Data exploration

Explore your data like a spreadsheet. Without SQL, without a request to IT.

Dashboards answer the questions you planned for. Exploration is for the next one: which invoices make up that receivables figure, which branch drove last week's dip, which customers have no segment. Klayara gives every table a spreadsheet-style viewer, lets anyone drill from a chart to the rows behind it, and exports exactly what is on screen — always within that person's own permissions.

Spreadsheet-style viewerRows behind any numberSaved, shareable viewsExports respect permissions

What is self-service data exploration?

Self-service data exploration means business users can browse, filter, group and drill into company data themselves, without writing SQL or asking an analyst. In Klayara every table opens in a spreadsheet-style viewer with filters, grouping and subtotals; any chart number opens the rows behind it; and filtered views can be saved, shared, scheduled or exported to Excel, all under the reader's own permissions.

How do you explore data without SQL?

You open the table and work with it the way you would a spreadsheet. Klayara shows every table you are allowed to see in a viewer with rows and columns, where you filter, sort, group and total by clicking, not by writing a query. Group sales by branch and then by month and the subtotals appear under each group; switch to a matrix to see branches down the side and months across the top.

Column control is part of the same screen. Show, hide, reorder, group and colour columns until the table reads the way you think about it, and Klayara remembers the layout for that table the next time you open it. Nobody has to learn table names or join conditions, because relationships between customers, orders and invoices are set up once by whoever models the data.

  • Grouped with subtotals, or as a matrix, for any table
  • Show, hide, reorder and colour columns; the layout is remembered per table
  • Related rows from other tables shown beside the one you opened
  • Plain-language filters on Growth: type "orders last quarter over 500"

Ad hoc analysis: drill down to the rows behind a number

Ad hoc analysis starts on the dashboard and ends at the transactions. Click a bar on a yearly revenue chart and drill to the month, then to the single invoice. Or open the rows behind any figure directly: the receivables-over-90-days card becomes the list of invoices that make it up, with the filters that produced it explained in plain words above the table.

That plain-words line matters more than it sounds. When a regional manager asks why their number differs from finance, the answer is usually a filter — a date range, an excluded customer group, a status. Seeing "Region is North, Invoice date is this quarter, Status is not Cancelled" settles it in seconds, and the same rows can be exported for the reconciliation.

Column profiling: check the data before you trust it

Column profiling shows, in one click, what is actually inside every column of a table. For each column Klayara shows the gaps and blanks, the most common values and the spread of numbers, so you can see that 8% of customers have no region, or that one salesperson code appears under two spellings, before those problems end up in a board report.

Every part of the profile is clickable. Click the blank slice of the region column and the viewer filters to exactly those customers, ready to fix at the source or export for whoever owns the master data. It turns data quality from a guess into a short, specific list.

  • Gaps and blanks counted for every column
  • Top values, so duplicates and odd spellings stand out
  • Spread of numbers, to catch an order of 0 or 9,999,999
  • Click to filter straight to the rows behind any part of the profile

Saved views: the filtered table you check every Monday

A saved view keeps a filtered, arranged version of a table so you never rebuild it. Save "Open purchase orders over 30 days, grouped by supplier" once, star it, make it your default for that table, and it is one click away from then on. The underlying table keeps refreshing, so the view always shows current rows.

Saved views can be shared with colleagues at view, edit or admin level, and scheduled so the same list arrives on a fixed day and time. A stock controller can send "Items below reorder level" every morning without anyone opening the product, and each person who opens a shared view still sees only the rows their permissions allow.

Export filtered data to Excel, CSV or JSON

What you export is exactly what you see. Filter the viewer to one branch and one quarter, hide the columns you do not need, and download the result to Excel, CSV or JSON — filters and column choices included. The same applies to downloads from any chart or table on a dashboard.

Permissions travel with the file. If a person is limited to their own region, or a salary column is masked for them, the downloaded file follows the same rules as the screen. There is no export button that quietly returns more than the person was allowed to read.

Spreadsheet view of your database, with permissions built in

A spreadsheet view of a database is only safe if it respects who is looking. Klayara's viewer applies the same row and column rules as dashboards, so a branch manager browsing the sales table sees their branch, and a masked column stays masked. Administrators can use Check access to see a table exactly as a chosen colleague would.

Small hand-entered tables — targets, budgets, mappings of old product codes to new ones — can be edited directly in the viewer, including pasting rows from a spreadsheet. Tables that come from your ERP or database stay read-only, because Klayara reads from source systems and never writes back to them.

How it works

From first click to everyday use.

Open a table

Pick any table you have access to; it opens in the spreadsheet-style viewer with your permissions already applied.

Filter and group

Filter by clicking or, on Growth, by typing in plain language. Group with subtotals or switch to a matrix.

Drill and profile

Profile a column to find gaps, or come from a dashboard number straight to the rows behind it.

Save, share or export

Save the view, share it, schedule it, or download exactly what is on screen to Excel, CSV or JSON.

Dashboard, exploration or export: which to use when.

SituationBest toolWhy
A question asked every week, by many peopleDashboardBuilt once, filtered by each reader, and always current.
"Why did this number move?"Drill-down from the dashboardYear to month to transaction, with the filters spelled out.
A one-off question nobody planned forExploration in the viewerFilter, group and total any table without asking for a new report.
Checking data quality before a board packColumn profilingGaps, blanks and odd values in one click, each clickable to the rows.
The same filtered list every MondaySaved view, scheduledKept, shared and delivered without rebuilding it.
Handing rows to an auditor or another systemExport to Excel, CSV or JSONExactly what is on screen, with permissions applied to the file.
6 capabilities

Everything included: explore the data.

A spreadsheet-style viewer for every table, under each person's own permissions. See every feature.

Spreadsheet-style viewer

Browse any table like a spreadsheet — grouped, with subtotals, or as a matrix.

Filters in plain language

Type "orders last quarter over 500" and it becomes a real filter.

Growth and Enterprise

Column control

Show, hide, reorder, group and colour columns; the layout is remembered for each table.

Saved views

Save a filtered, arranged view of a table, star it, make it your default, share it or schedule it.

Edit hand-entered tables

Edit reference tables directly, including pasting rows from a spreadsheet.

Export exactly what you see

Download the view on screen, filters included, to Excel, CSV or JSON.

FAQ

Data exploration questions, answered.

Something else on your mind? Ask us directly — a person answers.

Do I need to know SQL to explore data in Klayara?

No. Filtering, grouping, subtotals, drill-down and exports are all done by clicking in a spreadsheet-style viewer. Analysts who prefer it can write their own query to combine tables, but nobody else has to.

What is the difference between a dashboard and exploring the data?

A dashboard answers known questions for many readers; exploration answers the next question for one person. In Klayara they connect: click any number on a dashboard to drill down or open the rows behind it, then continue exploring from there.

Can I see the individual transactions behind a chart?

Yes. Open the rows behind any figure on a chart or KPI card and Klayara lists them, with the filters that produced the number explained in plain words. You can export that list to Excel, CSV or JSON.

Does exporting to Excel respect permissions?

Yes. Every download, from the viewer or from a dashboard, applies the same row and column rules as the screen. A person limited to one region gets a file with only that region, and masked columns stay masked.

Can users edit data in the viewer?

Only in hand-entered reference tables, such as targets, budgets and code mappings, which can be edited in place or filled by pasting rows from a spreadsheet. Tables from your ERP or database are read-only; Klayara never writes back to source systems.

Which plan includes data exploration?

The spreadsheet-style viewer, saved views, column profiling, drill-down and exports are part of every plan. Typing filters in plain language uses Klayara AI, which comes with the Growth and Enterprise plans.

How large a table can I explore?

Large ones. Klayara is built for tables with more than 100 million rows, and dashboard tiles on tables that size answer in well under a tenth of a second. When a chart reaches its row limit, it says so on the chart instead of silently dropping data.

See it on your own data.

Bring one report your team relies on. We'll rebuild it live in Klayara, with your permissions, so you can judge it on real numbers.

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