Sort and Select Data in Visualization Canvases

While adding filters to visualizations helps you narrow your focus on certain aspects of your data, you can take a variety of other analytic actions to explore your data (for example, drilling, sorting, and selecting). When you take any of these analytic actions, the filters are automatically applied for you.

Select a visualization and click Menu or right-click, then select one of the following analytics actions:

  • Use Sort By to sort attributes in a visualization, such as product names from A to Z. If you’re working with a table view, then the system always sorts the left column first. In some cases where specific values display in the left column, you can’t sort the center column. For example, if the left column is Product and the center column is Product Type, then you can’t sort the Product Type column. To work around this issue, swap the positions of the columns and try to sort again.
  • Use Drill to drill to a data element and drill through hierarchies in data elements, such as drilling to weeks within a quarter. You can also drill asymmetrically using multiple data elements. For example, you can select two separate year members that are columns in a pivot table, and drill into those members to see the details.
  • Use Drill to [Attribute Name] to directly drill to a specific attribute within a visualization.
  • Use Keep Selected to keep only the selected members and remove all others from the visualization and its linked visualizations. For example, you can keep only the sales that are generated by a specific sales associate.
  • Use Remove Selected to remove selected members from the visualization and its linked visualizations. For example, you can remove the Eastern and Western regions from the selection.
  • Use Add Reference Line to add a reference line to highlight an important fact depicted in the visualization, such as a minimum or maximum value. For example, you can add a reference line across the visualization at the height of the maximum revenue amount.