In InfoAssist, you now have access to a number of visualization tools: Chart mode, Visualization mode, and Insight. Each tool offers different options for you as you visualize your data.
Insight is a new visualization tool that allows for the interactive selection of measures and dimensions, so you can create dynamic charts that refresh as you make changes. This feature is available in HTML5 Chart mode only.
With Insight, you can build a chart that shows the data fields that you choose in real-time. It even rebuilds as you select additional fields or specify filters.
Similar to Visualization mode in InfoAssist, you can make quick decisions regarding your data with Insight. Using logical menus and simple filtering, you can build charts interactively to suit your needs. As you select additional fields and create filters, your chart refreshes instantly, letting you see the results of your data choices as you use the tool.
In Visualization mode, you can create and work with multiple charts in a single visualization. All charts in the visual are linked to the same data source. You can use the filter prompts to narrow the data that displays.
Insight lets you build filters, as needed, to customize the data that displays. You can add and remove fields, at any time and in any pattern, to enhance your chart. You can take advantage of the customization options that are available to you right from the toolbar.
With Insight, the chart type determines the field containers that display. For example, if you are working with a pie chart, you can specify values for the following field containers: Measure, Rows, Columns, Color, and Size. In many cases, these field containers mirror the field containers that display when working with InfoAssist.
Available fields are organized into applicable Dimension and Measure categories. You can use the plus sign to add additional fields to your chart. For example, if you want to create a bar chart that plots Gross Profit, Revenue, and MSRP for each Product Category, click the plus sign to add fields using the drop-down field selector. Once you choose the fields that you want to include, you can rearrange them by dragging and dropping them into the order that you prefer.
The resulting bar chart displays, as shown in the following image.
You can use the navigational arrows in the interactive header to move between the available field containers in your chart. The following image highlights these arrows, which shift the focus of these field containers to the right or left.
All charts support a field container for Color, which adds contrast to your chart. Some charts also support the Size field container, which binds a measure to the size of the markers rendered on the chart.
Once you have added fields to the relevant field containers, you can use the Sort arrows adjacent to each field to sort the data in ascending or descending order. This helps identify trends and priorities within your data. You can only sort one field at a time. Ascending order sorts your data from the smallest value to the greatest value, while descending order sorts your data from the greatest value to the smallest value, as shown in the following image.
When you select a sort order for a field, the field arrow changes color, appearing bolder than the unsorted fields. In the image below, a sort order was selected for MSRP, so the field arrow appears black.
You can specify measures and dimensions for your chart in InfoAssist before using Insight. This pre-loads the Insight user interface (UI) with those selections. Optionally, you can use Insight without selecting any fields. In this case, the field selection options are broad, meaning that all fields will be presented. An example of an empty canvas is shown in the following image.
The Insight interface opens, and you can begin building your chart.
With Insight, you can choose individual fields for the field containers that you add. Whether you added fields into the Query pane before running Insight or you added fields to the existing field containers (or field containers that you add), creating a chart in Insight is streamlined to allow you to easily create a dynamic chart in real time. It also provides you with the flexibility of interactive comparison as you change your data selections rapidly and adjust the options for display.
You can use the default vertical bar chart or you can specify a different chart type using the Chart Picker in the Options toolbar.
In addition, you can re-order the display of field containers in your chart. This allows you to change the placement of a particular field, giving you control over where the data for this component displays in your chart.
Your bar chart displays, as shown in the following image.
The table of chart selections opens, as shown in the following image.
Your chart refreshes with the new chart type, and the Insight interface refreshes to display all of the field containers that are relevant to the current chart type.
The chart refreshes to reflect your selections.
The following image shows the newly ordered fields.
You can locate fields for your field containers using the search option. On the toolbar, click the plus sign. In the search field, start typing the field that you want to locate. You can type in whole words or partial words. The search identifies all fields that contain any instance of the characters that you specify, as shown in the following image.
When working with measure fields, you can change the summary operators for the field from Summary (default) to Average, Maximum, or Minimum. You can also change a Count field to Count Distinct, using a similar menu selection.
When you make a selection, the axis of the relevant measure updates in the chart, as shown in the following image.
Options for changing the Summary field are shown in the following image.
To enable filtering, click the Show Filter icon, which is located in the Options section of the toolbar. This opens the filter shelf that renders above the field container shelf, as shown in the following image.
Use the filter shelf to build your filter. The filter shelf must be visible in order to add or modify a filter. In addition, filters that were created in a procedure (.fex) or InfoAssist session prior to launching Insight are applied, but do not show in Insight.
Note: As of Release 8.2 Version 03, query variables in Insight are available and functional on the Filter shelf. Typically, query variables display in the Data pane, above the measure fields. The filter values display as True or False, rather than one and zero. In addition, you can only select one value, as shown in the following image.
There are different types of filters in Insight. For example, if you are filtering with a date field, you can use a built in calendar to select a date range, as shown in the following image.
If you are filtering on a numeric value, such as a measure value, you can filter on values that are specific to a field. In this scenario, when you define the filter, a slider control opens. You can adjust the range of values that you want to include, using the slider control options, as shown in the following image.
You can also filter on dimension values. You can select one or more values by simply clicking on multiple values. A check mark appears, indicating the values selected, as shown in the following image.
You can select all values for the dimension, select one or more, or clear all selected values, as shown in the following image.
You add a filter when you want to limit the display of your data, or drill down to focus on specific data values. For example, you may want to just display data for Camcorder and Televisions, rather than all Product Categories. You can do this by adding a filter for the Camcorder and Televisions, as shown in the following image.
The filter shelf opens.
A list displays, showing the values that you can select.
Your chart refreshes.
To remove a filter, hover over it and click on the X, as shown in the following image.
The chart refreshes and displays your data without any filter.
The Options toolbar is located in the upper-right corner of the Insight interface. These options control your interactions with your data, including options such as pivoting and filtering. You can also change your chart type using the Chart Picker option.
The following section describes the icons that display on the Options toolbar.
Returns the chart to its original state. Any filters, measures, dimensions that are added in the current Insight session are reverted. The chart type is reverted, as well.
Swaps the x and y axis, placing the contents of the x axis on the y axis. You can click Swap Axis again to change the chart back to its original orientation.
Saves the current Insight chart as a unique entry in the repository. When you click Save, you are presented with a list of folders. Navigation is limited to where you can save content. The default folder is your My Content folder. You can save the same Insight chart multiple times. Insight uses the same title and file name. You will then be prompted to overwrite the file.
Provides options for selecting different chart types, including:
Note: When working with Insight Scatter or Bubble Charts, the "Show Datalabels" ability is tied to the Size bucket. Therefore, you will only see datalabels if there is a measure in the Size field container.
Note: The orientation of this chart icon changes if you swap an axis. In addition, the image that displays for the chart type changes, based on your selection.
Defines filters for your data. Select this icon, and using the filter shelf that opens above the field container shelf, click the Show Filter icon to define a filter. For more information, see Filtering.
Note: To select one or more non-consecutive values, select each field. The selected values will display with a check mark to indicate that they have been selected.
Opens the following additional options:
Phone mode, which is available in Insight, allows you to take advantage of the features of Insight on your phone. The interactive heading that is available in Insight on a tablet or desktop is replaced by a static heading that displays the field names in the chart, in blue text. These become summary fields that allow you to see what fields are included in the chart.
Insight is mobile aware and mobile friendly. Full functionality is available on tablet devices and other high-resolution touch displays. On smaller devices, such as an iPhone, Insight enters a special phone mode which has a useful, but more limited, set of options and features that are tuned for the small screen real-estate of the device. In this mode, you can add or modify filters to narrow your data as needed. You can also hover over data points to see the underlying data.
Measures are shown first. The first measure displays with a summation attribute (for example, Sum or Avg) and then displays of and then the name of the measure, as shown in the following image.
In the above image, area one is the static heading. Area two marks the filtering side option button. Lastly, area three shows the conbody of the chart.
Numeric measures are displayed after the measures in the order of Y-Axis and then X-axis. If you define fields in your Grouping field container, they display after the collective measures and are preceded by the word by. If you have created a matrix marker chart, the relevant field containers for these display next. They also use the word by, as do any Detail field containers that are populated in the chart. If your chart specifies a field for color, Phone mode precedes the display of this item with color by. Lastly, if you have populated the Size field container, this displays last and is introduced by size by.
You have a number of options in Phone mode, including robust filtering and hover capabilities.
In Phone mode, you can filter just like in regular desktop mode. The primary difference is that the filter shelf stacks the available filters in a vertical row, as shown in the following image.
You click the filter icon to bring up the filter shelf and then you click the X to close it. If you have defined filters, closing the filter shelf merely collapses it. The filters that you defined remain intact. To remove a filter, hover over it and click the X in the upper-right corner.
Phone mode allows you to view your chart and filter it to refine it based on your own unique scenario.
You can hover over a data bar a segment of a chart to obtain additional, detailed information from the underlying data. The tooltips that display are based on your data selections.
You can also show and hide the legend using the right arrow above the legend. When you collapse the legend, you can see more of your chart.
The opportunities for dynamic charting are vast with Insight. Using dynamic menus, filtering options, and search features, you can quickly and effectively create charts that communicate your data.