Create a Visualization in a Story

Visualizations are a core component of the overall Data & Insights experience. Perspectives users have immediate access to the new visualization experience.  Read on to learn more about how it works.


 On a story page, add a media block and click Insert —> Data & Insights Visualization —> Create new Visualization.

Note: Users may choose from public, internal, or private datasets or derived views to create visualizations within a story, but only users with access to view that data, will have access to the visualization you create in a Story.

cb9dd9b9-a6b2-425b-b92d-f727521c2979.png

Find your dataset, click Choose and enter the full-screen visualization builder.  You’ll see you can select from a variety of charts, maps, calendars, or even tables!

Screen_Shot_2021-11-16_at_7.22.17_AM.png

You’ll notice we provide recommendations — rather than prescribe — columns based on a given chart type.  We also allow the user to select a column first, then recommend a chart type. Our goal is to add flexibility while preserving ease of use.

Screen_Shot_2021-11-16_at_7.25.06_AM.png

 

If you click to the Presentation tab, you’ll notice you can also add a title and description to the visualization.

Screen_Shot_2021-11-16_at_7.26.36_AM.png

The Presentation tab also allows you to change the color of the marks on a chart.

Screen_Shot_2021-11-16_at_7.27.27_AM.png

Want to set a domain-level color palette? Go here to learn how!

Note: If you are customizing a map, you can set the point or boundary color, as well as the opacity of the marks and base map. For the base map, users have a number of options for base maps! For a list of options, click here.

Screen_Shot_2017-02-24_at_5.01.16_PM.png

The Axis tab displays the fields that allow you to add labels to the x and y axes. You can also set the axis min, max, or custom scale, change the chart's sorting, and even add reference lines.

Screen_Shot_2021-11-16_at_7.32.24_AM.png

The last tab, Legends & Flyouts, currently lets the user customize the flyouts displayed on the visualization and even add additional flyout details.

Screen_Shot_2021-11-16_at_7.33.09_AM.png

 

Clicking Insert places the configured visualization on the story page.  

For more in-depth information on how to configure visualizations, click here.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.