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Adding Visualizations

Once you select your data, you can add visualization using the results of your report to gain insights.

Click the Visualization tab to start configuring visualization options.

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Configuration

Click Edit on the top right corner to configure the visualization option settings. There are 5 tabs called Plot, Series, Values, X and Y where you can do various modifications to the corresponding parts of the chart. Displayed options change according to the chart type.

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Plot

  • Series positioning:

    In the Plot tab, series may be grouped or stacked based on preference.

  • Layout options:

    Grid layout can be turned on to organize crowded charts, based on either rows or pivots.

  • Customizing Legends:

    You can hide or show the legend and customize the alignment.

Series

  • Choosing the position and chart type for each data series:

    A chart may include more than one visualization type; for example, you can use column chart for Total Revenue and line chart for Buyer Count.

    In the Series tab, under the Customizations section, click each data series’ header to select which visualization type and label to use. Charts with multiple visualization types always layer line and scatter series in front, then they layer area, column, and bar series. You can alter the layering order of column, bar, and area series by changing the series’ positions in the data table and clicking the Run button. The leftmost series will layer on top and the rightmost series will layer on bottom.

  • Changing the colors:

    In the Series tab, you can select from many color collections to customize the visualization.

Values

  • Adding and formatting value labels:

    In the Values tab, you can show or hide data labels. You can use Value Colors section to change the color of value labels, Font Size section to change the label size, Value Rotation section to adjust the label direction and Value Format to format the values using spreadsheet-style (Excel compliant) format codes. A common example of format is: [>=1000000000]0.0,,,"B";[>=1000000]0.0,, "M";#,##0 which abbreviates large numbers using B for billions and M for millions.

X

  • Naming and arranging chart axes:

    In the X tab, use the Custom Axis Name and Scale Type sections to modify the X axis

  • Configuring the axis:

    You can show or hide gridlines. You can also adjust the label direction using Label Rotation.

Y

  • Configuring the axis:

    You can show or hide gridlines.

  • Naming and arranging chart axes:

    In the Y tab, use the Custom Axis Name and Scale Type sections to modify the Y axis. Y Axis Format section allows you to format the Y axis values using spreadsheet-style (Excel compliant) format codes. A common example of format is: [>=1000000000]0.0,,,"B";[>=1000000]0.0,,"M";#,##0 which abbreviates large numbers using B for billions and M for millions.

  • Primary and Secondary axis:

    For charts that have multiple series with different scales, you can drag and drop each series to Left Axis or Right Axis sections to create a secondary axis. You can also have multiple scales in Left or Right axis that are categorized as Left 1, Left 2 etc.

  • Adding markings:

    Reference lines and trend lines can be added to the chart.

There are custom options specific to each chart type as well. You can further customize the visualization by specifying which dimensions and measures you want to be included in the visualization.

Examples:

example

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