Creating a Grid Visualization

Once you create a Visual Insight quick dashboard, you can add a Grid visualization to the quick dashboard to display data in a tabular layout, as shown in the image below.

Users can quickly interact with data in the grid to customize their view of the information displayed in the visualization. For example, they can:

Sort attribute elements or metric values in ascending or descending order, or use multiple conditions to sort data.
Rearrange attributes and metrics, or swap the rows and columns displayed in the grid.
Filter data to display only selected attribute elements or metric values.
Add and display subtotals in the grid.

Prerequisite

You must have Edit Dashboard and Run Dashboard privileges.

To add a Grid Visualization to a Quick Dashboard:

Click the name of the quick dashboard to run it.
To add a new visualization to the quick dashboard, from the toolbar, click the Insert Visualization icon . Click Select Visualization. The Select a Visualization dialog box is displayed. Select the Grid icon.
To add data to the visualization, from the Dataset Objects panel, click and drag report objects to the Grid panel, as follows:
- To add an attribute to the rows, drag the report object to the Rows area.
- To add an attribute to the columns, drag the report object to the Columns area.
- To add a metric to the quick dashboard, drag the metric to the Metrics area. The Metrics object, an attribute unique to Visual Insight, is automatically added to the Dataset Objects panel. You can drag and drop the Metrics object to the Rows or Columns area of the Grid panel, to change whether the metrics are displayed on the rows or columns of the grid.
To save your quick dashboard, click the Save As icon . The Save As dialog box is displayed.
Navigate to the location in which you want to save the quick dashboard, then type a name and description for the quick dashboard in the Name and Description fields.
Click OK. The quick dashboard is saved.