Creating a Grid Visualization

Once you create a dashboard, you can add a Grid visualization to the 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:

You can also use a Grid visualization as an intermediate tool to understand your data and prepare it for displaying on other types of visualizations. For example, you can:

Prerequisites

To create and add a Grid visualization to a dashboard:

  1. Click the name of the dashboard to run it.

  2. From the toolbar, click the Insert Visualization icon . A new blank visualization is added to the dashboard and displayed.

  3. From the Visualization Gallery, click the Grid icon.

  4. If the Datasets panel is not displayed, from the View menu, select Datasets Panel.

  5. From the Datasets panel, click and drag attributes to the appropriate area in the Editor panel, as follows:

  1. For each attribute in the Editor panel, you can select which attribute forms are displayed in the visualization. An attribute form is a descriptive category for an attribute. For a more detailed description, including how to select what attribute information to display in the headers, see Selecting which attribute forms to display in a visualization.

    To select the attribute forms, in the Editor panel, right-click the attribute and point to Display Attribute Form. Select one of the following:

  1. Click the Save icon to save your changes.

Dynamic links in a Grid visualization

You can create dynamic links to use in a Grid Visualization. Dynamic links are created as a type of derived attribute and will appear in the dataset after you create them.

Attribute forms can be used as dynamic text in the URL Display Text and Navigate to this URL fields, which changes depending on the data in the grid. For example, your company has a website with pages for each region. The link can access the specific page for each region. To do this, include the Region attribute ID form, as in http://www.example.com/{Region@ID}.htm. Dynamic text must be typed within braces { }.

To create dynamic links in a Grid visualization:

  1. There are two methods for creating dynamic links:

The Link Editor dialog box opens.

  1. In the Link Editor dialog box:

  1. In the URL Display Text text box, add text, attribute forms, or both to use as the Element displayed in the grid.

  2. In the Navigate to this URL text box, add text, attribute forms, or both to use as the destination URL.

By default, the ID attribute form is added to the text box when you double-click or drag and drop an attribute from the left pane of the Link Editor. To modify the attribute form, edit the form in the text box by changing the value after @. As you type, matching attributes and forms are displayed in a drop-down list.

  1. Optionally, click the Validate button above each text box to verify the syntax. The values are also validated when you click Save.

  2. Click Save. The dynamic link derived attribute is added to the dataset.

  1. If you created the dynamic link attribute using the first method in step 1 and you want to add the dynamic link to the grid visualization, drag the dynamic link attribute to the grid visualization.

Related topics

Formatting visualizations

Dashboard Editor: Grid: Properties

 

 

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