Click to filter and drilldown

One of the fastest ways to explore your data is to click directly on your charts. Click a bar, a slice, a data point, or a table row, and Genuics responds immediately - either filtering the whole dashboard or opening a detailed drilldown.

Click to filter

Click any value on a chart to add it as a filter across your entire dashboard.

1. Hover over a chart element - a bar segment, a pie slice, a line data point, or a heatmap cell.
2. Click it. A filter chip appears below the toolbar showing the value you selected (e.g., "Region = Europe").
3. Every widget on the dashboard refreshes to show only data matching that filter.

Example: Your bar chart shows NPS by region. You click the "APAC" bar. Instantly, every widget on the dashboard - the trend line, the pie chart, the table - updates to show only APAC data. You've gone from a global view to a regional deep-dive in one click.

You can click additional chart elements to stack filters. Click "APAC" on the region chart, then click "Enterprise" on the customer segment chart, and now you're viewing APAC Enterprise data across every widget.

Drilldown modal

While click-to-filter shows you the big picture for a segment, drilldown shows you the detail behind a single data point.

1. Hover over a chart element you want to investigate.
2. Click it to open the drilldown modal (or right-click and select Drill Down from the context menu).
3. The modal opens with a detailed table of the individual rows that make up that data point.

Example: Your metric card shows "Average CSAT: 7.2 this week." You click the card and the drilldown modal opens, showing every individual response that went into that average - with columns for date, respondent, score, channel, and open-ended comments. Now you can read the actual feedback behind the number.

The drilldown table supports sorting (click a column header) and pagination for large datasets. You can scan through hundreds of rows to find specific entries or spot patterns.

What you can do in the drilldown modal

• Sort by any column to find the highest or lowest values.
• Search to locate specific entries by keyword.
• Export the drilldown data as CSV or Excel for further analysis.
• Navigate pages if the dataset is large - the modal shows a paginated view so it loads quickly even with thousands of rows.

Right-click context menu

Right-clicking a chart element opens a context menu with several options:

• Drill Down - opens the drilldown modal for that data point (same as the drilldown described above).
• Add to Filter - adds the value as a click-to-filter selection without opening the drilldown.
• Create Action - opens the action creation form pre-populated with context from the data point you clicked. For example, right-clicking a low NPS score for a specific region could create an action tagged with that region and score range.

Clearing click-to-filter selections

When you're done exploring a segment, you need to clear the click-to-filter selections to get back to your full dataset.

Clear one filter: Click the X on the filter chip below the toolbar. The chip shows the field and value (e.g., "Region = APAC x"). Removing it restores that dimension to the unfiltered state.

Clear all click-to-filter selections: Click Clear All in the filter chip area, or open the filter panel and click Clear All. This removes all click-to-filter selections while leaving any manually-added filter rules intact.

Tips for effective exploration

• Start broad, then narrow. Begin with your full dataset, then click into the segment that stands out. Drill down when you find something interesting.
• Use click-to-filter in presentations. When someone asks "what about region X?", click the bar and the whole dashboard updates live. It's much faster than switching to the filter panel.
• Combine with date ranges. Set your date range first, then use click-to-filter to explore within that window. The date range and click-to-filter work together.
• Right-click for actions. When you spot something that needs follow-up, right-click and create an action immediately. Don't lose the insight.

Next steps

To set up more structured filter rules with AND/OR logic, see Filters and date ranges. To learn how to turn data findings into trackable tasks, see Creating and managing actions.