Data Discovery Dashboards
From Data Discovery Dashboards and Data Discovery Infographics tabs, users can view, and interact with, dashboards to explore data.
For more information about setting up dashboards, read: Data Discovery Dashboards.
Important
Data Discovery Dashboards and Data Discovery Infographics are not available on Payee Web Classic.
Data points
You can interact with data directly on the dashboard.
You can interact with data points in these ways:
Hover over a data point. A tooltip appears that shows you information about the data point.
Click the data point. The data point is highlighted across all visualizations that use it in the current tab.
Right-click on the data point. A tooltip appears that shows you information about the data point. You can also perform actions on it, like applying filters.
Visualizations
Use visualizations to explore relationships and trends and clarify data.
Web users can change the visualization type of any visualization added to a dashboard.
Changing visualization types
Change the type of visualization in a Data Discovery Dashboards web tab.
Select the visualization that you want to work with.
Click the Change visualization icon in the toolbar.
Select the visualization type that you want to use.
Important
If a visualization requires more data, you cannot select that visualization type. For example, Map is rarely an option because that visualization requires specific types of geographic data.
Drilling through data in a visualization
Web users can drill through data in a visualization if it has a navigation path.
Right-click on a visualization to open the pop-up menu.
Click the drill-down icon
to go to the next level of data.Tip
If you select a data point and then click drill down, you will also filter the results to include only that data point as you drill down to the next level of data.
To go back up a level, right-click on the visualization and click the back icon
.To go to any level of data, right-click on the visualization and click the navigate icon
.
Filters
Use filters to focus on one area of your data.
Filtering data
Filter data in a dashboard to keep or exclude data points from a visualization.
Right-click or Ctrl+click the data point that you want to exclude. You can select data points in the visualization, on the legend, or in the axis.
To show only the selected data points, click the Keep icon.
All other data points are excluded from the visualization.
To hide the selected data points, click the Exclude icon.
