Frequently asked questions about Explore

Why is data in Explore out-of-date or not matching InsuranceSuite or Data Studio data?

Base-configuration Explore content often filters data to “open” records or a specific time period. Older or closed items that you still see in an InsuranceSuite application or Data Studio might be intentionally excluded. Data in Explore differs from other apps until you create your own version of the liveboard or model and adjust the filters. Check the following locations for potential filters:

Liveboard UI filters

Check the Liveboard in Explore for any visible filters that limit what’s shown on a tile. Check for filters below the liveboard title or select Explore on a tile to see filters on that specific chart. For example, status, date range, and user filters.

Liveboard query logic

On a liveboard, select More > Export TML. Locate a specific tile by name, and inspect its search_query to see if any conditions are applied.

Dataset-level filters in Data Studio

Check for conditions applied on the source datasets in Data Studio:

Select Info next to the liveboard title to find the source Explore model. Then use the Data dictionaries for Explore models to find the source table and column name.
Search for this table name in the Data Studio Inventory and open the corresponding dataset.
Check the SQL for conditions. For example: activity.activity_status_typecode = 'open'

How do I update base-configuration Explore content or get new content?

Base-configuration Explore solution content consists of models, liveboards, and answers created by Guidewire, sourced from Data Studio datasets.

After each release, review the Explore Solution Content Release Notes. To receive updates that impact Explore, you don’t need to do anything. To receive updates that rely on updated Data Studio datasets, request for Guidewire to re-onboard your Explore instance. Use the following Community case templates:

To request new types of content, use the Community case template Explore – Additional Content Provisioning (EXP-0025).

Note: Guidewire only updates base-configuration content. Any content that you create, including modified copies, remains unchanged, so you must apply any relevant updates to custom content yourself.

Can I delete base-configuration content after I create my own version?

You can’t delete base configuration content. To organize content so that users understand which content to use, you can:

Change the share settings on an answer or liveboard so that users don’t have permission to view content they don’t need.
Create collections and tag content.

When setting permissions, remember to not remove a user's view permission for a model that’s a data source in an answer or liveboard. Users need permission to view the model data in the liveboard or answer.

What AI features are available in Explore?

The following machine-assisted analysis features are available:

SpotIQ uses machine-assisted analysis to automatically uncover insights in your Explore data: Trends, forecasts, correlations, explanations of increases or decreases, and outliers.
AI Highlights identifies and summarizes KPI changes across an Explore liveboard in plain language.

What automation features are available in Explore?

You can automate notifications:

Use the Monitor alert subscription service to send email and in-app notifications about changes in KPIs.
Use Sync to push answer or liveboard data from Explore to an external app, such as Slack or Microsoft Teams.
Email liveboards to users on a recurring schedule.

Does Explore support bilingual column names and descriptions?

With additional configuration, Explore supports bilingual column names and descriptions. By default, column metadata appears in a single language, typically the primary language configured in InsuranceSuite. Users can set a preferred system language in Explore, but that affects the user interface text, not column metadata. To localize columns, data managers can upload translation files for column names and descriptions. Then, users can search for and view columns in their preferred language. See the ThoughtSpot documentation: Column and description aliases for localization

How do I see the underlying data for a visualization?

There are several ways to view underlying data for a chart or discover where data came from:

Use Show underlying data on a chart to see the raw records in a table.
Toggle View table / View chart on an answer to switch between the chart and its underlying tabular data.
On an answer, check the Data source (model) name next to the search bar.
On a liveboard, select Info to see its Data Sources (models).
For full lineage (which datasets feed which models), use the Data dictionaries for Explore models and the Data Studio data dictionary.