Use the Context Menu

Users can use the context menu on all visuals to view more information about specific data points in visuals. This menu replaces the functionality of the radial menu, with streamlined options for working with data.

To access the context menu, select any data point in the visual, grouped, or ungrouped, to explore or drill into that data element.

The following options are available in the context menu:

• Details
• Filter
• Trend
• Zoom
• Link
• Remove
• Settings

Details

To display additional information about specific data elements, select Details. The details for the element are displayed in a table.

The table header contains the following:

1. Attribute whose details you have selected to view.
2. Metric
3. Volume metric
4. Time attribute and the selected time interval on the time bar
5. Data source

Select Export Raw Data to export your data set to a CSV file. If the Table visual style is enabled for your data source, you can select Open in Table to view your information.

You can also view the information in a pop-out window over your visual. Select the collapse icon to minimize the window.

Filter

Use Filter to filter other visuals in the dashboard that are subscribed to same-source or cross-source links by the data point you have selected. For more information, see Apply a Filter to Dashboard Visuals Using the Context Menu.

The context menu can be used to apply cross-visual filters to all visuals in a dashboard. If a visual subscribes to a link field, a context menu filter for the field from a different visual in the same dashboard will also be applied to the first visual. For example, if Visuals A and B are both subscribed to a link for field Z, and you use the context menu to apply a filter for field Z on Visual B, the filter will also be applied to Visual A. For information about controlling the publish and subscribe link settings for a visual, see Control How Cross-Visual Filters Interact in a Dashboard.

Unlike row-level filters, cross-visual filters are not saved with the visual.

In addition, Filter is only available in the context menu when the visual publishes a link for the field it is also using for its visual grouping. It is not available if the published cross-visual links for the visual are muted. See Mute a Published Link.

Apply Filter to Dashboard Visuals Using the Context Menu

You can filter visuals on a dashboard that use the same source or linked cross source simultaneously using the context menu of one of the visuals when the visuals are subscribed to the links. These filters are cross-visual filters. See Subscribe a Visual to a Link for more information about subscribing to dashboard links.

Unlike row-level filters, cross-visual filters are not saved with the visual.

Example:

• You have a bar chart, pie chart, and table that show data from the same product sales data source (same source link) and are all subscribed to the same source link. In this scenario, you can use the context menu to simultaneously filter the data in two of the three visuals by any field in the data source. The visual you use to select the filter is not affected.
• You add a donut chart to the three visuals above in the same dashboard, but the donut chart uses data from a different sales data source. Cross-source link the two data sources by a field (for example, State) to subscribe all of the visuals to the cross-source link. When you use the context menu to filter one of the visuals by State, the subscribed visuals are all filtered. The visual you use to select the filter is not affected.

Controls for use of filters by end users are provided using the interactivity sidebar. See Control How Users Interact With a Visual.

To view the filters applied to a visual, see Viewing the Applied Filters for a Visual.

To apply a context menu filter to all dashboard visuals that subscribe to a same source or cross-source link:

1. Open the dashboard and select one of the data points in one of the visuals. The context menu appears.
2. Select Filter on the context menu. The filter is applied to all the visuals subscribed to the link. The visual you use to select the filter is not affected.

The Filter option on the context menu is only available when the visual publishes a link for the field it is also using for its visual grouping. It is not available if the published cross-visual links for the visual are muted. See Mute a Published Link.

Viewing the Applied Filters for a Visual

You can view the filters that have been applied to a visual using the Filters sidebar or directly on the visual. Note that the filters are categorized into row-level filters and cross-visual filters. Row-level filters are saved with the visual; cross-visual filters are not.

To view filters on the Filters sidebar:

• Select the filter icon () on the visual or select on the sidebar menu. If the visual is in a dashboard, select Settings from the visual menu (), then select  on the sidebar menu.

The Filters sidebar appears showing any filters that have been applied.

To view filters directly on the visual:

• Hover over the filter icon () on the visual.

The Filters sidebar appears showing any filters that have been applied. The following example shows a visual with three filters applied: a row level filter by sales category, a cross-visual filter for the state of Pennsylvania, and a time bar filter.

Time bar filters are not included in the total filter count shown in the green circle.

Trend

Use Trend to view trends for a selected data point. Trend is not available for: Line and Bars Trend, Line Trend: Attribute Values, and Line Trend: Multiple Metrics.

Zoom

Use Zoom to zoom into the selected data point and filter the data for that data point by another filter attribute in the data source. When you select Zoom, a menu appears from which you select the second filter attribute.

For example, if you wanted to see the real time sales for every city in Florida, select Florida in the bar chart to bring up the context menu, select Zoom, and then select the City attribute from the resulting menu. The result set in the bar chart might look like this:

Link

Use Link to quickly access a dashboard that has been linked to this visual. Link is only available if a dashboard link has been defined for a visual. See Link a Dashboard.

Remove

Select Remove to exclude the selected data element from your visual.

Settings

Select Settings to open the visual sidebar menu.