2 Exploring and Analyzing Data in Visualization Canvases

This topic describes the many ways that you can explore and analyze your data in visualization canvases.

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Typical Workflow for Visualizing Data

Here are the common tasks for exploring your data.

Task	Description	More Information
Create a project and add data sets to it	Create a new data visualization project and select one or more data sets to the project.	Creating a Visualization Project and Adding Data
Add data elements	Add data elements (for example, data columns or calculations) from the selected data set to the visualizations on the Prepare canvas.	Adding Data from Data Sets to Visualization Canvases
Adjust the canvas layout	Add, remove, and rearrange visualizations.	Adjusting the Visualization Canvas Layout
Filter content	Specify how many results and which items to include in the visualizations.	Creating and Applying Filters for Visualizing Data
Set visualization interaction properties	Define how you want visualizations affect each other.	How Visualizations and Filters Interact
Build stories	Capture your notes (insights) about visualizations within a story to revisit later, include in a presentation, or share with a team member.	Building Stories

Creating a Visualization Project and Adding Data

Projects contain visualizations that help you explore your content in productive and meaningful ways. When you create a project you select one or more data sets containing the data that you want to explore. Data sets contain data from subject areas, Oracle Applications, databases, or uploaded data files such as spreadsheets.

Create or open a data visualization project that you want to add the data set to.
- To create a new project, go to the Home Page, click Create, then click Project to display the Add Data Set dialog.
- Alternatively, go to the Projects page and locate an existing project. You can also locate an existing project by using the Home page search or by browsing the project thumbnails shown on the Home page. Click the project’s Actions menu, then click Open.
If you're creating a new project, in the Add Data Set dialog select the data sets that you want to analyze, and then click Add to Project.
To visualize data from another data set in the same project, in the Data Elements pane click Add, and then select Add Data Set.
When you have more than one data set in a project, click Data Sets in the properties pane to change the default data blending options. See Changing Data Blending.
Drag the data elements that you want to visualize from the Data Elements pane onto the Visualize canvas, and start building your project. See Adding Data from Data Sets to Visualization Canvases.

Adding Data from Data Sets to Visualization Canvases

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

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Adding Data to Blank Canvases

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 sets to the project before you can add data elements to a blank canvas. See Creating a Visualization Project and Adding Data.

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.

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

About Adding Data to the Visualization Grammar Pane

After you have 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 Visualization Grammar Pane in the Visualize canvas. Based on your selections, visualizations are created on the canvas. The Visualization Grammar Pane contains sections such as Columns, Rows, Values, and Category.

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You must create a project or open an existing project and add one or more data sets to the project before you can add data elements to the Visualization Grammar Pane. See Creating a Visualization Project and Adding Data. You can only drop data elements based on attribute and type onto a specific Visualization Grammar Pane section.

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

Drag and drop one or more data elements from the Data Elements pane to the Visualization Grammar Pane in the Visualize canvas.

The data elements are automatically positioned, and if necessary the visualization changes to optimize its layout.
Double-click data elements in the Data Elements pane to add them to the Visualize canvas.
Replace a data element by dragging it from the Data Elements pane and dropping it over an existing data element.
Swap data elements by dragging a data element already inside the Visualize canvas and dropping it over another data element.
Reorder data elements in the Visualization Grammar Pane section (for example, Columns, Rows, Values) to optimize the visualization, if you have multiple data elements in the Visualization Grammar Pane section.
Remove a data element by selecting a data element in the Visualization Grammar Pane, and click X.

About Adding Data to the Visualization Assignments Pane

You can use the visualization Assignment pane 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 sets to the project before you can add data elements to the visualization Assignment pane. See Creating a Visualization Project and Adding Data.

Confirm that you’re working in the Visualize canvas. Use one of the following methods to add data elements to Visualization Assignments Pane

When you drag and drop a data element to a visualization (but not to a specific drop target), you'll see a blue outline around the recommended Assignments (for example Rows, Columns) in the visualization. In addition, you can identify any valid visualization Assignment because you'll see a green plus sign icon appear next to your data element. The sections in the visualization Assignment pane are the same as the Visualization Grammar Pane.

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After you drop data elements into the visualization Assignment pane or when you move your cursor outside of the visualization, the Assignment pane disappears.
To display the Assignment pane again, on the visualization toolbar, click Show Assignments.

You can also do this to keep the visualization Assignment pane in place while you work.

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Adding Advanced Analytics to Visualization Canvases

Advanced analytics are statistical functions that you apply to enhance the data displayed in visualizations. Examples of advanced analytics functions are Clusters, Outliers, and Trend Lines.

As well as the Analytics menu options available in the user interface, you can also use analytics functions to create your own calculated columns that reference statistical scripts. See Evaluate_Script in Analytics Functions.

You can easily apply advanced analytics functions to a project to augment its visualizations. For example, you can use advanced analytics to highlight outliers or overlay trendlines.

Prerequisites

Before you can use analytic functions in Data Visualization, you must create a project or visualization to which you can apply one or more analytic functions.

Using Analytic Functions

To display the available analytic functions, click the Analytics icon in the Data Panel.
To edit analytics for a visualization object such as a chart, highlight the visualization on the Visualize canvas, and in the properties pane click the Analytics tab.
Apply a function to the chart by:
- Drag and drop – Click an analytic function from the Analytics tab menu and drag it to the Visualize canvas.
- Right-click – Right-click anywhere on a visualization, and select an analytic function from the menu.

Creating Calculated Data Elements in a Data Set

You can create a new data element (typically a measure) to add to your visualization. For example, you can create a new measure called Profit that uses the Revenue and Discount Amount measures.

Navigate to the bottom of the Data Elements pane, right-click My Calculations, and click Add Calculation to open the New Calculation dialog.
In projects with multiple data sets:
- Not-joined data sets are separated by a line. In the data elements Menu, click Data Diagram to see joined and not-joined data sets.
- My Calculations is provided for each set of joined and not-joined data sets. Right-click My Calculations of a data set that you want to create a calculated data element for.
In the expression builder pane, compose and edit an expression. See About Composing Expressions and Expression Editor Reference.

Note:
You can't drag and drop a column into the expression builder pane unless the column is joined to the data set. If you try to do so, you see an error message.
Click Validate.
Specify a name, then click Save.
Note the following:
- Calculated data elements – Stored in the data set and not in the project. Ensure that you create the calculation in the proper data set or joined data set.
- Projects with multiple data sets (joined and not-joined) – The My Calculations folder is available for each set of joined and not-joined data sets. The new calculated element is added to the My Calculations folder of the data sets (joined and non-joined) that you created the calculation for.
- Projects with a single data set – The single My Calculations folder is available, and the new calculated element is added to it.

Undoing and Redoing Edits

You can quickly undo your last action and then redo it if you change your mind. For example, you can try a different visualization type when you don’t like the one you’ve just selected, or you can go back to where you were before you drilled into the data. These options are especially useful as you experiment with different visualizations. You can also undo all edits made since you last saved a project.

To undo or redo an edit, go to the project or data set toolbar, click the Undo Last Edit or the Redo Last Edit button.

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You can only use these options if you have not saved the project since making the changes.

Note:
In some cases you can’t undo and then redo an edit. For example, if you’re working in the Create Data Set page to create a data set from an Oracle Application, select an analysis to use as a data set, and click Undo Last Edit to remove the analysis. However, if you then click Redo Last Edit the analysis does not return the data set.
To undo all edits that you made to a project since you last saved it, on the project toolbar click Canvas Settings and select Revert.

Refreshing Visualization Content

To see if newer data is available for your project, you can refresh the data and metadata.

On the project toolbar click Canvas Settings and select Refresh Data. This action clears the data cache and reruns queries that retrieve the latest data from the data sets. This data is then displayed on the canvas.
Click Canvas Settings on the project toolbar and select Refresh Metadata and Report.

This action refreshes the data and any project metadata that has changed since you started working in it. For example, a column is added to the subject area used by the project. You use this menu to bring the new column into the project.

Adjusting the Visualization Canvas Layout

You can adjust the look and feel of visualizations on the Visualize canvas to make them more visually attractive.

You can copy a visualization and paste it within or between canvases in a project. You can also duplicate canvases and visualizations to create multiple copies of them. After copying and pasting or duplicating, you can modify the visualization by changing the data elements, selecting a different visualization type, resizing it, and so on. See Keyboard Shortcuts for Data Visualization.

Option	Location	Description
Canvas Properties	Canvas Settings menu or Canvas tab Menu	Change the name, layout, width, and height of the canvas in the Canvas Properties dialog. Use the Synchronize Visualizations setting to specify how the visualizations on your canvas interact. See How Visualizations and Filters Interact.
Add Canvas	Canvas tabs bar	Add a new canvas to the project. You can right-click and drag a canvas to a different position on the canvas tabs bar.
Rename	Canvas tab Menu	Rename a selected canvas.
Duplicate Canvas	Canvas tab Menu or right-click a canvas tab	Add a copy of a selected canvas to the project’s row of canvas tabs.
Clear Canvas	Canvas tab Menu or right-click a canvas tab	Clear all the visualizations on the canvas.
Delete Canvas	Canvas tab Menu or right-click a canvas tab	Delete a specific canvas of a project.
Duplicate Visual	Visualization Menu or right-click a visualization	Add a copy of a selected visualization to the canvas.
Copy Visual	Visualization Menu or right-click a visualization	Copy a visualization on the canvas.
Paste Visual	Visualization Menu, or right-click a visualization or blank canvas	Paste a copied visualization into the current canvas or another canvas.
Delete Visual	Visualization Menu or right-click a visualization	Delete a visualization from the canvas.
Canvas Layout	Visualization Menu, or right-click a visualization or blank canvas	Select one of the following: Freeform – If you select Freeform, you can perform the following functions: Click Select All Visualizations to select all the visualizations on a canvas, and then copy them. Select one of the following Order Visualization options: Bring to Front, Bring Forward, Send Backward, Send to Back to move a visualization on a canvas with multiple visualizations. Rearrange a visualization on the canvas. Drag and drop the visualization to the location (the space between visualizations) where you want it to be placed. The target drop area is displayed with a blue outline. Resize a visualization by dragging its edges to the appropriate dimensions. Autofit – Auto-arrange or correctly align the visualizations on a canvas with multiple visualizations.

Changing Visualization Types

You can change visualization types to best suit the data you’re exploring.

When you create a project and add a visualization, Data Visualization chooses the most appropriate visualization type based on the data elements you selected. After a visualization type is added, dragging additional data elements to it won’t change the visualization type automatically. If you want to use a different visualization type, then you need to select it from the visualization type menu.

Confirm that you’re working in the Visualize canvas. Select a visualization on the canvas, and on the visualization toolbar, click Change Visualization Type.

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Select a visualization type. For example, change the visualization type from Pivot to Treemap.

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When you change the visualization type, the data elements are moved to matching drop target names. If an equivalent drop target doesn’t exist for the new visualization type, then the data elements are moved to a Visualization Grammar Pane section labeled Unused. You can then move them to the Visualization Grammar Pane section you prefer.

Adjusting Visualization Properties

You can change the visualization properties such as legend, type, axis values and labels, data values, and analytics.

Go to the Visualize or Narrate canvas and select the visualization whose properties you want to change. The visualization properties are displayed in the properties pane.
Both common and type specific properties of data elements or visualization are displayed. The properties you can edit are displayed in tabs and depend on the type of visualization or data element you’re handling.

Note:
To change color settings or add actions to a project, click Canvas Settings, then select Project Properties. See Assigning Color to Visualize Data, and Using Data Actions to Connect to Canvases and External URLs.

In the properties pane tabs, adjust the visualization properties as needed:

Properties Pane Tab	Description
General	Format title, type, legend, selection effect, and customize descriptions.
Axis	Set horizontal and vertical value axis labels and start and end axis values.
Data Sets	Override the way the system automatically blends data from two data sets.
Edge Labels	Show or hide row or column totals and wrap label text.
Action	Add URLs or links to insights in Tile, Image, and Text Box visualizations. If you use Chrome for Windows or Android, the Description text field displays a Dictate button (microphone) that you can use to record an audio description.
Style	Set the background and border color for Text visualizations.
Values	Specify data value display options including the aggregation method such as sum or average, and number formatting such as percent or currency. You can specify the format for each individual value data element in the visualization, for example, aggregation method, currency, data or number format.
Analytics	Add reference lines, trend lines, and bands to display at the minimum or maximum values of a measure included in the visualization.

Assigning Color to Visualize Data

This topic covers how you can work with color to enhance visualizations.

You can work with color to make visualizations more attractive, dynamic, and informative. You can color a series of measure values (for example, Sales or Forecasted Sales) or a series of attribute values (for example, Product and Brand).

The Visualize canvas has a Color section in the Visualization Grammar Pane where you can put a measure column, attribute column, or set of attributes columns. Note how the canvas assigns color to the columns that are included in the Color section:

When a measure is in the Color section, then you can select different measure range types (for example, single color, two color, and three color) and specify advanced measure range options (for example, reverse, number of steps, and midpoint).
When you have one attribute in the Color section, then the stretch palette is used by default. Color palettes contain a set number of colors (for example, 12 colors), and those colors repeat in the visualization. The stretch palette extends the colors in the palette so that each value has a unique color shade.
If you have multiple attributes in the Color section, then the hierarchical palette is used by default, but you can choose to use the stretch palette, instead. The hierarchical palette assigns colors to groups of related values. For example, if the attributes in the Color section are Product and Brand and you have selected Hierarchical Palette, then in your visualization, each brand has its own color, and within that color, each product has its own shade.

Managing Color Settings

Use the Visualize canvas to modify the visualization’s color. Your color choices are shared across all visualizations on the canvas, so if you change the series or data point color in one visualization, then it appears on the other visualizations.

Accessing Color Options

To edit color options for the whole project, click Canvas Settings, then Project Properties, and use the General tab to edit the color series or continuous coloring.
To edit color options for a visualization, highlight the visualization and in the visualization’s toolbar, click Menu, then select Color. The available color options depend on how the measures and attributes are set up in your visualization.

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Changing the Color Palette

Data Visualization includes several color palettes. Each palette contains 12 colors, but you can use the color stretching option to expand the colors in the visualization.

If your project contains multiple visualizations, click the visualization that you want to change the color palette for. In the visualization’s toolbar, click Menu, select Color, and then select Manage Assignments. The Manage Color Assignments dialog is displayed.
Locate the Series Color Palette and click the color palette that’s currently used in the visualization (for example, Default or Alta).

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From the list, select the color palette that you want to apply to the visualization.

Managing Color Assignments

Instead of using the palette’s default colors, you can use the Manage Color Assignments feature to choose specific colors to fine-tune the look of your visualizations.

If your project contains multiple visualizations, click the visualization that you want to manage the colors for. In the visualization’s toolbar, click Menu, select Color, and then select Manage Assignments. The Manage Color Assignments dialog is displayed.
If you’re working with a measure column, you can do the following:
- Click the box containing the color assigned to the measure. From the color picker dialog, select the color that you want to assign to the measure. Click OK.
- Specify how you want the color range to be displayed for the measure (for example, reverse the color range, pick a different color range, and specify how many shades you want in the color range).
  
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If you’re working with an attribute column, then click the box containing the color assignment that you want to change. From the color picker dialog, select the color that you want to assign to the value. Click OK.

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Resetting Colors

You can experiment with visualization colors and then easily revert to the visualization’s original colors.

If your project contains multiple visualizations, click the visualization that you want to reset the colors for. In the visualization’s toolbar, click Menu, select Color, and then select Reset Visualization Colors.

Applying or Removing the Stretch Palette

Color palettes have a set number of colors, and if your visualization contains more values than the number of color values, then the palette colors are repeated. Use the Stretch Palette option to expand the number of colors in the palette. Stretch coloring adds light and dark shades of the palette colors to give each value a unique color. For some visualizations, stretch coloring is used by default.

If your project contains multiple visualizations, click the visualization that you want to adjust the stretch palette from. In the visualization’s toolbar, click Menu, select Color, and then select Stretch Palette to turn this option on or off.

Applying a Repeating Color Palette

In some cases, you might want to use a repeating color palette in your visualization. If your visualization contains more values than colors in the palette, then the colors are reused and aren’t unique.

In the Visualize canvas, click Color and click Stretch Palette to turn this option off.

Formatting Numeric Data Properties

You can format numeric data in your visualizations using a wide range of ready-to-use formats. For example, you might change an aggregation type from Sum to Average.

Open the project or the data set that includes the numeric column that you want to format, and go to the Visualize canvas.
In the Data Panel, click Data Elements, and select the numeric column that you want to format.
You use the properties pane to format the element.
To format a single numeric data element, select the element in the Data Elements list, and use the General or Number Format tabs in the properties pane to format the element.
For example, to change how a number is aggregated, use the Aggregation option on the General tab. Or, to change the default format, use the Number Format option on the Number Format tab.
To format numeric values in a visualization, for example in a table visualization, select the visualization in the main canvas, and use the General or Values tab options in the properties pane to format the numeric values.
For example, to change how a number is aggregated, click the element to expand the formatting options, and use the Aggregation Method option on the Values tab. Or, to change the default format, use the Number Format option on the Values tab.
If you’re working in Prepare canvas, select a column header to display formatting options for that column in the properties pane.

Applying Map Layers and Backgrounds to Enhance Visualizations

You can add and maintain custom map layers to enhance map visualizations.

Topics:

Enhancing Visualizations with Map Backgrounds

You can use map backgrounds to enhance visualizations in a project.

Create or open the data visualization project where you want to include a map background.
Confirm that you’re working in the Visualize canvas.
To select a map-related column from the project and render it in a map view, do one of the following:
- In the Data Elements pane right-click the column, click Pick Visualizations, and select Map.
- Drag and drop the column from the Data Elements pane to the blank canvas or between visualizations on the canvas. You can also double-click the column to add it to the canvas.
  - On the visualization toolbar, click Change Visualization Type. Alternatively, in the Data Elements pane right-click the column, and click Pick Visualizations.
  - Select Map.
In the properties pane, click Map.

Specify the visualization properties:

Property	Description
Zoom Control	Enable or disable zoom control.
Scale	Select a scale, such as mile.
Background Map	Select a map background. If you want to see the list of available map backgrounds, click Manage Map Backgrounds to display the Map Background tab. Note: You can also open the Console page, click Maps, and select the Map Backgrounds tab to see the available backgrounds list.
Map Layer	Select a layer, such as Asian countries.

Click Save.

Using Color to Interpret Data Values in Map Visualizations

You can use color features to interpret the measure columns and attribute values in projects that include map visualizations.

Create or open the project with a map visualization where you want to interpret specific columns and values by color.
Confirm that you’re working in the Visualize canvas.
Select a measure column or attribute from the project and render it in a map view, doing one of the following:
- In the Data Elements pane, right-click the column or attribute, click Pick Visualizations, and select Map.
- Drag and drop the columns or attributes from the Data Elements pane to the blank canvas or between visualizations on the canvas. You can also double-click the columns or attributes to add them to the canvas.
  - On the visualization toolbar, click Change Visualization Type. Alternatively, in the Data Elements pane, right-click the column or attribute, and click Pick Visualizations.
  - Select Map.

Drag and drop one or multiple measure columns or attributes in the following map color sections of the Visualization Grammar Pane:

Section	Description
Color (Map Shape)	Change the color in the map visualization (for example, Regions, State) based on the values.
Color (Bubble)	Display color bubbles in specific geographic locations in the map visualization based on the values.
Size (Bubble)	Change color bubble size based on the measure column values. To change the size of the color bubble you have to drag and drop measure columns only. The size shows the aggregated measure for a specific geographic location in a map visualization.
Trellis Columns / Rows	Compare multiple map visualizations based on the column values using filters.

In the map visualization, you can also use the following color features to interpret measure columns and attribute values:

Legend – If the measure column or attribute has multiple values, then the legend is displayed. It defines the value of the various colors.
Tooltip – Hover the mouse pointer over a color bubble to see the values in a tooltip. If there are multiple values, then a Plus (+) symbol is displayed.

Adding Custom Map Layers

You can add custom map layers to use in map visualizations.

You add a custom map layer to Data Visualization using a geometric data file with the .json extension that conforms to GeoJSON schema https://en.wikipedia.org/wiki/GeoJSON. You then use the custom map layer to view geometric map data in a project. For example, you might add a Mexico_States.json file to enable you to visualize geometric data in a map of Mexico States.

When creating a custom map layer, you must select layer keys that correspond with data columns that you want to analyze in a map visualization. For example, if you want to analyze Mexican States data on a map visualization, you might start by adding a custom map layer for Mexican States, and select HASC code layer key from the Mexican_States.json file. Here is an extract from the Mexican_States.json file that shows some of the geometric data for the Baja California state.

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If you wanted to use the Mexican_States.json file, the layer keys that you select must match columns that you want to analyze from the Mexican States Data tables. For example, if you know there is a data cell for the Mexican state Baja California then select the corresponding name field in the JSON file to display state names in the Map visualization. When you create a project and select column (such as State, and HASC), then Mexican states are displayed on the map. When you hover the mouse pointer over a state, the HASC code (such as MX BN) for each state is displayed on the map.

Open the Console page and click Maps to display the Map Layers page.
The Map Layers page contains a Custom Map Layers section and a System Map Layers section. The Custom Map Layers section displays the custom map layers that you maintain.

Note:
You can disable or enable both a System Map Layer and a Custom Map Layer, but you can’t add or delete a System Map Layer.
To add a custom map layer, click Add Custom Layer or drag and drop a JSON file from File Explorer to the Custom Maps area.
Browse the Open dialog, and select a JSON file (for example, Mexico_States.json).
The JSON file must be a GeoJSON file that conforms to the standard specified in https://en.wikipedia.org/wiki/GeoJSON.

Note:
Custom layers with Line String geometry type isn't fully supported. The Color (Bubble) and Size (Bubble) fields in map visualization grammar are not applicable in the case of line geometries.
Click Open to display the Map Layer dialog.
Enter a Name and an optional Description.
Select the layer keys that you want to use from the Layer Keys list.
The layer keys are a set of property attributes for each map feature, such as different codes for each state in Mexico. The layer keys originate from the JSON file. Where possible, select only the layer keys that correspond with your data.
Click Add to add the selected layer keys to your custom map layer.
A progress indicator shows that the map layers are being saved, and a success message is displayed when the process is complete and the layer is added.

Updating Custom Map Layers

You can maintain custom map layers that you have added to Data Visualization.

Open the Console page and click Maps to display the Map Layers page.
The Map Layers page contains a Custom Map Layers section and a System Map Layers section. The Custom Map Layers section displays the custom map layers that you maintain.
Right-click the map layer, click Options, and then take the appropriate action:
- To view or make changes to the map layer settings, select Inspect.
  The Map Layer dialog is displayed where you can update the Name, Description, or the Layer Keys used in this layer. See Adding Custom Map Layers.
- To upload the JSON file again, select Reload.
- To save the JSON file locally, select Download.
- To delete the custom map layer, select Delete.
  You can disable or enable a System Map Layer and a Custom Map Layer, but you can’t add or delete a System Map Layer.
Click the map layer to enable or disable it. For example, if you want to exclude India States on the map, click the layer to disable it and remove it from searches.
To switch from using one map layer to another:
1. Select the desired columns from the project and select Map as the visualization.
2. In the Properties pane, select the Map tab to display the map properties.
3. Click the current Map Layer for example Mexican States.
  This displays a list of available custom map layers that you can choose from.
4. Click the map layer that you want to use to match your data points.

Making Maps Available to Users

For visualization projects, administrators make maps available to end users or hide them from end users.

You can include or exclude a map from users.

On the Home page, click Console.
Click Maps.
Use the Include option to make a map layer available to end users or hide it from end users.

You can hide or display custom map and system map layers.

Sorting and Selecting 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 to display its properties in the properties pane. Here are some of the analytic actions that you can perform:

Use Sort 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 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 or Band to add a reference line to highlight an important fact depicted in the visualization, such as a minimum or maximum value. For example, you might add a reference line across the visualization at the height of the maximum Revenue amount. You also might add a reference band to more clearly depict where the minimum and maximum Revenue amounts fall on the Revenue axis.

For more information about the Properties pane, see Adjusting Visualization Properties.

About Warnings for Data Issues in Visualizations

You see a data warning icon when the full set of data associated with a visualization isn't rendered or retrieved properly. If the full set of data can't be rendered or retrieved properly, then the visualization displays as much data as it can as per the fixed limit, and the remaining data or values are truncated or not displayed.

The warning icon (an exclamation mark icon) is displayed in two locations:

Next to the title of a visualization that has a data issue.

When you hover over the warning icon, you see a message that includes text such as the following:

Data sampling was applied due to the large quantity of data. Please filter your data. The limit of 500 categories was exceeded.

You see the warning icon associated with the visualization until the data issue is resolved. The warning icon is displayed only in the visualization Canvas; it's not displayed in Presentation Mode.
On the Canvas tabs bar if any visualization on the Canvas page has the data warning.

By default, visualization warning icons aren't displayed; You can show or hide the warning icon beside the title of the visualization by clicking the icon on the Canvas tabs bar. The warning icon is only displayed if a Canvas includes a visualization with a data issue. If a visualization with a data issue is in multiple canvases, you see the icon in all those canvases.