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	Select the search icon in the top navigation bar to expand the search bar. Enter a keyword or key phrase to search for existing Liveboards and Answers. If your organization enabled Spotter, you can ask a business question using natural language and get an AI-generated Answer. Use the Spotter search bar on the Insights home page. View the Library or Trending lists on the Insights home page. See Search and Manage Spotter conversational search.
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 message. When you create and save an Answer,select Make this answer discoverable if you want other people in your organization to find it. It's discoverable by members of the same user group who have access to the Answer’s underlying data source. See Share Answers and Liveboards
Use filters on a Liveboard	Generally, Liveboard components are filtered per component. You can apply filters to all Liveboard components using the following steps: Open the Liveboard you wish to filter Click the Edit button right of the Liveboard name. Click the Add filter button in the menu panel. The Add Filters panel opens on the left column of the page. Each data source used in your Liveboard is displayed. Click a data source to open the source parameters. Click the parameter you wish to use as a filter. The filter window opens for your selected data item. Click the parameters you wish to filter and set the filter configuration values. When you are complete, click the Apply button to create your filter. Click the Save button in the navigation panel when your filter configuration is complete.
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	Click on any Liveboard to open the Liveboard page. Click the Edit button to the right of the Liveboard name to activate edit mode. You can edit the following items: Liveboard name and description Drag, drop, and resize any Answer. Click the Save button in the upper right of the menu panel to save your Liveboard edits. See Edit Liveboards.
Delete a Liveboard	Click on any Liveboard to open the Liveboard page. Click the More ellipsis. Select the Delete option to delete the Liveboard. You can only delete Liveboards where you are the author or where you have been granted edit access.
Copy a Liveboard	Click on any Liveboard to open the Liveboard window. Click on the More ellipsis and select the Make a Copy option. 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.
Use filters on an Answer	Open the Answer you wish to filter Place your cursor anywhere over the Answer chart. Click the Explore button in the upper right of the Answer panel. 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. 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. Click the Undo, Redo, or Reset buttons to manage your changes. See Explore an existing Answer.
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 an existing Answer.
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 Visualize data.
Edit an Answer	From any Liveboard, click the More ellipsis on any Answer and select the Edit option. Edit your Answer with the data source, chart or table, and SQL configuration tools. Click the Answers link in the menu panel and open any Answer. Edit your Answer with the data source, chart, and SQL configuration tools. See Search data to create an Answer and 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 Add datasets from Data Studio to Explore.
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