Unit 2.2 - Using the Explore Function in ASK BOSCO®

In this module we'll cover

1. What is the Explore function?
2. What you can Explore with the explore function
3. Filters
4. Adding Attributes of measures
5. Replacing Attributes or measures
6. Comparing attribute values

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The Explore function

The Explore function, ASK BOSCO®’s AI-guided exploration of visualizations within Dashboards, provides you with valuable suggestions on how to explore and understand your data.

The Explore function helps you better understand your data and get to actionable insights faster with just a click.

You can access the Explore function from any visualization in a dashboard by clicking the three dots on a tile, and selecting Explore.

 

The answer expands to fill your screen, and the Explore modal appears.

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What you can Explore with the Explore function

You can explore your data in several ways, by

• using filters
• adding or replacing attributes or measures
• or comparing attribute values.

You can type in the search box or use one of the suggestions

The Explore function’s AI updates it's suggestions every time you add something new to your visualization. If you add a suggested filter, the Explore function then suggests new filters, comparisons, and columns to add or replace, based on that new filter in your chart.

For example, in a retail data set, you might choose to add a filter for the west region. The Explore function might then suggest you add your data’s store state column, since you are interested in how your stores perform based on location. In this way, the Explore function’s suggestions become more relevant for you as you continue to use the feature.

After you make a change to your visualization, you may want to undo or redo an action. Use the undo, redo, and reset buttons to reset or go back or forward 1 step each time you make a change.

These buttons appear to the right of the visualization title in the Explore modal. The Reset icon returns the visualization to its last saved state.

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Filters

Use Filters to narrow down your search results to only include the data you want to see. The Explore function uses sophisticated technology to show only the most relevant suggestions. Select a suggested filter to add it to your visualization.

Add your own filters

If you want to filter on a column value that the Explore function did not suggest, you can add your own filter.

Select + Add filter.

 

 

1. Choose an attribute column to filter on. For example, if you are a campaign manager for the certain campaigns, you may want to see monthly sales specific to those campaigns. You would choose to filter on the campaigns column.
2. Choose the filter condition: either equals = or does not equal !=.
3. Choose the column value you would like to filter on.
4. Select Apply.

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Add attributes or measures

Under the Add tab, add attributes or measures to visualize your data with more detail. For example, add Store State to see which states have the best sales. Add gross profit margin to view both sales and gross profit margin by month.

If you want to add an attribute or measure that the Explore function did not suggest, you can add your own, using the Add column search bar.

1. Select the search bar under Add your own.
2. Choose a column to add to your visualization.

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Replace attributes or measures

Under the Replace tab, replace one attribute or measure with another. For example, if your Answer has a time attribute, you can easily change from monthly to quarterly, and so on.

If you want to replace an attribute, or measure, that The Explore function did not suggest, you can choose your own, using the Replace column search bar.

1. Open the dropdown menu under Select a column to replace.
2. Choose an attribute or measure in your visualization to replace.
3. Select the "And replace" with your own column search bar that appears.
4. Choose an attribute or measure to add to your visualization.

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Compare attribute values

Under the Compare tab, you can easily perform a versus analysis. For example, The Explore function might suggest you compare your best- and worst-performing products, or one store region to another.

If you want to compare values that The Explore function did not suggest, you can choose your own, using the comparisons search bar.

1. Select Add values.
2. Choose an attribute column whose values you would like to compare. For example, choose department if you would like to compare your bakery and produce departments.
3. Select the 2 column values you would like to compare.
4. Select Apply.

When you Drill down in the Explore function, you have the option of going back one step at a time, using the Back icon.

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Knowledge Check

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