4 Reports
4.13 Visualize
Use Visualize to create charts from model data.
To visualize your data, select the cells of interest and choose Visualize. This opens a visualization pane below the grid, where a chart is rendered. Depending on the data selection, a specific chart type is used. The chart will have a title and subtitle based on the selected account and dimension members and the units and magnitude of the account members. You can edit the title and the subtitle. For variance and variance (non-time) charts, you can also edit the baseline and the reference. For more information, see Editing Visualizations [page 93].
To change the chart type, you can click Change Visualization in the visualization pane to access a list of chart types. Depending on the data selection, specific chart types are available. For more information on chart types, see Explore Visualizations [page 92].
For some chart types, you can page through different values (versions or account members) by choosing the arrows that appear when you move the mouse over the upper/lower or left/right part of the chart. Some chart types require Key Performance Indicators (KPIs) to be defined on the underlying cells. This is indicated by
requires KPIs after the chart type name in the list. If you select such a chart for cells without KPIs, an error message is displayed that provides a link to create a KPI for your data selection.
You can pin a chart to the Home screen or to the Gallery, or copy the chart to an existing story, or one that you create on the fly.
Note
As long as you do not pin (and thus, persist) the chart, the edited title can change depending on changes in the report.
Related Information
Explore Visualizations [page 92] Editing Visualizations [page 93] Visualizations and Stories [page 95] Explore Gallery [page 96]Stories [page 119]
4.13.1 Explore Visualizations
The Visualize feature allows you to create a number of chart types from report data. The specific chart type used as the initial visualization depends on the data selection you make.
If your selection includes none or one time dimension member and exactly one version dimension member, a (drill) bar chart is selected. The following also applies:
● If you selected no other dimensions, you get a (drill) bar chart with multiple bars for the different account members.
● If you selected exactly one other dimension member, you get a (drill) bar chart in which you can page over the different account members.
● If you selected exactly two other dimension members, you get a stacked (drill) bar chart.
Note
Selecting more than two other dimension members is currently not supported.
If your selection still includes none or one time dimension member but multiple version dimension members, you get a variance (non-time) chart.
Note
Selecting more than one other dimension members is currently not supported.
If your selection contains multiple time dimension members as well as multiple version members, you get a variance chart.
Note
Selecting any other dimension member is currently not supported.
If your selection contains multiple time dimension members but only one version dimension member, the initial visualization is the following:
● A (drill) column chart, if you selected no other dimension and only a single account member.
● A line chart, if you selected no other dimension and multiple account members.
Note
Selecting more than one other dimension member is currently not supported.
Some chart types require Key Performance Indicators (KPIs) to be defined on the underlying cells. This is indicated by requires KPIs after the chart type name in the list. If you select such a chart for cells without KPIs, an error message is displayed that provides a link to create a KPI for your data selection.
Related Information
Editing Visualizations [page 93] Adding Reference Lines [page 93] Table Visualizations [page 95]4.13.1.1 Editing Visualizations
Depending on the chart type, you can change the title and subtitle of a chart, and also the variance type, baseline, and reference (for variance type charts).
Procedure
1. To edit a chart, in the visualization pane, choose (Edit Visualization), and then choose Toggle Variance. The Edit Visualization dialog appears.
2. Choose a version for the Baseline or Reference. 3. Choose OK.
4.13.1.2 Adding Reference Lines
Add meaning and context to a chart by adding a fixed-value reference line, with the option to fill the area above or below the line with color.
Prerequisites
You can add reference lines only to the following charts:
● Bar/Column ● Stacked bar/column ● Drill bar/column ● Bullet
Context
You have created a visualization of the required type, and you want to add a reference line for a fixed value.
Procedure
1. In the visualization pane, choose the Edit Visualization icon (the pencil|) and select Add Reference Line in the menu.
2. In the Reference Line dialog, enter a value for Set Fixed Value at.
3. If you want to color the area above or below the reference line, select Fill in Area with Color. 4. Choose either Above or Below, and then select a color in the drop-down menu.
5. Choose OK.
Results
A dotted line is added to the visualization at the value you entered. If you chose to color the chart, your fill color fills in the chosen area.
Removing Reference Lines
Procedure
1. To remove all the reference line from a visualization, choose the Edit Visualization icon (the pencil|) and select
Delete All Reference Lines in the menu. 2. In the confirmation dialog, choose OK.
Results
4.13.1.3 Table Visualizations
You can create a table visualization from data selected in a report grid.
When you select rows and columns in a grid, or even a single grid, you can choose to display the visualization of the selected data in a table format:
● From the Change Visualization list, choose Table.
The data is displayed with row headers at the left and column headers at the top. Some cell contents may not be displayed in the table, or may not be displayed as expected.
Cell contents Table behavior
Cells that contain an unexpanded hierarchy. The hierarchy is not expanded in the table. Expanded hierarchy that includes an aggregation; this
hierarchy is displayed top-down in the grid.
The hierarchy order is inverted; the parent member that contains the aggregation is displayed at the bottom. Cells that contain a formula. The formula is not included in the table.
Applying filters using either the Design panel or Point of View. If the Automatic Synchronization option is selected, the table is updated the same as any other visualization.
You can pin table visualizations to the Gallery, and you can add them to stories just as you do for any other visualization.
4.13.2 Visualizations and Stories
Use the Pin to icon on the visualization pane to copy visualizations to stories. You can copy a visualization to:
● An existing story.
● A new story that you create on the fly.
Related Information
Explore Gallery [page 96] Stories [page 119]4.13.3 Explore Gallery
In Reports, you can bookmark visualizations such as charts and tables by pinning them to a gallery that is specific for each model.
You bookmark a visualization using the Pin to Gallery option in the Pin To menu in the Visualize pane. Once you do this, the visualization is added to the gallery of the model on which the current view is based. The bookmarked visualization will now be available wherever you open the gallery for that model, even if it is in a different report or view.
To access the gallery, choose the Gallery icon in the Reports tab bar. Doing this opens the sliding Gallery panel, which displays all the bookmarked visualizations for a model, not just those for the current report or view. To work with a visualization in the Gallery pane, select it. A green checkmark indicates the visualization is selected, and then you can:
● Edit it
● Pin it
● Delete it
Editing in the Gallery
Choose the Edit icon (the pencil) to open the bookmarked visualization in a new view, where you can edit it. The first new view is named Chart1 by default. Successive editing views opened in the same report are named Chart2,
Chart3, and so on.
If you alter the data values or data selection for the visualization in the new view, the bookmarked visualization is updated when you choose the Synchronize Visualization icon.
If you change the visualization type – for example, you change a bar chart to a line graph – the visualization in the gallery is not updated when you refresh. You must bookmark the new visualization type if you want it in the gallery.
Pinning in the Gallery
Just as in the Visualize pane, you can use the Pin To options in the Gallery pane to pin bookmarked visualizations to the Home screen.
Deleting in the Gallery
To delete a bookmarked visualization, choose the Delete icon (the trashcan) in the Gallery pane. The visualization will be removed from the gallery, but not from the view it is in.
Note
When you delete the view on which a visualization is based, or even the report to which the view belonged, the visualization is not removed from the gallery for that model. You can still edit and pin the visualization.