Analyzing data in a Graph Matrix visualization

A Graph Matrix visualization allows you to view your data in a chart containing multiple graphs. A designer can create the visualization to display the data in different graph styles. In the example below, the designer chose the vertical bar graph style.

The table below contains example images of each graph style available for a Graph Matrix visualization.

Graph Style	Description	Example Image
Line	You can display your data as a vertical or horizontal line graph, to view lines representing metric values for each element of an attribute.
Bar	You can display your data as a vertical or horizontal bar graph, to view bars representing metric values for each element of an attribute.
Scatter	You can display a scatter plot that allows you to visualize the trends of two different metrics for a set of attribute elements. In the scatter plot: One bubble is displayed for each attribute element. Each bubble’s position on the X-axis represents the value of the first metric. Each bubble's position on the Y-axis represents the value of the second metric.
Bubble	You can display a bubble plot that allows you to visualize the trends of three different metrics for a set of attribute elements. In the bubble plot: One bubble is displayed for each attribute element. Each bubble’s position on the X-axis represents the value of the first metric. Each bubble's position on the Y-axis represents the value of the second metric. The size of each bubble represents the value of the third metric.
Grid	You can use the Grid style to identify trends across combinations of data. Each marker in the grid can be automatically sized or colored based on the value of a metric. For example, in the image to the right, a separate bubble is displayed for each combination of region and product category. Bubbles representing large revenue values are displayed in dark green, and bubbles for smaller revenue values are displayed in light green.

You can click on graph elements (such as lines, bar risers, or bubbles) to drill up or down and examine your data at the level of a specific attribute element, or filter the data to display only the graph elements you are interested in.

You can drill on data in the following ways:

You can drill on a scatter or bubble graph to display only the data for the graph elements you choose, then break the data by a selected attribute. For example, a scatter graph contains profit data across several regions. If you select the bubbles for the Northeast and Central regions, then drill to Call Center, profit data for each call center in the Northeast and Central regions is displayed.
When you drill on a vertical line graph, a vertical bar graph, or grid, you can display only data for the graph elements you choose, then display your data in a separate graph column for each attribute element on the horizontal axis.

For example, a vertical bar graph contains profit margin data across several years. If you select the bars for 2010 and 2011, then drill to Category, profit margin data for each Category is displayed, and a graph is displayed in a separate column for 2010 and 2011.
When you drill on a horizontal line graph or a horizontal bar graph, you can display only data for the graph elements you choose, then display your data in a separate graph row for each attribute element on the vertical axis.

For example, a horizontal bar graph contains profit margin data across several years. If you select the bars for 2010 and 2011, then drill to Category, profit margin data for each Category is displayed, and a graph is displayed in a separate row for 2010 and 2011.

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 to undo your changes. Separate steps are below to drill on data, filter data, or undo your filtering or drilling changes.

Prerequisites

You must have the Edit Dashboard and Run Dashboard privileges.
The following procedures assume the visualization you want to analyze has already been created.

To drill on data in a Graph Matrix visualization

Click the name of the quick dashboard to run it, then do one of the following:
- Click a graph element in the visualization to select it. You can select multiple graph elements in the Graph Matrix visualization by pressing CTRL, then click additional elements to select them. Click the arrow icon displayed at the top of your selection to display a list of options.
- Click and drag over an area of the visualization to choose all the graph elements in a selected area. Click the arrow icon displayed at the top of the selected area to display a list of options.
From the context menu, select the object you want to drill to. For example, to drill to the data at the Category level, select Drill to Category.

To filter the data displayed in a Graph Matrix visualization

Click the name of the quick dashboard to run it, then do one of the following:
- Click a graph element in the visualization to select it. You can select multiple graph elements in the Graph Matrix visualization by pressing CTRL, then click additional elements to select them. Click the arrow icon displayed at the top of your selection to display a list of options.
- Click and drag over an area of the visualization to choose all the graph elements in a selected area. Click the arrow icon displayed at the top of the selected area to display a list of options.
From the context menu, select one of the following:
- To display only the graph elements you have selected and remove all other elements from the visualization, select Keep Only.
- To display all graph elements in the visualization except the elements you have selected, select Exclude.

To undo filtering or drilling on data

Hover the cursor over the visualization in which you want to undo filtering or drilling, then click the arrow icon in the top right. A list of options is displayed.
Point to Edit Filter, then do one of the following:
- 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.
- 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.