Reading the river

The river is the home view: one row per dimension value (a distribution center, a product category, and so on) and one segment per month. Color shows how each segment compares to its baseline. Thickness shows the chosen height metric, with scaling controlled by Display options. Your organization’s configured dimensions determine the rows you can choose.

Find a change to investigate

The Y-axis on the left lists the bands. The time header runs across the top. The current month is highlighted. The pending month has a striped pattern. Hover it to see (in progress).

Under the toolbar, the params bar states the whole configuration in one sentence: measure, grouping, filters, range, baseline, and sort. It updates live as you change controls.

Choose a date range in the toolbar. Choose a measure. Choose a grouping in the Y-axis controls. For example, Revenue by Distributor lets you find a distributor whose monthly revenue has dropped. Hover that segment to read its value before you drill into it.

Move through time

Click and drag, or scroll horizontally with the wheel, to pan through time. The time header follows horizontal movement, and the Y-axis follows the rows as you scroll vertically.

Drilling in and out

Click a Y-axis cell to filter the river to that band's contents. You can also right-click a band and select Drill down. The breadcrumbs above the Y-axis show the active drill path. Click a crumb to step back, or All to reset.

Hover a segment to open its tooltip. Click View Revenue → to open records for that band and month. The label follows the current measure. See Records.

Fit the view to your investigation

Open Display in the toolbar to change the layout. Options include Empty Rows, Values, Flat Bottom, Stepped, Proportional bands, and Log scale. You can also select Group Small Accounts, Stacked, and Summary. See Toolbar and Views for what each does.

Use the view mode button to change the layout:

• Normal: standard layout.
• Dense: fit all months in the viewport, with no horizontal scroll.
• Compressed: fit all bands in the viewport, with no vertical scroll.

Comparison mode

Comparison splits the canvas into two periods side by side, which helps you spot month-over-month or year-over-year shifts. It is under the Compare tab of the date range picker:

Pick a comparison type (prior month, same month last year, trailing average, or two custom periods). The toolbar's date button then shows Period A vs Period B. The view mode locks to Normal while comparing. Only the two periods are stored in the URL, so the exact preset name does not always survive a reload.