This article describes the basics of how to create and modify visualizations. It describes the five ways of creating a visualization, and the main ways of modifying visualizations.
There are five main ways of creating visualizations:
- Converting tables to visualizations.
- Creating empty visualizations and hooking the data up to them. This allows you to hook up visualizations to tables, variable sets, variables, calculations, and other visualizations.
- Duplicating an existing visualization and changing the type of visualization.
- Duplicating an existing visualization and modifying the underlying data.
- By writing code in calculations.
Converting tables to visualizations
Select a table and press the Visualization button in the object inspector and select your preferred visualization.
Creating empty visualizations and hooking them up to data
You can also create visualizations by pressing the Visualization button in the toolbar and then selecting and hooking up the data in the object inspector (Inputs >DATA SOURCE).
Duplicating a visualization and changing the type
Once a table has been converted to a visualization, you duplicate the visualization and press the Visualization button in the object inspector to change the visualization.
Duplicating a visualization and changing the data source
You can also Duplicate a visualization and then modify its DATA SOURCE. If you have created the visualization by hooking it up to data, this is straightforward. If a table was converted into a visualization, this is a bit more nuanced (see Changing the data source).
Creating visualizations via code in calculations
There's an infinite number of simple and advanced visualizations that can be created using code. For example:
Modifying a visualization
You can modify the data source, using a rule, and customizing the appearance of a visualization.
Changing the data source
The data used in the visualization is shown in Inputs > DATA SOURCE. If you manually hooked the visualization up to date, you will see the data you selected. However, if you instead converted a table to a visualization, the name of the table will appear in Output in 'Pages'. You can either modify the data source by changing the selection in Output in 'Pages', or, by modifying the underlying table.
To modify the underlying table of a visualization, you need to hover over the table reference in Output in 'Pages' and follow the link. The object inspector will then change, showing the underlying data. You can modify this underlying data and the visualization will update. This is shown in the recording below.
Applying a rule
Rules can be used to format the data and the appearance of visualizations. They are discussed in more detail in Customizing Online Reports/Dashboards
Changing the appearance of a visualization
When a visualization is selected, you can modify its properties in the Chart tab. For some visualizations you can click on regions of the visualization itself and the relevant controls will be selected. For others, using menu search (illustrated in Easily Perform Advanced Analysis) is the best way to find options.