Creating an Image Layout visualization

You can add an Image Layout visualization to a Visual Insight quick dashboard, to display an image overlaid with colored areas or bubble markers. For example, you can display a map of the United States, with a bubble marker displayed over each state. You can have states with a high number of stores displayed using large bubble markers, and states with a low number of stores displayed using small bubble markers. As another example, you can display the layout of a store in the visualization, with each aisle displayed as a separate region, then have XBRi automatically color each aisle based on the number of visits each aisle receives. The image below shows an Image Layout visualization with a map of the United States, in which each state is displayed as a separate colored region.

Prerequisites

This procedure assumes that an administrator has already created the following:
- The shape file you want to use to display the visualization. A shape file is an HTML file that contains the visualization's background image, as well as the location of each area or bubble marker you want to display on top of the image. XBRi provides several default shape files for you to choose from, including a map of countries of the world and a map of states in the United States. You can define your own shape file for use in the visualization. For steps, see Creating an Image Layout visualization.
- An attribute with the name of each location that you want to display in the visualization. Each element in this attribute should contain the name of a location defined in the shape file described above, as listed in the ALT parameter for the location. For example, if the shape file defines a bubble marker for Washington state as follows: <AREA SHAPE="triangle" HREF="#" ALT="Washington" COORDS="69,30" />, the attribute should contain an element named Washington.
  
  XBRi uses this attribute to determine the default shape file to display in the visualization. If a geo role, such as City, State, or Country, has been assigned to this attribute, the visualization will automatically display the first shape file with the same geo role as the attribute. For example, if the attribute's geo role is State, the States of USA shape file will be displayed in the visualization by default. The attribute can also be used to display a specific shape file by assigning it a shape key. A shape key is a unique identifier given to each shape file. If a shape key has been assigned to the attribute, the visualization will automatically display the shape file with the same shape key. You can assign a geo role or shape key to an attribute during the Import Data process. For steps to assign a geo role or shape key while importing data, see About Importing Data.
To add an Image Layout visualization to a Visual Insight 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. Click the Map icon, then click the Image Layout icon.
To add data to the visualization, from the Dataset Objects panel, click and drag report objects to the Map panel, as follows:
- To specify the areas or bubble markers to display in the visualization, drag an attribute to the Geo Attribute area. This attribute must contain the name of each location that you want to display in the visualization, as described in the prerequisites above.
- You can have XBRi automatically change the color of areas or bubble markers, replace bubble markers with images, or size bubble markers based on the value of a metric. Do one of the following:
- - To have areas or bubble markers automatically colored based on the value of a metric, drag the metric to the Color By area. Hover the cursor over the name of the metric and click the arrow icon, then select Thresholds. In the Threshold dialog box, select the appropriate options to define threshold conditions and specify the colors you want to have applied to the areas or bubble markers. For detailed steps to define a threshold, see Formatting an Image Layout visualization.
  - To have bubble markers automatically replaced with images based on the value of a metric, drag the metric to the Color By area. Hover the cursor over the name of the metric and click the arrow icon, then select Thresholds. In the Threshold dialog box, select the appropriate options to define threshold conditions and specify the images you want to use to replace the bubble markers. For detailed steps to define a threshold, see Formatting an Image Layout visualization.
  - To have bubble markers automatically sized based on the value of a metric, drag the metric to the Size By area.
- By default, when a user hovers the cursor over a location in the visualization, a pop-up tooltip containing additional information about the location is displayed. You can include additional report objects to be displayed in the tooltip. To do so, from the Dataset Objects panel, click and drag the report objects you want to display to the Tooltip area in the Map panel.
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.