Select the setting for the current view. Changes made to the information in the Data View grid, Navigation pane, and Preview pane can be saved as either public or private settings. Click the Default Setting button to save a setting as the default. For more information, see Save a New Setting.
Type the value to search records by. For more information, see Search for Records.
Select the column to search or select (All Columns) to search text within all columns of the Data View grid. Click the Find Next button to find the first row that contains the search value. If a match is found, the first row with the search value is selected. Click Find Next again to locate the next row of data that contains the search value.
Use the Navigation pane to explore data related to the selected view. The main groups on the Navigation pane are: Explore, Preview, and Tasks.
Note All functionality in the Navigation pane can also be accessed from the menus in Business Insights Explorer.
For more information, see Using the Navigation Pane.
Use the Data View grid in the Business Insights Explorer window to filter, sort, group, and summarize data. You can also modify the columns in the grid by showing and hiding columns, changing the column order, changing the column names, and formatting the data that appears in the columns. Changes to the Data View grid can be saved to a setting. The information in the Data View grid can also be printed and saved to a report. For more information, see Using the Data View Grid.
Use the Preview pane to view related data from the Data View grid. The data in the Preview pane is filtered by the selected row in the Data View grid and by the option selected in the Preview group on the Navigation pane. For more information, see Using the Preview Pane.
