How can we Help?

Customizing Visualizations

Follow

One of the capabilities adding value to the custom capabilities in Explore's Create feature, is the ability to choose and refine the visualizations options to help you make sense of your captured data. Each type of visualization has different settings you can adjust to customize its appearance.

 

After adding Dimensions and Measures to your canvas and applying the desired filters for the report you’re generating you’ll be presented with the results of the query that the system ran. In the data section of your canvas the results will show in a table format, but in the visualization section [1] you can adjust the way the results are displayed. 

Visualize_i.png

 

The formats available are:

 Viz_Opt_1_Table.png

Table

 Viz_Opt_2_Column.png

Column

 Viz_Opt_3_Bar.png

Bar

 Viz_Opt_4_Scatter.png

Scatterplot

 Viz_Opt_5_Line.png

Line

 Viz_Opt_6_Area.png

Area

 Viz_Opt_7_Pie.png

Pie

 Viz_Opt_8_Map.png

Map

 Viz_Opt_9_Single_Val.png

Single View

 Viz_Opt_10_More_Opt.png

More Options

 

Each format has Plot, Series, Values, X, and Y options which can be accessed using the Edit [2] (gear icon) function. There are several visualizations that may only be available depending on the metric combination with the dimension requested.

The More Options includes additional ways in which you can display the results depending on the measures and dimensions you have selected.

Note: In situations where the options you have chosen would conflict with other settings, some of them may be hidden or greyed-out.

 

Plot

Series Positioning - determines how series are clustered on the chart.

Grid Layout gives you the option to split your chart into smaller charts, each depicting a single row or pivot from the results table.

Show Percent of Previous displays the percentage change between each series from left to right.

Sort Stacks - allows you to put each slice of stacked or percentage stacked chart into order of size.

Inner Spacing - enables you to adjust the spacing between columns within a group. Zero (0) is minimum spacing and one (1) is maximum. 

Spacing - refers to the space set between column groups. Zero (0) is minimum spacing and one (1) is maximum. 

Hide Legend - allows you to toggle between displaying and hiding the chart legend.

Legend Align - gives you the option to display the series legend on the center, left, or right chart.

Limit Displayed Row - enables you to display or hide rows within a visualization based on their positioning in the chart. It is relative to the row order so changing the sort order in the query will affect the displayed or hidden rows in the visualization.

Line Interpolation - determines how lines appear on the chart:

    Linear - displays straight lines.

    Monotone - displays smooth curves.

    Step - connects the points with steps.

 

Series Menu Options

Colors - allows you to choose from a preset set of visualization colors on your palette, or with admin rights, you can create your own custom color palette.

Show Full Field Name - allows you to display or hide the view and field names for each axis title and series name.

Customizations gives you the option to customize each series in the chart.

Point Style - determines how data points are displayed on the chart.

Size Points by Field - allows you to size all points on the chart by the field you select from the drop-down.

Plot Size-By Field - is a switch that specifies whether or not the field used to size the points is also plotted.

 

Values Menu Option

Value Labels - enables you to toggle between displaying or hiding value labels for each data point.

Label Null Columns - enables you to toggle between displaying or hiding labels for null data points.

Totals Labels - enables you to toggle between displaying or hiding the totals of each stacked group of data points.

Showing Silhouette of Disabled Series - gives you the option to click on a series name in the bottom legend to display a silhouetted depiction of a disabled series.

Value Colors - This field accepts a comma-separated (csv) list of color values and determines the color of the value labels. If set to multiple colors, colors are assigned to each series in order.

Font Size - allows you to change the size of the value label’s font.

Value Rotation - sets the rotation degree of value labels.

Totals Rotation - sets the rotation degree of the totals labels.

Value Format - allows you to specify the format of the values and accepts Microsoft Excel style formatting.

 

X- and Y-Axis Menu Options

Scale Type - determines how the axes are calculated and displayed. 

Automatic Based on Data - is the default setting and is derived from the underlying data.

Ordinal - changes the data plotted evenly and distinctly regardless of relative distance.

Time - means the date is plotted as time values.

Reverse Axis Name - gives you the option to switch between values low to high or values high to low.

Show Axis Name - allows you to show or hide the axis name.

Custom Axis Name allows you give the axes a name of your choice.

Axis Value Labels - allows you to show or hide the value labels.

Gridlines - allow you to show or hide gridlines from either axis.

Label Rotation - (x-axis only) sets the rotation of the x-axis value labels.

Time Label Format (x-axis only) specifies how x-axis value labels are displayed for charts with a time dimension on either axis. The formatting syntax is:

%b ‘%y, %H:%M displays August ‘14, 22:31 %B %Y, %I:%M %p displays August 2014, 10:31 PM %x %X displays 12/15/2014 10:31:00 %I:%M:%S %p displays 10:31:00 PM

Left Axis and Right Axis - (y-axis only) enables you to customize the y-axis so you can have more than one axis on each side. Each y-axis has its own set of configuration options (below) and will display one or more data series on a scale relative to that y-axis.

Configure Axis - is where you can configure each y-axis that you added.

Y Axis Format - enables you to specify the number format, and disregards the underlying dimension or measure. The parameter accepts Microsoft Excel style formatting.

Tick Density - (y-axis only) enables you to adjust the tick marks on the y-axis.

Minimum Value - (y-axis only). Set the minimum value for the selected y-axis.

Maximum Value - (y-axis only). Set the maximum value for the selected y-axis.

Add Reference Line - allows you to add one or more reference lines such as targets or current values to your chart. They can be added as a line, a range, or a line with margins and each has its own set of formatting options.

Add Trend Line - allows you to add one or more trend lines to your chart. They can be added as linear, exponential, logarithmic, or moving average and each has its own set of formatting options.

Have more questions? Submit a request

Comments

Powered by Zendesk