Further explore data elements in graphs or charts with Advanced Mode. Advanced Mode provides additional data filtering and sorting options that are not found in the standard view. For additional documentation about Sigma's Explore Mode, refer to Sigma Computing Help Center documentation.
Note
Modifications to the reports are local only, and are not saved. Navigating away from the dashboard reverts all reports to their default state. If you want to save a modified report, follow the instructions in Saved Views in Analytics Reports.
With Advanced Mode, you can:
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Drill down into data
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Maximize charts
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Change visualizations of chart data
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Add or modify filters
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Add columns to tables
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Group columns in tables
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Add aggregations to tables
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Sign in to Kount 360.
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Select Analytics.
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Select a reports folder.
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Select a report.
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Select Advanced.
Note
If you have an element maximized when you turn on Advanced Mode, the element resets and the default dashboard view displays (minimizing the element).
Most Advanced features require maximizing the graph, chart, or other element. To expand the view for any chart or graph, hover over the element, select Options , and then select Maximize element.
Maximizing the chart shows a data report. Once in this view, you can:
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Add or modify filters based on any of the existing fields of the report
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View all of the columns within the report
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Modify the underlying tabular report (refer to the note below)
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Modify the chart type and attributes (refer to the note below)
Note
Modifications to the reports are local only, and are not saved. Navigating away from the dashboard reverts all reports to their default state. If you want to save a modified report, follow the instructions in Saved Views in Analytics Reports.
To get a more detailed view of the chart data, use the drill-down functionality on a data element. This allows you to group by a new data element.
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To drill down, right-click on the data element, and then select Drill down.
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Select from the existing fields within the report to create a new group for a deeper drill-down level.
The result of the drill down is as follows:
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Filtering on the element selected for the drill-down – in this example, the user chose to drill down on the DECLINED authorizations so the resulting graph only includes a dataset where the result equals Declined.
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A grouping based on the drill-down field. In the example, Auth Processor was selected, so the results are broken into the authorization agencies.
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The resultant graph displays all the Declined results broken into different authorization processors.
After you have drilled into a report element, you can drill up to a higher level or to the original groupings and filters. This can be accomplished by right-clicking on one of the data elements in the report and selecting Drill up.
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Right-click one of the data elements in the report, and then select Drill up.
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Select a higher level or the original grouping. In this example, the user would select Auth Result.
To move between several different filters on the data, create a Drill Control. Drill Control creates a clickable filter on the page that allows for quick movement between data.
Note
The Drill Control filters at the top level. Using the drill-down feature filters all block decisions, and then sorts the hostingFacility between the count of true and the count of false. A drill control shows the counts of all hosting facilities as true and false without the Decision=Block filter being applied.
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Right-click one of the data elements in the report, and then select Drill up.
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Select Create drill control.
The visualization bar shows the type of visualization and allows you to make the following changes:
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Type of chart
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The aggregation fields and the type of aggregation
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The column and row values for the report
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The value to be used for color variance (what will be separated)
To open the Visualization bar, complete the following steps:
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If it is not already activated, turn on Advanced mode.
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Under the Advanced toggle, select Explore.
The Visualization bar opens on the right side of the app.
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Example
The donut chart report groups data based on the Auth Result, and then shows the Order Count.
You can change how the data is displayed by changing the Chart Type. Different visualizations have different data requirements, so it might not be possible to use some charts with some data elements, or it might require adding or removing data elements from a visualization.
Click the Chart Type drop-down menu to find and select your chart type.
Depending on the chart type, the following elements can be changed in the Visualization bar.
Y-Axis: The measurement unit from top to bottom.
X-Axis: The measurement unit from left to right.
Aggregation: The Aggregated Value can be attached to the X-Axis, the Y-Axis, or the Value depending on the chart type. The Aggregation Type can be changed by right-clicking on the value, and then choosing the Set Aggregate. The type of aggregation is dependent on the field type being aggregated (number, text, Boolean, etc.).
Filters can be applied to any data field that exists in the report. The most common ways to apply a filter:
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Right-click on a data element, and then select Keep only or Exclude.
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Click the Filters
icon in the upper righthand corner of the visualization, and then select the Add Filter + icon.
Any filter that applies to an element is shown in the Maximize element view. You can toggle filters or modify the lookup values for filters by selecting the Filters icon.
You can change the type of filter by selecting the menu next to the table column header. You can only use filters that are applicable data type as it is not possible to filter based on a mathematical function on a text field, nor can you use text filters (like contains) on a numeric field.
Note
If you need to filter based on a different field type, convert the field to the type and then add the filter.
Example
Customer/UserID contains a numeric value, but the field is designated as text. In order to filter it based as a min value max value, you need to transform the field to a number prior to filtering it as such:
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In the column header row, select the down arrow
next to Customer/UserID.
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Select Transform, and then select Convert to Number.
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In the column header row, select the down arrow
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Select Filter.
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Select the numeric filter you want to add.
From the down arrow menu next a column header, you can change how underlying data is presented by adding a column, grouping columns together, or performing another similar action.
When you add a column to a table, it creates a formula based on existing data within the table. The formula can be conditional, text manipulation, mathematical, date manipulation, or aggregation functions (when the data has been grouped). These functions are very similar to popular spreadsheet programs.
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In the column header row, select the down arrow
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Select Add new column.
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When you type a function or formula into the fx bar, a help window displays to show the common usage for the function. The conditional value sets the data based on a condition being true or false for the row.
Some commonly used text manipulation functions include:
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Left (get the left number of characters stipulated)
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Right (get the right number of characters stipulated)
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Mid (get the number of characters starting at)
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Len (length of a string)
There are a number of date manipulations that can be employed. Commonly used functions include:
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Dateadd (add or subtract time from a date field – subtract by using a negative number)
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DateTrunc (Truncate the date to a unit – e.g. day 2022-03-01 )
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DatePart (Pull out a specific part of the date – e.g. year 2022)
Aggregate functions work when one of the columns has been grouped (go to Group data). Common aggregate functions include:
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Count (Counts the total number of non-null items for a column)
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CountDistinct (Counts the total number of distinct non-null items for a column)
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Countif (Counts an item in a column if the conditional is met)
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Avg (Average of all non-null items in the column)
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Sum (Sum of a column)
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To group a column, in the column header row, select the down arrow
Note
Multiple nested groups can be made, but nested groups can cause slow-downs or timeouts.
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To create an aggregate for the group, click the down arrow on the grouped column, and then select Add new column. Within the new column, add an aggregate function (go to Aggregation).
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Select the +/- icon next to the column header to collapse or expand all groups. This is useful when the only data that is desired is the aggregation (it drastically reduces the amount to be exported if the report is to be saved as an Excel or CSV report).
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You can expand a grouped data element (and see all of the underlying data for it) by clicking + next to the data that you want to expand.
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