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          Explore and Visualize Your Data Interactively

          Explore and Visualize Your Data Interactively

          Data exploration is an iterative process. It typically involves these steps: view, explore, refine, save, and share.

          Diagram of the iterative process of data exploration and visualization
          • View—View the dataset.
          • Explore—Get to know the boundaries and shape of your data. Play with different views, zoom in and zoom out, and see what you get with different charting options.
          • Refine—Narrow your view to the most important data. Decide the level of detail and categorization that’s easiest for your colleagues to understand. Choose the most appropriate chart visualization.
          • Save—Save your work.
          • Share—Share your view with others. For a more packaged presentation, use your visualization to build a dashboard.
           
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          Salesforce Help | Article