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Understanding the Visualizer

This topic introduces the user interface (UI) for data visualization. It describes the individual components of the visualizer's interface and explains the function of each part. Each of the functions are referenced to the corresponding topics.

Visualizer Home
No.ItemDescriptionReference
1Workbook selectionFrom the Workspaces, either select or add a workbook to begin your analysis.How to add a workbook
2Auto-populated columnsColumns from the selected workbook are automatically displayed for selection.
3Column selectionAdd columns to the search bar to include them in your visualization.Learn more about selecting columns
4Visualization typeEasily switch between different visualization types (e.g., bar, pie, line) to best represent your data.Learn more about visualization types
5Configuration panelFine-tune your widget’s configuration.Widget types and configurations
6Settings panelModify the widget’s title, subtitle, and help message for better understanding.Widget types and configurations
7Drill-downConfigure drill-down layers to explore data in more detail.Learn about drill-down
8Details panelView the SQL query behind your widget for transparency and troubleshooting.Learn about Details panel
9Add formulasCreate custom formulas for advanced BI calculations.Understanding formulas on BI
10Add parametersUse parameters to make your BI platform more dynamic and interactive.Understanding parameters on BI
11Save widget/visualizationPin to dashboard: Add your widget to a dashboard for easy access. Save as draft: Save your work-in-progress for later editing.Learn about pinning a visualization, Learn about creating drafts

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