The Graph Matrix visualization is a powerful, interactive visualization that allows you to display your data using a variety of graph styles, such as the line graph, bubble graph, or grid, then customize it to suit users' needs. For example, you can:
Organize the data displayed in the graph based on a specific attribute. For example, a bar graph contains units sold data for several regions. You can choose to display a different bar for each individual store within each region.
Color graph elements (such as bubbles, lines, or bar risers) by an attribute or a metric. For example, you can choose to display a different color for each element in an attribute. You can choose to have graph elements automatically colored based on the value of a metric, with the darkest colors being displayed for the largest metric values.
Automatically size graph elements based on the value of a metric, with the largest elements being displayed for the largest metric values.
Slice your data, by displaying a graph for each combination of attribute elements in the rows and columns of the Graph Matrix visualization. For example, you can display the revenue data for each Region as a separate line graph, or display a bar graph containing store sales for each year.
An example of a Graph Matrix visualization is displayed in the image below. The data in the visualization is shown as a series of bar graphs, with a separate bar riser displayed for each Call Center. The bar riser for each Call Center is displayed in a different color. Finally, the data is sliced to display a separate graph for the revenue and profit data for each product category by quarter.
To design a Graph Matrix visualization, you should perform the following basic steps:
Determine the graph style you want to use, based on the data you want to display. For example images and data requirements for each graph style, see Minimum object requirements for each Graph Matrix visualization style.
Add attributes and metrics to the visualization, to display the data using the graph style you have chosen.
Select additional display options, such as whether to size or color graph elements (such as bar risers or bubbles) based on attributes or metric values.
Slice the data to show the graphs at the level of data you want to display.
To create a Graph Matrix widget to be displayed in a document, create a Graph Matrix visualization in a Visual Insight quick dashboard, then convert the quick dashboard to a document. For steps to create and add a Graph Matrix visualization in a quick dashboard, see To add a Graph Matrix visualization to a quick dashboard.
You must have Edit Dashboard and Run Dashboard privileges.
You should be familiar with the Metrics object and how it can be used to display data in a Graph Matrix visualization. The Metrics object is an attribute unique to Visual Insight, which contains the names of each metric placed on the X Axis area or Y Axis area in the visualization's Graph Matrix panel. It is automatically added to the Rows or Columns area when you place a metric on the Graph Matrix panel.
You can drag and drop the Metrics object to the Graph Matrix panel as you would an attribute. For example, you can add the Metrics object to the Rows area to display a graph row for each metric. You can add the Metrics object to the Break By area to display a different graph element for each metric.
To add a Graph Matrix 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 type of graph matrix you want to add, as follows:
To display your data using bar graphs, select Matrix of bar graphs.
To display your data using line graphs, select Matrix of line graphs.
To display your data using scatter or bubble graphs with circle markers, select Matrix of scatter and bubble graphs with circle markers.
To display your data using scatter or bubble graphs with square markers, select Matrix of scatter and bubble graphs with square markers.
Select the graph subtype you want to use to display your data. For example, you can choose to display a standard vertical bar graph, or one with stacked bars.
The visualization is automatically added to the quick dashboard, with attributes and metrics already added to the visualization. You can customize this visualization by dragging and dropping the attributes and metrics you want to display in the visualization from the Dataset Objects panel to the Graph Matrix panel. The following steps describe how to create a Graph Matrix visualization from scratch, with no attributes or metrics added to the Graph Matrix panel.
To display attribute elements or metric values on the horizontal axis of the graph, place attributes or metrics on the X Axis area, as follows:
To display attribute elements along the horizontal axis of the graph, place at least one attribute on the X Axis area. If you place two or more attributes on the horizontal axis, each combination of attribute elements is displayed. For example, if the X Axis area contains the Year attribute and the Category attribute, labels appear on the horizontal axis for 2009 Books, 2009 Electronics, and so on.
Note: If you add more than one attribute to a bar graph, the bar graph is automatically displayed as clustered. You can click and drag the attributes in the X Axis area to change the order in which the bars are clustered and displayed.
To graph and display metric values along the horizontal axis, place at least one metric on the X Axis area.
To display attribute elements or metric values on the vertical axis of the graph, place attributes or metrics on the Y Axis area, as follows:
To display attribute elements along the vertical axis of the graph, drag and drop at least one attribute to the Y Axis area. If you place two or more attributes on the vertical axis, each combination of attribute elements is displayed. For example, if the Y Axis area contains the Year attribute and the Category attribute, labels appear on the vertical axis for 2009 Books, 2009 Electronics, and so on.
Note: If you add more than one attribute to a bar graph, the bar graph is automatically displayed as clustered. You can click and drag the attributes in the Y Axis area to change the order in which the bars are clustered and displayed.
To graph and display metric values along the vertical axis, place at least one metric on the Y Axis area.
You can display a separate graph element in the visualization for each attribute element in an attribute. For example, you can display the revenue data for each Region as a separate line graph, or display a bar riser for each year of data. To do so, place attributes in the Break By area. If you add more than one attribute to the Break By area, a graph element is displayed for each combination of the attribute elements.
Note: For line graphs and bar graphs, you can add an attribute to the Break By area to display stacked lines or stacked bars. The Break By area is not available for the Grid style.
You can color the graph elements by an attribute or metric. For example, you can display the sales data for each employee using a different bar riser color (color by attribute). You can automatically color the bubbles in a graph displayed using the Grid style based on the value of a metric, with larger values displayed using darker colors and smaller values displayed using lighter colors (color by metric). To color graph elements by an attribute or metric, place report objects on the Color By area of the Graph Matrix panel, as follows:
To color the graph elements using an attribute, place an attribute on the Color By area. The graph elements in the visualization are automatically assigned a different color for each element in the attribute.
To color graph elements based on the value of a metric, place a metric on the Color By area. The graph elements in the visualization are automatically shaded based on the value of the metric.
To have the graph elements automatically sized based on the value of a metric, place one metric in the Size By area. Graph elements corresponding to large metric values are automatically displayed as larger in size, while graph elements for small metric values are displayed as smaller in size.
Once you have added data to the graph, you can choose to slice the data to customize the graph display. You can choose to display a graph for each element in an attribute, then display them in separate columns, rows, or both. If you choose to slice the data to display graphs using both rows and columns, a matrix of graphs is displayed with a graph for each combination of the attribute elements. In the Graph Matrix panel, click the arrow icon next to the Matrix area, then do one or both of the following:
To display a row of graphs in the visualization, with a separate graph for every element in an attribute, place at least one attribute in the Rows area. Each graph is displayed in a separate row.
To display a column of graphs in the visualization, with a separate graph for every element in an attribute, place at least one attribute in the Columns area. Each graph is displayed in a separate column.
To display additional metrics in a tooltip when a user hovers the cursor over a graph element, place the metrics you want to display on the Tooltip area.
Once you have created your visualization, you can specify additional formatting options using the Properties panel, such as how to size graph elements or whether to display graph elements as lines or bars. For steps, see Formatting a Graph Matrix visualization.
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.
Related topics
Formatting a Graph Matrix visualization
Creating a Visual Insight quick dashboard
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