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Explorer User Guide
Explorer User Guide

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

Camron Simione avatar
Written by Camron Simione
Updated over 4 months 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.

Navigate to Cyndx Explorer

  1. Click on the 'Finder' tab on the main Cyndx platform.

  2. Clicking 'Explorer' will redirect you to our Explorer tool

  3. Or go straight to the platform at explorer.cyndx.com/login and sign in.

Step 1: Select 'Query from tables' to start.

As soon as you enter Explorer, you will immediately view pinned and publicly saved (among your organization) charts and dashboards. Click 'New' then 'Query from tables' to begin your Explorer query.
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Step 2: Select the 'Entity' table to begin your query

As you start your Explorer query, you will immediately and only see 'Entity' as the primary table - 'Entity' is the amalgamation of different entities and datapoints Cyndx can offer.

Clicking 'Entity' 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.

Please note that hovering over these sub-tables and dimensions will give you a short description of themselves.

Step 3: 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 Entity/Company Name.

Helpful Hint: 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: "Creating Lists" in Finder User Guide
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Step 4: Set Filters as the parameters of your query

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.

Adding a filter simultaneously with the dimension added:

  1. Click on a dimension you'd like to add to your query.

  2. Click on the three-dot menu located next to your selected dimension.

  3. A drop down will appear. Click 'Add filter'.

  4. Filter is now added to the Filters section.

  5. Select the operator and add a field you'd like included or excluded from your query.

Adding a filter after you selected all your dimensions:

  1. In the 'Filters' drop down click on 'Add filter'.

  2. A search bar will appear. Type in the dimension(s) you wish to filter around.

  3. Click on the searched dimension.

  4. Select the operator and add a field you'd like included or excluded from your query.

Please be reminded to always check the sub-table/model it will be sourced from whenever you search for filters in this manner.
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In the example shown below, I am filtering a list of Biopharmaceutical companies that are 'Projected to Raise' in the United States.
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Step 5: 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.

Any questions?

We want you to get the most from every search.

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.

FAQ page https://help.app.cyndx.com/

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