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# Explore Cards—interactions

> How to select, filter and exclude values in Explore Cards, read the filter badge, and convert explore filters into a new View or a Conditional Filter task.

Explore Cards respond to your clicks in two ways: a single click selects values for careful investigation, and a double-click filters right away. Progressive discovery means filtering one card to reveal patterns in the cards that follow it.

**Key interaction types**:

- **Click**: Select values (no filtering yet)
- **Double-click**: Filter to a value right away
- **Filter and Exclude**: Apply or invert a selection
- **Filter badge**: See and manage active explore filters
- **Filter-to-pipeline**: Convert explore filters into a pipeline task or a new View

![Explore panel above the data grid with three cards: city (text), quantity (numeric) and order_date (date), and the Add card button at the left](https://docs.mammoth.io/api/v1/images/20261009_193601_ExploreCardsPanel.jpg)

## Click: select values

Clicking a value in an Explore Card **selects it without filtering your data**. You can select several values, then decide what to do with them.

### What happens on click

1. **The value is marked as selected** in the card (a checkbox in list views, a highlighted bar in chart views)
2. **A selection bar appears** showing how many values and rows are selected, with **Filter**, **Exclude**, and **Clear selection** buttons
3. **The data grid remains unchanged** (no filtering applied)

### Selecting more than one value

- **Click** more values to add them. A plain click toggles a value on or off.
- **Shift-click** to select a run of values from the last one you clicked.
- **Drag across** bars in a chart view to select a range.
- In list views, **Select all** and **Invert** select every value or flip the selection.

Select values, then choose what to do with them:

- **Filter** (or press Enter)—show only rows with the selected values
- **Exclude**—hide rows with the selected values
- **Clear selection** (the × button, or press Esc)—deselect everything

You need edit access to the workspace to filter. Viewers can still read the cards.

### Actions in the More options menu

The card's **More options** (⋮) menu offers shortcuts. With values selected, and when you can edit the View, it offers transformation shortcuts that open the matching function in the Functions panel with your selection filled in, so you can review it before applying:

**For text columns**:

- **Replace all values like this** (opens Bulk Replace)
- **Remove all values like this** (opens Conditional Filter set to remove)
- **Keep all values like this** (opens Conditional Filter set to keep)

**For numeric and date columns**:

- **Replace all values like this** (opens Label & Insert Values)
- **Remove all values like this** (opens Conditional Filter set to remove)
- **Keep all values like this** (opens Conditional Filter set to keep)

**For all columns**:

- **Add to dashboard…** (when you can create or edit dashboards in the project)
- **Copy values to clipboard**—copies the selected values with their counts, or every value if none is selected, as tab-separated text. Ctrl+C does the same when values are selected
- **Export list as CSV**
- **Export Image as PNG** (chart views only)

### When to use click

**Data quality investigation**:\
Select suspicious values to open Bulk Replace without filtering the data first.

**Transformation planning**:\
Select values and check the row count in the selection bar before deciding whether to filter.

## Double-click: instant filtering

Double-clicking a value **immediately filters your data** and updates the cards that follow it. Use it for rapid data investigation.

### What happens on double-click

1. **The filter is applied** with no confirmation step
2. **The card shows a Filtered chip** (or Excluding, if you used Exclude), and the filter badge beside the Explore toggle updates
3. **The data grid updates** to show only matching records
4. **The cards to the right recalculate** based on the filtered data

In chart views, double-clicking a bar also drills into it. A **Drill path** appears so you can step back to **All**.

### Progressive discovery in action

This example shows progressive discovery in practice.

**Example: Manufacturing quality investigation**

**Step 1**: Double-click "Fabrication Line Beta" in the line_name Explore Card

- The line_name card shows a Filtered chip
- The data grid shows only Beta line records (2,847 rows → 892 rows)

**Step 2**: Observe how other cards update:

- **shift Explore Card** now shows: Day (60%), Evening (25%), Night (15%)\
  *Discovery: Beta line runs more day shifts*
- **defect_severity Explore Card** shows: Critical (35%), Major (45%), Minor (20%)\
  *Discovery: Beta line has unusually high critical defect rate*
- **date Explore Card** shows: Spike during weeks of March 15-22\
  *Discovery: Beta line issues concentrated in specific period*

**Step 3**: Add a second filter—double-click "Critical" in defect_severity

- Now filtering on both line_name and defect_severity
- Cards update again showing patterns within BOTH filters
- **operator_name Explore Card** reveals: 3 operators account for 80% of critical defects

**Insight discovered**: Specific operators on specific line need training—all discovered through clicks.

> This is progressive discovery: each filter reveals deeper patterns in your remaining data.

## Managing explore filters

The filter badge beside the **Explore** toggle shows how many explore filters are on, counting Search, Ask, and Compare cards too. It is visible whether or not the panel is open. The × beside it clears all explore filters in one click.

### Reading the filters

Click the badge to open the list of filters. Each row shows the column and what it is filtered or excluded to, in plain words, such as `region` and `West`.

### Filter logic

Several cards = AND logic: all conditions must be true

- Filtering `region` to West **and** `product_type` to Electronics **and** `status` to Active shows only records matching ALL criteria

Several values in one card = OR logic: any selected value matches

- Selecting "Active" and "Pending" in status and clicking **Filter** shows records with EITHER status value

### Order matters

Cards filter the cards to their right. When you change or clear a filter on a card, filters on the cards after it are cleared, because those cards were showing values from the earlier selection. A card with a filter moves toward the front of the row. If a card is showing a subset because of a filter on an earlier card, its header shows a filter icon.

### Removing filters

**Remove one filter**: Use **Clear this card's filter** (the close button in the badge list, or on the card's Filtered chip)\
**Remove all filters**: Click **Clear filters** in the badge list, or the × beside the badge

## Cross-card investigation patterns

### Pattern 1: Category → numeric analysis

**Workflow**: Filter by category, then examine numeric distributions within that segment

**Example**:

1. Double-click "Enterprise" in customer_tier
2. The revenue Explore Card, placed after it, shows the Enterprise customer revenue distribution
3. Discover: 80% of Enterprise revenue comes from 20% of customers

### Pattern 2: Time → category analysis

**Workflow**: Filter by time period, then view categorical breakdowns

**Example**:

1. Double-click "Q4 2024" in date Explore Card
2. The product_category card shows Q4 category performance
3. Discover: Holiday products drove 60% of Q4 sales

### Pattern 3: Outlier investigation

**Workflow**: Filter by extreme values, then examine context

**Example**:

1. Double-click the highest bar in the amount Explore Card (transactions over $10,000)
2. The customer_name card shows which customers have high-value transactions
3. The region card shows geographic concentration of large transactions
4. Discover: West Coast enterprise customers drive high-value transactions

![quantity card with a filter pill moved to the first position, beside city and order_date cards that recalculate on the filtered rows](https://docs.mammoth.io/api/v1/images/20261009_193721_ExploreCardsNumericFilter.jpg)

### Pattern 4: Multi-dimensional drill-down

**Workflow**: Progressive refinement through multiple filters

**Example: Sales performance investigation**:

1. Filter to "West" region (3,200 records)
2. Add "Electronics" product filter (1,850 records)
3. Add "Q4 2024" time filter (420 records)
4. Result: West Coast Electronics sales in Q4—specific, actionable segment

Each filter reveals patterns that only exist within that combination—insights impossible to spot without progressive discovery.

## Filter-to-pipeline conversion

You can convert your explore filters into a pipeline task or a new View, so the filtering logic is saved.

### The exploration-to-automation workflow

**Step 1: Explore with filters** (temporary investigation)

- Double-click values or use **Filter** to filter
- Test different filter combinations
- Validate business logic through interaction
- Confirm this filtering produces the desired dataset

**Step 2: Convert to permanent logic**\
When you've found useful filters, open the menu (≡) at the left of the Explore panel. Mammoth offers two options:

### Option A: Create new View with filters applied

Choose **Create New View with these filters applied**. Mammoth shows a name box (the default name is "Filtered View"); click **Submit**.

**What happens**:

- Another View is created within the same Dataset, named as you entered
- Your current filters are applied to that new View
- The original View remains unchanged
- The new View opens

**When to choose**:

- You want to create a permanent filtered dataset
- Multiple team members need this specific segment
- Filters define a regular business segment (e.g., "Enterprise Customers West Coast")

### Option B: Convert filters into a pipeline task

Choose **Convert these filters into a Task in the Pipeline**.

**What happens**:

- The Functions panel opens with a Conditional Filter pre-filled from your filters
- Review it, then apply it to add the task to the current View's pipeline
- The task runs as part of the pipeline from then on

**When to choose**:

- You want to modify the current View permanently
- Filters represent data quality rules
- You're building a complete transformation pipeline

> Start with explore filters for exploration, then convert successful discoveries into a pipeline task.

## Common investigation workflows

### Workflow 1: Data quality investigation

**Goal**: Identify and standardize inconsistent values

1. **Scan text Explore Cards** for values that look like variations
2. **Click suspicious values** → examine the More options menu
3. **Double-click to filter** → see all records with this value
4. **Determine**: Valid variation or standardization needed?
5. **Action**: Apply Bulk Replace or Find & Replace

**Example**: customer_name shows "Apple Inc.", "Apple Inc", "Apple Incorporated"\
→ Use Bulk Replace to standardize all to "Apple Inc."

### Workflow 2: Outlier investigation

**Goal**: Understand extreme values in your data

1. **Scan the numeric Explore Card** for unexpected ranges or outliers
2. **Double-click the outlier bar** → filter to extreme values
3. **Cross-reference with other columns** (date, category, source)
4. **Determine**: Data error or legitimate edge case?
5. **Action**: Conditional Filter to exclude or create special handling

**Example**: price shows transactions at $999,999\
→ Investigation reveals test transactions that should be filtered out

### Workflow 3: Temporal pattern analysis

**Goal**: Understand time-based trends and anomalies

1. **Review the date Explore Card** for spikes, gaps, or unusual patterns
2. **Double-click an interesting period** → filter to that timeframe
3. **Observe other cards** → what drove the pattern in that period?
4. **Discover root cause** through progressive filtering
5. **Action**: Create a period-specific View or trend analysis

**Example**: March 2024 sales spike\
→ Investigation reveals successful product launch driving regional performance

### Workflow 4: Segment discovery

**Goal**: Define meaningful business segments through data

1. **Filter by primary attribute** (region, product line, customer tier)
2. **View distributions within segment** → look for unexpected patterns
3. **Add additional filters** → refine segment definition
4. **Validate segment value** through multiple dimensions
5. **Convert to permanent segment** with filter-to-pipeline conversion

## Getting started with interactions

### Your first investigation

1. **Open any View** with your data loaded
2. **Open the Explore panel** and add a few columns with **Add card**
3. **Click a value** → see the selection bar appear
4. **Double-click the same value** → watch the cards after it update
5. **Try a second filter** → see progressive discovery in action
6. **Remove filters** → click **Clear filters** to reset

### Building investigation skills

**Start simple**: Begin with obvious categories (region, product, status)\
**Look for co-occurrence**: What happens when you filter Category A and Category B together?\
**Question assumptions**: Use filters to validate what you think you know about your data\
**Follow curiosity**: Unexpected patterns often lead to valuable insights

## Explore filters vs pipeline tasks

Explore filters and pipeline tasks are both ways to filter data in Mammoth, but they serve different purposes and behave differently. The table shows the differences.

|  | Explore filters | Conditional Filter tasks |
| --- | --- | --- |
| **Purpose** | Exploration and investigation | Automated data processing |
| **Created by** | Explore Card interactions | Transform menu or filter-to-pipeline conversion |
| **Visibility** | Filter badge beside the Explore toggle and chips on cards | Tasks in the Pipeline panel |
| **Scope** | Changes what the grid and cards show while you explore | Part of the pipeline; runs on every data refresh |
| **Best for** | "Let me investigate this segment" | "Always exclude test data from this View" |

**The intended workflow**—use explore filters to investigate and validate your filtering logic interactively, then convert successful combinations into a pipeline task using the ≡ menu when you want that logic to run on every refresh.

## Troubleshooting interactions

### Filter doesn't apply

**Problem**: Double-click doesn't filter

**Solutions**:

- Double-click quickly—two slow clicks are read as two separate clicks, which toggle the selection on and off. Click **Filter** to apply the selection instead
- Double-click the value itself, not empty space around it
- Check that you have edit access to the workspace. Filtering is unavailable in view-only workspaces
- Refresh the View if the display seems unresponsive

### Cards don't update

**Problem**: Other Explore Cards don't recalculate after filtering

**Solutions**:

- Cards recalculate only for cards after the one you filtered. Drag the card you want to analyze to the right of the filtered card
- Check the filter badge to confirm the filter was applied
- Try removing and re-adding the filter

### Unexpected results

**Problem**: Filter shows different data than expected

**Solutions**:

- Check the filter list in the badge matches your intent
- Verify column name and value spelling
- Review data quality—might reveal actual data inconsistencies
- Select values first and check the row count in the selection bar before filtering

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Source: https://docs.mammoth.io/learn/explore-discover/explore-cards-interactions.md · Updated: 2026-10-13