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Interacting with your dashboards

Viewing the underlying data for a point on a chartโ€‹

You can click on any point on a chart and view the records which make up that data point.

For example, I can click on the page views bar in my chart and I'd see all of the rows in the underlying table that make up the 19,120 page views count.

I can then export this as a CSV or explore from this underlying data.

Using a chart to filter your dashboard (a.k.a. cross-filtering)โ€‹

When you click on the value in a chart (e.g. a point in your scatter plot), you can choose to filter on that value and update all of the other relevant charts in the dashboard. This type of chart-to-dashboard filtering is sometimes called cross-filtering.

You can see which tiles had the filter applied by hovering over the dashboard filter applied text on your chart tile.โ€‹

Once you've clicked on your filter, all of the tiles in your dashboard with the filter field will be filtered to the value you selected.

You can see which tiles had the filter applied by hovering over the dashboard filter applied text on your chart tile.

Your cross-filtering will not change the saved chart unless you're in edit modeโ€‹

The filters you add using cross-filtering won't be saved unless you're in edit mode (i.e. you've clicked edit in your dashboard) and you save the filters you applied.

Otherwise, you can cross-filter away without any worry that you'll be changing the chart for everyone else! ๐Ÿ˜Š

Drill into a metric in a chart or your results table using drill byโ€‹

You can drill into a metric in your chart or results table to better understand a point in your chart. Selecting drill by lets you group your metric by a dimension, like the total revenue segmented by (or grouped by) product type. Note that drill by only works for metrics, not for dimensions or table calculations.

Here's an example of drill byโ€‹

I have a chart with the total number of page views (a metric) over time. You can see, there's a spike in October, so I want to drill into that data point and see where this traffic is coming from...

To do this, I click on the data point in my chart, then click drill by in the action menu:

I then select the dimension I want to segment my metric by (or "drill by"). In this example, I'm interested in grouping the total page views by the source so I can figure out where this traffic is coming from.

Once I've selected the dimension I want to group by, I click open in new tab and see a chart with my metric, grouped by Source. Now I can uncover where this spike in web traffic was coming from ๐Ÿ‘€