Merge pull request #5012 from metabase/drillthrough-doc

Drillthrough and dashboards page documentation

docs/users-guide/02-database-basics.md

@@ -74,4 +74,4 @@ To do this, we’d open up the Reservation table, add a filter to only look at r
 ---
 
 ## Next: Asking questions
-Now that we have a shared vocabulary and a basic understanding of databases, let's learn more about [asking questions](03-asking-questions.md)
+Now that we have a shared vocabulary and a basic understanding of databases, let's learn more about [exploring in Metabase](03-basic-exploration.md)

docs/users-guide/03-basic-exploration.md

+### Exploring in Metabase
+As long as you're not the very first user in your team's Metabase, the easiest way to get started is by exploring charts and dashboards that your teammates have already created.
+
+#### Exploring dashboards
+Click on the `Dashboards` nav item to see all the dashboards your teammates have created. Dashboards are simply collections of charts and numbers that you want to be able to refer back to regularly. (You can learn more about dashboards [here](07-dashboards.md))
+
+If you click on a part of a chart, such as a bar in a bar chart, or a dot on a line chart, you'll see a menu with actions you can take to dive deeper into that result, or to branch off from it in a different direction.
+
+![Drill through](images/drill-through/drill-through.png)
+
+In this example of pie orders by type over time, clicking on a dot on this line chart gives us the ability to:
+- Zoom in — i.e., see just the banana cream pie orders in June 2017 over time
+- View these Orders — which lets us see a list of banana cream pie orders in June 2017
+- Break out by a category — this lets us do things like see the banana cream pie orders in June 2017 broken out by the status of the customer (e.g., `new` or `VIP`, etc.) or other different aspects of the order. Different charts will have different break out options, such as Location and Time.
+
+Other charts as well as table cells will often also allow you to go to a filtered view of that chart or table. You can click on one of the inequality symbols to see that chart where, for example, the value of the Subtotal column is less than $100, or where the Purchased-at timestamp is greater than (i.e., after) April 1, 2017.
+
+![Inequality filters](images/drill-through/inequality-filters.png)
+
+Lastly, clicking on the ID of an item in table gives you the option to go to a detail view for that single record. (E.g., you can click on a customer's ID to see the profile view for that one customer.)
+
+**Note that charts created with SQL don't currently have these action options.**
+
+#### Exploring saved questions
+In Metabase parlance, every chart on number on a dashboard is called a "question." Clicking on the title of a question on a dashboard will take you to a detail view of that question. You'll also end up at this detail view if you use one of the actions mentioned above. You can also browse all the questions your teammates have saved by clicking the `Questions` link in the main navigation.
+
+When you're viewing the detail view of a question, you can use all the same actions mentioned above. You can also click on the headings of tables to see more options, like viewing the sum of the values in a column, or finding the minimum or maximum value in it.
+
+![Heading actions](images/drill-through/heading-actions.png)
+
+Additionally, the question detail page has an Explore button in the bottom-right of the screen with options that change depending on the kind of question you're looking at. (Note that the Explore button disappears if your cursor stops moving.)
+
+![Action menu](images/drill-through/actions.png)
+
+Here's a list of all the actions:
+* Table actions
+  - `Count of rows by time` lets you see how many rows there were in this table over time.
+  - `Summarize this segment` gives you options of various summarization functions (sum, average, maximum, etc.) you can use on this table to arrive at a number.
+* Chart and pivot table actions
+  - `Break outs` will be listed depending on the question, and include the option to break out by a category, location, or time. For example, if you're looking at the count of total orders over time, you might be able to further break that out by customer gender, if that information is present.
+  - `View this as a table` does what it says. Every chart has a table behind it that is providing the data for the chart, and this action lets you see that table.
+  - `View the underlying records` shows you the un-summarized list of records underlying the chart or number you're currently viewing.
+
+---
+
+## Next: Asking new questions
+So what do you do if you can't find an existing dashboard or question that's exactly what you're looking for? Let's learn about [asking our own new questions](04-asking-questions.md)

docs/users-guide/03-asking-questions.md → docs/users-guide/04-asking-questions.md

@@ -159,4 +159,4 @@ Questions asked using SQL can be saved, downloaded, or added to a dashboard just
 ---
 
 ## Next: Creating charts
-Once you have an answer to your question, you can now learn more about [visualizing answers](04-visualizing-results.md).
+Once you have an answer to your question, you can now learn more about [visualizing answers](05-visualizing-results.md).

docs/users-guide/04-visualizing-results.md → docs/users-guide/05-visualizing-results.md

@@ -100,4 +100,4 @@ Metabase now also allows administrators to add custom region maps via GeoJSON fi
 ---
 
 ## Next: Sharing and organizing questions
-Now let's learn about [sharing and organizing your saved questions](05-sharing-answers.md).
+Now let's learn about [sharing and organizing your saved questions](06-sharing-answers.md).

docs/users-guide/05-sharing-answers.md → docs/users-guide/06-sharing-answers.md

@@ -51,4 +51,4 @@ Clicking on the icon to the left of questions let's you select several at once s
 ---
 
 ## Next: creating dashboards
-Next, we'll learn about [creating dashboards and adding questions to them](06-dashboards.md).
+Next, we'll learn about [creating dashboards and adding questions to them](07-dashboards.md).

docs/users-guide/06-dashboards.md → docs/users-guide/07-dashboards.md

@@ -10,7 +10,7 @@ Have a few key performance indicators that you want to be able to easily check?
 You can make as many dashboards as you want. Go nuts.
 
 ### How to create a dashboard
-Once you have a question saved, you can create a dashboard. Click the **Dashboards** dropdown at the top of the screen, then **Create a new dashboard**. Give your new dashboard a name and a description, then click **Create**, and you’ll be taken to your shiny new dashboard. You can always get to your dashboards from the dropdown at the very top of the screen.
+Once you have a question saved, you can create a dashboard. Click the **Dashboards** link at the top of the screen, then click the plus icon in the top-right to create a new dashboard. Give your new dashboard a name and a description, then click **Create**, and you’ll be taken to your shiny new dashboard.
 
 ![Create Dashboard](images/dashboards/DashboardCreate.png)
 
@@ -34,11 +34,17 @@ Once you're in edit mode you'll see a grid appear. You can move and resize the c
 
 Questions in your dashboard will automatically update their display based on the size you choose to make sure your data looks great at any size.
 
+### Archiving a dashboard
+Archiving a dashboard does not archive the individual saved questions on it — it just archives the dashboard. To archive a dashboard while viewing it, click the pencil icon to enter edit mode, then click the Archive button.
 
-### Deleting a dashboard
-Deleting a dashboard does not delete the individual saved questions on it — it just deletes the dashboard. Remember — dashboards are shared by everyone on your team, so think twice before you delete something that someone else might be using!
+You can view all of your archived dashboards by clicking the box icon in the top-right of the Dashboards page. Archived dashboards in this list can be unarchived by clicking the icon of the box with the upward arrow next to that dashboard.
 
-To delete a dashboard, click the pencil-looking **Edit** icon in the top right of the dashboard, then click **Delete**.
+(Note: as of Metabase v0.24, dashboards can no longer be permanently deleted; only archived.)
+
+### Finding dashboards
+After a while, your team might have a lot of dashboards. To make it a little easier to find dashboards that you look at often, you can mark a dashboard as a favorite by clicking the star icon on it from the dashboards list. You can use the filter dropdown in the top of the list to view only your favorite dashboards, or only the ones that you created yourself.
+
+![Filter list](images/dashboards/FilterDashboards.png)
 
 ### Fullscreen dashboards
 
@@ -90,4 +96,4 @@ Some tips:
 ---
 
 ## Next: Adding dashboard filters
-Make your dashboards more flexible and powerful by [adding dashboard filters](07-dashboard-filters.md).
+Make your dashboards more flexible and powerful by [adding dashboard filters](08-dashboard-filters.md).

docs/users-guide/07-dashboard-filters.md → docs/users-guide/08-dashboard-filters.md

@@ -74,4 +74,4 @@ Here are a few tips to get the most out of dashboard filters:
 ---
 
 ## Next: Charts with multiple series
-We'll learn how to [create charts with multiple lines, bars, and more](08-multi-series-charting.md) next.
+We'll learn how to [create charts with multiple lines, bars, and more](09-multi-series-charting.md) next.

docs/users-guide/08-multi-series-charting.md → docs/users-guide/09-multi-series-charting.md

@@ -78,4 +78,4 @@ Go forth and start letting your data get to know each other.
 
 ## Next: Getting reports with Pulses
 
-Pulses let you send out a group of saved questions on a schedule via email or Slack. [Get started with Pulses](09-pulses.md).
+Pulses let you send out a group of saved questions on a schedule via email or Slack. [Get started with Pulses](10-pulses.md).

docs/users-guide/09-pulses.md → docs/users-guide/10-pulses.md

@@ -50,4 +50,4 @@ If you want to delete a pulse, you can find that option at the bottom of the edi
 
 ## Next: Connecting Metabase to Slack with Metabot 🤖
 
-If your team uses Slack to communicate, you can [use Metabot](10-metabot.md) to display your saved questions directly within Slack whenever you want.
+If your team uses Slack to communicate, you can [use Metabot](11-metabot.md) to display your saved questions directly within Slack whenever you want.

docs/users-guide/10-metabot.md → docs/users-guide/11-metabot.md

@@ -48,4 +48,4 @@ If you don’t have a sense of which questions you want to view in  Slack, you c
 
 ## Next:
 
-Sometimes you’ll need help understanding what data is available to you and what it means. Metabase provides a way for your administrators and data experts to build a [data model reference](11-data-model-reference.md) to help you make sense of your data.
+Sometimes you’ll need help understanding what data is available to you and what it means. Metabase provides a way for your administrators and data experts to build a [data model reference](12-data-model-reference.md) to help you make sense of your data.

docs/users-guide/start.md

@@ -4,15 +4,16 @@
 
 *   [What Metabase does](01-what-is-metabase.md)
 *   [The basics of database terminology](02-database-basics.md)
-*   [Asking questions in Metabase](03-asking-questions.md)
-*   [How to visualize the answers to questions](04-visualizing-results.md)
-*   [Sharing and organizing your saved questions](05-sharing-answers.md)
-*   [Creating dashboards](06-dashboards.md)
-*   [Adding filters to dashboards](07-dashboard-filters.md)
-*   [Creating charts with multiple series](08-multi-series-charting.md)
-*   [Using Pulses for daily emails](09-pulses.md)
-*   [Get answers in Slack with Metabot](10-metabot.md)
-*   [Some helpful tips on building your data model](11-data-model-reference.md)
-*   [Creating SQL Templates](12-sql-parameters.md)
+*   [Basic exploration in Metabase](03-basic-exploration.md)
+*   [Asking questions in Metabase](04-asking-questions.md)
+*   [How to visualize the answers to questions](05-visualizing-results.md)
+*   [Sharing and organizing your saved questions](06-sharing-answers.md)
+*   [Creating dashboards](07-dashboards.md)
+*   [Adding filters to dashboards](08-dashboard-filters.md)
+*   [Creating charts with multiple series](09-multi-series-charting.md)
+*   [Using Pulses for daily emails](10-pulses.md)
+*   [Get answers in Slack with Metabot](11-metabot.md)
+*   [Some helpful tips on building your data model](12-data-model-reference.md)
+*   [Creating SQL Templates](13-sql-parameters.md)
 
 Let's get started with an overview of [What Metabase does](01-what-is-metabase.md).