Exclude data points from the visualization

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1. Overview

This article shows you how to exclude select data points from the visualization without introducing filters and parameters. A common use case for this functionality is when creating a trend or forecasting visualization, where you may want to omit some outlaying points.

2. Data preparation

For the following example, create a Line chart.

From the [Sales].[SalesOrderHeader] table of the Adventure Works database, add a measure (TotalDue), a time hierarchy (OrderDate), and a slicer (OnlineOrderFlag).

Edit the OrderDate hierarchy and change its Level to Month.

Filter the slicer to show only True values.

Create a line chart
Create a line chart

Apply a Selected Point Style to the TotalDue series to make it visually distinguishable (for example, add a DimGray fill).

From the toolbar, click Re-Visualize and select the recommended Forecast Analysis to add forecasting to the visualization.

Add forecasting
Add forecasting

3. Exclude selected data points

Switch to View mode.

Select the Totaldue points that are likely misrepresenting the general trend. Drag a selection box around a point or group of points on the data visualization.

Select the data points
Select the data points

Tip
You can select multiple groups of points by holding the Ctrl key on the keyboard when dragging additional selection boxes.

Right-click the data visualization and select Filter.

Select Filter from the context menu
Select Filter from the context menu

Select Exclude Selected.

Exclude Selected data points
Exclude Selected data points

The selected points are excluded from the data visualization and the forecasting is recalculated.

The forecasting is recalculated with the data excluded
The forecasting is recalculated with the data excluded

4. Keep only selected data points

Select a group of the Totaldue points that you want to focus on. Drag a selection box all the way from January 2013 to the top right corner of the data visualization.

Select the focus group of data points
Select the focus group of data points

Note
You have to include the forecasting or it will also be excluded.

Right-click the data visualization, select Filter, and select Keep Only Selected.

Keep Only Selected data points
Keep Only Selected data points

Everything other than the selected points is excluded from the data visualization and the forecasting is recalculated.

The forecasting is recalculated with only the selected data
The forecasting is recalculated with only the selected data

5. Clear all filters

Right-click the data visualization, select Filter, and select Clear All.

Clear all the applied filters
Clear all the applied filters

All of the filtering has reverted back to the originally prepared data.

The filtering and forecasting is reverted back to the original state
The filtering and forecasting is reverted back to the original state

6. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri