Building Visualizations

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Visualizations centralize information by providing different views of data that are pertinent to a particular objective. For example, reviewing trends or fluctuations in data over a period of time or within a region. A visualization provides you with a quick glance of information on a single screen.

Visualizations support the use of different types of charts, maps, and grids. For example, you may want to use a bar, pie, and line chart to show different views of the same data. Alternatively, you may want to offset a particular visual by showing other types of related data that employ a different type of visual. You can also add a text cell to your visualization to provide explanatory text or information that other users can reference.

Visualizations allow you to monitor changes in data. They also serve to provide information in real-time, based on changes in underlying data or other components. A visualization can be updated, changed, or revised at any time to account for shifts in data needs.

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Creating a Visual

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How to:

You can create charts, maps, and grids to visually represent your data. You can add multiple visuals to the canvas to create a complete visualization.

The default visual is a bar stacked chart. You can use the Change option in the Visual group on the Home tab to change the visual type.

The following visual is a matrix marker chart that shows sales data for a range of electronic products.

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Procedure: How to Create a Visualization From InfoAssist+

You can have multiple file types opened at once. To create a visualization:

  1. On the Quick Access toolbar, click New.

    or

    Click the Application Main Menu button, and click New.

    The InfoAssist+ splash screen displays.

  2. Click Build a Visualization.
  3. In the Open dialog box, select a data source and click Open.

    InfoAssist+ switches to visualization mode.

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Changing the Visual Type

You can create a visual using the default chart type, which is a stacked bar chart. You can add your data to this chart and then change the chart type, or you can change the chart type prior to making your data selections.

Once you have started exploring your data, you can switch between the different types to obtain the graphical image that you wish to display.

You change the visual type from the Home tab.

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Procedure: How to Change the Visual Type
  1. On the Home tab, in the Visual group, click Change, as shown in the following image.

    Note: The Change icon updates depending on the chart, map, or grid that you select from the Select a Visual menu. By default, the Change icon displays a stacked bar chart.

    The Select a Visual menu displays.

  2. On the Select a Visual menu, click the type of visual that you want to use.

    Your canvas refreshes and displays the visual that you selected.

    Note: Depending on the type of visual that you select, you may need to select additional or different data fields.

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Selecting a Visual

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It is important that you select a chart, grid, or map that appropriately displays a meaningful view of your data. InfoAssist+ provides a library of visuals.

You can select a visual type from the Select a Visual menu, on the Home tab, in the Visual group. The following table describes the types of charts available.

Icon

Visual Type

Description

Grid

Grids provide a tabular view of data. They allow you to review data in a row and column format, similar to a printed report.

Bar chart

Bar charts plot numerical data by displaying rectangular blocks against a scale (numbers or variable measure fields that appear along the axis).

Stacked bar chart

A stacked bar chart is the default visual.

Absolute line chart

Line charts allow you to trace the evolution of a data point by working backwards or interpolating. Highs and lows, rapid or slow movement, or a tendency towards stability are all types of trends well suited for a line chart.

Area chart

Area charts analyze trends over time and look for differences in values.

Stacked area chart

Stacked area charts allow you to stack data on top of each other.

Pie chart

Pie charts are circular charts that represent parts of a whole. A pie chart emphasizes where your data fits, in relation to the other components in the pie.

Ring pie chart

Ring pie charts are useful when you want to review the value of each segment, which represents the measure value for the selected dimension, as it relates to the total for the selected measure.

Scatter Plot

Scatter charts enable you to plot data using variable scales on both axes. When you use a scatter chart, the data is plotted with a hollow marker, so that you can visualize the density of individual data values around particular points, or discern patterns in the data.

Bubble chart

Bubble charts can have two column fields representing X and Y data values, or have three column fields representing X, Y, and Z data values. The third variable (Z) represents size. The size of each bubble is used to show the relative importance of the data.

Matrix Marker chart

Matrix marker charts are useful for analyzing one or two measures against a crosstab of two categorical dimensions. The result is a color-scaled matrix chart that shows categorized trends.

Treemap

Treemaps are used to display large amounts of hierarchically structured data. Using a set of nested rectangles to illustrate data relationships, sections of a treemap represent branches of a tree.

Gauge

Gauges are used to display the value of a measure. In particular, circular gauges are used to represent a single data value within a given spectrum. You can create a single circular gauge for a measure or a matrix circular gauge, which shows the value of the selected measure across different dimensions, such as product category or yearly sales.

Choropleth map

A geographically-based heat map. It is useful for visualizing location-based data, trends, and distributions across a geographic area.

Proportional symbol map

A technique that uses symbols of different sizes to represent data associated with different areas or locations within the map.

Heatmap

A heatmap is a graphical representation of data where the individual values that comprise a matrix are represented as colors. Using radiant hues, you can track the intensity of a data relationship using the colors defined in the legend.

Note: When new data is added to a bar, line, area, pie, scatter, bubble, gauge, or treemap chart, the chart will morph and rebuild, revealing the new values in a smooth transition.

Use the topics in this section to select and create your visuals.

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Grids

Grids provide a tabular view of data. They allow you to review data in a row and column format, similar to a printed report.

In the following example, we review the Sale Year and Product Category data for the following measure fields:

  • Revenue
  • Gross Profit

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Procedure: How to Create a Grid
  1. Change the visual to a grid, or insert a new grid.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Rows or Columns - one or more data fields
    • Measure - one or more data fields

    As you add, edit, or rearrange the fields in your Query field containers, your canvas refreshes.

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Bar Charts

Bar charts plot numerical data by displaying rectangular blocks against a scale (numbers or variable measure fields that appear along the axis). The length of a bar corresponds to a value or amount. You can clearly compare data series (fields) by the relative heights of the bars. Use a bar chart to display the distribution of numerical data. You can create horizontal and vertical bar charts.

Note: If you are working with a large dataset, a scroll bar displays under your chart, enabling you to easily scroll through your data from left to right. In visualization mode, scroll bars are automatically enabled, but if you want to disable or re-enable scroll bars, click the Format tab and then click Interactive Options. In the Interactive Options dialog box, select the Auto Enable X-Axis Scrolling check box. If you are working in any other mode, you must enable this functionality.

Use a bar chart when individual values are important. For example, the following image is a basic vertical bar chart that compares the individual products sold to the total amount in sales for each product. A retailer would find it important to know which pieces of inventory are selling and how much revenue each item is generating for the company.

A horizontal bar chart becomes useful when you want to emphasize a ranking relationship in descending order, or the X-axis labels are too long to fit legibly side-by-side. For example, the following image is a basic horizontal bar chart that ranks which products are generating the most revenue for the retailer.

Note: You can swap the orientation of your data in a bar chart. To do so, on the Home tab, in the Visual group, click Swap.

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Procedure: How to Insert a New Bar Chart
  1. Change the visual to a bar chart or insert a new bar chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Vertical Axis - one or more data fields
    • Horizontal Axis - one data field

    Note: You can also double-click a data field to add it to your Query field containers.

    The bar chart displays on the canvas. You can add additional data fields for comparative purposes. You can also view underlying data by hovering over any particular point on the bar chart.

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Procedure: How to Create a Stacked Bar Chart

The bar stacked visual is the default visual.

  1. Change the visual to a stacked bar chart or insert a new stacked bar chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Vertical Axis - one or more data fields
    • Horizontal Axis - one or more data fields
    • Color - one data field

    Note: You can also double-click a data field to add it to your Query field containers.

    The stacked bar chart displays on the canvas. You can add additional data fields for comparative purposes. You can also view underlying data by hovering over any particular point on the stacked bar chart.

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Line Charts

Line charts allow you to trace the evolution of a data point by working backwards or interpolating. Highs and lows, rapid or slow movement, or a tendency towards stability are all types of trends well suited for a line chart.

You can also plot line charts with two or more scales to present a comparison of the same value, or set of values, in different time periods.

Note: If you are working with a large dataset, a scroll bar displays under your chart, enabling you to easily scroll through your data from left to right. In visualization mode, scroll bars are automatically enabled, but if you want to disable or re-enable scroll bars, click the Format tab and then click Interactive Options. In the Interactive Options dialog box, select the Auto Enable X-Axis Scrolling check box. If you are working in any other mode, you must enable this functionality.

Use a line chart when you want to trend data over time, for example, monthly changes in employment figures, or yearly sales of an item in your inventory. The following image is a line visual that shows the gross profit in monthly sales for products.

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Procedure: How to Create a Line Chart
  1. Change the visual type to a line chart or insert a new line chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Vertical Axis - one or more data fields
    • Horizontal Axis - one data field
    • Color - one data field (optional)

    Note: You can also double-click a data field to add it to your Query field containers.

    To add insight, you can drag a data field to the color Query field container. This displays the values for this field using color.

    The line chart displays on the canvas. You can add additional data fields for comparative purposes. You can also view underlying data by hovering over any particular point on the line chart.

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Area Charts

Area charts analyze trends over time and look for differences in values by using the see-thru nature of the area fills. Stacked area charts allow you to stack data on top of each other. Stacking allows you to highlight the relationship between data series, showing how some data series approach a second series.

Note: If you are working with a large dataset, a scroll bar displays under your chart, enabling you to easily scroll through your data from left to right. In visualization mode, scroll bars are automatically enabled, but if you want to disable or re-enable scroll bars, click the Format tab and then click Interactive Options. In the Interactive Options dialog box, select the Auto Enable X-Axis Scrolling check box. If you are working in any other mode, you must enable this functionality.

Use an area chart when you want to distinguish the data more dramatically by highlighting volume with color. For example, the following image is a basic area chart that depicts the yearly gross profit for various electronic products.

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Procedure: How to Create an Area Chart
  1. Change the visual type to an area chart or insert a new area chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Vertical Axis - one or more data fields
    • Horizontal Axis - one data field
    • Color - one data field (optional)

    Note: You can also double-click a data field to add it to your Query field containers.

    The area chart displays on the canvas. You can add additional data fields for comparative purposes. You can also view underlying data by hovering over any particular point on the area chart.

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Procedure: How to Create a Stacked Area Chart
  1. Change the visual type to a stacked area chart or insert a new stacked area chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Vertical Axis - one or more data fields
    • Horizontal Axis - one data field
    • Color - one data field (optional)

    Note: You can also double-click a data field to add it to your Query field containers.

    The stacked area chart displays on the canvas. You can add additional data fields for comparative purposes. You can also view underlying data by hovering over any particular point on the stacked area chart.

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Pie Charts

Pie charts are circular charts that represent parts of a whole. A pie chart emphasizes where your data fits, in relation to the other components in the pie. Pie charts work best when there are a limited number of slices (for example, less than 10) and the slices are all of a sufficient value as to reveal their fill color inside their wedge.

Use a pie chart when you have segments of data that you want to display as a whole. For example, the following image is a pie chart that shows the proportions of various electronic products based on the quarterly revenue.

You can add one or more measures to the Measure field container. Each measure will be used to create a separate, unique pie chart, to which you can add a measure or dimension to the Color field container to add color to your chart.

Note: When working with pie charts, you can add one measure field to the Color field container. This adds the measure as a By field, and determines how the pie chart is colored. Depending on your measure data, this may result in a large number of pie segments.

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Procedure: How to Create a Pie Chart
  1. Change the visual type to a pie chart or insert a new pie chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Measure - one data field. Data in this category is used to indicate the size of the pie slice for the relevant category.
    • Color - one data field. Data in this category indicates the colors in your pie chart.

    Note: You can also double-click a data field to add it to your Query field containers.

    The pie chart displays on the canvas. You can add additional data fields for comparative purposes, or to create another pie chart on the same canvas. You can also view underlying data by hovering over any particular point on the pie chart.

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Ring Pie Charts

Ring pie charts are circular charts that display the total for the selected measure, as well as the individual segments that comprise the ring pie chart. You can hover over each segment to review the underlying data values. This is useful when comparing the measure value for an individual segment against the total for the measure, which displays in the center of the ring pie.

You can add one or more measures to the Measure field container. Each measure will be used to create a separate, unique ring pie chart, to which you can add a measure or dimension to the Color field container to add color to your chart.

Note: The font size of the value label in the middle of the ring is automatically set by the chart engine.

Use a ring pie chart when you want to review the value of each segment, which represents the measure value for the selected dimension, as it relates to the total for the selected measure. The following image is an example of a ring pie chart.

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Procedure: How to Create a Ring Pie Chart
  1. Change the visual type to a ring pie chart or insert a new ring pie chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Measure - one data field. Data in this category is used to indicate the size of the ring pie segment for the relevant category.
    • Color - one data field. Data in this category indicates the colors in your ring pie chart.

    Note: You can also double-click a data field to add it to your Query field containers.

    The ring pie chart displays on the canvas. The total for the selected measure displays in the center of the ring pie chart. You can view underlying data by hovering over any of the ring pie chart segments.

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Scatter Charts

Scatter charts enable you to plot data using variable scales on both axes. When you use a scatter chart, the data is plotted with a hollow marker, so that you can visualize the density of individual data values around particular points, or discern patterns in the data. A numeric X axis, or sort field, always yields a scatter chart, by default.

Note: You can specify a non-measure (dimension) data field on the horizontal or vertical axis, or both.

If your chart reveals clouds of points, there is a strong relationship between X and Y values. If data points are scattered, there is a weak relationship, or no relationship.

Adding data fields to the Detail Query field container creates additional BY fields on the scatter chart. For example, the following image shows the results when adding the Product,SubCategory and Model dimension fields to Detail Query field container in a scatter chart which showed gross profit and MSRP data.

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Procedure: How to Create a Scatter Chart
  1. Change the visual type to a scatter chart or insert a new scatter chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Vertical Axis - one data field
    • Horizontal Axis - one data field
    • Detail - one or more data fields
    • Color - one data field

    Note: You can also double-click a data field to add it to your Query field containers.

    The scatter chart displays on the canvas. You can also view underlying data by hovering over any particular point on the scatter chart.

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Bubble Charts

A bubble chart is a chart in which the data points are represented by bubbles. Bubble charts can have two column fields representing X and Y data values, or have three column fields representing X, Y, and Z data values, in that order. The Z variable represents size. The size of each bubble is used to show the relative importance of the data.

When you add a data field to the Size field container, this value is represented as the Z Axis Title in the legend. It displays as an empty Z Axis Title when a size data field is not specified. If you choose to indicate a Z, or size, data value, the data label displays in the legend. A Size Legend also displays, showing the estimated data value for a range of circle sizes. This allows you to estimate the value of the data based on the size of the circle.

Note:

  • You can hover over the circles in the visual to obtain exact data values for any given point.
  • You can specify a non-measure (dimension) data field on the horizontal or vertical axis, or both.

In the following image, a bubble chart is used to show the Manufacturers Suggested Retail Price (MSRP) plotted against Revenue for a variety of electronics products. It also shows the values for Gross Profit, which was specified in the Size field container in the Query pane.

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Procedure: How to Create a Bubble Chart
  1. Change the visual to a bubble chart or insert a new bubble chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Vertical Axis - one data field
    • Horizontal Axis - one data field
    • Detail - one or more data fields
    • Size - one data field
    • Color - one data field (optional). Labels for the values in this data field will comprise the legend.

    Note: You can also double-click a data field to add it to your Query field containers.

    The bubble chart displays on the canvas. You can also view underlying data by hovering over any particular point on the bar chart.

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Matrix Marker

Matrix marker charts are useful for analyzing one or two measures against a crosstab of two categorical dimensions. You can use the Size Query field container for one measure and the Color Query field container for a second measure. The result is a color-scaled matrix chart that shows categorized trends, as shown in the following image.

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Procedure: How to Create a Matrix Marker Chart
  1. Change the visual to a matrix marker chart or insert a new matrix marker chart.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Matrix Rows - one data field
    • Matrix Column - one data field
    • Size - one data field. The data for this field determines the size of the marker.
    • Color - one data field. The data in this field determines the color of the marker.

    The matrix marker chart displays.

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Treemaps

Treemaps are used to display large amounts of hierarchically structured data. Using a set of nested rectangles to illustrate data relationships, sections of a treemap represent branches of a tree. Each branch is given a rectangle, to which any number of smaller sub-branches can be assigned. The size of each branch is proportional to the summed values of the elements inside the branch.

The following treemap shows the categories of the selected dimension fields, using two data fields to determine the size and color of the treemap segments.

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Procedure: How to Create a Treemap
  1. Change the visual to a treemap or insert a new treemap.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Grouping - one or more data fields, which establishes the hierarchy of the Treemap grouping.
    • Size - one data field. This data controls the size of the branches that display.
    • Color - one data field. This data controls the colors that display based on the accompanying gradient.

    The treemap displays.

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Gauges

Gauges are used to display the value of a measure. In particular, circular gauges are used to represent a single data value within a given spectrum. These gauges have a circular shape. You can create a single circular gauge for a measure or a matrix circular gauge, which shows the value of the selected measure across different dimensions, such as product category or yearly sales. The value of the measure that displays in a circular gauge is determined by the underlying data stored for that measure in the database.

The circular gauge functionality uses only one measure in its presentation. The legend reflects the color of the measure within the circular gauge.

In the following example, we review revenue data for each product category by quarterly sales in a matrix circular gauge chart.

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Procedure: How to Create a Circular Gauge
  1. Change the visual type to a gauge or insert a new gauge.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following query field containers must be populated for this visual:
    • Measure - one data field. Data in this category is used to indicate the value of the selected measure, which displays within the gauge.
    • Tooltip - one or more data fields. The fields that you add provide you with the ability to review additional related, underlying data for different measures. Tooltips are optional.

    Note: You can also double-click a data field to add it to your Query field containers.

    The circular gauge displays on the canvas. You can select additional measure fields for which to include in the tooltip.

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Heatmaps

A heatmap is a graphical representation of data where the individual values that comprise a matrix are represented as colors. Using radiant hues, you can track the intensity of a data relationship using the colors defined in the legend.

Heatmaps are useful when you are looking for hot spots in your data, or areas of focus or interest, as shown in the following image.

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Procedure: How to Create a Heatmap
  1. Change the visual to a heatmap or insert a new heatmap.
  2. Drag data fields to the canvas or to the Query field containers to add them to your visual. The following Query field containers must be populated for this visual:
    • Color - one data field. This data controls the colors that display based on the accompanying gradient.
    • Horizontal field container - one data field.
    • Vertical field container - one data field

    Note: You can optionally populate the Matrix Row and Column fields to increase the segmentation of your heatmap.

    The heatmap displays.

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Interacting With Visualizations

Topics:

How to:

A visualization is comprised of one or more visuals, such as charts, maps, or grids and text. You can create different views of your data in a single visualization, and share that visualization with others in your enterprise.

The following image shows a sample visualization. This visualization includes a map, a matrix grid, and a stacked area chart.

This section summarizes the tasks that are available to you when working with visuals. It provides centralized instructional information on performing each task and offers links to the most common topics when working with visuals.

Task

How To

Change visual

On the Home tab, in the Visual group, click Change.

Note: The Change icon updates depending on the chart, map, or grid that you select from the Select a Visual menu. By default, the Change icon displays a stacked bar chart.

Select a chart, map, or grid from the Select a Visual menu.

Insert new visual

On the Home tab, in the Visual group, click Insert. Use the default stacked bar chart or click Change to select a different chart, map, or grid from the Select a Visual menu.

Note: You can also add additional charts, maps, or grids to a visualization by dragging a data field onto the canvas and placing it using the handles that are available.

Rearrange visuals

Drag a visual on top of another visual to activate a shaded area that contains handles, which can be used to indicate placement.

Copying a visual

On the canvas, select a visual. On the Home tab, in the Clipboard group, click Copy.

Note: You can also press CTRL+C to copy a selected visual.

Pasting a visual

Copy a visual. On the Home tab, in the Clipboard group, click Paste.

Note: You can also press CTRL+V to paste a copied visual on the canvas.

Duplicating a visual

On the canvas, select a visual. On the Home tab in the Clipboard group, click Duplicate. A duplicate visual is created and a sequential number is assigned based on the type of visual.

Delete visual

Select a visual. On the Home tab, in the Clipboard group, click Cut. You can click the Close button in the upper-right corner of the current visual. From the Query pane, right-click a visual and click Delete. You can also press the Delete key when a visual is selected.

Apply Filter

Drag a dimension field or measure field into the Filter pane to access the filter options that are available. To add filter options for a field that is already in the Query pane, select the field and on the Field tab, in the Filter group, click Filter.

Add visuals to the storyboard

Create a visual. On the Home tab, in the Storyboard group, click Add.

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Procedure: How to Insert a New Visual
  1. On the Home tab, in the Visual group, click the down arrow next to Insert.
  2. On the menu, click one of the following options:
    • Chart. Inserts a stacked bar chart visual.
    • Grid. Inserts a grid visual.
    • Text. Inserts a blank text cell.
  3. Populate your visual with data or add text to the text cell.

    Note:

    • By default, when you click Insert, a stacked bar chart visual is inserted.
    • You can also drag a data field from the Data pane to the canvas to insert a new visual. This inserts the default visual, a stacked bar chart. You can use the placement handles to position your new visual on the canvas, for example, above an existing visual or to the side of an existing visual.
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Procedure: How to Add Text to Your Visualization
  1. On the Home Tab, in the Visual group, click the down arrow on next to Insert.
  2. On the menu, click Text.

    A text cell opens on the canvas.

  3. Add text to your visualization.

    Note: You can resize the text cell and use the text formatting options to customize the display of any text that you add, as shown in the following image.

    You can also position the text cell in your visualization by dragging the text cell on top of a visual. Use the placement handles to indicate placement of the text cell.

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Procedure: How to Create a Visualization
  1. Begin with the default canvas, which consists of a stacked bar chart template.
  2. Insert a new visual in one of the following ways:
    1. Drag a data field from the Data pane onto the canvas. Handles display, which allow you to select the location for the new visual, for example, top (above) or left of the current visual, as shown in the following image.

    2. On the Home tab, in the Visual group, click Insert.

      Note: You can optionally click the down arrow on the Insert button to specify the addition of a chart, grid, or text.

  3. Add another visual.

    Now, three visual cells display side-by-side.

  4. Click a visual to select it.

    Note: You can click a visual to activate it, or double-click on the visual number or name in the Query pane.

  5. Reorganize your visuals using the handles.
  6. Once you have organized the placement of your visuals, select one and specify the visual type.
    1. On the Home tab, in the Visual group, click Change.

      Note: The Change icon updates depending on the chart, map, or grid that you select from the Select a Visual menu. By default, the Change icon displays a stacked bar chart.

    2. In the Select a Visual menu, click the type of visual you want to use. For example, Line, Area, or Map.
    3. Repeat these steps for all three visuals on your canvas.
  7. Populate each visual with your data.

    You can change the type of visual that you previously selected at any time. You can also resize or reorganize the position of each visual as you add data.

    For example, move the lower-left visual to the top of the visualization.

    The bubble chart now runs across the top of the visualization.

  8. Click Save to save your visualization.
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Minimizing or Maximizing a Visual

When working on a visualization with more than one chart, map, or grid, you can maximize and minimize individual visuals. This allows you to focus on one visual at a time, and then minimize it to view it alongside the other visuals.

The maximize and minimize icons are located in the top-right corner of each visual, next to the Close button. When you click the Maximize icon, the current visual moves to the foreground and is the only visual that displays on the canvas. You can work on this visual, and then minimize it to view the other visuals.

Note: You can view other visuals in the maximized mode by selecting a different visual in the Query pane.

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Procedure: How to Minimize or Maximize a Visual
  1. Create a visualization with two or more visuals.
  2. Perform the following actions to minimize or maximize your visual:
    • Click the maximize icon or double-click on the Title bar to maximize your visual.
    • Click the minimize icon or double-click on the Title bar to minimize your visual.

    You can maximize one visual at a time, and you can switch between visuals in this mode by double-clicking a different visual in the Query pane.

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Procedure: How to Delete a Visual
  1. In your visualization, select the chart, map, or grid that you want to delete.
  2. Perform one of the following tasks to delete the visual:
    • Press the Delete key.
    • On the Home tab, in the Clipboard group, click Cut.
    • Click the Close button in the upper-right corner of the current visual.
    • From the Query pane, right-click on a visual, and click Delete.

    Note: You can use the Undo and Redo options on the Quick Access Toolbar to reverse or redo any prior actions.

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Renaming a Visual

You can rename a visual on the canvas or within your visualization. You may want to do this for presentation and organizational purposes, as each visual has a default label (for example, Bar 1, Bar 2, and Bar 3). You can change these labels by renaming the visual in the Query pane.

Once new labels are in place, it is easier to recognize which visual you want to select at any given time.

Using the shortcut menu for a visual in the Query pane, you can also rename your visual.

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Procedure: How to Rename a Visual
  1. Create a visualization with one or more chart, map, or grid.
  2. In the Query pane, right-click the visual number for which you want to modify the title.
  3. Click Rename.
  4. In the Edit Title dialog box, enter a new name for the visual.
  5. Click OK. The visual is renamed in the Query pane and the new title is reflected at the top of the selected visual.

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