Typical Workflow for Exploring Data

Here are the common tasks for exploring your data.

Task Description More Information

Create a project and add data sources to it

Create a project and select one or more data sources to include in the project.

Creating a Project and Adding Data Sources

Add data elements

Add data elements (for example, data columns or calculations) from the selected data source to the visualizations on the Prepare canvas.

Adding Data Elements to Visualizations

Adjust the canvas layout

Add, remove, and rearrange visualizations.

Adjusting the Canvas Layout

Filter content

Specify how many results and which items to include in the visualizations.

Exploring Data Using Filters

Set visualization interaction properties Define how you want visualizations affect each other.

How Visualizations and Filters Interact

Build stories Capture your insights about visualizations within a story to revisit later, include in a presentation, or share with a team member. Building Stories