Quick reference for common tasks

The following table provides an overview of the tasks you can achieve in Explore.

Task Navigation
Set the Explore project The project selector is located in the top-right corner of Explore. For users with multiple projects, select your project from the drop-down list. The liveboards, answers, KPIs, and data sources are updated based on selected project.
Search for answers and liveboards
  • In the search bar in the top navigation bar, enter a keyword or key phrase to search for existing liveboards and answers.
  • View the Library or Trending lists on the Insights home page.
See Search existing liveboards and answers.
Share answers and liveboards To share an answer or liveboard with specific users or groups within your organization, open the answer or liveboard and select Share . You can give them permission to View or Edit and add a notification message.

Answers and liveboards are discoverable by default. Discoverable means that members of the same user group who have access to the underlying data source can search for it in Explore and view it. To hide an answer or liveboard from all other users, deselect Make this answer discoverable when you save it.

See Share answers and liveboards
Use filters on a liveboard There are multiple ways to filter a liveboard:
  • Select a filter or parameter at the top of the liveboard, then select or exclude values.
  • Right click any data point on a chart, then select Filter. The filter applies to the entire liveboard.
Create a liveboard Use any of the following methods to create a liveboard:
  • In the Insights workspace, select liveboards, then select Create liveboard.
  • Open any existing liveboard, click the More ellipsis and select Make a copy. Enter your liveboard name and description and click the Save button.
  • Open any answer and click the More ellipsis button or the Explore button. Select the Pin option to open the Pin to liveboard window. Select the + Create liveboard option to create a new liveboard containing your pined answer.
See Create liveboards.
Edit a liveboard Open a liveboard. Select More > Edit . You can rearrange and style the liveboard as described in Edit liveboards. Select Save when you're done.
Delete a liveboard Open a liveboard. Select More > Delete . You can only delete liveboards where you are the author or where you have been granted edit access.
Copy a liveboard Open a liveboard, then select More > Make a copy . Enter your liveboard name and description in the Describe your liveboard window.

See Edit liveboards.
Verify a liveboard If you have edit permissions for the liveboard, select More > Request verification at the top of the liveboard. The admin-assigned verifier gets a request email and Approves or Declines it. Verified liveboards get a Verified badge.

See Verify liveboards.
Explore an answer
  1. Open the answer you wish to filter
  2. Place your cursor anywhere over the answer chart. Click the Explore button in the upper right of the answer panel.
  3. In the Explore filter window, select your filter from the right column control panel. Click these buttons for more filter options:
    • Add - to add attributes and measures.
    • Replace - to replace data columns.
    • Compare - to compare filter values.
  4. Click the Pin button to pin your filtered answer to a liveboard or click the More ellipses and select Make a Copy to save a copy of your filtered answer.
  5. Click the Undo, Redo, or Reset buttons to manage your changes.
See Explore existing answers.
View underlying data in an answer Mouse over an answer and click the More ellipsis icon in the upper-right corner of the answer, and select Show underlying data.

See Explore existing answers.
Create an answer In the Insights workspace, select Search Data. Select your data sources from the data panel and begin typing your search query in the search bar. When your search is complete, click the More ellipsis in your chart area and select the Save option.

See Search and visualize data.
Edit an answer
  • From any liveboard, select the More ellipsis on any answer and select Edit.
  • Select Answers in the menu panel and open any answer.
To learn more about editing options, see Edit charts and tables.
Delete an answer
  • Click on the liveboard containing your answer. Click the Edit button to the right of the liveboard name. Select any liveboard and click the liveboard More ellipsis and chose the Delete option.
  • Click on the answers link in the menu panel. Click the check box next to the answer you wish to delete. Click the delete icon at the top of the answer list.
Using SpotIQ analysis Click on the More ellipsis for any answer. Choose the SpotIQ analyze menu option. Follow the configuration prompts in the SpotIQ page.

See View SpotIQ analyses.
Using Monitor Cursor over any KPI and click the Create alert icon. Follow the configuration prompts in the Create alert window.
Add datasets from Data Studio to use in Explore

In the Data workspace, select Connections > Edit connection to add the new dataset to the connection in Explore.

Then select Create new > Model to turn it into a model.

Finally, Share the model so that other people can use the data in Explore.

You need special privileges to do this task. See Create a model from a Data Studio dataset.
Give a user privileges Groups and roles are how users get privileges in Explore. A role is a collection of one or more privileges, though in Explore it's typically one privilege per role. Roles are assigned to groups. When you add users to a group, they automatically get the roles of that group.

If you have the Group Administration role, go to the Admin workspace, then select Groups. Then select a group to edit its users or roles.

See Manage privileges and access