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Exploration",null,{"type":255,"value":256,"toc":358},"minimark",[257,261,273,280,285,295,298,302,305,311,315,318,323,326,330,337,340,347],[258,259,252],"h1",{"id":260},"self-service-exploration",[262,263,264,265,269,270],"p",{},"Here is a scene every dashboard designer knows. 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They're holding the query.",[299,300],"lesson-steps",{":items":301},"[{\"title\":\"Open Explore on the widget\",\"description\":\"The widget's current query and the dashboard's active filters come along with it, so the starting point is exactly what they were looking at.\"},{\"title\":\"Change the question\",\"description\":\"Swap the grouping from region to product, add a second grouping, switch the measure, change the chart type — all point-and-click in the lens.\"},{\"title\":\"Read the answer\",\"description\":\"The question they emailed you about is now answered, by them, in about thirty seconds.\"},{\"title\":\"Save it as their own lens\",\"description\":\"If it's a cut they'll want again, they save it as a lens in their own app. It becomes theirs to keep, without touching your dashboard.\"}]",[262,303,304],{},"That last step is the quiet win. The dashboard stays focused on the story you designed; the one-off variations live as personal lenses belonging to the people who need them. Your dashboard doesn't slowly bloat into forty charts because forty people each asked for one.",[306,307,308],"tip",{"icon":241},[262,309,310],{},"Explore is the highest-leverage thing to demo in a user training session. Most business users have no idea their license lets them build their own analysis — they assume every new view is a request ticket. Showing them this one action changes how they use the platform.",[281,312,314],{"id":313},"when-you-should-turn-it-off","When you should turn it off",[262,316,317],{},"Explore isn't always the right call. Reasonable reasons to disable it:",[319,320],"lesson-cards",{":columns":321,":items":322},"2","[{\"title\":\"Curated executive dashboards\",\"icon\":\"i-lucide-crown\",\"description\":\"A board-level dashboard where every number is deliberately framed. 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The next lesson covers how they keep and share a cut of ",[266,351,352],{},"your"," dashboard, without leaving it at all: ",[276,355,356],{},"views",".",{"title":359,"searchDepth":360,"depth":361,"links":362},"",1,2,[363,364,365],{"id":283,"depth":361,"text":284},{"id":313,"depth":361,"text":314},{"id":328,"depth":361,"text":329},"Let CRM Analytics users open a dashboard widget in a lens, change the grouping or chart type, and answer their own question — and learn how to switch it off with the show widget actions and show explore actions properties.","md",{},{"title":223},{"title":252,"description":366},{"id":372,"start":373,"end":374},"O3VOuWrCsIY",590,705,"yK2X329TWQ0-r140yKTV65_gdfHrfKwNjzSIS2p-aGo",[377,379],{"title":219,"path":220,"stem":221,"description":378,"children":-1},"Export CRM Analytics widget data as an image, Excel, or CSV — why a values table gives row-level detail a grouped chart can't, how the 100-row limit and query limit work, and why a dedicated download dashboard beats raising the limit.",{"title":227,"path":228,"stem":229,"description":380,"children":-1},"Save a set of CRM Analytics dashboard selections and filters as a named view, set a default so the dashboard opens on your slice, and share the URL — which encodes the view ID so a colleague lands on the same cut of data.",[],1786788928348]