Drill down and see rows
Click a point on a chart to open its menu:
- Drill into the next level of a hierarchy (for example, from region to country). Drill up goes back.
- Filter dashboard by this applies the clicked value as a filter.
- See rows opens the rows behind that point.
- Go to another view of the dashboard, if the panel links to one.
- Annotate this point.
From a panel's menu, See rows (or See all rows) opens every row behind the panel in a sheet you can search (Search rows…) and download with Export CSV. View data shows the query result and, for blended panels, where each column came from.
Rows always respect row security.
Bookmarks
A bookmark saves the current filters and view so you can come back to them. Open Bookmarks in the header and use Save bookmark, Rename bookmark, and Delete bookmark. Each bookmark is Only me or Everyone, and one can be the default. Bookmarks are grouped into Shared with everyone and Personal.
Annotations and notes
Mark what happened at a point in time — a price change, an outage, a campaign launch. Use Annotate this point on a chart point, or Annotate chart from the panel menu. Type the note (What happened here?) and pick a colour. Notes in the panel menu holds longer notes about the panel. Annotations can also be managed on the panel's Interactions tab.
Explain this chart
Explain this chart in a panel's menu writes a short plain-English summary of what the chart shows. See AI in dashboards.
Explore a personal version
If you can view a dashboard but not edit it, click Explore. You get a personal layer on top of the shared dashboard where you can change panels, filters, and layout.
- Save as my view keeps your version. The button then reads Edit my version.
- Submit to owner sends your changes to the dashboard owner, with a Note for the owner.
- Save as new dashboard copies your version into a dashboard of your own.
- Switch to shared dashboard goes back to the shared version, and Reset to the shared dashboard? discards your changes.
Your version is labelled Only you, Waiting for the owner, Accepted by the owner, or Not accepted. Owners see Review personal versions, where they can accept or Reject submitted changes.