We have extended our new visualization library to our Publica and Performance sites! In order to create a more modern and uniform experience throughout our products, our new visualizations will use the same canvas template currently seen in Perspectives. You can access this feature through two routes: the Primer page and the Visualize tab on a dataset.
Primer page: Navigate to the Primer page of a dataset and click "Visualize and Explore." This will direct you to the new visualization canvas.
Visualize tab: Navigate to the green “Visualize” tab on a dataset and click the “Try Visualization Preview”. You will be directed to the new visualization template, and by clicking on “+Add Visualization”, you can begin to create charts, maps, etc.
All logged in users with a domain level role will be able to utilize the new Visualization Preview and create and save new visualizations. Note: Dataset Level roles will not yet be able to create visualizations using the new experience.
Select a column of data or chart type you would like to create under Dimensions.
Note: Choosing a chart type first will provide a recommended list of dimensions. Conversely, choosing a dimension column first will recommend the corresponding chart types. Recommendations are characterized by a green dot.
Also under the Data tab, users are able to apply a numeric field or the count of rows associated with the selected dimension, called a Measure. Users have the option to group data under Group Dimension Values. A limit can be set on the number of bars or slices displayed under Limit Displayed Bars, depending on the type of visualization choosen. Note that if a Timeline chart is selected, you can group the data by Year, Month, Day, or Automatic.
The Axis tab allows you to set custom or automatic axis min and max bounds. Users can apply a sorting order, as well as autofit all marks in the same view vs. pan or scroll the chart to see all.
If you click to the Presentation tab, you’ll notice some drop down options. Under General, you can add a Title and Description and choose to display a link to the source dataset. Under Color, there are a variety of color palettes and bar color chooses available. Note Hex Color Codes can be used to change the color of the marks on a visualization or map. Note for column and pie charts, there is a Labels tab, which allows you to include or exclude data labels within the visualization. When creating a column chart type, you have the option to add labels to the x and y axes under the Axis Titles tab.
When customizing a map, you can set the point or boundary color, as well as the opacity of the marks and base map under the Map drop down. At any point during the creation process, you can pan and zoom the map to a specific window.
The last tab, Legends & Flyouts, currently lets the user customize the Point Inspector Title for flyouts displayed on maps.
Throughout the entire editing and creating experience, users are able to apply filters to their visualization by using the "Add a Filter" button located in the top left corner. Filters will be instantly applied to the visualization and have the option of being hidden by the visualization creator or viewable to the public.
Clicking Insert places the configured visualization onto the Canvas. From here, users are able to Save or Preview it. The title and description of the visualization canvas can be edited at any time by clicking on the Menu button in the top left hand corner.
Your newly created visualization will live under “More Views” of the associated dataset and Primer page. They will also live in the catalog, if the dataset is public, and can be found under the Data Lens type.
You can embed your visualization by clicking on the next to Edit in the top right corner of the visualization. Choose the size you'd like for your embed, grab the embed code and paste it into your website!
When you make filters editable within a visualization, users can interact with these filters within your embed too!