Arcadia Enterprise designed several approaches to data discovery from the context menu of the dashboard.
In dashboard Edit mode, you can enable the following three options. The setting of these options control the behavior of context menu options in View mode.
This option shows the context menu in View mode, but does not filter the target visuals on clicking any mark of the source visual. You must click on the Filter All option in the context menu to filter target visuals in the dashboard, based on the selected element of the source visual.
When we enable context menus at the dashboard level through the Displaying Context Menus Within Visuals setting option in the General menu, the No Action on Click context menu appears as Show Context Menu on Click. If we disable the context menus, the option appears as No Action on Click.
In View mode, if you click on a mark of a visual, this option filters the target visuals in the dashboard, based on the selected element of the source visual. Context menu is not visible in this option. In Edit mode, you can test the filter behavior by clicking on Test click behavior.
In View mode, if you click on a mark of a visual, it navigates you to a different dashboard. See Drill Through Data Discovery.
The following context menu options are only available in visual Edit mode. These options are enabled by default.
This option enables you to click on a mark of the visual and include selected values in the filter shelf of the visual designer.
See Filter Data Using the Include Option in the Context Menu.
When you click on a mark of a visual, this option enables you to add an expression in the filter shelf of the visual designer that excludes the selected values in the visual. See Filter Data Using the Exclude Option in the Context Menu.
The following options appear at both the dashboard and the visual level.
This option is enabled by default.
This option filters all the target visuals in the dashboard, based on the selected element of the source visual. See Filter All Data Discovery.
In Visual Designer, you must first enable Show Drill Into context menu option in the General menu. This setting is available only on Bar, Line, Area, and Grouped Bar visual types. See Enabling Drill Into Context Menu.
This option enables you to view subsets of data across other dimensions. See Drill Into Data Discovery.
In Visual Designer, you must first enable Show detailed data option in the Marks menu. See Showing Detail Data Button in Context Menu.
This option enables you to click on a mark of a visual, such as specific bar, slice of radial, and so on, to view the data directly associated with that portion of the plot. See Detailed Data Discovery.
In addition to using the context menu options to discover your data, you can drill up and down the hierarchical tree by Creating New Dimension Hierarchies. See Drill Down and Drill Up Data Discovery.