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 Hamburger menu (purple arrow below), and the Metadata panel (green arrow below).

Dashboard Menu

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

  • Smart Insights: Smart Insights perform an AI-automated analysis of a given query and generate some output that is returned in natural language.
  • Chatbot: Use the Chatbot to explore your visual using natural language requests. For example, add an additional measure or exclude a region.
  • Analyze Further: Opens the selected data discovery in Discover Lite, where the user can perform further analysis and save a new version of the discovery.
  • 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
  • Undo / Redo: Undo and redo any changes to the discovery.
  • Close: close the discovery.

Visualization panel

Access the visualization panel using the hamburger menu (purple arrow, above). This panel includes the following options:

  • Undo: Undo the previous action.
  • Redo: Redo the last action.
  • Reset: Reset the query to its saved state.
  • Bookmarks: Add, edit, or select bookmarks.
  • Print: Open the Print & Export dialog.
  • Subscribe: Open the Subscription dialog.
  • Help: Open the user help.

Metadata Panel

Open the Query Metadata panel to see query information, data source metadata, and report metadata. The Metadata panel details the report's metadata, including the data model being queried, the database and server it belongs to, and statistics showing the number of columns, rows, and cells in the query.


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 include 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 that you want to interact with.

  • Click here to learn more about interacting with discoveries.