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Explorer User Guide

Get started querying | User guide | Custom queries and exports | Dimensions | Dashboards

Camron Simione avatar
Written by Camron Simione
Updated over 2 weeks ago

This guide covers how to use Explorer, build custom queries to leverage Cyndx data, and get more out of your lists.

Cyndx's powerful BI Explorer tool allows you direct, uninhibited access to the most comprehensive dataset of private company information available anywhere. Create custom queries to quickly identify and track what’s happening in the spaces most relevant to you.

Contents:


Start Explorer Query from scratch

You can get started by accessing the Explorer tool in the Finder dropdown.

Click "Run a query"

Under Companies Table, you can select entities and dimension. It is the amalgamation of different entities and datapoints Cyndx can offer


Explorer Entities/Dimension/Filters definition and quick tips

  1. Clicking 'Companies' will let you see a list of dropdowns pertaining to different 'sub-tables', or models, which clicking consequently will lead to a more refined selection of different 'dimensions'. These 'dimensions' will let you choose whichever you think best fit for your query.

  2. Click on any dimension to add to the desired field under the Results section.

    Note: If a dimension has a gray background, it means it’s included in the Results section. If you change your mind and want to remove a dimension you previously added, simply click the gray-background dimension under the Companies Table, and it will automatically be removed from the Results section.

  3. To see a dimension’s description, click the three dots beside the dimension’s name. To use this dimension as a filter, click the funnel icon, and it will automatically be added to the Filters section.

    Adding filters to your Explorer query allows you to accurately reveal your chosen dimensions and specify your search. Filtering is a key component in narrowing your query to the results that are relevant to you based on your criteria. There are multiple routes to adding filters to your query. Filters allow you to narrow the scope of your query by parameters such as geography, a window of time, a contact information, or more.

  4. Once the filter is added you can select the operator and add a field you'd like included or excluded from your query.

    Tips on how to choose the correct operator:

    👉 "Is null" - means there is no value and you can see symbol like this '∅'

    👉 "is not null" - means all the fields in the results section should have value

    👉 "is" - means specific to or limited to

    👉 "is not" - means not specific to

    👉 "starts with" - usually use for dates

    👉 "ends with" - usually use for dates

    👉"includes" - includes but not limited to

  5. Then, click the "Run Query"

  6. 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.


Navigate Explorer via Quick Queries

Explorer can also be navigated using quick queries or pre-built graphs within the platform, similar to those in the Analytics Dashboard.

Just click the blue arrow, and it will redirect you to Explorer with the dimensions already added.


Any questions?

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Chat With Us

For quick assistance from our support team, click the “Chat with us” button at the bottom of your page and start a conversation.

Help Center

To find FAQs and more in-depth information on using Cyndx Finder, visit our Help Center by clicking Best Practices in the top right corner.

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