Navigating Explore

Explore provides search methods and tools for finding, viewing, sharing, presenting, and filtering data in Liveboards and Answers.

Note: This navigation and homepage experience will be will be available in non-production and production environments in approximately June 2025.

Explore's top navigation bar

1. Project selector
For users with multiple projects, select your project from the drop-down list. The Liveboards, visualizations, KPIs, and data sources are updated based on the selected project.
2. Workspace selector
Select a workspace to switch contexts.
Insights
Where you do most tasks in Explore, such as viewing and creating visualizations. Every Explore user can access this workspace.
Data
Where you manage data sources. For example, creating models, editing connections, and creating custom calendars. You can only access this workspace if you have a role that gives you access to a data management feature.
Admin
Where you administer the Explore app. For example, managing groups. You can only access this workspace if you have a role that gives you access to an admin feature.

Explore Insights home page

The Insights workspace includes:

1. Search Answers and Liveboards
Ask any business question to search through existing Liveboards and Answers for data and visualizations matching your interests.
2. Spotter search
If this feature is enabled, ask any business question in natural language to get an AI-generated Answer.
3. Search Data
With the Search Data page, you can query your data to find valuable information. You can create visualizations from your searches using a combination of data sources, data formulas, filters and assisted search queries.
4. Liveboards
A Liveboard is an interactive near-real time collection of related visualization, KPIs, and data tables. For example, Open Exposure Inventory includes metrics for open exposures by users, open exposures by coverage, open exposures by state, and total amount incurred from open exposures (see example figure below).
Open exposure Liveboard example

5. Answers
An Answer is a saved search result. You create an Answer when you query your data and save the result in the form of a table or chart/visualization: 
Open Exposure Count Exposure Create Time monthly last 12 months
The search result returns the following visualization from the Exposure Inventory data source:
search results example

6. SpotIQ Analysis
SpotIQ is an automated assistant that aids in discovering valuable insights within your data. These insights include trends, correlations, explanations for increases, explanations for decreases, and outliers.
7. Monitor Subscriptions
Monitor is a feature that allows you to schedule alerts (email notifications) for changes in KPIs.
8. Liveboard schedules
If you're subscribed to a Liveboard schedule, the Liveboard is sent to you on regular schedule, such as weekly at 9 a.m.
9. KPI metrics watchlist
Add KPIs to track live metrics from your data and receive Monitor alerts about changes.
10. Favorites
Select the star next to any Liveboard or Answer to add it to your favorites list.
11. Trending
View and engage with popular Liveboards and Answers generated by your peers.
12. Library
Filter, favorite, and share Answers and Liveboards from your home page.

Customize the Insights homepage

You can customize the order of elements on the Insights home screen, or remove them. Scroll to the bottom of the page and select Customize homepage.