How-to
Drill into data
After you add an insight to the dashboard, you configure drilling for the insight. You cannot drill into a KPI.
You can drill into the following:
- Insight
- Dashboard
- URL
After you configure the drilling, when you click on a fact, metric, or attribute in the View mode, the target insight, dashboard, or URL opens.
You can configure multiple drilling options for the same insight. Example: You can configure drilling into an insight and a dashboard.
Configure drilling
1. Click the Insight to view the menu options.
2. Click Interactions → Drill Interactions → Add interaction.
3. Choose the data item for which you want to drill.
4. In the I want to section, choose whether you want to drill into the insight, another dashboard, or a URL.
- Drill into dashboard: Choose an existing dashboard. You can choose dashboards that you created or those that are shared with you.
- Drill into insight: Choose the insight to which you want to drill. You can choose insights that you created or those that are shared with you.
- Drill into URL: Either choose an existing URL or create a custom URL.
5. Click Save.
View results
- On the dashboard, go to the insight.
- Click the item into which you want to drill. Then, click an item in either the Drill down or Drill into sections.
Export a dashboard
To export a dashboard, click the three dots against the dashboard and choose one of the following file formats:
- .csv
- .xls
The dashboard is downloaded as a static file.
View graph details
Hover over the question mark icon for more information about the graph.
View data point details
Hover over a data point in the graph for more information.
Sort data in tables
To sort the data in a table, click the relevant header.
Filter data
You can utilize the filters located at the top of each page to filter the displayed data according to your chosen criteria. Note that the specific set of filters may vary from one page to another.
Show or hide data in graph
You can hide data so that only the required data is visible in the graph.
In the key next to the graph, click the items that you want to hide. Similarly, to add this data back, click the items again.
You can also hover over a data point in the graph to highlight the entire set of data. Example: In the following image, hovering over a data point in the Conversation Status: OPEN graph highlights only that graph.
