Adding the trellis view to your analysis

This tutorial shows you how to add a simple trellis view to your analysis. A trellis is like a grid of charts that displays a matrix of measures over multiple dimensions. Each cell in the matrix contains a micro chart that shows, for example, revenue in each product brand and territory over time.

An image of a fully configured trellis view.

What you'll learn

In this tutorial, we’ll show you how to:

  • Implement the trellis view

What you'll need

  • Access to Insight
  • Analyzer license

Steps 1: Adding the trellis view to your analysis

First, we’ll apply the trellis view to our analysis results.

To add trellis view to your analysis:

  1. Create a new analysis by selecting New > Analysis An image of the new Analysis iconon the global header, and then selecting Campaign Revenue Analysis as the subject area.

    2. An image of the New drop-down list.

  2. In the Criteria tab, navigate through the folders and double-click on the columns in the following table:
    FoldersColumns
    Attributes > Campaign > Campaign Custom TextCampaign Product
    Attributes > Campaign > Campaign Custom TextCampaign Region
    Metrics > Revenue AttributionAttributed Revenue
  3. Click the Results tab.
  4. To add the trellis view, click New View An image of the New View icon. >Trellis > Simple.
  5. Scroll down to see the trellis view.

    6. An image of the trellis view in Analyzer.

Step 2: Configuring the trellis view

Now, we’ll configure how the trellis view is displayed.

To configure trellis view:

  1. In the Results tab, delete both the Title and Table views from the analysis.

    2. An image of the Title and Table views.

  2. Click Edit View An image of the Edit View icon. then drag and drop the Campaign Product to Trellis Prompts at the top of your trellis view.

    3. A GIF that shows the Campaign Product column being moved to the Trellis Prompts position.

  3. Click on Trellis Properties An image of the Trellis Properties icon. and select None from the Legend Location drop-down list.
  4. Click the Style tab then click Style and Conditional Formatting An image of the Style and Conditional Formatting icon. .
  5. Click Add new position An image of the Add New Position icon., select a blue from the drop-down list, then click OK.
  6. In the Visualization frame, select Cylinder from the Style drop-down list.
  7. Click OK, then click Done.

    The trellis view should now look like this:

    8. An image of a fully configured trellis view.

Now that you're done

Now that you have added the trellis view to your analysis, check out Adding performance tile to an analysis.