A great way to encourage self-service data exploration is by adding URL links to your charts & visualizations. That way, folks can click on a data point and explore other dashboards. For example, here are a few common use cases we see:
- Customer lookup: In a table listing your biggest customers, you can add a link to the “Salesforce Account ID” field that will take you to their Salesforce Account page.
- Application database: In a graph of most common error codes encountered by users, you can add a link to the “Error Code” field that links to your application database’s most recent instances of that error code.
- Cross-linking dashboards: In a chart with number of orders per customer, you can add a link to a “Customer Lookup” Omni dashboard that lets you see more details on a specific customer.
Omni lets you add dynamic links to individual dimensions & measures to curate that self-service data exploration. All you need to do is add the links parameter to the field in your model! Here is the documentation for adding a link to a field.
And here’s a quick demonstration of what linking in a visualization looks like in practice: