Show Underlying Data
This feature allows users to see the underlying line-level raw data for a specific insight shown in Auto Insights to get all the information about this particular insight. This feature is available in Missions and Search.
Note
This feature has to be turned on by an Org Admin.
To turn on this feature for your company...
Go to your avatar in the top right corner, and select Admin Portal. Make sure you are an Org Admin. When you’re logged into the Admin Portal, your role type is displayed next to your name in the top right corner.
Select Feature Access.
Turn on the toggle next to View Underlying Data.
Now, dataset owners can allow users to preview and download the underlying raw data for a specific insight on a per dataset level.
The dataset owner can also disable this feature for a dataset. Then users can’t preview or download the underlying data. Users can't download the entire dataset even if preview and download are enabled. It is only a subset of data tied to a specific insight.
How-To for Dataset Owners
To allow other users to view underlying data for your dataset...
Go to your avatar in the top right corner, and select Admin Portal.
Select Datasets from the navigation bar.
Select your dataset.
Go to the Underlying data settings section, and select Enabled from the dropdown.
Select Apply.
Now, users can preview and download the underlying raw data for a specific insight on a per dataset level.
To disable underlying data viewing for your dataset...
Go to your avatar in the top right corner, and select Admin Portal.
Select Datasets from the navigation bar.
Select your dataset.
Go to the Underlying data settings section, and select Disabled from the dropdown.
Select Apply.
Once disabled, users can’t preview or download the underlying data. Users can't download the entire dataset even if preview and download are enabled. It is only a subset of data tied to a specific insight.
How-To for Users
To view the underlying data for a specific insight on a Mission page...
Go to a Mission page.
There are 2 ways to see underlying data:
Select the ellipsis icon (...) in a table row, then select Show underlying data.
Select the show underlying data icon.
A preview window opens with the line-level table view of the raw data (max 1,000 rows).
(Optional) Download the data in CSV format (max 100,000 rows).
To view the underlying data for a specific insight in Search...
Go to Search.
There are 2 ways to see underlying data:
Select the ellipsis icon (...) in a table row, then select Show underlying data.
Select the show underlying data icon.
A preview window opens with the line-level table view of the raw data (max 1,000 rows).
(Optional) Download the data in CSV format (max 100,000 rows).
FAQ for Users
What are the limitations?
Preview: 1,000 rows
Download 1 CSV: 100,000 rows and 50 columns
Download 2 CSVs: 50,000 rows and 50 columns each
What about when a user has a custom measure, count, or average selected?
AAI still shows the underlying data but will display a warning message that those measures are not 1:1 displayed in the raw data as they require additional calculation on top of the raw data. AAI performs those calculations upon ingestion of data.
What happens when the data comes from 2 different datasets (for example, Common Causes)?
Upon download, you will receive 2 CSV files, each containing a maximum of 50,000 rows. In the preview, you will see two tables.
Does this work for goals (target) datasets?
No. You can't preview or download the underlying data for goals (target) datasets.
Is a disabled column visible for preview or download?
If the dataset owner disabled a column during ingestion, it is not visible for preview or download.