Configuring Explore settings

This guide explains how to configure some advanced settings for the Explore page.

Prerequisites

In Explore & Present, you need Workspace Admin (WA) permissions to change the settings explained in this guide. For more information, see Roles and permissions in Explore & Present.

Configuring default columns

This setting is inherited. It will be applied to the current workspace and all of its child workspaces. Child workspaces can override the configuration.

The default columns you choose are always added to new views that are created in the Explore page in this workspace. The Adverity default setting for these columns is only the Datasource column. To change the default columns added to your views, follow these steps:

  1. Go to the Explore page.

  2. In the top left corner, click Select workspace, then Administration.

  3. In the Explore section of the administration menu, click Default columns.

  4. If you are changing the default columns for the first time, deselect the Use default checkbox.

  5. In the Default columns for Explore field, configure the default columns you want to add to all views in Explore:

    • To add a default column, type in and select the column.

    • To remove a default column, click the icon to the left of the column name.

    • To remove all selected default columns, click Clear to the right of the field.

    • To revert back to the Adverity default setting, select the Use default checkbox. This restores the Adverity default setting of only the Datasource column.

  6. Click Update.

As a result, you have configured the default columns in this workspace. The columns selected here will be added to all new views created in the Explore page in this workspace.

Viewing and configuring dimensions, metrics and calculated KPIs

You can view and edit the dimensions, metrics and calculated KPIs that are available in your current workspace. To do this, follow these steps:

  1. Go to the Explore page.

  2. In the top left corner, click Select workspace, then Administration.

  3. In the Explore section of the administration menu, click KPIs and dimensions.

  4. At the top of the page, select the tab you want to view: Dimensions, Metrics or Calculated KPIs.

    The corresponding fields are displayed in a table with the following columns:

    Schema name

    The name of the target field that is mapped in your Data Mapping to the source fields fetched from your data source.

    Explore & Present name

    This setting is inherited. It will be applied to the current workspace and all of its child workspaces. Child workspaces can override the configuration.

    The display name used for the field in Explore and Present.

    Visible

    This setting is inherited. It will be applied to the current workspace and all of its child workspaces. Child workspaces can override the configuration.

    If this toggle is enabled (green), the field is visible in this workspace. If this toggle is disabled (gray), the field is not visible in this workspace.

    Data sources

    The number of data sources from which you collect a field that is mapped to the target field in the Schema name column.

    For example, if you fetch costs, cost, and price from three different data sources, and map all these source fields to the cost target field, this column will contain the value 3.

    Hover over the number of the data sources to see the list of the data sources.

    Percentage (metrics and calculated KPIs only)

    If there is a tick in this column, the metric or calculated KPI represents a percentage value.

    Currency (metrics and calculated KPIs only)

    If there is a tick in this column, the metric or calculated KPI represents a currency value.

    Measure (metrics only)

    The mathematical function applied to the metric values, for example SUM to calculate a total value, or AVG to calculate an average value.

    Workspaces (calculated KPIs only)

    This setting is inherited. It will be applied to the current workspace and all of its child workspaces. Child workspaces can override the configuration.

    The number of workspaces in which the calculated KPI is visible. This is the number of workspaces in which all underlying metrics are available, and this calculated KPI can therefore be used.

    Formula (calculated KPIs only)

    The formula used to calculate the calculated KPI.

  5. To edit a dimension, metric or calculated KPI, click Edit column in the row for the field you want to edit, then configure the following fields:

    Name

    This setting is inherited. It will be applied to the current workspace and all of its child workspaces. Child workspaces can override the configuration.

    Enter a new Explore & Present name for the field.

    Visible in Explore & Present

    This setting is inherited. It will be applied to the current workspace and all of its child workspaces. Child workspaces can override the configuration.

    Select or deselect this checkbox to make this field visible or not visible in this workspace.

    Default measure (metrics only)

    Select the mathematical function underlying the values in this field, for example SUM if the metric represents a total value.

    Default total measure (metrics and calculated KPIs only)

    Select how Adverity will calculate the total row for this metric or calculated KPI in data tables.

    Fractional digits (metrics and calculated KPIs only)

    This setting is inherited. It will be applied to the current workspace and all of its child workspaces. Child workspaces can override the configuration.

    Select how many decimal places this metric or calculated KPI will include.

  6. Click Update.

As a result, any changes you have made to dimensions, metrics and calculated KPIs are saved.

Configuring image dimensions

If you have a dimension that contains URLs that link to images, you can configure this dimension to display the linked image instead of the URL in chart widgets.

To configure an image dimension, follow these steps:

  1. Go to the Explore page.

  2. In the top left corner, click Select workspace, then Administration.

  3. In the Explore section of the administration menu, click Image dimensions.

  4. In Dimension, select the dimension that contains the image URLs.

  5. In Pixel size, select the maximum height for images displayed in chart widgets.

  6. In Image layout, select how you want to display images in chart widgets:

    • Select Same height (cropped) to crop all images to the same size. The height is set in Pixel size.

    • Select Same width to resize all images to the same width. The images may be different heights, up to the maximum height set in Pixel size.

    • Select Same height (left aligned) to resize all images to the same height and align them to the left in the column. The height is set in Pixel size.

As a result, when this dimension is added to a data table in a view in Explore, the images are displayed instead of the URLs. For information about adding image dimensions to table widgets, see Displaying images in a data table.