Visualization Tab Examples

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1. Overview

This article gives specific examples of how to configure the visualization tab of the Data Analysis Panel for various types of data visualization controls. The visualization tab helps you assign data elements from the underlying metric set to parts of the data visualization. Using the Data Analysis Panel and simple drag-and-drop operations, you can display data in your control in the form of labels, headers, and tooltips.

See Setting up the Visualization to learn more about the visualization tab.

2. Chart visualizations

2.1. Clustering values in a bar chart

Assigning a hierarchy to SERIES GROUPING will cluster a set of bars.

As an example, consider a chart with the following metric set configuration:

  • MEASURES: OrderQty
  • ROWS: OrderDate hierarchy

Bar chart showing OrderQty measure and OrderDate hierarchy
Bar chart showing OrderQty measure and OrderDate hierarchy

Click the Visualization button in the top-right corner of the Data Analysis Panel to switch to the Visualization tab. Under Series 1, click More to see additional options. Locate DATA POINT LABEL and SERIES GROUPING. Drag the Product hierarchy from the Explore panel to each section. The resulting bar chart shows a cluster of data points for each year, and has a bar for each value in the top level of the Product hierarchy.

Set up a clustered bar chart
Set up a clustered bar chart

2.2. Axis Labels

Axis labels can be used to display labels from upper levels of a hierarchy (e.g. Month grouping labels under Day labels) by dragging a hierarchy level from the Explore window, or to display measure values by dragging a measure.

2.3. Series Color

Series color can be used to apply different colors to data points or series based on hierarchy values. Adding a measure or hierarchy to the series color activates color rules, which you can configure from the Properties panel. See Apply colors to data points or series using color rules for more details.

3. Table visualization

Consider the metric set configured as follows:

  • MEASURES: OrderQty, LineTotal
  • ROWS: OrderDate hierarchy
  • COLUMNS: Product hierarchy

Despite terminology such as COLUMNS and ROWS, the metric set configuration is not specific to a table visualization. Rather, these metric set terms are describing an overall multidimensional model which may be visualized using different data visualization types, including charts and tables. The figure below shows how this metric set is configured in the Data Analysis Panel, along with the corresponding table visualization.

Metric Set tab in the Data Analysis Panel for a table visualization
Metric Set tab in the Data Analysis Panel for a table visualization

Click the Visualization button in the top-right corner of the Data Analysis Panel to see the mappings of table elements to metric set elements (measures and hierarchies). In this case, fields such as COLUMN HEADER, ROW HEADER, and COLUMNS refer to specific parts of the table visualization. For this particular example, these parts are mapped as follows:

  • COLUMN HEADER - Maps to the Product hierarchy which is displayed as a row of table column headers above the table columns.
  • ROW HEADER - Maps to the OrderDate hierarchy which is displayed as a column of table row headers positioned to the left of the table columns. Row headers are a special kind of column designed to visually group data appearing on the right, where cells with the same row hierarchy value are merged. Expanders are used in row headers to present more detailed results consisting of cell values corresponding to lower hierarchy levels.
  • COLUMN - Maps to the OrderQty and LineTotal measures, each of which is displayed in its own table column. These two columns are repeated for each column hierarchy value (e.g., each Product hierarchy value).

Visualization tab showing mapping of table elements to metric set elements
Visualization tab showing mapping of table elements to metric set elements

In the above example, table columns are mapped to measures but you can also add hierarchies in order to display a column of hierarchy values.

The COLUMN field maps to measures and hierarchies
The COLUMN field maps to measures and hierarchies

Each table column has settings such as header text, tooltip, appearance, state styles, and different column types, all of which you can further customize via the Properties panel.

Each table column has properties you can customize
Each table column has properties you can customize

When you're setting up interactivity, such as hover-over interactions, you also have the option of targeting a specific table column (e.g. using the Bound visual option).

Tip
Click Choose data to display in the Properties panel to open the Data Analysis Panel and go directly to the Visualization tab.

4. See also

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