Chart Explore mode lets you focus on a specific chart and analyze the chart data from different perspectives. For example, you can filter down the chart data, split data using dimensions, change visualization, and more. This article covers all the options available in the Chart Explore mode.
To open the chart explorer, navigate to the chart that you wish to explore and click the explore icon as shown in the following image.
In chart explorer, advanced options helps you to drill down your data with features like pivot table, data representation, display percentage of total, KPI filters, and KPI time period.
See the following sections for detailed information on each advanced option.
- Reordering KPIs and attributes
- Pivot table
- Sorting KPIs and attributes
- View KPI values in percentage
- Applying filters on KPIs
- Viewing KPI data for different time periods
Reordering KPIs and attributes
You may need to arrange the columns of your report in a specific order for better insight. The columns that have a higher priority must appear first so that readability of the report is enhanced and vital data appears as a heads-up.
To reorder KPIs or attributes, follow the steps.
- Click on either Pivot table/Display % of total/KPI filters/KPI time period.
- Click and hold the required KPI/attribute chip in the stackable list available.
- Drag the KPI/attribute chip vertically up or down to change the order. An example is shown in the following screenshot.
This lets you visualize the data in a table. A table representation is the default view of a report that helps you to clearly analyze your data. You can also swap between rows and columns in order to draw attention to useful information. Pivot tables lead to finding information quickly making them vital to data analysis.
For example, if your rows are dates and columns are KPIs, you can swap rows and columns to make rows as KPIs and columns as dates.
To swap rows and columns in the table, on the Pivot table, drag the chip in row to column or vice-versa, and click Apply.
The process of using the Pivot table is shown in the following image.
Sorting KPIs and attributes
In Data Representation, you can do a multi-level sorting on the KPI values and attributes in ascending or descending order. When you sort the values of a KPI, you can be aware of the boundary conditions of your data. You can quickly view minimum and maximum values or other intermediate values.
Multi-level sorting implies that you can apply sorting on multiple attributes and KPIs present in your report. However, the first KPI/attribute added is given the preference. The first KPI/attribute is titled Sort by and the subsequent KPIs/attributes are titled Then by.
To sort chart KPIs/attributes in ascending or descending order, use the following steps.
- Navigate to the Data representation icon,
- Change the priorities for multiple KPIs/attributes by dragging the chips vertically up or down.
- Click on the KPI chip drop-down and choose 0 to 9 to sort the KPI values in the ascending order. Choose 9 to 0 to sort in descending order.
To add more KPIs and attributes to the sorting order, follow these steps.
- Click +/- KPIs/attributes to sort and check the KPIs that you want to include.
- Click Add to apply the sorting options.
View KPI values in percentage
You can analyze how a KPI is faring and its contribution to the total value. You can decide if any KPI has an overbearing effect on the total value and take measures.
To view KPI values in percentage of the total, use the following steps.
- Click on Display % of total icon,
- Drag and drop the Display % of total chip for your preferred KPI. The chart loads and displays the data for display percentage of total feature.
- To apply a display as percentage of total chip to all KPIs available, enable Display % of total for all KPIs and drag and drop the Display % of total chip on any of the KPI.
The chart will reload and show the data of display percentage of the total for all additive KPIs.
For a KPI with Display % of total chip applied, an indication appears on the KPI chip as shown in the following screenshot.
Applying filters on KPIs
You can filter chart data KPIs and analyze the results.
The KPI filters are helpful when you are dealing with large amounts of data and need to drill it down to a very specific data.
To filter data by KPIs, use the following steps.
- Click on KPI filters icon,
- Drag and drop your preferred attribute value to the KPI. You can also search for a filter by typing its name in the search box and applying it by drag-drop.
- To apply a KPI filter to all KPIs available, enable Apply value filters to all KPIs and drag and drop the preferred attribute value on any of the KPI.
The chart will reload and show the data of the applied filter for all KPIs.
Once you apply a filter to a KPI, you can see it on the KPI chip as shown in the following screenshot.
Viewing KPI data for different time periods
You can use KPI time period to view or analyze KPI values for different time periods. On Advanced options, navigate to the KPI time period . You will see the default time period (RTP) applied to the chart and the list of other time periods that can be applied to those KPIs.
- Report time period (RTP): It is the time period that is selected for the report. This is the default date-range applied to the chart. You can modify it if required by clicking on the calendar icon. For more details on how to use date filters, see here.
You can also apply other time periods if you wish to see the data for different time periods in the same chart. You will see all the supported options in the KPI time period widget.
To analyze the data for different time periods, follow the steps.
- On Advanced options, navigate to the KPI time period
You will see the list of time periods that can be applied to any KPI.
- Till date period: Lets you select week to date (WTD), month to date (MTD), quarter to date (QTD), year to date (YTD), Inception to date (ITD).
- Last time period: Shows the data of a KPI for the last `x' days, weeks, months, or quarters. You need to specify the number of days, weeks, months, or quarters in the Last box.
- Time period relative to RTP: Define custom time period relative to RTP as explained in the following.
- Click +Add time period
- Enter relevant Days/Weeks/Months/Quarters in Duration of.
- Enter relevant Days/Weeks/Months/Quarters in with a gap of.
- Choose a time period relative to the Report start date or Report end date.
- Click Add to add the time period.
2.Drag and drop a time period filter on your preferred KPI. The chart loads and displays the data for the new time period in a separate column.
3. To apply a time period filter to all KPIs available, enable Select time period for all KPIs and drag and drop the desired time period filter on any of the KPI.
The chart will reload and show the data of the selected time period filter for each KPI in a separate column.
For a KPI with a time period applied, an indication appears on the KPI chip as shown in the following screenshot.