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Adding a new visualization

  • Updated

You can add a new visualization from the Visualizations tab. The form that is used for configuring a visualization is also used for adding a new visualization, except that all fields are empty.

For more information on the visualization configuration form, see Configuring a visualization.

You must enter a Name, select a Visualization type, select at least one Group, and configure at least one Measure to create a visualization. Filters and Breakdowns are optional.

To add a new visualization, complete the following steps:

  1. Go to Analyze > Scenario Visualizations.
  2. Click the Visualizations tab.
  3. Click Add a visualization.
  4. Enter a name for the visualization in the Name field.
  5. Select a chart or graph type from the Visualization type list.
  6. Select the checkboxes of the group attributes you want to use to form the label for each data point from the Groups list.
  7. In the Measures section, configure a measure.
    1. Select an attribute from the Column list.
    2. Select a function from the Aggregation list.
    3. Optional: Enter a name instead of the auto-generated name in the Measure name field.
  8. Optional: Add another measure.
    1. In the Measures section, click Add new measure.
    2. Select an attribute from the Column list.
    3. Select a function from the Aggregation list.
    4. Optional: Enter a name instead of the auto-generated name in the Measure name field.
    5. Optional: Repeat steps a-d to add additional measures.
  9. Optional: Select the checkboxes of the filters you want to use from the Filters list.
  10. Optional: Select a breakdown attribute from the Breakdown list.
  11. At the top of the page, click Save changes.