Visualization Editor

    The Visualization Editor is where you create and edit your visualizations in Analytics. Here you will find the data from your dataset aggregated and prepared for use as well as great variety of visualizations to build with it.

    How Do You Create a Visualization?

    Visualizations are the building blocks of your dashboard. So, when you start creating a visualization, you can choose between two alternative starting points:

    • Start with creating a new dashboard where the new visualization will be your first and/or only visualization. To do this, go to My Analytics or a workspace and click/tap on the +Dashboard blue button.

    • Start by adding a new visualization to an already existing dashboard. To do this, open a dashboard in Dashboard Edit mode and click/tap on the dashboard blue split button (the + blue button on mobile devices).

    After that, you will be prompted to add a new or select an existing data source.

    Dialog with a list of data sources

    With the data source selected and configured, you will be navigated to the Visualization Editor, where you can start creating your visualization.

    The Visualization editor will help you get the most desired view using your data.

    Accessing the Visualization Editor

    You can access the Visualization editor in two ways:

    1. In the visualization creation process

    Once you have selected and configured your data source, the Visualization editor will open automatically.

    2. In the dashboard editing process

    After opening a chosen dashboard and entering Dashboard Edit mode, you will be able to access the Visualization editor by selecting Edit from a visualization's overflow button. Alternatively, you can click/tap on the pencil icon, next to the overflow menu.

    Visualization Editor Overview

    Below, you will find a list of all sections of the Editor with their capabilities.

    Sections of the Visualization editor
    1. Data Section - this section contains two panels:

    a. Fields - All of the available fields within your data source will appear on the left panel. Each field has an indicator that informs the users what field type each field is: Date, Value, Text. A search bar appears when the available fields are more than ten. The plus icon in this panel allows you to either blend data sources or calculate a field. The brain icon allows you to use fields from a BigQuery or Azure machine learning model for your visualization. Keep in mind that the BigQuery machine learning model can work only with BigQuery data sources.

    b. Visualization Fields - Here is where you will drag and drop, or click the + mark to see the available fields and select those you want to use for the visualization you are creating.

    1. Settings Section - This section allows you to customize what you want to show. Each visualization comes with its own settings.

    At the bottom of the Settings section you will see the option for links. This is a powerful feature, that takes drill down to a whole new level. Read more in the Dashboard Linking topic.

    1. Visualization Picker - Here you can choose your desired visualization and preview the final result. As you switch between the different chart types in the drop-down menu, you will notice the visualization fields section change. The fields for each visualization are different, but they change automatically so you only need to fill them in.

    2. Visualization Workspace - Here is where you will be able to see the visualization you are creating or editing as you drag and drop fields. The visualization won't populate until you have all the necessary fields needed to create that chart type.

    3. Data Source - The data source that you are currently working with will be displayed here. With a click, you can change between the different sheets, tables or views within your source or change your connection to a new source entirely without having to leave the editor. See more in Changing the Data Source for a Visualization topic.

    Among other things, you will be able to:

    After you're done building the visualization, select the check icon to return to the Dashboard Editor. In the Dashboard Editor, you can control the layout, size, and location of the visualizations in a dashboard by simply dragging visualizations and their borders. When you are ready formatting and styling your dashboard, click/tap on the check icon again to save your dashboard.