Visualize room—creating charts

These are the main areas where you interact with the Visualize room:

Visualize Room (Example from English version)

Table 1: Areas in the Visualize room

Area

Description

Measures and Dimensions panel

Use this panel to view, sort, select, and filter the data in a visualization. Data is grouped into measures (for quantitative data) and dimensions (for categorical data). Measures and dimensions can be dragged directly to the Chart Canvas or to shelves in the Chart Builder.

  • In the Horizontal Orientation layout, the data associated with each dimension is displayed in a column above the Chart Canvas. You can search for specific data values within a dimension, select multiple values to include or exclude from a visualization, and view the measures associated with a dimension.

Chart Canvas

Use this area to create, modify, and explore a visualization. Build a chart by dragging measures and dimensions directly to the Chart Canvas or to shelves in the Chart Builder.

Quickly adjust the content or appearance of a visualization with the toolbar buttons in the upper-right corner of the Chart Canvas:
  • Fit Chart to Frame Fit Chart to Frame: For a bar, column, or line chart, activate this setting to display all of the datapoints on the screen at once. When it is deactivated, you can focus on a smaller set of members and use a scroll bar to navigate the data.
  • Sort Sort: Organizes chart data by measure.
  • Add or edit a ranking by measure Add or edit a ranking by measure: Focuses a chart on a specified number of the highest or lowest dimension members.
  • Clear Chart Clear Chart: Removes all dimensions and measures from a chart and any filters applied to the chart, not including dataset filters.
  • Refresh Refresh: Refreshes the chart data.
  • Settings: Sets the chart properties.
  • Maximize Maximize: Expands the Chart Canvas to full-screen mode.

Visualization Tools

(The example shows the Chart Builder.)

Use the tools at the top of this panel to switch between the Chart Builder tab and the Related Visualizations tab.
  • Use the Chart Builder tab to change the chart type and to customize a chart.
  • Use the Related Visualizations tab to choose predefined charts that were automatically generated from the measures and dimensions in the current dataset.
    • Add related visualizations to the current story and modify them.
    • View all chart suggestions by selecting Show All.
    • Remove measures or dimensions that were used to generate a visualization with the Filter related visualizations icon. This refines the list of related visualizations that are available to you.

Chart Picker

Use to select the type of chart to use for a visualization.

Shelves

Use to add measures and dimensions to a visualization. When you drag a measure or dimension to a shelf, the Chart Canvas updates automatically.

Visualization Gallery

Use to create new visualizations and to select between visualizations in a story.
  • Create a visualization by selecting the Create new visualization icon.
  • Remove or copy a visualization by selecting the Settings icon.
  • Change the order of visualizations in the Visualization Gallery by dragging them to a different order.