Changing Visualization Types

You can change visualization types to best suit the data you’re exploring.

When you create a workbook and add data elements to the canvas, Auto Visualization mode chooses the most appropriate visualization type based on the selected data element. The Auto Visualization mode is on (selected) by default. If you add more data elements, the visualization type is automatically updated, and the best type is selected based on the data elements.

If you want to use a different visualization type, then you need to select it from the visualization type list. When you change the visualization type, Auto Visualization mode is turned off. When the Auto Visualization mode is off (deselected), adding more data elements to the canvas won’t change the visualization type automatically.

  1. On the Home page, select a workbook, click the Actions menu, and then select Open.
  2. Select a visualization on the canvas, and on the visualization toolbar, click Change Visualization Type.

    Changing Visualization Types

  3. Select a visualization type. For example, select Treemap to change the visualization type from Pivot to Treemap.
  4. When you change the visualization type, the data elements are moved to matching drop target names. If an equivalent drop target doesn’t exist for the new visualization type, then the data elements are moved to a Grammar Panel section labeled Unused. You can then move them to the Grammar Panel section you prefer.

Related Topics

Visualizing and Analyzing Data

Creating a Workbook Using Datasets and/or Subject Areas

Begin to Build a Workbook and Create Visualizations

Working with a Workbook's Datasets

Building a Visualization by Adding Data from Data Panel

About Visualization Types

Using Advanced Analytics Functions

Creating Calculated Data Elements in a Workbook

Sorting Data in Visualizations

Undo and Redo Edits

About Refreshing a Workbook's Data

Refreshing a Workbook's Data

Pausing Data Queries in a Workbook

Working with Canvas Properties

Copying and Pasting a Visualization or Canvas

Copy and Paste a Visualization's Data

Working with Multiple Visualizations on a Canvas

About Visualization Properties

Adjusting Visualization Properties

Highlighting Important Data Events with Conditional Formatting

Applying Color to Visualizations

Formatting Numeric Values of Columns

Formatting Numeric Values of Visualizations

Setting Currency Symbols for Visualizations

Adding Notes to Visualizations

Analyzing Data with Explain

Assigning Shared Folder and Workbook Permissions



Last Published Friday, December 8, 2023