You can use a Grid visualization to analyze data displayed in a tabular layout. You can sort, drill, choose to include or exclude data for specific elements in the visualization, and so on. The table below lists tasks you can perform to analyze data in the visualization, and steps to perform each task.
| Task |
Steps to Perform |
| Sort attributes or metrics in a quick dashboard in ascending or descending order |
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In the Grid panel, hover the cursor over the name of the attribute or metric you want to use to sort data, then click the arrow icon on the right. A list of options is displayed.
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Do one of the following:
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To sort the attribute or metric values in ascending order, select Sort Ascending.
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To sort the attribute or metric values in descending order, select Sort Descending.
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| Sort data using multiple conditions |
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In the Grid panel, hover the cursor over the name of an attribute or metric, then click the arrow icon on the right. A list of options is displayed.
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Select Advanced Sort. The Sort dialog box opens.
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Do one of the following:
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To sort by data in the rows, click the Rows tab.
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To sort by data in the columns, click the Columns tab.
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From the Sort by drop-down list, select the attribute form or metric to use to sort data.
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Do one of the following:
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To sort the data in ascending order, select Ascending.
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To sort the data in descending order, select Descending.
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Specify additional sorting criteria using the appropriate steps above.
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Click OK to apply changes.
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Pivot a row or column
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Hover the cursor over the header of the row or column you want to pivot, then click the arrow icon to the right. A list of options is displayed.
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Do one of the following:
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To move the row or column to the left, select Move Left.
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To move the row or column to the right, select Move Right.
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To move a row to the columns, select Move to Columns.
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To move a column to the rows, select Move to Rows.
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Swap the rows and columns
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Hover the cursor over the header of the Grid panel, then click the arrow icon to the right. A list of options is displayed.
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Select Swap Rows and Columns. The report objects in the Rows and Columns area are swapped.
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Rename an attribute or metric
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In the Grid panel, hover the cursor over the name of the attribute or metric you want to change, then click the arrow icon displayed in the top right. A list of options is displayed.
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Select Rename. A field displaying the name of the attribute or metric is displayed.
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Type a new name for the attribute or metric in the field, then press ENTER. The object is renamed.
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Display or hide subtotals
A subtotal is a total of a specific subset of metric data, totaled at a level you select.
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Hover the cursor over the attribute for which you want to display subtotals, then click the arrow icon displayed in the top right, and point to Show Totals. A list of subtotals is displayed.
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Do one of the following:
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To display a subtotal, select the check box next to the type of subtotal you want to display in the visualization.
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To hide a subtotal, clear the check box next to the type of subtotal you want to remove from the visualization.
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Repeat the step above for each subtotal you want to display or hide, then click OK to apply your changes to the visualization.
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| Filter data to only include data for selected attribute elements |
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In the grid, hover the cursor over the attribute element to use to filter data. You can select multiple elements by pressing CTRL and clicking additional elements.
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Click the arrow icon displayed in the top right. A list of options is displayed.
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Select Keep Only. The data in the visualization is filtered and updated.
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| Filter data by excluding data for selected attribute elements |
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In the grid, hover the cursor over the attribute element to use to filter data. You can select multiple elements by pressing CTRL and clicking additional elements.
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Click the arrow icon displayed in the top right. A list of options is displayed.
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Select Exclude. The data in the visualization is filtered and updated.
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Drill on an attribute element
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In the grid, hover the cursor over the attribute element you want to drill from, then click the arrow icon to the right.
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Select the object you want to drill to. For example, to drill to the data at the Category level, select Drill to Category. You can select multiple elements by pressing CTRL and clicking each element you want to select.
When you drill on an attribute element in a grid, you can only drill to report objects within the quick dashboard's dataset that are not included in the Grid panel. If all objects within the dataset are displayed in the quick dashboard, no drilling options are displayed.
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Edit the visualization's filter
If you choose to filter or drill on a visualization, filter conditions are automatically added to the visualization's local filter to customize your view. Because each visualization has its own separate local filter, these filter conditions are only used to filter the display of data in the selected visualization, and do not affect any other visualizations in the quick dashboard. You can remove these filter conditions.
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- Hover the cursor over the visualization whose filter you want to edit, then click the arrow icon in the top right. A list of options is displayed.
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Point to Edit Filter, then do one of the following:
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To remove all filter conditions from the visualization at once, select Clear All. All filter conditions in the local filter are removed, and are no longer used to filter data in the visualization.
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To remove filter conditions one at a time, hover the cursor over each filter condition you want to remove, then click the x icon next to each condition. The filter conditions you delete are no longer used to filter data in the visualization.
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