Learn how to see the contextual information about selected metrics and data points.
The Info panel is located on the right side of the chart as part of the Side panel. The Info panel is made up of two tabs: About and Insights. The About tab provides supporting information that will help you understand what that you're seeing in the visualization and the Insights tab provides a high-level summary of the data.
Click the Info button to show or hide the Info panel.
Info panel tabs
The Info panel is made up of two tabs: About and Insights. The About tab provides supporting information that will help you understand what that you're seeing in the visualization and the Insights tab provides a high-level summary of the data.
When viewing a visualization in full screen (e.g., selecting a chart card in an analysis or selecting a capture), the Info panel will show the About tab by default.
Note: The chart description provided by the content author will also appear in the About tab when you're viewing an analysis visualization in full screen.
The About tab can be divided into the following sections:
This section contains additional information that will help you understand what you're seeing. This section may contain information about hidden chart items, exchange rates, and guidance on how to use a visual. Click a note to see its contents.
This section contains descriptions for the metrics, group by attribute, and visual that have been selected in the visual title. When comparing metrics, the descriptions for any applied filters will also appear.
When conducting analysis in Explore, the Info panel will show the Insights tab by default.
The Info panel can be divided into the following sections:
- Summary information
- Related metrics
- Try next
This section shows values for the selected metrics or data points. You'll also find actions that will allow you to discover more detail about your selection. Actions include drilling up or down to view different levels of your data and accessing View details to see a list of subject members or event occurrences that make up a given population.
Note: How overall values are calculated
Overall values for metrics are calculated based on your analysis context and any filters that you've applied. The overall value will not change when you use add focus to hide specific chart items because your analysis context has not changed.
This section highlights metrics that will help you understand how your selected metric or data point is calculated and metrics that you should explore next.
The list of related metrics depends on the selected visual and metric. For example, if you're looking at a derived metric like Resignation Rate, you'll see the base metrics that are used in the calculation:
Resignation Count (numerator) and Average Headcount (denominator).
This section provides suggestions on what visual you should use in the next step of your analysis. Quickly switch to the suggested visual by clicking the button, as shown in the following screenshot.
This section surfaces the individuals and occurrences behind your data points if there are five or fewer members in the population. In this section you can:
1. Conduct further analysis on the member in another visualization by clicking the More actions button (3 dots) and doing one of the following:
- Click Add to compare to add the selected member to the Compare room. The Compare room lets you analyze the attribute values of individual subject members and groups side by side.
- Click View history to explore the attribute values for the selected member in the History visual.
- Click View Potential Career Path to see the various jobs an employee can have as they progress within your organization.
2. Add all members at once to the Compare room by clicking Add all to Compare.
3. Access View Details by clicking the View Details button.
Note: For the Members section to appear, the following criteria must be met:
- Users must have the View Details capability.
- There must be five or fewer members in the population for the selected data point.
- The visual does not contain any comparisons. For example, the Members section will not appear if you are comparing metrics or groups.
- The visual does not contain any metrics that use a calculation concept. For example, Total Cost of Workforce or Movement metrics.
• To cancel the selection of a data point and view the overall value, click the Deselect button (X).
• To find additional actions, click the More button (3 dots). For example, select High precision to display exact numbers for metric values.
• To hide the contents of a specific section, click the Collapse button (up arrow) in the upper-right corner of each section.