Adding or modifying a predefined chart

The Related Visualizations tab contains predefined chart suggestions that are based on the measures and dimensions in a dataset.

A chart must have at least one measure. When you add a dimension to a chart, the dimension values are calculated from the chart's measures.

You can select any chart on the Related Visualizations tab to immediately start visualizing data and then modify the chart for your information requirements.

  1. In the Visualize room, open the Related Visualizations tab, select a predefined chart, and select the icon in the Visualization Gallery to add the chart to the current story.
    This ensures that the chart is not replaced by a predefined chart later.
  2. Select the Related Visualizations icon.
  3. In the list of chart suggestions, select Show All to display all chart suggestions.
  4. Select the chart to add.
    The chart appears on the Chart Canvas and its measures and dimensions are loaded in the Chart Builder.
  5. Use the Chart Builder to add or modify dimensions and measures:
    • To add measures or dimensions, select an empty shelf in the Chart Builder, and select measures and dimensions for your chart in the list that appears.
    • To add a measure or dimension to the chart, drag it to an empty shelf.
    • To remove a measure or dimension, position the pointer over it and select the Remove icon. Or, drag a measure or dimension off a shelf.
  6. To filter the data in the chart, select the Add filters icon at the top of the Chart Canvas, and select a dimension to filter on.
  7. Select the icon in the Visualization Gallery to add the chart to the story.
    The chart is available in the Visualization Gallery and the Compose room. Each new chart that you create in the Visualize room is automatically saved in the current session and is available in the Compose room. However, it is not automatically saved in the story.
  8. Save the story.
    Saving the story ensures that the chart is available the next time you open the story.