Data exploration in Omniscope: Filter, Selection, Tooltip, Drill-downs

Omniscope offers a range of methods for locating specific data and exploring reports, enabling users to find exactly what they're looking for or to discover trends, commonalities, and anomalies they weren't previously aware of. This data discovery process can be facilitated through several tools and functionalities.

Filtering

Users can filter data subsets by applying multiple field filters, helping them focus on specific data subsets or data points.

Selection Functionality

By clicking on a segment in a chart (e.g., a single bar representing product sales), users can filter data across the entire report tab, affecting all charts connected to the same data source. This allows for detailed drill-downs into specific segments or categories. Selections can be applied across multiple charts and combined with 'move' and 'keep' buttons (located on the top toolbar or in pop-up floating toolbar) to refine the target dataset. The resulting dataset can be previewed or downloaded in a flat table format from the pop-up menu or the three-dot menu on the chart.

Tooltips

Tooltips are comprehensive data labels or interactive charts that can be added to most Omniscope views from the View Settings > Tooltip menu. They can be triggered by click or hover. Interactive charts allow viewers to make selection and then use 'move/keep' options to preview or refine the resulting dataset.

Read more in this article and watch the video with step-by-step instructions.

Hierarchical Drill-Downs

This feature enables users to explore composition charts (Pie, Tile, Sunburst) that show the share of parts within a whole (available from 2024.3 b22009). In addition, the functionality is also available in the Bar view.

Users can click on segments to see further breakdowns using another grouping method. For example, a report creator might structure the drill-down to show data first by category, then by type, location, and department, allowing viewers to navigate between levels easily. This visualisation is particularly useful for multi-level breakdowns. Read more in this text.

In contrast - the tooltips can combine any chart types, such as overlaying a Line view time series on a map, or scatter view on a bar chart. In the gif above the Tile view with hierarchy also shows Line view tooltip. 

Watch video with instructions.

Query Modes : powering Chart Data

From the chart’s Settings > Query menu, every chart can be configured to visualise either All Data (by deleting all queries), Filtered Data, Query, or Selection. 

The Filter option will make the chart responsive to filter choices.

Selection option will initially clear the chart canvas and populate it only when a selection is made in another chart, providing a perfect drill-down space to explore the target dataset in a new way (e.g. selection in a bar chart will visualise the target dataset in a timeline or display its composition in a pie chart). 

Query mode will connect the chart to a predefined, named query — such as displaying a specific data cluster or customer profile, which can then be further refined through filtering and selection. This approach allows the exploration journey to start with a specific subset and continue with deeper analysis.

Basket Query

This feature lets report viewers pick and choose target data points by filtering or selecting across one or multiple report tabs. The selected data points are then explored in dedicated charts connected to this basket query as the data source. Learn how to create 'data baskets' in this article.

Together, these methods provide report creators with a comprehensive toolbox for designing an optimal storytelling and data exploration experience.