Data Explorer Screen

The Data Explorer screen is split into four panes, left, right (2), and bottom. All panes are linked, and all panes display data from the same table. If you click a hyperlink in the Record Details pane (E), which links to a field in a related table, all panes will refresh to that table.

Contents

Use the letters on the screen to learn more about the panes and features of the screen, described below.

Field Description
Data Explorer
Search

Use the Search field at the top of the screen to find data to analyze, or include on a report. Enter at least three characters of a name or keyword for which to search and then press the Enter key. Results show in the Your Data pane.

Breadcrumbs (A) The breadcrumb trail displays across the top of the screen. The breadcrumb trail includes a link for each data request you've made during your session.
Your Data Pane (B) The Your Data pane displays your data options (database, data objects, tables, and field names) in a tree format, to make it easy to distinguish the parent-child relationship between tables and fields. Click the Browse icon next to a table to view the table rows in the Records pane. Click the Discard icon to view an object directly and discard the relation chain created between the object and the parent table.
Fields (C)

The data displayed in the Your Data pane is tables and fields. When you click a field name, the Field Actions area expands. The Field Actions area contains a Column Title and a link to add the field to your report. Edit the name in the Column Title field to change how it displays on your report. Click the Add this field to my report option to add it to your Cart, which selects it for inclusion when you view the report.

Records Pane (D) Data displays here when a user clicks Browse in the Your Data pane, or the Additional Data Linked To This Record tree in the Record Details pane. Rows of data display in the Records pane with a user-friendly naming scheme. Each item is hyperlinked. When clicked, details display in the Record Details pane. Click the View All Columns icon in the upper right of the pane to display the raw data for this record in the Report pane. When the filtered view is on, the record name displays in the upper right of the Records pane, highlighted in blue , and the Your Data pane is updated, based on the selected record. Click the Remove icon to exit filtered view.
Record Details Pane (E) Details for the record selected in the Records pane display here. Fields that are related to other tables are hyperlinked here, allowing quick access to that record or table. After loading an individual record in the Records pane, if you see a Loading icon, at the bottom of the pane, Data Explorer is requesting additional data related to the current record. If related data is found, it displays in the Additional Data Linked To This Record navigation tree, at the bottom of the pane. This tree lists related tables, grouped by module, and goes a level deeper and lists links to other rows of data that are directly related to the record you are currently viewing. For example, if you are viewing a specific Requisition record, the Additional Data navigation tree lists data related to the requisition, such as the candidates and the transactions. Click an item here to display details for a specific record in the Records pane, and to enable a filtered view showing only the items that are directly related to that selected record. When the filtered view is on, the record name displays in the upper right of the Records pane, highlighted in blue . This filtered view applies to the raw data that displays in the Report pane when you click the View All Columns icon .
Report Pane (F) This is a raw, unfiltered, list of the table's content. To export the data, click Info » Export as.. in the first column to display a list of export options such as Excel, CSV, and Adobe Acrobat. You can also export the data as a MySQL Query.
Cart (G)

When you add a column to a report, it displays in your Cart, below the Report pane. Delete the column from the report by clicking the Remove icon. When finished adding columns for a report, click View Your Report to build the report in the Report pane, using the selected columns.

Hover

Use your mouse to hover over an object and display details such as the object's full name, the MySQL table name, if one exists, the object description, and the key fields used to join the object to other objects.