Build a Visualization by Adding Data from Data Panel
You can build visualizations by adding data elements such as measure, text, or attribute from the Data Panel to a canvas.
Topics:
As you build the visualization, you add as many data elements as required or move them to specific areas on the canvas to explore and analyze your data.
Different Methods to Add Data
You can use different methods to add data from the Data Panel to create or update visualizations on a canvas.
Use one of the following methods to add data from the Data Panel:
- Drag data elements from the Data Panel and drop them onto the canvas.
- Select a data element or use Shift-click or Ctrl-click to select multiple data elements in the Data Panel, then right-click to select either a particular visualization type or the option to create a visualization automatically.
- Double-click a data element or use Shift-click or Ctrl-click to select multiple data elements in the Data Panel, then right-click to add them to the canvas.
When you update an existing visualization, you can add data from the Data Panel onto the Grammar Panel or Assignments Pane on the canvas. You can move the data elements from one area to another in the Grammar Panel or Assignments Pane. The visualization is updated based on your selection.
You can create a visualization by selecting a visualization type from the Visualization tab of the Data Panel and adding data elements to the canvas.
Automatically Create Best Visualization
You can automatically create the best visualization on the canvas based on a set of data elements.
The visualization type and the position of the data elements on the Grammar Panel might change when you add more data elements to the canvas.
You turn off the mode to automatically create visualizations when you perform actions such as:
- Changing the visualization properties such as type.
- Adding or removing analyses from the Analytics tab in the Data Panel.
- Dropping a data element onto a specific area of the Grammar Panel or Assignments Pane.
- Changing the filter setting.
When the automatically create visualization mode is turned off, you can select the wizard icon or Auto Visualization in the visualization type list to turn on the automatically create mode.
Add Data to the Visualization Using Grammar Panel
After you’ve selected the data sets for your project, you can begin to add data elements such as measures and attributes to visualizations.
You can select compatible data elements from the data sets and drop them onto the Grammar Panel in the Visualize canvas. Based on your selections, visualizations are created on the canvas. The Grammar Panel contains sections such as Columns, Rows, Values, and Category.
Add Data to the Visualization Using Assignments Panel
You can use the Assignment Panel to help you position data elements in the optimal locations for exploring content.
Modify a Visualization's Tooltips
When you hover over a data point in a visualization, a tooltip displays and provides specific information about the data point. You can choose to see all tooltips or only the measures included in the Tooltip section of the Grammar Panel.
- You can drag and drop only measure columns to the Tooltip section in the Grammar Panel.
- The Tooltip section in the Grammar Panel doesn't display for all visualization types.