Cyndx's powerful BI Explorer tool allows you direct, uninhibited access to the most comprehensive dataset of private company information available anywhere.
In this article we will walk you through the steps to build unlimited queries from Cyndx's massive dataset of private company information.
Watch "Intro to Cyndx Explorer" video
To get started, navigate to Explorer, select New from the top Navigation bar, and choose the option to Query from tables in the dropdown.
Read more:
How to access Explorer
Building a new query from tables: What's on the page
A step-by-step guide to building queries from tables
Get Started: A step-by-step guide to building queries from tables
Step 1: Select the Entity Table to start your Query
From here, you will see a list of all sub-tables (or models) within. Hover over to reveal a brief description of what's included. Each table will drop down further to expose all dimensions (fields) available.
Step 2: Choose the Dimensions you wish to display
Click on any dimension to add to the desired field under the Results section.
In this example, we have added the Company Name.
Note: You may also start by selecting a List (saved in Finder) or run a Finder search from the Filters section to center your query, and select the desired dimensions to display. Drop down the Filters to see more options.
Please see: Select and add a List to filter by
Step 3: Set Filters as the parameters of your query
Filters allow you to narrow the scope of your query by parameters such as geography, a window of time, a contact title, or more.
In this example, we are filtering for companies in the biopharmaceutical space that are Projected to Raise.
Step 4: Save, Share or Export your query
Once you have created and run your query, you may want to return to it later.
At the top right of the screen, you will see the option to Save your chart to your own space, or hit the Copy Link icon to share with teammates. Or to download, see Export options below.
To save your chart, hit Save Chart, name it, and select the Space in which you would like it to appear.
Also see:
How to create an Explorer query
How to save an Explorer query
How to edit an Explorer query
How to share an Explorer query
How to delete an Explorer query
Custom Dashboard: How to Create, Save and Pin as Default