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Investigations allow to dig deeper into outlier data points. They can be configured in the Behavior tab, and then accessed in the target widget’s context menu. The Investigate menu item adds a dashboard page of your choosing to your current dashboard, filtered on the selected data point and allowing you to quickly access more information about it.

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Create an investigation dashboard

Investigations are based on a page in a dashboard. This can be a dashboard already in use, or specifically created to be used in an investigation.

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Open the behavior tab

The Behavior tab is accessed from the Tools, next to the data model on the left of the application. Click on its icon to open it.
Starting from the Fields tab, the Behavior tab icon in the Tools panel is hovered then clicked, opening the Investigations section.

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Configure an investigation

To add an investigation to a widget:
  • Click the Behavior icon, next to the data model on the left of the application.
  • Type in the name of your investigation. It will allow you to find it in the Investigate menu item, in case you add multiple investigations.
  • Choose the dashboard to use for your investigation. Note that you can create and save a dedicated dashboard beforehand if needed. To know how, you can read Create a dashboard.
  • If the dashboard page to use for your investigation is not the first page of the chosen dashboard, then select it.
  • Repeat the steps above to create multiple investigations.
In the Behavior tab's Investigations section, a dashboard is selected from the dashboard picker, an investigation name is typed, and a page is chosen to complete the configuration.

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Use an investigation

Once you have configured it, to use your investigation right click a table cell or chart point you wish to investigate. In the dropdown menu choose which of the investigations you would like to use. This will open a new page with the selected investigation.
A table cell is right-clicked and an investigation is chosen by name from the Investigate submenu. A new page is added to the current dashboard showing the investigation's linked dashboard.