A visualization is a visual representation of the data in a Visual Insight quick dashboard, such as a grid or graph. You can add visualizations to a quick dashboard, to provide multiple ways for a user to display and interact with the data in the quick dashboard. A quick dashboard can contain many visualizations, each containing data from a different dataset; however, each visualization can display data from only one dataset at a time. Steps are below to add, duplicate, or delete a visualization, or to change the type of visualization that is used to display data.
You can add the following visualizations to a quick dashboard:
Density Map visualization: You can display your data as areas on a map, which are automatically displayed in different colors based on the population density of locations of interest in the visualization.
Grid visualization: You can display data in an interactive grid, allowing users to pivot, sort, move, drill, filter, and perform additional manipulations on data displayed in the grid.
Graph visualization: You can display the data in a graphical format and choose between a variety of different graphs, such as an area graph, line graph, or pie chart.
Graph Matrix visualization: You can display the data in a chart containing one graph for every combination of the data you specify, allowing users to examine the data for each combination individually.
Heat Map visualization: You can display the data as a combination of colored rectangles. Each rectangle represents an attribute element, and is colored and sized according to the value of metrics in the visualization, allowing users to quickly grasp the state and impact of a large number of variables at one time.
Image Layout visualization: You can display your data as colored geographical regions or as map markers on the map, then change display options such as the color of regions on the map, to allow users to quickly grasp relationships between different locations.
Map visualization: You can display the data as geographical locations on a map, then change the color, size, and display of markers based on the value of a metric, to allow users to quickly grasp relationships between different locations.
Network visualization: You can display the data as a network of nodes, with lines between the nodes representing relationships between attribute elements.
To add a new visualization to a quick dashboard
This procedure assumes that you have already created the quick dashboard that you want to modify.
You must have the Edit Dashboard and Run Dashboard privileges.
Click the name of the quick dashboard to run it.
You can create a visualization using a specific group of report objects. Select the report objects you want to use in the Dataset Objects panel. To select multiple report objects, press SHIFT and click each report object you want to select.
From the toolbar, click the Insert Visualization icon . The Select a Visualization dialog box opens, with an icon displayed next to the visualization recommended based on the data in your quick dashboard. The icons of visualizations that cannot be created using the report objects in the quick dashboard's dataset (or using the report objects you selected, if you are creating a visualization using a specific group of report objects) are displayed in grey. You can hover the cursor over a visualization's icon to view information about the visualization's dataset requirements.
Click the icon of the visualization you want to use to display your data. The visualization is automatically created and added using the report objects in your quick dashboard.
Some visualizations can be displayed using different subtypes. For example, if you want to represent your data as a bar graph, you can choose to display it as a vertical bar graph or a horizontal bar graph. Click the icon of the visualization you want to create, then click the icon for the subtype you want to use to display your data. For a list of the subtypes for each of the visualizations available, see the table below.
To add report objects to the visualization, from the Dataset Objects panel, click and drag them to the visualization's Drop Zones panel. For detailed information on the requirements for each type of visualization, see the appropriate topic for the visualization you want to add.
Note: The name of the Drop Zones panel may vary depending on the type of visualization you are modifying. For example, the Drop Zones panel appears as the Grid panel when modifying a Grid visualization, and appears as the Network panel when modifying a Network visualization.
The table below contains a list of the subtypes for each of the visualizations available, as well as a link to a help topic with additional information on the visualization, such as detailed steps to create the visualization and example images.
Visualization Types |
Visualization Subtypes |
Steps to Create Visualization |
Grid |
N/A |
|
Heat Map |
N/A |
|
Map |
Map Density Map Image Layout |
|
Pie |
Pie Ring Pie |
Creating a Graph visualization |
Matrix of bar graphs |
Vertical Bar - Standard Vertical Bar - Stacked Vertical Bar - Clustered Horizontal Bar - Standard Horizontal Bar - Stacked Horizontal Bar - Clustered |
|
Matrix of line graphs |
Vertical Line - Standard Vertical Line - Stacked Vertical Line - Absolute Horizontal Line - Standard Horizontal Line - Stacked Horizontal Line - Absolute |
|
Matrix of scatter and bubble graphs with circle markers |
Scatter Scatter (Metrics on X-Y axis) Scatter Grid |
|
Matrix of scatter and bubble graphs with square markers |
Bubble Bubble (Metrics on X-Y axis) Bubble Grid |
|
Vertical and horizontal bar graphs |
Vertical Bar Vertical Bar - Dual Axis Horizontal Bar Horizontal Bar - Dual Axis |
Creating a Graph visualization |
Vertical and horizontal line graphs
|
Vertical Line Vertical Line - Dual Axis Horizontal Line Horizontal Line - Dual Axis |
Creating a Graph visualization |
Vertical and horizontal area graphs
|
Vertical Area Vertical Area - Dual Axis Horizontal Area Horizontal Area - Dual Axis |
Creating a Graph visualization |
Combination of different graphs |
Bar and Area Bar and Area - Dual Axis |
Creating a Graph visualization |
Network |
N/A |
Related topic
Creating a Visual Insight quick dashboard
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