Viewing underlying records of insights
Improve the process of data analysis by retrieving the list of records that comprise your chart-based insight. You can view all the underlying records or drill down to the specific information to get more precise data.
For example, in a sales insight, you can view all records to get a holistic overview about transactions in your company.- In the navigation pane of your application, click Explore Data.
- In the Insights section, click the chart-based insight that you want to modify.
- On the right side of the insight, click Edit.
- View the underlying data of your insight:
Choices Actions View all records that comprise the insight - In the upper-right corner of the insight, click View data.
- In the modal dialog box that appears, analyze the data.
View records that comprise the specific category - On the Data tab, in the Dimensions section, select the Drill to underlying records checkbox.
- Retrieve the list of specific data by drilling-down to the last category of records.
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