In this article, we will explore the different user interface elements found in the Explore page.
The Dataset panel displays the currently selected dataset. Functionality available via the vertical ellipsis icon include:
- Edit dataset: Provides access to the semantic layer, where you can modify metrics, columns, and calculated columns.
- Change dataset: Select to change your active dataset.
- View in SQL Lab: Opens up the selected database in SQL Editor.
Metrics & Columns Panel
This panel lists all of the metrics & columns found within your active dataset. If you are working with a large dataset, then the Search Metrics & Columns field enables you to quickly find the data you need.
Each data type includes a small icon that conveys its type:
- ƒ: Function used for metrics
- Clock: The datasource's time column (used below)
- ABC: Text data
- #: Numeric value data
This panel looks as follows:
Confused about a metric or column? Don't remember its purpose? No problem! You can quickly view the name, label, and a description of any metric or column using tooltips. Better yet, you can even customize your own description!
In this example, we will add a description to a metric, so let's get started.
To start, in the Dataset panel, select the vertical ellipsis and, in the sub-menu, select Edit dataset.
In the Edit Dataset panel, select the Metrics tab and expand the count row.
In the Description field, enter your tooltip text. In this example, we entered "Count data".
Be sure to select OK in the subsequent save confirmation window.
To see your new tooltip in action, just hover your cursor over the metric.
Great work! In addition to the new description, the tooltip also displays the Metric name and the label being used.
You can do the same for columns and calculated columns — just select the appropriate column when editing the dataset and then complete the relevant Description field, as needed.
The Calculator Icon
When hovering your cursor over the calculator icon, a tooltip appears dsplaying the underlying SQL code for a metric:
...or a column:
Chart Type Panel
The Chart Type panel is used to change your visualization type. It can be used at any time, so feel free to change charts to see different ways to display your data!
To change chart type, select current visualization type:
The Select a visualization type panel appears featuring the Chart Gallery interface.
From this panel, you can filter charts based on recommended tags and categories, as well as search for keywords. To learn more about how to use the Chart Gallery to select a different chart type, please see Create a Chart.
The Time panel is used to specify the time-related elements of your query.
Key fields include:
- Time Column: Select the data column responsible for time; this is usually pre-selected for you. You can find it in the Dataset panel — just look for the column with the clock icon!
- Time Grain (in selected charts): The time granularity you wish to apply, such as day, week, month, etc.
- Time Range: Preset will retrieve data from the date range you define here.
In this panel, you will define the query that Preset will use to build your chart. There are a wide variety of charts in Preset, so some charts use different fields based on the type of data being retrieved.
Generally, query fields are designed to answer these questions:
- Which data to include? (e.g., Series, Metric fields)
- How to organize data? (e.g., Group field)
- How to limit data? (e.g., Row limit, Filter fields)
The Content panel displays the actual visualization and also includes these additional features:
- Chart title
- View chart version differences
- No. of rows
- Force refresh
- Query processing time
- Schedule e-mail report
...and these chart tools:
- Copy permalink to clipboard: Copies the URL address of the chart to your clipboard.
- Share permalink by e-mail: Launches your system's default e-mail client with the chart URL included in the body of a message.
- Embed code: Provides an <iframe> embed code.
- Export to .JSON format: Download the chart to a local or network location in JSON format.
- Export to .CSV format: Download the chart to a local or network location in CSV format.
- Triple Bar / Burger icon: Provides additional options, which are:
- Edit properties: Enables you to change the properties of the chart, such as the name, description, and owners.
- View query: Launches the View query panel and displays the chart's query in SQL.
- Run in SQL Lab: Launches the SQL Editor and loads the chart's query in SQL.
- Download as image: Download the chart to a local or network location in JPEG format.
Below the chart there is an expandable section called Data. If you select Data, this section expands and displays the following:
View results tab
The View Results tab, displayed by default, displays the results of the query in terms of the selected metrics & columns.
View samples tab
The View Samples tab displays actual raw data, with the amount of data displayed based on the value specified in the Row Limit field.
Sort temporal columns
In the Data panel, you can modify the formatting of time-related content to display in either an epoch format (i.e., original value) or a formatted value (i.e., YYYY-mm-dd HH:MM:SS).
To do this, select the gear icon in any temporal column header:
...and, in the sub-menu, select Original value or Formatted date, as needed):
Original value (default)
To access chart customization options, just select the Customize tab.
...and customization options will appear.
Most Preset charts offer customization options, such as changing the layout, adding labels, or changing the color scheme. Every chart offers its own unique customization options, so be sure to select the Customize tab to see what's available for your chart type!
In the example graphic below, these customization options are for a Time-series Bar Chart.
Run and Save Query
Run the query
To run your query, select Run. Alternatively, you can select Run Query in the middle of the Content panel.
The Content panel will display your chart based on the current configuration settings.
Save the chart
To save your chart, select Save.
The Save chart panel appears.
Select the Save as... option and then select Save. You'll notice that the Chart Name field is already populated with the title — you can change this if you like.