Setting up the visualization
For every data visualization in Dundas BI, there is an underlying metric set that encapsulates the data, and there are settings that determine how each element in the data is visualized.
The visualization options are different depending on the type. A bar chart, for instance, has a number of options for each series of bars, such as:
- Bar Height - lets you specify the measure that determines the height of each data point bar
- Horizontal Axis - lets you specify what values determine the position of each data point bar along the x axis
- Description - lets you specify what measures or hierarchies should identify this series in the legend or a series label
- Tooltip - lets you specify values to be displayed in a popup when the user hovers over or long-taps a data point
- Data Point Label - lets you specify values to display in data point labels
- Color - lets you change the colors of data points based on the values you select
- Note - lets you specify values to display as notes, the same way user-added notes or annotations are displayed
- Series Grouping - lets you specify or remove hierarchies used to group this series into multiple series
- Side-By-Side Position - lets you specify a hierarchy that determines if series such as bar chart series are displayed side-by-side or on top of others based on matching values
Other chart types and other data visualization types have different options (although there may be some in common).
The visualization options are always specific to that instance of a visualization. A metric set created in the full-screen editor can have different visualization settings than the same metric set dragged onto the dashboard and then customized in the dashboard editor. A metric set can also be dragged onto a dashboard multiple times and each can be visualized differently.
Related video: Configuring Metric Sets
2. Metric set editor
2.1. Default visualization
When you create a new metric set from the main menu, you have the ability to configure a visualization for that metric set. This visualization serves as a template for a new data visualization instance when you drag this metric set from the Explore window onto a dashboard canvas, although from then on the two visualizations are separate.
You can set up how each metric set element is visualized 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 LineTotal measure and the OrderDate hierarchy were automatically added under Tooltip text for the LineTotal Series.
2.2. Assign elements to an option
There are several ways to assign measures (with green icons) and hierarchies (orange) to a visualization option.
- Drag from the Explore window: drag a measure or hierarchy (or one of its levels) from the Explore window and drop it under an option in the Visualization tab (similar to adding elements to the metric set).
- Drag within the Visualization tab: drag a measure or hierarchy already selected elsewhere in the Visualization tab and drop it where you want to add it. Note that if you press the Shift key while you drag within the Visualization tab, this will actually move the measure/hierarchy from one option to another.
- 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 visualization will be updated with the new setting. The default bar chart visualization now displays the LineTotal value at each data point.
You can drag or click to add a new element not previously added to the metric set, and it will be added automatically as you can see in the Data Analysis Panel after leaving the Visualization tab.
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 any green or orange tile to configure the corresponding metric set element.
This opens the Configure Metric Set Element dialog, which lets you see where the visualization is using this measure/hierarchy, and change metric set settings for this measure. For example, you can format the LineTotal values to include a dollar sign.
Note that when you're configuring a metric set element, these settings are part of the metric set itself and not the visualization. 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 you. In addition, changes to the metric set element, such a measure's text formatting, will apply to all data visualizations connected to the metric set.
See Metric set analysis tools for more details on metric set settings.
3. Editing dashboards and other views
When you drag a metric set from the Explore window to the canvas of a dashboard or another view, 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 click away. 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 full-screen metric set editor, except that the Visualization tab settings are specific to this data visualization on the dashboard and are not saved with the metric set itself. This allows you to reuse a metric set and visualize it differently.
An easy way to configure the Visualization tab is to drag a measure, hierarchy, or hierarchy level from the Explore window 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 where data has already been assigned. 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 window
You can use the Properties window for a data visualization to customize the settings of the visualization itself, including further customizing how the visualization displays data you've assigned in the Data Analysis Panel. For example, you can customize how the colors of the data points should change according to the data. For text properties, you can use the Properties window to customize how the data is formatted into text.
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 window 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 window 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 has been automatically populated based on the data you assigned, but you are able to change it to include any arbitrary text in addition to one or more placeholder keywords (such as the name of a measure or hierarchy) enclosed in square brackets, and you can also customize the value's formatting. See Formatting text for details on how you can set text properties using placeholder keywords.
4. See also
- Video: Configuring Metric Sets
- Visualization tab examples
- Metric set analysis tools
- Design overview
- Using chart properties
- Apply colors to data points or series using color rules
- Formatting text