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.

(Note: this method of creating visualizations does not create a stand-alone asset with its own asset ID number.  This means that you cannot access the created visualizations outside the story, or embed the visualization itself in another web page.)

 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.

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!

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.

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

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

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.

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.

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

Clicking Insert places the configured visualization on the story page.  

Configuring in AX vs Story Edit Mode

Visualizations are configured and saved only while you are in the visualization authoring experience. This means any action that is done in the Story draft (“Edit mode”) will not be saved to your Story draft or the visualization.

For table visualizations, these actions include:

• Add individual filters

• Update or change individual filter values

• Change individual filter settings

• Apply sort to column

• Reorder columns

• Hide and show columns in side panel (for a table with OR without hierarchies)

• Change column widths

For charts and calendars, these actions include:

• Add individual filters

• Update or change individual filter values

• Change individual filter settings

• Modify charts with Y Axis placement

• Modify charts with X Axis placement

• Lock calendar view (sets which month it defaults to)

For maps, these actions include:

• Add individual filters

• Update or change individual filter values

• Change individual filter settings

• Input into Search bar

• Use Locate button

• Use Navigate buttons

• Use Zoom level

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