Discover Tips & Tricks

Table Report in Demographic Profile
Now you can easily access and export all demographic facts for a set of products/retailers in one convenient table
SUM OR For Share Basis
Users can now leverage SUM OR functionality when creating custom product share bases.
Sourcerer
Determine sources of volume for new product launches, including if volume came from switching, new category buyers, or category expansion
Sorting and Editing Series Colors
Explore the ways in which you can enhance the view of your bar & column charts using the sorting tools & freely changing the colors in the series
Show Remaining Values
Introducing a brand-new option in the Data Selector to create an “All Other” based on remaining values not selected within a characteristic
Shifting Analysis Arrow
Limit what products are charted in the Arrow visual for simplicity. Easily switch focus with a just few clicks!
Selection Groups Filtering
Have a lot of selection groups? Create filters within your selection groups to easily change which selections are applied to your report
Setting defaults in Data Preferences
Users are now able to set data selection defaults for their data views! By setting defaults at the data view, users can access specific selections that will render clear insights when they enter a template or begin creating a new analysis
Selection Group Level Conditions
1) Set conditions at the Selection Group Level for product dimension, 2) Add up to 5 selection group level conditions, to a card, 3) No overlapping: If dimension level condition is added, selection group level cannot be added, and vice versa
Range of Cells- Item Ranking Template
Users can now drag and select any range of cells to add charts, export to CSV/Excel, and copy/paste cells to another source from the Item Ranking Template
Resizable Data Selector
Drag to resize your data selector for perfect readability and control
Personal characteristics usable with KPIs
Users can now create KPIs based on Personal Characteristics that they have created or that have been shared with them
Pagination
Easily organize your selection groups with ease! Up to 20 groups per page, with a total of 5 pages available (yes that’s 100 groups!)
Duration to Custom Option
You can tailor the ‘Duration To’ selection with your own custom number of weeks! Dive into the Weeks folder and explore the new custom option
Editing Series Colors
Explore the ways in which you can enhance the view of your bar and column charts using the sorting tools & freely change the colors in the series
Enable Drilling
Easily create visualizations with capabilities to drill into product sub-sets in the X-axis
Geographic Pivot in POD reports
Dive deeper into understanding product buyers across multiple geographic areas with our new pivot feature in Buyer Turnover, CPCA, and Buyer Demographic models
Multiply By Function
Users can now ‘multiply by’ a given report by iterating a dimension selection and exporting each permutation to a separate Excel sheet/ PPT slides with 3 more reports
Condition Enhancements
Create conditions based on values not in the report output, base conditions on “Each” or only specific dimensions, and sort condition results a. Sort Top and Bottom condition results in Descending or Ascending order
Nesting of dimension
Organize your graph more clearly with nesting! The X-axis can contain up to 2 dimensions (the first dimension will create nests for the second one)
Create Custom Expression
Users can now create custom expressions/facts to include in their reports
Cumulative Sum
This new function will sum up your designated fact values in just a few clicks
Discover Add-In ‘Help’ Menu
You can now access Release Notes, job aids, and how-to videos in a tailored ‘Help’ Menu in the Excel Add-In similar to what is available in Discover Web
Duration axis combo chart
Period Dimension in Categories is unlocked! This means that the X-axis can be plotted with other dimensions. The X-axis also can hold 2 dimensions now to allow Nesting
Bulk Editing
You can now synchronize your reports across datasets. The new bulk edit dialog allows you
Fact Pivot in Consumer Trends
Dive deep into your data! Compare multiple facts over different periods effortlessly with the new Fact Pivot in Consumer Trends. Plus, enjoy consistent functionalities with other pivots
Introducing Robustness Panel in Table Builder
Say goodbye to guesswork! Easily identify low sample sizes in your reports with the new Robustness Panel in Table Builder
Geographic Pivot in Demographic Profile
Explore your product’s buyers across different areas with ease! The Demographic Profile now offers a Geographic Pivot for better insights
Formatting Options
We’ve introduced formatting options for bar charts in several reports, including Share of Wallet, Consumer Purchase Overview, and more. Customize your charts with options like turning off data labels or grid lines
Display Shared Org Details
Assets shared with organizations will now be visible in the Info tab, making collaboration smoother
Enhanced Scheduling Options
Users now have more control over scheduling and unscheduling reports
Access Level For Assets
Enhanced visibility into access rights for accurate and clear report management
Discover Add-in
Filter layout options are now available! Easily refine your data with the new filter menu and enjoy streamlined selection capabilities in Excel
People Contribution & People Volumetric Groups
Introducing customizable contribution and volumetric groups
Shifting Analysis
We’ve enhanced the net shifting view in our Shifting Analysis template! Now, easily switch between net shifting, gains, and losses to get a comprehensive view
Buyer Exclusivity & Duplication Template
Explore different buyer segments and their preferences., gain insights into brand interactions and exclusivity, discover fascinating consumer shopping behaviors within your category
Leakage Detail
Leakage Detail is a powerful panel report template designed to provide deep insights into customer behavior
Dynamic Sheets for Discover Add-in
Apply Dynamic Sheets within a range to display data across multiple worksheets, similar to the “multiply” feature
Transfer/Share as Owner
Enhance collaboration with the ability to transfer or share folder assets with owner rights
Scheduled Snapshots
Now you can schedule and unschedule Reports, Flows, or Saved Templates as Snapshots! Set it and forget it, and we’ll deliver the insights right to clients’ inboxes and Discover notifications!
All-New Trial & Repeat Portfolio Template
Dive deep into the consumer journey and uncover valuable insights into how customers interact with your brand!
Net Shifting View
This feature allows you to easily compare shifts between a retailer and its competitors, with smooth scroll and expand options for effortless navigation
Summing of Geographies
You can now sum geographies in any Panel on Demand report, enabling the creation of custom geographic areas
People Groups Update
We’ve streamlined the data summary prompts by replacing buyer and shopper groups with a unified People prompt, just like in Table Builder
Manual Auto Sum
The auto-sum feature has been removed from the ‘From To’ period selection in Build a Table and Monitor My Business KPI
Snapshot Schedule Search
You can now search for users by first and last name in the schedule dialog, instead of just email addresses
Trade Planner – Share of Wallet
This report offers users enhanced insights compared to the previous Leakage Analysis template