Grouping Data in a Quick Dashboard

When you have a very large set of data in a Visual Insight quick dashboard, it can be easier to work with that data by grouping it into logical subsets, and viewing only one of the subsets at a time. For example, a grid in a quick dashboard displays salary expenditures by Region, Manager, and Employee. You can place Region in the Page-by area and view the salary expenditures data by Manager and Employee, one region at a time. All the data from the grid is still present, but it is grouped into smaller, more manageable sections.

Once you have added an attribute to the Page-by area, you can click an attribute element to use to group data, or hover the cursor over an attribute element in the Page-by area to quickly display the data as it would appear if the element was selected.

When you group data in a quick dashboard, the grouping is applied to all visualizations on the current layout tab. Each layout in a quick dashboard is grouped separately, without affecting the contents of the other layouts in the quick dashboard.

Steps are below to group and ungroup data, as well as to create an animation of the grouped data.

Prerequisite

You must have Edit Dashboard and Run Dashboard privileges.

To group or ungroup data in a quick dashboard

Do one of the following:

To group data by an attribute, perform the following steps:
1. From the Dataset Objects panel, drag and drop the attribute you want to use to group data to the Page-by area. The elements of the attribute are automatically displayed in the Page-by area.
2. Hover the cursor over the name of the attribute in the Page-by area, then click the arrow icon to the right. A list of options is displayed.
3. By default, attribute elements in the Page-by area are displayed as selectable buttons on a button bar. You can change the style in which elements in the Page-by area are displayed. For example, you can choose to display the attribute elements as options in a drop-down list. The choices are:
  - Button Bar
  - Slider
  - Drop-down
To remove an attribute from the Page-by area, hover the cursor over the name of the attribute in the Page-by area, then click the arrow icon to the right and select Remove.
To replace the attribute in the Page-by area with another attribute from the Dataset Objects panel, hover the cursor over the name of the attribute in the Page-by area, then point to Replace with and select the attribute you want to group data by.

You can display an animation of the data, to cycle through a display of the data grouped by each attribute element in the Page-by area.

To play an animation of the data grouped by the Page-by attribute

Do one of the following:

To show the animation and display the data grouped by each element in the Page-by area, click the Play icon .
To pause the animation, click Stop .