Setting up the Visualization
- Metric Set Designer
- Dashboard Designer
- See also
For every data visualization that shows data on your dashboard, there is an underlying metric set that encapsulates the data that is being visualized, and a set of connections between various parts of the data visualization and data elements.
The connection options are different depending on the type of data visualization. They are organised by Series; A bar chart for instance has a number of options in each series, such as:
- Bar Height - lets you specify the measure that determines the height of each data point bar
- Bar Horizontal Position - lets you specify the hierarchy that determines the position of each data point bar along the x axis
- Description - lets you specify the legend or series label
- Tooltip Text - lets you specify measures and hierarchies to be displayed in a tooltip when the user hovers over a data point
- Data Point Label - lets you specify a measure or hierarchy to use for data point labels
- Color - lets you specify the measure or hierarchy to be used for setting up color rules
- Note - lets you specify a measure or hierarchy to use for note labels next to data points
- Series Grouping - lets you specify a hierarchy to cluster sets of bars
- Side-by-side Position - lets you specify a hierarchy that determines the position of bars in a cluster
Other chart types and other data visualization types have different options (although there may be some in common).
While the same type of data visualization has the same options, the actual connections (i.e. mappings to measures/hierarchies) are specific to each pair of a metric set and an instance of a data visualization. Two data visualizations connected to the same metric set on a dashboard, each have their own settings.
2. Metric Set Designer
2.1. Default visualization
When you create a metric set using the Metric Set Designer, you have the ability to configure the default visualization for that metric set. The default visualization serves as a template for a new data visualization instance when you drag the corresponding metric set from the Explore panel to a dashboard canvas.
In the Metric Set Designer, you can configure the default visualization by clicking the Visualization button in the Data Analysis Panel.
In the Visualization tab, you can see the various mappings that were assigned automatically when measures and hierarchies were first added to the metric set. In the example below, the Tooltip Text field in the Series 1 group has been configured with the LineTotal measure and the OrderDate hierarchy.
2.2. Assign elements to an option
There are several ways to assign a measure or hierarchy to an option.
2.2.1. Drag from the Explore panel
Drag a measure or hierarchy (or hierarchy level) from the Explore panel and drop it onto the field you want in the Visualization tab (similar to adding elements to the metric set).
Drag a measure or hierarchy from an existing field in the Visualization tab and drop it onto the field you want. Note that if you press the Shift key while you drag within the Visualization tab, this will actually move the measure/hierarchy from one field to another.
2.2.3. Click to add
Use the click to add link in the Visualization's drop region and select the measure or hierarchy you want from a list.
The default visualization in the Metric Set Designer will be updated with the new setting. The default bar chart visualization now displays the LineTotal value at each data point.
Next, if you drag this metric set onto the canvas of a dashboard, the resulting bar chart will also display data point labels because of this setting in the metric set's default visualization.
2.3. Configure a measure or hierarchy
From the Visualization tab, click the Edit button of any measure or hierarchy to configure the corresponding metric set element.
This opens the Configure Metric Set Element dialog, which lets you see what settings are using this measure/hierarchy, set up sorting for the measure/hierarchy, and modify formatting such as Format and Symbol. For example, you can specify a dollar sign as a symbol that appears before LineTotal values.
Note that when you're configuring a metric set element in this way, you're actually modifying the metric set. This means that in order to view or change certain settings for the metric set element, the corresponding metric set must be checked out to yourself. In addition, changes to the metric set element, such as adding a symbol or changing the format string, will apply to all data visualizations connected to the metric set.
3. Dashboard Designer
When you drag a metric set from the Explore panel to the dashboard canvas, a new data visualization instance is created with the default visualization settings and appearance. For example, in the figure below, observe that the newly added bar chart displays data point labels just like the metric set's default visualization.
You can further customize the settings from the Data Analysis Panel.
3.1. Launching the Data Analysis Panel
The Data Analysis Panel is open by default when adding a new data visualization instance, but will close if you select a different visualization, click elsewhere, or click the Data Analysis Panel option from the toolbar or context menu. To open the Data Analysis Panel, use the context menu, or select the data visualization on the canvas and click the Data Analysis Panel button in the toolbar.
The Data Analysis Panel is the same as the panel in the Metric Set Designer, except that in the Visualization tab you're viewing and editing settings specific to this data visualization instance (instead of the metric set's default visualization).
An easy way to configure the Visualization tab is to drag a measure or hierarchy (or hierarchy level) from the Explore panel and drop it onto a data visualization drop zone. These drop zones are overlays that appear over a data visualization and correspond directly to the visualization settings. The available drop zones are different depending on the type of data visualization, whether you're adding a measure or hierarchy, and what settings have already been mapped. Note that drop zones only appear if some initial data has already been added to the data visualization beforehand. For example, in the figure below, a LineTotal measure has already been added to the table.
3.3. Update the default visualization
Once you've customized a data visualization instance, you can apply the settings back to the metric set's default visualization by clicking the Update button in the Data Analysis Panel. After the update, the next time this metric set is dragged to the canvas, the newly added data visualization will be of the same type and have the same settings as the updated default visualization.
3.4. Properties panel
You can use the Properties panel for a data visualization to alternatively or further customize settings. As an example, consider a bar chart that does not have any measures assigned to its Series 1 Data Point Label setting. Go to the Properties panel for the chart series, click the Text tab, and you'll see that there are no data point labels for this chart.
Next, open the Data Analysis Panel for this chart, click Visualization, and then assign the LineTotal measure to the Series 1 Data Point Label.
Now go back to the Properties panel for the chart series, click the Text tab, and you'll see that data point label settings have been automatically added. Alternatively, you can add these data label settings manually to the chart series.
Click Data Label Settings to customize the placement of the labels, and the text to display. The Text property accepts arbitrary text in addition to placeholder keywords (such as the name of a measure or hierarchy) enclosed in square brackets.
4. See also
- Visualization Tab Examples
- Design Overview
- Create a metric set and add a filter
- Using chart properties
- Apply colors to data points or series using color rules
- Formatting Text