Adding Data Elements to Visualizations

There are various ways that you can add data elements such as columns and calculations to your visualizations.

Adding Data Elements to Drop Targets

After you select the data sources for your project, you can begin to add data elements such as measures and attributes to visualizations. A drop target is the visualization element (for example, Columns) onto which you can drop a compatible data element (for example, Category) from the data source.

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You must create a project or open an existing project and add one or more data sources to the project before you can add data elements to drop targets. See Creating a Project and Choosing Data Sources.

Confirm that you’re working in the Visualize canvas. Use one of the following methods to add data elements to drop targets:

  • Drag and drop one or more data elements from the Data Elements pane to drop targets in the Explore pane.

    The data elements are automatically positioned in the best drop target in the Explore pane, and if necessary the visualization changes to optimize its layout.

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    Description of the illustration explore_dvcs.eps

  • Double-click data elements in the Data Elements pane to add them to the Explore pane.
  • Replace a data element in the Explore pane by dragging it from the Data Elements pane and dropping it over an existing data element already in the Explore pane.
  • Swap data elements in the Explore pane by dragging a data element already inside the pane and dropping it over another data element in the pane.
  • Remove a data element from the Explore pane by clicking the X in the data element token.

Adding Data Elements to Visualization Drop Targets

You can use visualization drop targets to help you position data elements in the optimal locations for exploring content.

You must create a project or open an existing project and add one or more data sources to the project before you can add data elements to visualization drop targets. See Creating a Project and Choosing Data Sources.

  • Confirm that you’re working in the Visualize canvas. When you drag and drop a data element over to a visualization (but not to a specific drop target), you'll see a blue outline around the recommended drop targets in the visualization. In addition, you can identify any valid drop target because you'll see a green plus sign icon appear next to your data element.

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    Description of the illustration grenplusdroptarget.eps

    Note:

    If you aren't sure where to drag and drop any data element, then drag and drop the data element anywhere over the visualization instead of to a specific drop target.

    After you drop data elements into visualization drop targets or when you move your cursor outside of the visualization, the drop targets disappear.

  • To display the drop targets again in the visualization, on the visualization toolbar, click Show Assignments. You can also do this to keep the visualization drop targets in place while you work.

Adding Data Elements to a Blank Canvas

You can add data elements directly from the Data Elements pane to a blank canvas.

You must create a project or open an existing project and add one or more data sources to the project before you can add data elements to a blank canvas. See Creating a Project and Choosing Data Sources.

Confirm that you’re working in the Visualize canvas. Drag one or more data elements to the blank canvas or between visualizations on the canvas. A visualization is automatically created and the best visualization type and layout are selected. For example, if you add time and product attributes and a revenue measure to a blank canvas, the data elements are placed in the best locations and the Line visualization type is selected.

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Note:

If there are visualizations already on the canvas, then you can drag and drop data elements between them.