Add an Explore page so readers can dig through rows
An Explore page lets signed-in readers filter and dig through the dashboard's table themselves, read-only. It gives them the column summaries, drill-down and data grid from the data editor, on the dashboard's own data. Editors add it from Add → Page; readers use it on the published dashboard.
Add an Explore page to a dashboard
- When you create a dashboard, choose Explore and click Open an Explore page →.
- In the editor, click Add → Page → Explore, then Create page.
Explore isn't available while row-level security is on: the Explore card shows Not with row security.
Who can use an Explore page
- Only signed-in readers of the published dashboard. Explore never works over a public link or a password link.
- Not on a dashboard with row-level security (see the troubleshooting table).
- Readers don't need access to the source data. They only get the columns you allow. Mammoth never sends sensitive, contact-like or derived columns, whatever you allow.
The editor preview doesn't show reader-only tools such as What stands out.
Explore a dashboard's rows as a reader
The page header shows the table's name and "Same data as the board". Board filters don't apply here: Explore starts from every row.
| Control | What it does |
|---|---|
| Column cards | Each card summarises a column. Use Add card to explore another column, or Search all columns. You can also compare two number columns. |
| Filters | Filter the rows from the cards, or describe a filter in plain words. Clear filters removes them all. |
| Grid | The rows that match, with a count such as "120 of 4,800 rows". |
| Start over | Goes back to the board's starting cards. |
| Metrics | A read-only list of the table's saved metrics ("Numbers you define, kept beside the data"). If there are none: "This table has no saved metrics yet." See Metrics. |
| Ask about this | Puts a question about the table (and your filters) into the dashboard's Q&A box. Shown only when viewers can ask questions. |
On a dashboard that reads more than one table, the Explore page has one tab per table. Each tab reads the same copy of the data as the dashboard's charts.
Find the values that stand out with What stands out
What stands out appears when your open cards include a number column and a category column. It finds the values that stand out, for example "Revenue by Region". It offers a button such as Filter to North, West to narrow the grid to them.
Results are worked out from the totals of every row, not estimated, and ignore your filters. If nothing stands out, it says the number is spread evenly across the values.
Download the rows you filtered as CSV or Excel
- Click the download button (for example Download 1,250 rows).
- Choose CSV or Excel (.xlsx).
- A file holds up to 500,000 rows.
- The file has only the columns readers can explore.
- Downloading works only when the editor allows it in Explore settings.
Choose what readers can explore
- Open Manage pages (see Rename, duplicate, reorder or delete pages).
- Click the gear (Explore settings) on the Explore page's row.
- Set the options below, then click Save.
| Setting | What it does |
|---|---|
| Readers can explore | The columns readers may use. Select all or Clear. Columns left out are never sent to the browser. |
| Readers can download what they filter | On by default. A file of the rows they filtered, with only the columns readers can explore. |
| Opens with | The cards a reader sees before they touch anything. Leave it unset to use suggested cards. With no cards chosen, the page opens as a plain table, and readers can still explore any allowed column themselves. |
Limits
- Explore needs signed-in readers: not on Anyone with the link shares or a password link.
- Explore isn't available with row-level security.
- Downloads: up to 500,000 rows per file.
Troubleshooting Explore pages
| Message | Cause | Fix |
|---|---|---|
| Not with row security on the Explore card, or "Explore isn't available on a board with row security." | Row-level security is on. | Turn off row security to add Explore. |
| "This Explore page isn't available right now." | The page couldn't load. | Reload later. |
| "The file holds the first 500,000 of 812,000 rows. Add a filter to narrow it down." | The download is over 500,000 rows. | Add a filter before downloading. |
Related
- Q&A pages: the Q&A page that Ask about this feeds.
- Pages and navigation: add and manage pages.
- Which explore tool to use: the same column cards in the data editor.
- Metrics: the saved metrics readers see.
Something wrong? support@mammoth.io