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.

    Drag items

    By default, the visualization is displayed as a table.

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

    search filter

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

  5. Use the Save button to save the visualization.

    save report

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

    To remove all data from the visualization, click Clear.

    undo redo
  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 on the text box fill in the text.

    Add tooltip

    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.

custom metric

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.

show empty values

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.

select a label

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.

date label

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

    Drag filter

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.

stack by

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

Sort Data

sort by

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:

recommendations

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.

delete visualization
  1. Confirm the deletion.

    The visualization is deleted.

delete visualization