 15

V. Creating a PresentationSlides 15Plot 16Asset 20

VI. Navigating your PlotsInspecting Data 20Rotate the Graph 21

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I. Compatibility

Desktop and PC• Google Chrome• Mozilla Firefox

Headsets

HTC Vive• Mozilla Firefox (via PC with Steam VR)• Use HTC Vive‘s PC recommendationsOculus Quest/Quest 2• Oculus BrowserHoloLens• Edge

II. Portal

Login1. Go to portal.3data.io and enter your username and password credentials.

2. Review and accept the Terms and Conditions by checking the box.3. Once terms and privacy policy are accepted, the Log In button will be ready to click.

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Edit Profile SettingsIn the left hand nav menu of the Portal, you can click on Edit Profile to edit your profile credentials.

• Name• Email• Location• Change Password• Add profile picture

4. After changes have been made, select Save.

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My Presentations ListOnce logged in, you will see your 3Data Presentations folder. Any presentations you create will ap-pear and be accessed here. Search by name, and sort by name or date.

Create New Presentation1. Select the green CREATE NEW button in the top right of My Presentations2. Name the new presentation3. Click Save

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Open a 3Data Presentation1. Select OPEN button when hovered over desired presentation.2. When prompted, ‘Allow’ access to your Microphone. This is required for networked and collabora-

tive sessions.

My Presentation Options

• Edit: Edit any of the fields entered when creating a new presentation above.• Duplicate: Make a copy of the presentation• Download: Download the presentation XML file for editing• Share: Share the presentation with others. See section below for more details.• Delete: Delete the presentation.

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Sharing My PresentationsTo share a presentation, go to My Presentations in the portal and click Share under More Options next to the desired presentation. Copy the link by clicking on the URL or copy and close.

Report ViewThis a special viewer link of the presentation that has a different dashboard than what a creator sees with limited functionality. You cannot edit the presentation from this view.

• Legend: The Legend is located to the left of the plot.• Slide Navigation: The Slide Navigation displays the current slide in the bottom center of the Re-

port View. Click on the arrows for next and previous slides.• Auto Rotate: The Auto Rotate button is in the lower right corner. Presentations are automaticall

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set to auto rotate, but will stop if you click the graph or Auto Rotate button.• Reset View Button: The Reset View button will bring you back to a full view of the front of the

graph if you have panned or zoomed in to the slide.• Enter VR Button: The Enter VR button allows you to view the presentation in VR if you have acompatible device.

Note: Immersive mode in a Report View is limited to only the slide navigation user interface.

Shared Presentations ListThis folder is for presentations shared with you. Any presentations you have access to view and/or edit will appear here. Although, you may not edit the presentation name and access level, or delete/duplicate the presentations in the Shared Presentation folder, you can download the 3Data file.

AssetsClick ‘Assets’ in the menu on the left side of the portal. This folder is where all of your assets are stored. Assets can be almost anything; datasets, pictures, images, videos, 3D models and more. Search by file name or type, sort by file name, size, or date modified. See the table below for a full list of supported assets and asset types.

Asset Type Supported FormatsDatasets CSV, XLS, JSON, GEOJSON, ARCGISImages PNG, JPEG, PDF3D Models glTF, glb

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Upload Assets

Option One - Portal UploadClick the green UPLOAD ASSET button in the top right of Assets and select the desired file from your computers file folder.

Option Two - Drag and DropMore information on the drag-and-drop functionality in Loading Data section.

Uploading Notes: Recognizes text, numbers, dates/times, and formatted numbers/currencyAccepted date/time formats include standard (ISO 8601) and several common formats including Excel default. Accepted formatted number and currency formats are U.S. style only. See Data For-matting Guide for more info.

Asset Options

• Open File: Depending on the file type, this option will either show the asset in another browser window or download the file to your device.

• Manage Access: This option shows all of the presentations that the asset is a part of.

1. Click the ADD ACCESS button to add a presentation to the list for this asset.

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2. Select a presentation from the dropdown, then click GRANT ACCESS.

• Delete: This will delete the asset from the Asset List and all of the presentations that have access to it.

III. Presentations

Presentation DashboardAfter selecting OPEN from your portal, you enter the 2D Dashboard.

Utilities TabThe Utilities Tab includes:

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• Mute Button• Enable Controls. This allows you to: - Use your arrow keys to move around the room. - Use your mouse to click on Presentation UI from your desktop and click to turn your view. - Become an avatar in the scene.

Guests TabThe Viewers Tab shows you everyone that is in the room.

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Chat TabThe Chat Tab shows your notifications and messages.

Note: You will get a system message indicating if there were any issues with the file or if it was loaded to ensure that the file loaded correctly.

Files TabThe Files Tab shows the files that are shared only ‘WITH OTHERS’.

LegendIf a graph is on the current slide, the legend and selection details appear in the rightpanel.

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Loading Data & Assets

Before entering immersive mode, select the data file from your local file folder and drag it over the browser window (Cont. Option Two - Drag and Drop from My Assets section).

You have two drag and drop options when loading your data to the presentation, Only You and With Others.

Only You: To keep the data in your presentation private to your local PC, drop the file over the left side of the browser window. This option does not add the file to your 3Data Assets folder.Note: Each user collaborating on a presentation will need to load the same file via the Private/Local option.

With Others:

To allow others to see your presentation, drop the file over the right side of the browser window.

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IV. Immersive Mode

Enter Immersive ModeThe Enter VR button is located in the lower right corner of the 2D Dashboard.1. Click on the ‘Enter VR’ Button and watch the screen go into Immersive Mode. If it doesn’t initially

go into Immersive Mode, you may need to refresh and re-select the ‘Enter VR’ Button.2. You are now ready to put on your headset.

If you do not have a headset properly connected, you will get the following message instead:

VR ControlsMake sure your controllers have sufficient battery life or charge. Use the trigger on the back of the controller to select buttons and objects on panels via the Laser Pointer.

Oculus Quest and Quest 2

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HTC Vive

Getting Started• Pull the trigger when the Laser Pointer is aiming at to the object you wish to select.• To mute, aim your right controller at the button on the left controller and select. (Only visible when

the main slides UI is visible.)

V. Creating a PresentationOnce you click on the VR button and enter Immersive Mode, you are ready to start adding to your presentation.

SlidesThe slide navigation is the main UI in which you move back and forth through the presentation with the arrow buttons. In between the arrows is the slide counter, which doubles as a floating action button. Hover over the slide counter to reveal the slide options. Since the presentation starts on slide 1, you can either click Edit to add a plot or asset to the first slide or click New to add a sec-ond slide and leave the first blank.

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Edit SlideIn a brand new presentation, Edit will add a plot or asset to the first slide. If there is a plot already in the slide, Edit will open the Mappings panel. Go to the next page for more info on the Mappings panel.

Delete SlideAfter clicking on Delete, a confirmation pop up will appear. Click Yes to delete the slide.

Save SlideAfter clicking on Save, a confirmation pop up will appear. Click Yes to save the slide.

*Important: If you navigate to another slide before saving, your changes will not be saved.

New SlideClicking New will then prompt you to choose between adding a new plot and adding an asset (i.e. image, video, PDF, 3D Model)

Plot

DatasetAfter choosing to add a new plot, a list of datasets available to that presentation will pop up. Use the arrows at the bottom of the panel to scroll. Once a dataset is selected, a confirmation pop up will appear.

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Plot TypesChoose a plot type to visualize the selected dataset. Be aware that some plot types will only work with certain file types.

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MappingsAfter the dataset and plot type is selected, the Mappings panel will appear next to the plot, where you will begin to map out the variables. Click on a mapping and all of the avaiable variables will pop out in front of the plot. Choose a variable, and it will dynamically appear in the plot. To go back to the slides navigation, click on the red ‘X’ in the corner. Go to the next page to see the available mappings for each plot type.

Network Requires Group or both Source and Target to be mapped.• ID• Source• Target• Group• Color• Shape• Size

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Geospatial Requires Latitude, Logitude, and Height to be mapped.• Size• Color• Latitude• Longitude• Height

Scatter Plot Requires at least X, Y, or Z.• X Axis• Y Axis• Z Axis• Shape• Size• Color• Rotation

HistogramRequires X and Z axis’.• X Axis• Y Axis• Z Axis• Color• Size

Surface Plot Requires X and Z axis’.• X Axis• Y Axis• Z Axis• Color

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Settings PanelNavigate to the plots settings by clicking on Settings from the Mappings panel.• Plot Bounds: Choose between Box, Grid, Both, or None. Network and Geospatial Plot Types

default with None. Scatter, Surface, and Histogram default with Both.• Opacity: Changes the opacity of the Plot Bounds. Default is set to 50%

AssetAfter choosing assets from the Plot Types panel, a list of assets available to that presentation will pop up. Use the arrows at the bottom of the panel to scroll. Once an asset is selected, a confirmation pop up will appear. That asset will then be loaded into the slide where you can scale, rotate, and position.

VI. Navigating your Plots

Inspecting Data

1. Hover over data with your laser pointer to view Information Details about the data point.

2. Select the data point to lock the Information details panel to a specific data point. 3. To unlock the Inspector details panel, select anywhere on the Panel

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Rotate the GraphSelect the ring below the plot and move your controller to the right or left to rotate.

Contact info@3data.io with questions or bug reports