Create Visualizations

Learn how to present your data using visualizations.

Overview

This article describes how to visualize your data by creating visualizations in Analytical Designer.

Create a Visualization

Follow these steps to create a new visualization.

Steps:

  1. Open your workspace.

  2. Click the Analyze tab to open the Analytical Designer.

  3. Drag a fact (Fact), a metric (Metric), or an attribute (Attribute) from the Data Catalog onto any drop zone to visualize it.

    Analytical Designer showing a user dragging the percent revenue metric from the left panel into the canvas. The targer area shows a message that reads See percent revenue as a column chart.

    By default, the visualization is displayed as a table.

  4. To change the visualization type, click the appropriate icon at the top.

    Visualization type selection panel with the column chart icon highlighted, indicating the selected display format.

    You can display the visualization as a table or different types of charts.

  5. Use the Save button to save the visualization.

    The Save button highlighted in the top toolbar of the Analytical Designer. The buttons for undo, redo, clear, and open are next to it.

    Use the Undo and Redo buttons in the top bar to browse through your edits.

    To remove all data from the visualization, click Clear.

    Top toolbar showing undo and redo buttons located to the left of the Clear, Open, and Save buttons.

  6. Adjust the properties of the visualization, such as colors, axes, and legends. For details, see the Configure Visualization Properties section.

  7. Add a descriptive tooltip to your visualization to provide context for users - hover over the question mark icon next to the visualization’s name and click the text box fill in the text.

    The Analytical Designer showing a tooltip text input panel. The tooltip explains the visualization's content and appears after hovering over the question mark icon near the visualization's title.

    You can use markdown to customize format text and add hyperlinks and images to the descriptive tooltip. For guide on how to use markdown, see Formatting Options for Rich Text.

Refine Metrics

To refine the data from individual metrics, update them in the Metrics section. You can:

  • Show values in percents.

  • (Facts only): Select which calculation to use to display the data.

  • Customize the format of individual facts and metrics in your visualization.

    For details, see the Format Numbers section.

The list of metrics in the left panel showing a custom metric labeled percent revenue with options for filtering by date, adding attribute filters, and formatting settings.

Add Granularity

To add granularity to the displayed data, drag Date (Date attribute) or an Attribute (Attribute) to the Rows/Columns section for tables or use the View by/Trend by/Attribute section for other types of visualizations.

If you do not see the View by/Trend by section, try to change the type of visualization.

To display also attribute values without any data, select the Show missing values option. The visualization then displays all attribute values, even if the metric values are missing.

The View by bucket containing a category attribute and a checkbox labeled show missing values below.

Attributes

If you add Attributes, you can select which attribute label should be used to display the attribute values (the Display as option).

You can use text labels, hyperlink labels, and geo labels.

The View by bucket containing a category attribute with the Display as dropdown expanded, showing options to display the attribute as Category or Category ISO Codes.

Dates

If you add Date, you can display the data:

  • In various date dimensions as defined by your logical data model (the Date as option)

  • Group them by day, week, month, quarter, year, or additional date attributes, such as day of week or month of year (the Group by option)

  • Select which attribute label should be used to display the values (the Display as option)

    When you group the data By day, the Display as option is not available.

The View by configuration panel with options to define how date attributes are interpreted. The Date as, Group by, and Display as dropdown menus are expanded. The Date as dropdown menu shows choices like date, fiscal date, and timeline. The Group by dropdown menu shows choices like day, week, and month. The Display as dropdown menu shows choices like short or long date labels.

Add Filters to the Whole Visualization

To filter the whole visualization, you can:

  • Drag and drop the date and other attributes to the top bar.

    Filter bar at the top of the Analytical Designer showing a filter on the date attribute set to This year. A placeholder indicates a field where another attribute can be dragged.

  • Click the filter icon on the filter bar and enable filters in the dropdown menu.

    Filter bar with a filter icon to the right of the attribute filter placeholder. Clicking it opens a dialog with checkboxes to filter an insight by date, top or bottom values, a metric for number, and an attribute. Date and activity owner filters are checked.

Add Filters to Metrics

You can filter each metric by up to 20 attributes. All filters are applied at the same time (using the AND operator).

Stack Data

To split the display into a stacked chart, drag an attribute to the Stack by/Segment by section.

The Stack by section with the attribute Region selected. A checkbox labeled Stack to 100 percent is unchecked.

If you do not see the Stack by/Segment by section, try to change the type of the visualization.

Sort Data

Bar chart showing average check values by city and year, separated by color for entrées and desserts. A Sort visualization dialog at the top right allows sorting by year from smallest to largest and by city from A to Z.

You can use alphabetical, numerical, or chronological sorting to order the data in your visualizations.

Recommendations

As you create visualizations, Analytical Designer offers you Recommended next steps.

The recommendations that appear when you add metrics and attributes are based on actions that GoodData users typically perform in similar analytical scenarios:

Recommendation panel next to a visualization showing two suggested next steps. One shows a chart to visualize quarterly trends over time, and the other suggests a comparison by a selected attribute.

Edit Visualizations

Follow these steps to edit an existing visualization.

Steps:

  1. Click Open in the top bar.

  2. Select the visualization to edit.

    The visualization opens for editing.

  3. Update the visualization and click Save.

    The visualization is updated and saved.

Delete Visualizations

Follow these steps to delete a visualization.

Steps:

  1. Click Open in the top bar.

  2. Hover over the visualization that you want to delete.

  3. Click the cross icon next to the visualization name.

The list of existing visualizations with the cross icon to the right of a highlighted visualization name.

  1. Confirm the deletion.

    The visualization is deleted.

Confirmation dialog for deleting a visualization. Warning indicates the visualization is used on three dashboards listed below. Buttons for cancel and delete appear at the bottom.

Types