You are here: Running and analyzing dashboards, documents, and reports > Analyzing data using visualizations in a dashboard > Analyzing data in a Graph visualization

Analyzing data in a Graph visualization

A Graph visualization allows you to view your data in a graphical layout, such as a bar graph or scatter graph. You can select from a variety of graph styles to display the data. In the example below, the vertical bar graph style was chosen.

Example of a vertical bar graph

For example images of the graph styles available for Graph visualizations.

If a graph displays multiple attributes either vertically or horizontally, you can use an attribute to separate (or slice) your data into separate rows or columns of graphs, or you can display all the attributes in a single set of graphs. For example, a bar graph contains revenue data for multiple years and regions. You can display a bar graph for each year and region combination. You can instead slice the data by year to display columns of bar graphs, with each column containing a set of bar graphs for a single year’s revenue data. For a more detailed description, including examples and steps to determine whether to display rows and columns of graphs or to display a single set of graphs.

Follow the steps in the table below to analyze data in a graph. You can also drill and filter a graph:

Prerequisite

You must have the Web Edit Dashboard and Web Run Dashboard privileges.

To... Do This...

Expand or collapse the legend

Click the arrow icon at the top of the legend.

Move the legend

By default, the legend is displayed on the right side of the graph. To move the legend, click and drag it to its new location, so that a blue indicator line is displayed in the new position.

Display additional information about a graph element

Hover your cursor over the graph element to display a tooltip with the information.

Display additional information about a trend line

Hover your cursor over the trend line to display a tooltip with the information. Trend line information includes the metric the trend line is based on, the mathematical function used to display it, and its coefficient of determination.

Swap the objects in the horizontal and vertical areas

In the Editor panel, click the Swap icon Swap icon. The objects in the Horizontal and Vertical areas are swapped.

Sort data in the grid based on a single object

In the Editor panel, right-click the attribute or metric to sort, then do one of the following:

To sort the values in the graph in ascending order (from A to Z), select Sort Ascending.

To sort values in the graph in descending order (from Z to A), select Sort Descending.

Remove a sort from the graph

In the Editor panel, right-click an object and select Clear Sort. You do not have to select the object that the graph is sorted on.

Rename an object in the graph

 

In the Editor panel, right-click the name of the object to rename, then select Rename. A field displaying the name of the object is displayed.

Type a new name for the object in the field, then press ENTER. The object is renamed.

Drilling on a graph

Drilling lets you view data at levels other than that displayed in the graph. You can drill down, up, or across attributes and some metrics displayed in a graph.

For example, if your graph displays categories, you can drill from a specific category to that category’s subcategories. If you drill down from the Electronics category, only the subcategories within Electronics, such as Audio Equipment and Cameras, are displayed.

You can drill on a graph in the following ways:

Result Available Graph Types Example

Display data for selected graph items, breaking the data by a selected attribute

  • Scatter graph

  • Bubble graph

A scatter graph contains profit data across several regions. If you select the bubbles for the Northeast and Central regions, and then drill to Call Center, profit data for each call center in the Northeast and Central regions is displayed.

Display data for selected graph items in a separate graph column for each attribute element on the horizontal axis

  • Vertical line graph

  • Vertical bar graph

  • Vertical area graph

  • Grid graph

A vertical bar graph contains profit margin data across several years. If you select the bars for 2011 and 2012, and then drill to Category, profit margin data for each Category is displayed, and a graph is displayed in a separate column for 2011 and 2012.

Display data for selected graph items in a separate graph row for each attribute element on the vertical axis

  • Horizontal line graph

  • Horizontal bar graph

  • Horizontal area graph

A horizontal bar graph contains profit margin data across several years. If you select the bars for 2011 and 2012, and then drill to Category, profit margin data for each Category is displayed, and a graph is displayed in a separate row for 2011 and 2012.

Steps to drill on an element in a graph

  1. In the graph, do one of the following:
  2. Right-click the selected graph elements, point to Keep Only and Show or Drill (depending on the type of graph), and then select the attribute to drill to. For example, to drill to the data at the Category level in a bar chart, point to Drill and then select Category. Only the selected graph elements are displayed, and the selected attribute is used to group graph elements in the graph.

Steps to undo drilling in a graph

  1. Click the filter icon Example of the filter icon in the graph's title bar. If the title bar is not displayed, hover the cursor over the top left of the graph to display the filter icon.
  2. Choose from the following:

Copyright Numerify, Inc. All Rights Reserved ©2021