Using context menu options

You have several approaches to data discovery from the context menu of the dashboard in Cloudera Data Visualization.

You can view the context menu at both the dashboard and the visual level. Context menus can be specific to the dashboard or visuals, or common to both. Additionally, you can use context menus directly on the graphical elements of the visual (for example, a particular bubble in the packed bubbles visual), or on the legend for the visual.

In addition to using the context menu options to discover your data, you can drill up and down the hierarchical tree by Creating new dimension hierarchies. For more information, see Drill-down and drill-up data discovery.

Context menu options only in dashboards

In dashboard Edit mode, you can enable the following three options. The setting of these options control the behavior of context menu options in View mode.

No action on click: This option shows the context menu in View mode, but does not filter the target visuals on clicking any mark of the source visual. You must click the Filter All option in the context menu to filter target visuals in the dashboard, based on the selected element of the source visual.
Show context menu on click: When you enable context menus at the dashboard level through the Displaying context menus in visuals setting option in the General menu, the No Action on Click context menu appears as Show Context Menu on Click. If you disable the context menus, the option appears as No Action on Click.
Enable filter on click: In View mode, if you click on a mark of a visual, this option filters the target visuals in the dashboard, based on the selected element of the source visual. Context menu is not visible in this option. In Edit mode, you can test the filter behavior by clicking on Test click behavior.
Navigate to Dashboard: In View mode, if you click on a mark of a visual, it navigates you to a different dashboard. For more information, see Drill-through data discovery.

Context menu options only in visuals

The following context menu options are only available in visual Edit mode. These options are enabled by default.

Include

This option enables you to click a mark of the visual and include selected values in the filter shelf of the visual designer.

For more information, see Filter all data discovery.

Exclude

When you click on a mark of a visual, this option enables you to add an expression in the filter shelf of the visual designer that excludes the selected values in the visual. For more information, see Filter data using the exclude option in the context menu.

Context menu options common to both dashboards and visuals

The following options appear at both the dashboard and the visual level.

Filter All

This option is enabled by default.

This option filters all the target visuals in the dashboard, based on the selected element of the source visual. For more information, see Filter all data discovery.

Drill Into

In Visual Designer, you must first enable Show Drill Into context menu option in the General menu. This setting is available only on Bar, Line, Area, and Grouped Bar visual types. For more information, see Enabling Drill Into data discovery.

This option enables you to view subsets of data across other dimensions. For more information, see Drill into data discovery.

Show Detailed Data

In Visual Designer, you must first enable Show detailed data option in the Marks menu. For more information, see Showing detail data button in context menu.

This option enables you to click on a mark of a visual, such as specific bar, slice of radial, and so on, to view the data directly associated with that portion of the plot. For more information, see Detailed data discovery.