View underlying data
This is a Beta feature. The documentation and feature may change rapidly.
Introduction
View Underlying Data helps you quickly see “what makes up this number” at the most detailed level. By examining the details behind every data point, you can make more informed, data-driven decisions.
Holistics' View Underlying Data requires zero setup and lets you flexibly tailor the underlying data table to your needs.
Supported Visualizations
- Line, column, bar, area and combination charts
- Pie, donut, pyramid and funnel charts
- KPI
- Table
- Pivot table
- Gauge chart
Who Has Access to This Feature
Users with permission to explore the underlying dataset of a visualization — typically those with the Explorer, Analyst, or Admin roles — can use this feature.
This feature is not available to users accessing visualizations via shareable links, as they are limited to Viewer role.
Customizing Detail Views (coming soon)
To ensure the best experience for end users, dashboard builders can configure the underlying data table for each metric.
Each metric can have multiple detail views to facilitate different analytical perspective.
For example, metric Revenue can have multiple detail views of Order Details, User Details and Product Details. Users can choose Order Details to see how much each order contributes to Revenue, or users can choose User Details to see how much each user contributes to Revenue, etc.