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In Explore mode you can play around and explore your data, finding insights, and if you find anything interesting you can save where you are as a look/report.
To get here: when editing or viewing a report, from the top right, click the cog icon then Explore from Here.
Below is an explanation of the features on the Explore screen.
Top panel
Run button
Clicking this button will refresh the Data and Visualization sections with any changes made since the last run.
cog icon
Save as a Look - clicking this option will allow you to save the report. This is equivalent to Save As in most text editors and will allow you to save a copy of this report.
Download - clicking this option will allow you to download the report.
Send - clicking this option will allow you to send the report via email.
Save & Schedule - clicking this option will allow you to save the current report and then set up a recurring schedule. A report must be saved before it is scheduled.
Schedule - clicking this option will allow you to set up a recurring schedule.
Edit Settings - clicking this option will open a dialog where you can change settings about the report. Currently the only setting to change is run on load which determines whether the report runs when you visit the page or waits until the user clicks Run. Disabling this may be useful if the report user can provide additional filters before running the report.
Merge Results - clicking this will will allow you to combine result sets from multiple reports into a single report. This allows you to connect information from two different areas, such as performance and learning. Currently these merged reports cannot be saved. For Advanced Analytics users, merged reports can be saved and used as tiles on your dashboard.
Remove Fields & Filters - clicking this option will remove all filters, visualizations and fields from the report. There is no confirmation prompt.
Clear Cache & Refresh - by default Enhanced Reporting and Advanced Analytics will try to cache the results of reports. This means that refreshing the page may not update the report. Clicking this option will force a refresh of the current data, which may be useful if you have made changes in PageUp that you are expecting to see in reports. Making any change to a report's content, for example: changing a filter, column or sorting, will also cause the next report run to skip the cache.
Side menu
Search field - this allows you to look for fields based on the selected Explore, for example: Job Created Date.
All Fields tab - this will list all fields based on the selected Explore, for example: Job Created Date.
In use tab - this will just display the fields being used on the report.
Main section
This area of the Explore screen consists of 3 sections: Filters, Visualization, and Data. Clicking the title bar of each will toggle the display of their content.
Filters
This section is used to control the narrowing of data results.
Custom Filter checkbox - Allows the use of LookML to create complicated filters not possible through normal filter options. Some examples of what is possible includes comparing fields to other fields and nested if conditions. For detail on how to use custom filters, click the Help + Syntax Reference link on custom filters, or look at other how to articles on the Knowledge Portal.
filter cog icon - when clicked can display:
- Remove from table - clicking this will remove the field from the Data section.
- Add to table - clicking this will add the field to the Data section, if not already there.
filter cross (X) icon - clicking this will delete the field from the Filters section. There is no confirmation prompt.
filter plus (+) icon - clicking this will add another filter of this type.
For more information refer to ER Filtering.
Visualization
This section is used to control how the data is represented graphically.
Types
Options include: Table, Column, Bar, Scatterplot, Line, Area, Pie, Map, Single Value and under the ellipsis icon: Boxplot, Donut Multiples, Funnel, Single Record, Static Map (Points), Static Map (Regions), Table (Legacy), Timeline, Waterfall, and Word cloud.
Edit cog
The Edit cog contains a variety of configuration and formatting settings that vary depending on the Visualization selected.
For more information refer to ER Visualisations.
Data
This section consists of 2 views controlled by the Results and SQL tabs.
Results tab
Dimension field cog
- Remove - clicking this will delete the field from the Data section. There is no confirmation prompt.
- Filter - clicking this will add the filed to the Filters section to configure as needed.
- Pivot - clicking this will result in all measures (orange fields) to be pivoted on the values of this column. Example: A report with "day of week" and "total applications submitted" as the columns. Pivoting on day of week will result in "total applications submitted" appearing 7 times, one for each day of the week.
- Group - clicking this will allow you to take the values from this field and group them together into named groups.
- Bin - similar to Group, clicking this will allow you to group numeric values into bins, with options for the number and scale of each bin. Only available for fields with numeric data.
- Quick Calculations - clicking this will show a series of options to perform common calculations on this field. Calculations include rankings, percentages, running totals, and comparison to the previous rows value. Only available for fields with numeric data.
- Hide from Visualization - clicking this will not display the field on a visualization.
- Show in Visualization - clicking this will display the field on a visualization.
- Fill in Missing Dates / Values - clicking this will toggle whether a column will have missing values added in. Examples of fields that can be filled in include most date types and tiered data (such as Bin fields). When enabled, if a value would not be included because there are no records for that interval, a record is added with any measures set to null. This is only available for data with predictable missing values (most date types and tiered data), and only when the report contains just 1 dimension field - all other fields must be measures.
- Copy Values - clicking this will copy the field values to the clipboard.
Measure field cog
- Remove - clicking this will delete the field from the Data section. There is no confirmation prompt.
- Quick Calculations - clicking this will show a series of options to perform common calculations on this field. Calculations include rankings, percentages, running totals, and comparison to the previous rows value. Only available for fields with numeric data.
- Filter - clicking this will add the filed to the Filters section to configure as needed.
- Hide from Visualization - clicking this will not display the field on a visualization.
- Show in Visualization - clicking this will display the field on a visualization.
- Copy Values - clicking this will copy the field values to the clipboard.
SQL tab
This PU Admin only tab will display the SQL that is used for a report. This can be used by PageUp to help identify how different fields relate to each other.
Row Limit field
This value controls the maximum number of rows that can display on a report. It is set to 500 by default yet can be changed to a maximum of 5000.
Looker resource: What are all the Row Limits in Looker?
Totals checkbox
Adds a final row to the report that sums up values in all measure columns.
Subtotals checkbox
If your report contains more than one dimension field, you can also enable subtotals. This changes the table visualisation to group data by the dimension fields, adding subtotals to each group.
Row Totals checkbox
If your report uses a pivot, row totals adds a final total column to the report that sums up all measures horizontally.