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Data Exploration

Data exploration enables end users to click on values in reports and dynamically filter down and adjust the field shown, helping to easily analyze different data sets. For example, when a user clicks on a chart column, they might get a context menu like the following:

Conditional Formatting Chart

In this example, clicking on Drill from Current Stage to Sales Rep for the Closed - Won column applies a dynamic filter to only show deals that have been won and adjusts the chart to showing a column per sales rep instead of data by stage:

Conditional Formatting Chart

You can configure this behavior through editing the report, clicking on Configuration, and clicking on Explore Data Fields:

Conditional Formatting Chart

On this window, you can enable the explore data behavior and populate possible fields:

Conditional Formatting Chart

Once you've drilled into a particular value, you can remove it by clicking on the filter and choosing Remove:

Conditional Formatting Chart
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