Data Discoveries

Data Discoveries are visualizations created in the Discover module. Viewers can open data discoveries that have been built by other users and shared with them. Depending on your permissions, you may also be able to create and save your own discoveries via the Analyze Further tool.

You can perform dynamic interactions on these discoveries, access extended functionality, print and export, and create scheduled subscriptions.

Open a Data Discovery

Data discoveries are indicated by a green column chart icon. They can be opened from the User Hub and from the Content Manager.

Data Discovery Viewer

The Data Discovery viewer displays the visual in the middle. Along the top you can access the dashboard menu (yellow highlight below), the fly-out menu (purple arrow below), and the query metadata panel (green arrow below).

Dashboard Menu

The dashboard menu (yellow highlight below) exposes the following options:

  • Subscribe: create a subscription schedule for the discovery.
  • Print and Export: print or export the discovery.
  • Workflow for Dashboard: add actionable annotations to data and reports.
  • Navigation Buttons: when opening discoveries from the Content Manager, the navigation buttons allow you to navigate between the previous and next discoveries.
  • Close: close the discovery.

Fly-out Menu

In addition to print and subscribe, the fly-out menu exposes the following options:

  • Undo: undo the previous action.
  • Redo: redo the last action.
  • Reset: reset the query to its saved state.

Query Metadata Panel

Open the Query Metadata panel to see query information, data source metadata, and report metadata.

Panels

Legend, slicers, filters, and sorts appear within dedicated panels which can be moved to various locations around the canvas. Hover over the panel heading; when the cursor shows as a four-pointed arrow, drag the panel and drop it into a docking zone; docking zones display a blue highlight as you drag over them.

In the image below, the Quantity legend is being moved beside the Returns legend (blue highlight).

Interact with Data Discoveries

The visualization context menus expose a range of functions, allowing you to dynamically interact with visuals, perform further analysis on-the-fly, and discuss results with other users. Access the context menu by right clicking on the data point with which you want to interact.

  • Click here to learn more about interacting with discoveries.