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Investigations

Investigations allow to dig deeper into outlier data points. They can be configured in the Behavior editor tool, 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.

Create an investigation dashboard​

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

Open the behavior editor​

The behavior editor is accessed from the Tools, next to the data model on the left of the application. Click on its icon to open it.

Open the behavior editor

Configure an investigation​

To add an investigation to a widget:

  • Click the Behavior editor tool 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.

Add an investigation

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.

Add an investigation