Select or add a dataset for the visualization. Only one dataset can be used for a visualization. If a dataset is shared with you, you can view its owner’s username in parentheses next to the dataset name (for example, “Sales Orders (angie.blake)”).

By changing a dataset, all the visualization properties are automatically reset. Thus, your previous selections are not retained.

You can also click advanced options to view the whole list of measures and dimensions for the selected dataset. From there, you can drag dimensions and measures to the data fields and view column descriptions. For details, see Manage data in a visualization.

To define filters for the data in the current visualization, click filters, and add conditions. For details, see Add filters.

Add dimensions (the perspectives) for data analysis in a visualization. If applicable, you can also drag measures (except for measure calculations) and use them as dimensions. For details, see About dimensions and measures.
For the date-related dimensions, you can change aggregations. You can also customize the date format. For details, see Manage data in a visualization.

Specify how you want to see your data in the Table visualization. If On, the data is grouped by the selected columns. If Off, the values are shown as in the dataset.

Add dimensions and measures to display in the columns of the Table visualization. The aggregations and format options differ from other visualizations. For details, see Table.

Add measures (numerical values that describe business events) for data analysis in a visualization. For details, see About dimensions and measures and Manage data in a visualization. If applicable, you can also drag dimensions (except for dimension calculations) and use them as measures.

You can also aggregate measures, add custom calculations, and change the number format. For details, see Manage data in a visualization.

Add measures to be displayed in a tooltip when you point to the data in a visualization.
You can also aggregate measures, add custom calculations, and change the number format. For details, see Manage data in a visualization.

Add a secondary dimension that divides the visualization data into separate charts for each value of the main dimension.

With trellis, a chart is presented as small repetitive charts. All repetitive charts share common axis values so they can be accurately compared. Thus, you can analyze the metrics within each chart and simultaneously look at the bigger picture and compare each one with the rest of the group. This way, you can easily identify the irregular behaviors among the variables.

For Single Value visualizations, add a dimension to show the numerical value of a measure for each element of the dimension.

Trellis layout depends on the settings defined on the appearance tab.

Add a dimension to show a unique color for each value of the selected dimension. For example, if you select Store Type in this field, each store type in the dataset is marked with its own color. You can also add a measure, if applicable.

Example – Color the values of a dimension

You want to show the monthly gross sales per store type in a clustered bar chart.

• You add Sales Date (Month name) in the Dimension field and the Store Type in the Color field. Select the Clustered option, and click Visualize. The visualization looks as follows.

  

  The values of the dimension are grouped in clusters. The clustered view is preferred when you want to show the trend for each of the dimension items. Thus, you can compare the gross sales of each store type per month and also compare their trends per store type. You follow the blue columns to see the sales trends in malls, the orange columns to see the trends in standalone stores, and so on.

  The Clustered option is selected by default for the clustered chart types.

• You add Sales Date (Month name) in the Dimension field and the Store Type in the Color field. Select the Stacked option, and click Visualize. The visualization looks as follows.

  

  The values of the dimension are placed on top of each other. The stacked view is important when you want to show the distribution of a measure (gross sales) within a dimension (per month), based on the dimension selected in the Color field (store type). Thus, you can easily present the trends for the total gross sales per month, and then, within each month, you can show the distribution of the gross sales per store type.

  The Stacked option is selected by default for the stacked chart types.

If you select a clustering calculation, each cluster is differentiated by color.

For the visualizations from the Geospatial category, define a measure that you want to be represented by marker or region color.

For the Table visualization, add a measure, and then specify to which values the color should be applied: all columns, all measures, or only to the specified measure.

Add columns that need to be included in the query scope but not used in the visualization layout. For example, you create a complex script calculation based on some columns that should not be plotted on the visualization itself. In this case, you add these columns in the Other field and select these columns in the calculation.

Depending on the visualization, do one of the following:

• Add a measure that defines the size of a circle in the Bubble visualization.
• Add a measure that you want to be represented by the marker size in the Geospatial visualizations with markers.
  

You can also aggregate measures and add custom calculations.

Add the primary dimension for a Network visualization.

Add the secondary dimension for a Network visualization.

Add a location dimension by which you want to group the data (country, state, city, county, and so on) in geospatial visualizations. The location can be represented by markers or regions.

When adding location dimensions:

• Names: You can add multiple dimensions (Country, State, City) to improve geocoding results if the dataset contains cities with the same names but in different countries.

• Coordinates: If you have columns with coordinates, drag them and apply a geographical role for each column, for example, latitude, longitude or latitude, longitude. Including coordinates can result in faster markers plotting on a map.

To apply a geographical role, click the location dimension, and then select a needed option:

Add a dimension that you want to use in a tooltip for locations instead of a default one. This can be helpful if you used coordinates in the Location field but want to see a store name instead of latitude and longitude details.

Add a dimension column that contains links to images for each location dimension if you want to use a specific image for each location. For example, you can have a column with flags, each corresponding to a country. Thus, a map will plot the flags for the countries as a marker. The images can be animated SVGs if you need to add interactivity to a visualization.

Add a measure for the closing price of the stock in the stock visualizations.

Add a measure for the extreme high price of the stock in the stock visualizations.

Add a measure for the extreme low price of the stock in the stock visualizations.

Select whether to generate SQL containing only the minimal set of tables and joins needed to obtain values for the selected columns. Minimized SQL improves visualization performance.

If you need to use all the tables and joins in the query, turn this setting off.

Select how to load data in the Table widget:

• All rows – All data rows are loaded all at once (as defined in Maximum data rows), in a single request (client side). If you use pagination, the number of rows on one page is defined in Rows per page.

• Incrementally – Data rows are loaded incrementally, in multiple requests (server side), by scrolling or navigating through pages until you load all the data (defined in Maximum data rows).

  The number of rows loaded in one increment is set in the Incremental load field.

  Note: When using incremental data loading, grouping and pivoting are not supported. If you use the Totals row, the totals are updated each time a new set of data is loaded. If you use pagination, the total number or rows and pages is shown when all the data is loaded.

Select the number of rows to load in one increment:

• If you use pagination, this is the number of rows per page. By navigating to the next page, you load the following increment, and so on.

• If you use scrolling to navigate the rows, this is the number of rows to load at once.

Select the number of rows per page when you use pagination in the Table widget.

Set the maximum number of data rows to be included in a visualization query.

Display the total value for the data displayed in a chart.

This option is available for the Waterfall visualization.

Define the autorefresh interval for the visualization (30 seconds, 1 minute, 5 minutes, or 10 minutes). If you select None, the data will not be automatically refreshed.