Interactive Analysis

Interactive Analysis enables you to quickly explore data on a list of records.

Note:

Platform Analytics does not support interactive analytics.

From any Core UI list of records, you can access an interactive set of reports on the list data. You can also manipulate the data by grouping, stacking, aggregating, and applying interactive filters. Click the visualization to drill down into the data. Click the information icon () to edit the source filter, view the list of applied filters, and copy the URL of the analysis.

Figure 1. Interactive Analysis on Incident data

• Launch Interactive Analysis
  Launch Interactive Analysis from any list.
• Interactive Analysis information panel
  The Filter Info panel summarizes what the current filter shows and enables you to edit the source filter condition, bookmark an interactive analysis, and share an interactive analysis with colleagues.
• Add a filter to Interactive Analysis
  Add a filter to show more refined information in your Interactive Analysis.
• Remove a filter from Interactive Analysis
  You can remove a filter from Interactive Analysis and specify whether to remove the filter element from Group by and Stack by lists in the analysis.
• Edit source filters
  You can edit a source filter in the Interactive Analysis Filter Info panel.
• Interactive Analysis filter deduplication
  Upon launching Interactive Analysis, duplicate filters are removed automatically from the Filters panel. You do not have to clean up the filter panel.
• Interactive Analysis persistence
  The filters that you select persist between uses of Interactive Analysis per view and per user.
• Synchronize Group by and Stack by elements in filters
  Synchronize Group by and Stack by elements in an interactive analysis when filters are added to the filter panel and when they are removed from the filter panel. You can also remove a filter without synchronizing group by and stack by elements.
• Interactive Analysis aggregations
  When you work with Interactive Analysis, you can view data from the perspectives of record counts, sums, averages, and distinct counts.