Basic explore vs. Full explore

Account types support two permissions (Basic explore and Full explore) that enable users to be granted Can explore access to individual workbooks. These account type permissions determine how users interact with workbooks, specifically in View and Explore mode.

• Basic explore enables users to access View mode with additional interactions and lightweight customization when granted Can explore access to the workbook.

• Full explore enables Basic explore capabilities in View mode and the full scope of interactions and customizations in Explore mode.

This document provides comprehensive comparisons of granular user capabilities based on account type permission (View workbooks, Basic explore, or Full explore) and workbook access (Can view or Can explore). For a complete comparison of capabilities in all workbook modes, including Edit mode, see Workbook modes overview.

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The comparisons include the View workbook permission to demonstrate the workbook interactions supported when a user is assigned an account type with neither Basic explore nor Full explore permission. For more information about these account type permissions, see License and account type overview.

View mode + Can view

The following table lists the baseline interactions enabled in View mode when a user is granted Can view workbook access.

User capabilities are the same whether a user is assigned an account type with View workbooks, Basic explore, or Full explore permission.

	View workbooks	Basic explore	Full explore
Update control values
Modify existing filters
Sort column data
View column details
Expand/collapse grouped rows
View aggregated underlying data
Refresh data
Create bookmarks

View mode + Can explore

The following table lists additional interactions and lightweight customization enabled in View mode when a user is granted Can explore workbook access. All capabilities detailed in the previous section (View mode + Can view) are also supported.

Only users assigned account types with Basic explore or Full explore permission can be granted Can explore workbook permission. Therefore, users assigned account types limited to View workbooks permission cannot be granted Can explore workbook permission and cannot perform the following interactions.

	View workbooks	Basic explore	Full explore
Create new filters
View and drill into unaggregated underlying data
Use drill paths ("Drill anywhere")
Format, reorder, rename, hide, freeze, and delete columns
Enter input table values1
Export to PNG
Copy data point values
Copy/paste elements

1 Requires the input table element's data entry permission to be set to the workbook's published version.

Explore mode + Can explore

The following table lists the remaining interactions and customizations enabled in Explore mode when a user is granted Can explore workbook access. All capabilities detailed in the previous sections (View mode + Can view and View mode + Can explore) are also supported.

Only users assigned account types with Full explore permission can access Explore mode. Therefore, users assigned account types limited to View workbooks or Basic explore permission cannot access Explore mode to perform the following capabilities.

	View workbooks	Basic explore	Full explore
Create, edit, and delete pages
Create, edit, and delete elements (editing encompasses properties, format, actions, columns, etc.)
Duplicate and move existing elements
View and change element data sources
Add and modify columns
View custom SQL logic
Edit layouts and workbook settings
View lineage