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Introducing the public preview of the new Explore feature, where users have a lightweight and focused experience to explore their data. Similar to exporting and building a PivotTable in Excel, now, directly within Power BI users can quickly launch Explore to begin creating a matrix/visual pair to get the answers they need without all the distractions and extra complexity of reports.
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You’ll also see this option in the Data hub details page as part of the action card:
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Or you may want to explore the underlying data behind a report. You can also begin exploration from the report’s”…” menu while in a workspace list or the report’s menu bar.
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Note: Explore is not currently supported for streaming datasets.
What if while working with a Datamart you’d like to visualize and explore the subset of the data produced from an ad-hoc query you just ran. Now, we also provide you the option to use the new Explore feature to dig into your query results as well.
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Note: There is currently a known issue when attempting to save an exploration from the Datamart SQL editor entry point. We’re working on a fix.
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From a semantic model, the experience starts with a matrix, as we know users often start exploring by building out a matrix or PivotTable to better understand what’s available or get down to the right subset of data before visualizing. Whereas from Datamarts, as you’re coming from a grid view of the data already, we start you off with a visual instead.
You can expand the visual representation of the matrix on the lower part of the dialog. This visual maps to the same data as what is shown in the matrix and as you modify what fields are being explored, it will automatically update and select the best visual for that set of fields.
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If you prefer, you can swap the layout to show the visual and matrix side-by-side instead of one on top of the other using the layout buttons, Introducing_Explore_Public_Preview, in the top right to adjust the orientation.
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If you want to use the field well to adjust which fields are located on the rows and columns, you can use the ‘Rearrange data’ section of the data pane. You’ll only see the field wells of one visual, either the chart or the matrix.
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To see the other field wells, you’ll just need to click on visual you’ll want to edit. You’ll know which one you’re editing by the black outline.
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Just as when you were editing the matrix and the visual updated automatically, as you edit the visual, your matrix updates to reflect the same data. This applies not only to the fields used, but also interactions like sorting and drilling. Assuming the visual can accurately reflect the sort or drill state, it will update appropriately.
For example, here I’m using a date hierarchy and want to drill down to quarter.
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When I do so on the visual, the matrix also updates accordingly.
Note: There are certain matrix configurations that cannot be currently visualized in other chart types. Depending on the situation, a visual may not be rendered or the sort and drill state may not apply. For example, if you expand one specific row in the matrix, that will not apply in the visual, as we don’t currently have support for that interaction within other visual types.
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In this exploration experience, the filters are added as pills at the top of view, so you can easily see what the current filter state is and quickly modify it on the fly.
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And you’ll get a dialog asking you to name the exploration, pick a workspace to save it to, and add a sensitivity label if applicable.
Note: Explorations can only be saved to premium workspaces at this time.
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Now you’re ready to share your exploration with others. Simply use the share button in the top left. Introducing_Explore_Public_Preview
Choose your audience and permissions by clicking the first section and Apply.
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Then continue to add your recipient’s email address and share. Immediately following you will also be prompted to share the underlying semantic model so the recipient can view the contents of your exploration.
Note: Usually for reports sharing the underlying semantic model is done behind the scenes, we’re working to remove this extra step.
You may want to save your exploration as a report instead. You can do so by choosing Save as report from the save button. This will save your exploration as a single page report matching the layout when saved. For example, if you are viewing both the matrix and visual, you’ll get one page with a matrix laid out on the top half and the visual laid out on the bottom half of the page.
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You can continue to share this new report as with other reports by using the share button.
Drop your feedback into our survey: https://aka.ms/ExploreSurvey
Thank you in advance for taking time to try out our new Exploration feature and providing feedback!
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