Introduction
This documentation provides a comprehensive guide to using the Explore homepage inside Petavue, which allows business users to search for reports using business language. It includes instructions on accessing the definitions and drill-downs configured by your admin, constructing search queries, and viewing search history for efficient report retrieval.
Prerequisites
Access to the Petavue
Basic understanding of definitions and drill-down dimensions configured by the admin.
Feature Description
This feature enables users to search for reports using business language. It offers a list of definitions and drill-down dimensions around which the users can construct their questions in business language. Additionally, users can view their search history to quickly access previously run reports.
Video Walkthrough
Step-by-step Instruction
Once you are on the Explore homepage, click on the "Definitions" icon at the top left to access the list of Definitions configured by your platform admin.
You can click on any Definition to see the description and the drill-downs configured for them. This will give you an overview of what kinds of reports can be searched inside Petavue.
Clicking the "View Drill-Downs" button will open a pop-up with all drill-downs available for that Definition.
Additionally, you can access the history of reports viewed by clicking on the "Reports History" tab on the top left to access the previously run reports.
From the list of historical reports, click on any report to view its details
In the 'Search Reports' text box at the top, you can search for reports using business language. The system will display all reports that match your query, each with a clear and distinct title, a description explaining the purpose of the report, and a list of all fields used to generate the report. To learn more about any specific field, you can click the info icon next to it. This functionality helps you easily understand and identify the most relevant report to select for your needs. You can learn more about report search guidelines here.
When there are multiple reports with similar fields, the 'Filter Results By' section helps narrow down the number of results displayed.
The section on the right highlights the identified Definition, along with a description configured by the admins.
You can view all the drill-downs associated with the selected definition by clicking the 'View Drill-Downs' button. This provides clarity on the dimensions available for drilling down into the report, helping you better understand how to explore and analyze the data.
After selecting the report, the system might ask for any clarifying questions before generating the result.
You can modify the operators by selecting one from the available list.
For date clarification, you can choose from the dropdown list or search for the desired date filter using the input search box.
The output is generated once all clarifications are made.
Notes
Ensure you are familiar with the business terms and definitions used in your account to make the most of this feature.
Regularly review your search history to identify frequently accessed reports for quicker retrieval.
Conclusion
This feature streamlines the process of finding and accessing reports by using business language and providing easy access to search history. By following the steps outlined above, users can efficiently navigate the reporting system and retrieve the necessary data.