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Willborn
Advocate III
Advocate III

What is the basic table/data for the functionality "Explore" > "See Data" ?

Hi there 

 

On a report that I've authored, I can use the "See Records" feature with no problems on the web, but the table columns shown seem not to be in a relation to the chart or raw data table from the data set. Where does PBI takes the information, which columns to display - and can I change them somehow?!

 

We need this feature to download the data into Excel.

 

Thanks,

Patrick

5 REPLIES 5
Anonymous
Not applicable

Hi @Willborn,

Could you please post screenshots about your report and “See Records” result? I make a test by creating a stacked column chart using fields as shown in the following screenshot.
Capture.PNG

When I use “See Records” feature, I note that the table picks other text columns in my dataset except the columns used in stacked column chart. This issue of that how “See Records” works has been reported internally, once we get any updates , we will post back.
1.PNG

In your scenario, if you want to export data of your current report, you can use the “See Data” feature to check records and export data by selecting the “Export data” option in the following screenshot. Another workaround is to use Values pane in Visualization of the second screenshot to include, exclude columns, then export data.
3.PNG


Thanks,
Lydia Zhang

Hi Lydia

 

I do not have the same screen as you have. I can't find visualizations - even not as Admin. Is there any setting to enable/disable this function?

 

Here is the procedure I do:

1. On the Report, I click on a chart to activate it

2. Click on "Explore > See Records"

3. Click in a chart section > this gives me the data

 

So far, this is a great feature as we need to divide and analyze the "good" from the "bad" stuff...

 

But here is the result - 12 columns...

screen_1.JPG

But the table has 19 fields...

 

screen_2.JPG

And I need 10 of them, and 2 of the date table as well as 1 from the "Business Unit" table and 1 from the "Regions" table

 

screen_3.JPG

 

I'm currently using another report sheet "Data Export" as workaround, where I can eport the desired data from a table. But this is unfiltered (unless I use the report filter).

Regards Patrick

Anonymous
Not applicable

Hi @Willborn,

From your description, you don't see Visualaztions Panel after you expand "See Records". Which type of visual do you create? Would you mind sharing me sample data of your dataset? I will test it in my environment.

In addition, how about right-clicking your chart and choose "See Data"? Do you get desired result using this method?
1.PNG


Thanks,

ankitpatira
Community Champion
Community Champion

@Willborn Go through this post to see on more detail of other users findings for 'See Records'. In my tests I've seen it also using columns that I've dropped to tooltip sections of the visual.

Ankit,

 

thank you for this link! Searched for such a post, but did not found it. Seems I'm not alone with it...

 

Regards, Patrick

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