Setting Up Data Visualization

To search for a fact, click the Search button in the Facts group and start typing name of the required fact.

For details about working with calculated facts see the Setting Up Calculated Facts section.

Setting rows and columns is available for all visualizer types, except the Scatter Chart, Indicator, and Map.

To set rows or columns, drag the required dimensions and/or facts to the Rows/Columns area of the Fields group. To quickly add dimensions to the Rows area, double-click the required dimension.

As a result, the list of rows and columns displays the added dimensions and/or facts:

To reorder the added fields, use the Up and Down items in the drop-down menu of the Actions button.

To set filter, one can use all dimensions and facts, except calculated facts.

To set filter:

• Drag the required dimensions and/or facts to the Filter area of the Fields group.

• Double-click the required dimension.

As a result, the list of filters displays the added dimensions and/or facts:

NOTE. Standard cube dimensions with enabled aggregation method , when being placed in the Filter area, are excluded from building data view.

Setting facts is available for all visualizer types, except the Scatter Chart type.

NOTE. To set facts, one can use only data from the Facts group. The Facts group is displayed if information panel's data source is a data model.

To set fact:

• Drag the required fact to the Facts area of the Fields group.

• Double-click the required dimension/fact.

As a result, the list of facts displays the added fact:

Setting X and Y axes is available only for visualizers of the Scatter Chart type.

NOTE. To set axes, one can use only data from the Facts group.

Top set axes:

• Drag the required facts to the X Axis and/or Y axis area of the Fields group.

• Double-click the required fact.

As a result, the list of axes displays the added facts:

Setting point color and size is available only for visualizers of the Scatter Chart and Map types.

Setting point form is available only for visualizers of the Scatter Chart type.

To set point color, size and form, drag the required dimensions and/or facts to the the Color or Size, or Form areas of the Fields group. As a result, the lists of colors, sizes, and forms display the added dimensions and/or facts:

Point colors, sizes, and forms in visualizer are determined by values of elements of added dimensions/facts.

Setting trend lines is available only for visualizers of the Indicator type.

To set trend line, drag the required dimensions and/or facts to the Trend Line area of the Fields group. As a result, the list of trend lines displays the added dimensions and/or facts:

To reorder the added fields, use the Up and Down items in the drop-down menu of the Actions button.

Setting geoobjects is available only for visualizers of the Map type.

NOTE. To set geoobjects, one can use only data from the Dimensions group.

To set geoobjects:

• Drag the required dimension to the Geoobjects area of the Fields group.

• Double-click the required dimension.

As a result, the list of geoobjects displays the added dimension:

Geoobjects are displayed as points on a map.

Setting latitude and longitude is available only for visualizers of the Map type.

NOTE. To set latitude and longitude, one can use only data from the Facts group.

Set latitude or longitude:

• Select the Georole item in the drop-down menu of the Actions button for the fact and select the Latitude or Longitude option.

• Drag the required fact to the Latitude or the Longitude area of the Fields group.

As a result, the list of latitudes and longitudes displays the added facts:

Latitude and longitude determine latitude and longitude coordinates of geoobjects according to the rule:

• If latitude value is positive, the coordinate is taken by north latitude, otherwise it is taken by south latitude.

• If longitude value is positive, the coordinate is taken by east longitude, otherwise it is taken by west longitude.

The Average aggregation method is set for the added facts by default. To change aggregation method, select the required method in the drop-down list of the Aggregation item in the drop-down menu of the Actions button:

• Average (AVG).

• Minimum (MIN).

• Maximum (MAX).

To reorder fields, select the Up/ Down item in the context menu of the selected field.

To change role of the field that is used in creating a visualizer, open the drop-down menu of the Actions button and select the radio button:

• Fact. When the radio button is selected for the fields with the String, Date, or Time data type, one can set up aggregation and select aggregation method: MIN, MAX, COUNT, or COUNTD. The MAX method is used by default.

• Dimension. When the radio button is selected for the fields with any data type, one can set up dimension filter.

By default, a role is determined depending on the source field location: in the Dimensions or Facts group.

NOTE. Changing field role is available for facts and calculated fields, if information panel's data source is a data model. If visualizer field does not support the selected data source field role, the data source field will be automatically moved to allowed visualizer field.

Filter can be set up for all dimensions, except the dimensions based on calculated facts.

To set dimension filter, use the Dimension Filter panel. For details see the Setting Up Dimensions and Element Selection section.

To set up level aggregation of calendar or hierarchical dimensions, execute the operations:

1. Add a calendar or hierarchical dimension to the Columns or Rows area of the Fields group.

2. Select the Level Aggregation item in the drop-down menu of the Actions button of the added dimension. The Calendar Level Aggregation dialog box opens:

The dialog box displays the list of added facts with aggregation methods.

3. Select aggregation methods for each fact in the Aggregation Method drop-down list. The Sum aggregation method is set by default.

4. If required, select the Aggregate by Selection in Dimension checkbox to aggregate levels only by dimension selections. The checkbox is deselected by default, and levels are aggregated by all dimension elements.

After executing the operations, aggregation is set up for each fact of the added calendar or hierarchical dimension.

The Sum aggregation method is set for facts by default. To change aggregation method, select the required method in the drop-down list of the Aggregation item in the drop-down menu of the Actions button:

Features of setting fact aggregation:

• The following aggregation methods are available for the Latitude and Longitude fields:

• Average (AVG).

• Minimum (MIN).

• Maximum (MAX).

• Aggregation setup for calculated facts added to the Fields group is unavailable. Aggregation methods for such facts are set during their creation.

Setting up data format is available for facts, calculated fields and calculated facts.

The specified data format settings are applied to formatting of table elements and tooltips on charts.

To change data format:

1. Execute one of the operations on the control panel:

• Select the fact, calculated fact, or calculated field in the Facts group on the control panel.

• Add facts, calculated facts, or calculated fields to the Fields group on the control panel.

2. Select the Data Format item in the drop-down menu of the Actions button for fact, calculated field, or calculated field.

After executing the operations the Data Format Settings dialog box opens:

The dialog box displays data type and fact or calculated field name.

Select data format in the Format drop-down list:

• Number. If number format is used, values are displayed as integer or real numbers with the specified number of decimal places and thousands separator.

• Percentage. When the Percentage format is used, number values are multiplied by 100 and the "%" character is added. Values entered into a cell are processed in different ways depending on the way the % character is used. For example, when 40% is entered, the cell displays 40%, but the cell value is 0.4. When 40 is entered, the cell displays 4000%, but the cell value is 40.

• Custom. Default value. It contains code views of all available data formats.

Depending on the selected format, different settings are available:

• When the custom data format is selected, in the Template drop-down list select one of the basic formats using special reserved characters (format code).

If no format suits you, you can add a custom one. To form the integer and/or the fractional part, include the following templates to the section:

• #. Only significant numbers are shown, non-significant zeroes are not displayed.

• 0. Non-significant zeroes are displayed if the number of value positions is less than the number of zeroes in the format.

• " " (<space>). If there is space character between # and/or 0, the thousands separator mode is enabled. A number is divided into three numbers via spaces. If spaces are inserted after integer part template, each space decreases digit capacity of the displayed number by three, which corresponds to displaying in thousands if there is one space. For example, the "0" template will show "10 000" number as "10".

Fractional part template is set after the "," character.

If the fractional part of a number contains more digits than there are templates in the format, the number is rounded so that the number of positions matches the number of templates. If the integer part of a number contains more digits than there are templates in the format, all significant positions are shown.

Examples of number templates:

• For percentage and number data formats:

• Set the number of displayed decimal places:

• Auto. Automatic detection of the number of displayed decimal places is set by default as in the source.

• Manually. Set the number of displayed decimal places in the edit box using the and buttons. The number of decimal places is displayed as in the source by default.

• Select the Thousands Separator checkbox to display thousands separators (spaces). The checkbox is deselected by default.

To apply data format settings to all facts with the same data type, select the Assign for All Facts of This Type checkbox. The checkbox is displayed in the Data Format Settings dialog box opened in the Facts group on the control panel. The checkbox is deselected by default.

To apply data format settings to all visualizers with this fact, calculated fact, or calculated field, click the Apply button.

Features of displaying totals data format:

• If the visualizer displays row or column totals calculated based on facts, fact format is applied to total values by default.

• If totals are calculated based on a dimension element, in which data of different facts has the same format, total values are displayed in the fact format.

• If totals are calculated based on a dimension element, in which data of different facts has different formats, total values are displayed in the custom format using the # ##0.################# template.

Select the Set Up Filter item in the drop-down menu of the Actions button on the control panel. As a result, the Dimensions and the Facts areas are hidden, and the Dimension Filter panel is displayed:

Select the Filter on Condition item in the drop-down menu of the Actions button on the control panel. As a result, the Dimensions and the Facts areas are hidden, and the Filter on Condition panel is displayed: