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          Explore Your Data

          Explore Your Data

          See what unexpected insights you can surface by interactively exploring and visualizing your data.

          • View Data in a Dashboard
            A dashboard tells you a specific, focused story about data by using a curated set of lenses and widgets. For example, a dashboard can effectively summarize your company’s support cases.
          • View Your Data in a Lens
            When you look at data in an exploratory mode, you do so in a lens. A lens has several aspects: it’s how you view data in a dataset, it’s the place where you explore the data graphically, and it’s the basis for building any dashboard.
          • Group Your Data into Categories
            Group data to organize it so that the data is displayed in useful categories.
          • Change Measures
            Your choice of measure defines your entire visualization and determines the overall scope of your exploration.
          • Change the Sort Order
            Choose whether data in your chart visualization is sorted ascending, sorted descending, or unsorted.
          • Filter Your Data
            Apply global filters in a dashboard to focus on the subset of data that’s most relevant for your business unit, project, or management team.
          • Change the Chart Type
            Switch between chart types to see which visualization options tell the most compelling story for your data.
          • Return to the Initial View
            Exploring your data can lead you down many paths. Not all of them are fruitful, and that’s OK. To go back to the dashboard’s original state, or just see those nifty animations again, you can use the reset option to quickly return to the initial view.
          • Switch between Apps
            Change apps to explore a different collection of lenses and dashboard.
           
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          Salesforce Help | Article