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
Users can interact with data directly on a dashboard.
Users can interact with data points in these ways:
Tap the data point. The data point is highlighted across all visualizations that use it in the current tab.
Tap and hold the data point. A tool tip 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 in the Varicent mobile app.
Web users can change the visualization type of any visualization added to a dashboard.
Changing visualization types
You can change the type of visualization in a Data Discovery Infographics web tab.
Select the visualization that you want to work with.
Tap 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.
Tap + hold on a visualization to open the pop-up menu.
Tap 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, tap + hold on the visualization and tap the back icon
.
To go to any level of data, tap + hold on the visualization and tap the navigate icon
.
Filters
Use filters to focus on one area of your data.
Filtering data in one visualization
Filter data in a dashboard to keep or exclude data points from a visualization.
Tap + hold 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, tap the Keep icon.
All other data points are excluded from the visualization.
To hide the selected data points, tap the Exclude icon.