DataExplorer is, first and foremost, a tool for analyzing and investigating data in your application — not a fixed report generator. Its role is to help you understand why a result appears: first see the big picture (e.g. total sales over a period), then explore in depth, step by step, to discover exactly where those results are coming from (e.g. which region, which store, what product or which customer generated that increase or decrease) — without the need for technical knowledge or with the help of the IT department.
A typical example: you see the total sales for the last month, you notice a decrease, and in a few clicks you find out that the decrease comes from a certain category of products, from a certain store or from a certain customer — without waiting for a new analysis from someone else. The same goes for stocks, documents or any other data source made available by the administrator on that page.
In addition to investigating, you can also save useful configurations as your own reports, so you can quickly resume them later or distribute them to colleagues — but that's a side benefit; The main role of the module remains analysis.
The module has three screens:
On a report card, the three-dot menu (⋮) provides, if you have the entitlement: Edit , Duplicate , and Delete (only for your reports).
If you don't have editing rights, you can still open and use (view, filter, browse, export) any report marked as shared and published by another user.
Steps:
Additional checkmarks in the Editor:
Choosing the right chart type depends on what you want to show:
| Type | Recommended for |
|---|---|
| Bar | Comparing metrics between several categories (e.g., sales per month). |
| Bar (horizontal) | The same, but more readable when you have many categories or long names (e.g. top 20 products). |
| Line | The evolution of a value over time (e.g. monthly sales over a year). |
| Area | Like Line, but visually emphasizes the cumulative volume/quantity. |
| Stacked Bar | Comparing multiple metrics overlapping on the same categories. |
| Pie / Donut | The share of each category in the total (e.g. % sales by region). It works well with few categories (under 8–10). |
| Funnel | Successive stages with decreasing values (e.g. offers → orders → invoices). |
| Treemap | Share categories as areas — useful when there are many categories and a Pie would become illegible. |
| Radar | Comparing multiple metrics simultaneously across the same categories (e.g., performance profile). |
| Heatmap | A heatmap to compare multiple metrics at once across multiple categories — the color shows the intensity of the value. |
You can change the chart type at any time in the Editor without losing the size/metrics/filters configuration — press Run again to see the result with the new chart type.
Filters restrict the data displayed (e.g. only a specific warehouse, a range of data). You can find them in the Filters section , both on the View screen and in the Editor. Change the values and press Run / Refresh to update the result.
The Compare checkmark allows you to define two sets of filters (e.g. Current Month vs. Last Month, or Warehouse A vs. Warehouse B) and see their result side by side, with a column of Delta (Difference) and % Change automatically calculated for each category.
If the report has more than one Dimensions checked, the chart starts at the first level (e.g. Category). By clicking on a bar/section in the chart (or on an item in the list to the right of the chart), you "enter" the next level (e.g. products in that category), automatically filtered to the selection made.
At the top, a breadcrumb appears with the levels completed — you can click on any previous level to return directly to it, without redoing the steps one by one.
Note: For the Radar and Heatmap chart types, click-through level exploration is not available (their structure does not allow a clear selection of a single category).
From the View screen or from the Editor, the Excel icon button exports the current result (with the filters and level of exploration applied) to a .xlsx file.
The Show source data checkmark changes the table (and export) from the aggregated version (summarized by dimensions/metrics) to the source data — the individual rows behind the summary, useful when you want to check or audit the detail.
The data table supports filtering and sorting directly on the page (click on the column header) and displays a warning when the result is truncated to the first 5000 rows.
Each report has a status and visibility , independent of each other:
In other words: for a report to appear to colleagues, it must be checked Shared AND saved with Publish. Any combination that does not comply with both conditions remains visible only to the author.
On the cards you will see tags that help you quickly recognize the status: Draft , Shared and, if the report is someone else's, the author's name ("by ...").