---
schema_version: "1"
id: 3ad4b858443b2d614f2c5efbeed050eb4ae6700e46c107ba124ff187d9b2d563
title: Explore and Visualize Your Data Interactively
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_explorer_process.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_explorer_process.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 523093871db18ac78221e6a1836e45bf5042e04d3730d85b6d974d6ac675fbc2
description: "Data exploration is an iterative process. It typically involves these steps: view, explore, refine, save, and share."
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Explore and Visualize Your Data Interactively

Data exploration is an iterative process. It typically involves these steps: view, explore, refine, save, and share.

![Diagram of the iterative process of data exploration and visualization](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explorer_circle_exploration_process.png)

- View—View the dataset.
- Explore—Get to know the boundaries and shape of your data. Play with different views, zoom in and zoom out, and see what you get with different charting options.
- Refine—Narrow your view to the most important data. Decide the level of detail and categorization that’s easiest for your colleagues to understand. Choose the most appropriate chart visualization.
- Save—Save your work.
- Share—Share your view with others. For a more packaged presentation, use your visualization to build a dashboard.