Accessing Data Records on-demand
Right-click to get Records, In Context
The Records Table feature allows you to explore the underlying data behind any visualization on your dashboard. It provides a detailed view of individual records related to the selected data point, enabling deeper analysis and actionable insights. Additionally, you can narrow down the view by selecting specific topics (e.g., customers, invoices) related to that data point.
How to Activate the Records Table
Right-Click on a Chart or Table:
Navigate to any chart or table where you want to investigate the underlying data.
Right-click on the specific metric, data point, or section of the visualization (e.g., "Revenue of July 2024").
Select the Records:
From the context menu, select "Show related records..."
Choose a Related Topic:
After right-clicking, additional options may appear, allowing you to filter the Records Table by topics related to the selected data point. For example:
Customers: View a list of customers whose transactions contributed to the selected metric.
Invoices: Display the invoices that constitute the selected amount or figure.
Click on the desired topic to tailor the Records Table to the relevant context.
This will open the Records Table, displaying all the raw data contributing to that specific metric or visualization.
Example Use Case
Imagine you’re examining a Revenue line chart and notice a significant spike in July 2024. To investigate further:
Right-click on the data point for Revenue in July 2024.
Select:
"Customers" to see all customers whose transactions contributed to the revenue for that month.
"Invoices" to view a list of invoices that made up the total revenue figure for July 2024.
The Records Table will open, showing the detailed records corresponding to your selection.
Additional Actions from your Records Table
Granular Data View: See the raw data records contributing to the selected visualization or data point.
Sorting and Filtering: Within the Records Table, further refine the data by sorting or applying filters.
Contextual Filtering: Use related filters created from your record table to continuously explore your data further. Read More at Filtered Segments
Export Options: Export the data in the Records Table for external analysis or reporting.
Notes and Tips
The "Show all records" and related topic options are specific to the chart, table, or data point you interact with. To explore a different data point, repeat the process.
Ensure you have the necessary permissions to access detailed data in the Records Table.
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