Visualizations → Area
About an Area visualization
An area visualization is similar to a line visualization; however, it allows you to visualize volumes. An area visualization can show the trend of how specific values change over time or across categories. You can use an area visualization to showcase data that depicts a time-series relationship.
Information in an area visualization is plotted on an x-axis and y-axis; data values are plotted using data points that are connected using line segments. You can use area visualizations when you need to communicate the magnitude of the trend rather than individual data values. To showcase this magnitude, the area between the line segments and the x-axes is highlighted by filling it with color.
An area visualization allows you to compare volumes. The size of the area is proportional to the represented value.
An area visualization is ideal for displaying both nominal or ordinal data as a chart. Nominal data is categorical. The categories are arbitrary labels without numerical significance that function to describe calculated values. Ordinal data has a natural sequence where the distinct (and often numerical) order functions to categorize the calculated values.
With three possible dimensions, an area visualization offers a dashboard developer the ability to create an insight that groups one or more aggregated or calculated values by one or more attributes. The result is an area chart on a dashboard tab that shows:
- a grouping dimension as the labels along the x-axis (horizontal axis)
- a coloring dimension as area colors
- a measure as the increments along the y-axis (vertical axis)
The distinction between an area visualization and an area insight is that an insight is an instance of the visualization. As an instance, an area insight has unique configurations that a dashboard developer determines for displaying an area chart on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer such as the ability to drill down into a grouping dimension and/or coloring dimension.
Configurations for an area insight
A dashboard developer first selects an area visualization for an insight in the Analyzer. Using the Analyzer, a dashboard developer configures pill properties, filter properties, and insight settings. Insight settings and pill properties determine not only how the area chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the area chart.
The visualization selection in the Insight panel of the Analyzer determines the available trays. From the Data panel, a dashboard developer adds a column or a formula to a tray. A column or a formula in a tray is a Pill.
Each pill has configurable properties. The parent tray determines the available properties of a pill.
The available trays for an area insight are:
An area insight requires at least one measure pill and one grouping dimension pill. Using a measure pill only without a grouping dimension results in an insight with one point that represents the result of the aggregated function for this measure, by default, the sum of this measure.
The Coloring Dimension tray is not available when there are two or more measure pills.
Grouping Dimension
From the Data panel, you can add a column or a formula to the Grouping Dimension tray. The area insight plots the first pill in the Grouping Dimension tray on the x-axis.
Each pill in the Grouping Dimension tray is a filterable column for the insight. The pill ordering in the grouping dimension tray defines the following:
- the first pill is the initial grouping dimension
- the other pills define an order of user interactions that allow a dashboard consumer to drill down into the next grouping and/or coloring dimension and in doing so, also create one or more dashboard runtime filters
Coloring Dimension
The Coloring Dimension tray is only available when there is only one measure pill.
From the Data panel, you can add a column or a formula to the Coloring Dimension tray. A coloring dimension is a third dimension that colors the areas in the chart. Each pill in the Coloring Dimension tray is a filterable column for the insight.
A defined coloring dimension introduces a Filter by menu as a user interaction for the area chart. With the Filter by menu, a dashboard consumer selects to filter the dashboard by:
- a grouping and a coloring dimension
- a grouping dimension
- a coloring dimension
The pill ordering in the coloring dimension tray defines the following:
- the first pill is the initial coloring dimension
- the other pills define an order of user interactions that allow a dashboard consumer to drill down into the next grouping and/or coloring dimension and in doing so, also create one or more dashboard runtime filters
Measure
To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Measure tray.
An area insight shows the increments for the measure pill on the y-axis. An area insight with two or more measure pills does not support the definition of a coloring dimension.
You can select the measure pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation and Format properties.
Tooltip
To show a tooltip as an aggregation or calculation, you can add a column or a formula from the Data panel to the Tooltip tray.
An insight shows the chosen aggregation for the tooltip pill when hovering on a certain point on the insight. The tooltip tray is optional as it accepts none, one, or multiple pills.
You can select the tooltip pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation and Format properties.
Individual Filter
To filter individual rows for the area insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.
You can select the individual filter pill to open the Filter panel. Using the Filter panel, you can specify the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the individual filter.
To learn more about filter expressions for an individual filter, review Concepts → Individual Filter.
Aggregate Filter
You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.
The Aggregate Filter tray is not available for an area insight with one or more coloring dimension pills.
To create a filter expression, add a column or a formula to the Aggregate Filter tray from the Data panel. You can select the aggregate filter pill to open the Filter panel.
Using the Filter panel, you can specify the aggregation, the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the aggregate filter.
To learn more about filter expressions for an aggregate filter, review Concepts → Aggregate Filter.
Pill properties
The parent tray determines the available properties of a pill. There are various possible configurations for each pill type:
- Grouping dimension pill properties
- Coloring dimension pill properties
- Measure pill properties
- Tooltip pill properties
- Individual filter properties for a filter expression
- Aggregate filter properties for a filter expression
You can edit the properties of a grouping dimension, coloring dimension, or a measure pill with the Properties panel for an area insight.
To create a filter expression, edit the properties of an individual filter or aggregate filter pill with the Filter panel.
In the case of the Filter property of a measure pill, you can open the Filter panel from the Properties panel to create the filter expression.
To open the Properties panel or Filter panel, select the pill arrow.
Grouping dimension pill properties
Here are the properties of a pill in the grouping dimension tray in an area insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name. |
| Formula | text box | Select to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray. |
| Data → Column Label | text box | Enter the label for the grouping dimension column or formula pill. The label of the first pill will be the title of the x-axis. |
| Data → Date Part | drop down list | When the selected column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Data → Hierarchy | toggle | This option is available only for columns from objects with data hierarchy (physical schema objects with a self-join relationship). Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column. |
| Hierarchy → Level | text box | Enable Hierarchy to configure this property. Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter -1 to include all levels. |
| Data → Sort By | drag and drop | Drag a column or formula to sort the x-axis labels by |
| Format → Date Format | drop down list | Select the format of the formula or date column. This option is available only when you edit the pill properties for a date column or a formula. |
| Format → Date Mask | text box | Enter a customized date format or select a predefined one to appear in this text box |
| Format → Quarter/Month Format | drop down list | Select the format of the date column. The options are: ● No Format ● Prefix ● Short ● Long. This property is available only when you set Date Part to Quarter or Month. |
| Drill Down → Dashboards Drill Down | link | Select + Add Dashboard to select a dashboard tab to drill down to when the user selects a grouping dimension value in the insight |
| Add Dashboard → Include Runtime Filters | toggle | Enable this property to pass the applied filter, if any, from one dashboard to another |
| Add Dashboard → Search Dashboard | text box | Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to. |
Coloring dimension pill properties
The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.
Here are the properties of a pill in the coloring dimension tray in an area insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name. |
| Formula | text box | Select to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray. |
| Data → Column Label | text box | Enter the label for the coloring dimension column or formula pill |
| Data → Date Part | drop down list | When the selected column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Data → Hierarchy | toggle | This option is available only for columns from objects with data hierarchy (physical schema objects with a self-join relationship). Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column. |
| Hierarchy → Level | text box | Enable Hierarchy to configure this property. Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter -1 to include all levels. |
| Data → Sort By | drag and drop | Drag the column or formula to sort the legend categories and their related areas |
| Format → Format Color Palette | toggle | Enable this property to display the color palette, which allows you to change the color of a category |
Measure pill properties
The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.
Here are the properties for a pill in the measure tray in an area insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the Measure tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name. |
| Formula | text box | Select to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray. |
| Data → Column Label | text box | Enter the label for the measure pill. If only one pill is available in the Measure tray, the label will be the y-axis title. |
| Data → Date Part | drop down list | When the selected column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Data → Aggregation | drop down list | Select the aggregation option for the measure values. The available options vary according to the column or formula data type. The options are: ● Average ● Count ● Distinct ● Median ● Min ● Max ● Sum ● Formula ● None |
| Data → Scale | drop down list | Select the chart scale. The options are: ● None ● Percent (%) ● Thousands (K) ● Millions (M) The default is None. |
| Data → Running Total | toggle | Enable this property to display the measure values as a running total |
| Data → Filter | drag and drop | Drag a column or formula to filter the measure values by |
| Format → Number Format | drop down list | Select the format of the measure (e.g. Dollar Rounded) |
| Format → Decimal Places | text box | This property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Number Format. Enter the number of decimal places to display for the measure values. |
| Format → Thousands Separator | toggle | This property appears for all Number Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater. |
| Format → Percentage | toggle | Enable this property to display the measure values as percentages |
| Format → Prefix | text box | Enter a string (a currency symbol for example) to add at the beginning of the measure values. The string you enter cannot contain single quotes. |
| Format → Suffix | text box | Enter a string (a currency symbol for example) to add at the end of the measure values. The string you enter cannot contain single quotes. |
| Format → Abbreviate on Hover | toggle | Enable this property to abbreviate the measure value upon hover |
| Format → Color | select | Select the area filling color for this measure |
| Drill Down → Dashboards Drill down | link | Select + Add Dashboard to select a dashboard tab to drill down to when the user selects a measure value in the insight |
| Add Dashboard → Include Runtime Filters | toggle | Enable this property to pass a filter from one dashboard to another |
| Add Dashboard → Search Dashboard | text box | Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to. |
| Advanced → Base Field | drag and drop | Drag a column to join two physical schema objects that are not directly joined. To learn more, review Concepts → Base Table. |
| Advanced → Query Plan | button | Select to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the measure |
Tooltip pill properties
The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.
Here are the properties for a pill in the tooltip tray in an area insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the Tooltip tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and sample the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name. |
| Formula | text box | Select to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray. |
| Data → Column Label | text box | Enter the label for the tooltip pill. |
| Data → Date Part | drop-down list | When the selected column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Data → Aggregation | drop-down list | Select the aggregation option for the tooltip values. The available options vary according to the column or formula data type. The options are: ● Average ● Count ● Distinct ● Median ● Min ● Max ● Sum ● Formula |
| Data → Scale | drop-down list | Select the chart scale. The options are: ● None ● Percent (%) ● Thousands (K) ● Millions (M) The default is None. |
| Data → Running Total | toggle | Enable this property to display the tooltip values as a running total. |
| Data → Filter | drag and drop | Drag a column or formula to filter the tooltip values by. |
| Format → Number Format | drop-down list | Select the format of the tooltip (e.g. Dollar Rounded). |
| Format → Decimal Places | text box | This property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Number Format. Enter the number of decimal places to display the values of the tooltip. |
| Format → Thousands Separator | toggle | This property appears for all Number Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater. |
| Format → Percentage | toggle | Enable this property to display the tooltip values as percentages in the tooltip. |
| Format → Prefix | text box | Enter a string (a currency symbol for example) to add at the beginning of the tooltip values. The string you enter cannot contain single quotes. |
| Format → Suffix | text box | Enter a string (a currency symbol for example) to add at the end of the tooltip values. The string you enter cannot contain single quotes. |
| Format → Abbreviate on Hover | toggle | Enable this property to abbreviate the tooltip value upon hover. |
| Advanced → Base Field | drag and drop | Drag a column to join two physical schema objects that are not directly joined. To learn more, review Concepts → Base Table. |
| Advanced → Query Plan | button | Select to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the tooltip. |
Individual filter properties for a filter expression
To filter individual rows for the area insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.
Individual filter properties for a filter expression with a column as a pill
Here are the properties of a filter expression for a column as a pill in the Individual Filter tray for an area insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name. |
| Data → Column Label | text box | Enter the label for the individual filter pill |
| Date Part | drop down list | When the filter column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Operator | drop down list | Select the operator to use in the filter expression |
| Values | multi-select | Select the value(s) to evaluate the column value against. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between. If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +. |
| Advanced → Disable Filter | toggle | Enable this property to disable the filter. Disabled filters are deleted when you save the insight. |
Individual filter properties for a filter expression with a formula as a pill
Here are the properties of a filter expression for a formula as a pill in the Individual Filter tray for an area insight:
| Property | Control | Description |
|---|---|---|
| Formula label | label | The formula pill label |
| Data → Column Label | text box | Enter the label for the individual filter formula pill |
| Formula → Dynamic | toggle | Enable this property to select a filter expression session variable as a value |
| Formula | text box | Disable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression. |
| Operator | drop down list | Select the operator to use in the filter expression |
| Values | multi-select | Select the value(s) to evaluate the column value against, if required. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between. In the case that you enable Dynamic, select a filter expression session variable. If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +. |
| Advanced → Disable Filter | toggle | Enable this property to disable the filter. Disabled filters are deleted when you save the insight. |
Aggregate filter properties for a filter expression
You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.
The Aggregate Filter tray is not available for an area insight with one or more coloring dimension pills.
Aggregate filter properties for a filter expression with a column as a pill
Here are the properties of a filter expression for a column as a pill in the Aggregate Filter tray for an area insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name. |
| Data → Column Label | text box | Enter the name of the aggregate filter pill |
| Date Part | drop down list | When the filter column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Aggregation | drop down list | Select the aggregation function to use in the filter. The available aggregation functions are: ● Average ● Count ● Distinct ● Median ● Min ● Max ● Sum ● None Available aggregations vary according to the column data type. |
| Operator | drop down list | Select the operator to use in the filter expression |
| Values | text box | Enter one or more values to use in the filter expression |
| Advanced → Disable Filter | toggle | Enable this property to disable the filter. Disabled filters are deleted when you save the insight. |
Aggregate filter properties for a filter expression with a formula as a pill
Here are the properties of a filter expression for a formula as a pill in the Aggregate Filter tray for an area insight:
| Property | Control | Description |
|---|---|---|
| Data → Column Label | text box | Enter the label of the aggregate filter formula pill |
| Formula | text box | Enter the formula in the Formula Builder to create the filter expression |
| Advanced → Disable Filter | toggle | Enable this property to disable the filter. Disabled filters are deleted when you save the insight. |
Settings panel
With the Settings panel, you can configure additional properties for the area insight. To open the Settings panel, in the Analyzer, in the Action bar, select Settings (gear icon).
| Property | Control | Description |
|---|---|---|
| General → Max Rows | text box | Enter the maximum number of categories to show on the x-axis. A value lower than the number of the insight query rows returned will restrict results. A value of 0 will include all rows. |
| General → Inherit Runtime Filters | toggle | Enable to have this insight’s result set filtered by the selected dashboard prompt filters. When disabled, the dashboard prompt filters will have no effect on the result set of this insight. |
| General → Logarithmic | toggle | Enable this property to display the x-axis on a logarithmic scale |
| General → Auto Refresh | toggle | Enable this property to automatically refresh the insight preview while editing it in the Analyzer. A tenant configuration in the CMC Clusters Manager can globally enable or disable this feature at the tenant level. |
| General → Data Sampling | toggle | Enabled by default. This property allows using only a sample of the insight query result set, rather than the whole query result set, when creating the insight. Disable it to use the whole query data list, which may impact the insight rendering time. |
| Layout → Rotation | drop down list | Select an angle to rotate the x-axis labels. The options are: ● Default ● -45 ● -90 ● 45 ● 90 |
| Layout → Legend | toggle | Enable this property to display the chart legend. The chart legend displays the values of the first pill in the Coloring Dimension tray, if any. Otherwise, the legend shows the labels of the measure tray pill(s). |
| Layout → Values | toggle | Enable this property to display values on the chart |
| Layout → Hide Zero Values | toggle | Enable this property to hide zero values from the plotted area |
| Hide Zero Values → Connect Values | toggle | Enable Hide Zero Values property to configure this setting. Enable this property to connect the points of the values that have zero values in between so that the area insight does not appear scattered. |
| Layout → X-Axis Labels | toggle | Enable this property to display the x-axis labels (i.e. values of the first grouping dimension pill) |
| Layout → X-Axis Title | toggle | Enable this property to display the x-axis title (i.e. the label of the first grouping dimension pill) |
| Layout → Y-Axis Labels | toggle | Enable this property to display the y-axis labels (values in the y-axis) |
| Layout → Y-Axis Title | toggle | This property is available when only one pill exists in the Measure tray. Enable this property to display the y-axis title (i.e. the label of the measure pill). |
| Layout → Y-Axis Min | text box | Enter a minimum numerical value for the y-axis |
| Layout → Y-Axis Max | text box | Enter a maximum numerical value for the y-axis |
| Advanced → Max Groups | text box | Set the maximum number of groups that cannot be exceeded in the insight |
| Advanced → Join Measures | drop down list | Select Yes to calculate the group-by function across joined tables |
User interactions for an area insight
As a dashboard consumer, you can interact with an area insight on a dashboard tab. Some interactions will affect only the area chart. Other interactions will affect both the area chart and the dashboard. The creation of one or more dashboard runtime filters is an example of a user interaction that affects all applicable insights on all tabs of a dashboard.
Some user interactions require specific configurations by a dashboard developer and therefore may not be available.
Here are the possible types of user interactions for an area insight:
- Select a legend label to hide (and then select again to show) the related area
- Select a point on an area border to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
- Select a point on an area border to open the Filter by menu and select an option to drill down into a grouping dimension and/or coloring dimension and in doing so, create a dashboard runtime filter
- Select a point on an area border to open the Go to menu, and then select a dashboard tab to navigate to (requires a dashboard drill down configuration for a grouping dimension pill)
A dashboard runtime filter affects all applicable insights on all tabs of a dashboard. A dashboard runtime filter appears as a filter bar pill and displays the filter expression.
More Options menu for an area insight
Role-Based Access Control (RBAC) enforces access to certain features and functionality. With Discretionary Access Control (DAC), a user who owns the dashboard can control the access to the dashboard. Access rights include the ability to view, share, and edit the dashboard. Together, RBAC and DAC affect the available selections in both the Action bar and the More Options menu for an insight.
For more information about RBAC and DAC, review Tools → Security Manager.
In addition, certain tenant configurations by a Cluster Management Console (CMC) Administrator affect the available selections in the More Options menu for an insight.
Download as
- For the area insight, select More Options (⋮ vertical ellipsis icon).
- Select Download as.
- Select the download file format:
- PNG
- JPEG
- SVG
View as Table
The View as Table is an Incorta Labs feature and a tenant configuration. A CMC Administrator must enable the feature.
To view an area insight as a Listing Table or Aggregated Table, follow these steps:
- For the area insight, select More Options (⋮ vertical ellipsis icon).
- Select the table type:
- Select View as Regular Table to view the insight as a listing table.
- Select View as Aggregated Table to view the insight as an aggregated table.
For a Listing Table or Aggregated Table, you can:
- Download as CSV, xlsx, or PDF
- Send to Data Destination
Set Alert
You can set an alert that identifies specific changes to an area insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter in an aggregated table or a listing table.
- For the area insight, select More Options (⋮ vertical ellipsis icon).
- Select Set Alert. The Analyzer opens with an aggregated table insight that has the Grouping dimension pills and the measure pills from the area insight. Refer to the Scheduler document for additional information on Data Alerts.
Open Lineage
Starting with 2023.7.0, you can view the data lineage of each insight on the dashboard. The Data Lineage Viewer v2 displays the entities (tables, views, variables, and columns) that the insight references.
- For the area insight, select More Options (⋮ vertical ellipsis icon).
- Select Open Lineage. The Data Lineage Viewer v2 opens displaying the data lineage diagram of the insight.
Steps to create an area insight
For an existing dashboard, to create an area insight for a given dashboard tab, follow these steps:
- If not already open, open a dashboard.
- To add a new insight to the dashboard, in the Action bar, select +.
- If needed, in the Analyzer, in the Data panel, select Manage Dataset.
- In the Manage Data Sets panel, select one or more business schema views and/or one or more physical schema tables.
- To close the Manage Data Sets panel, select X or any other area of the Analyzer.
- In the Insight panel, select V.
- In Charts, select the Area visualization.
- From the Data panel, drag various columns to various trays in the Insight panel:
- Grouping Dimension
- Coloring Dimension
- Measure
- Individual Filter
- Aggregate Filter
- Configure the pill properties using the Properties panel or Filter panel.
- Configure various insight properties using the Settings panel.
After introducing the dashboard free-form layout in 2023.4.0:
- The steps to add an insight to a dashboard are as follows:
- In the Action bar, select Edit (pen icon).
- From the Insight panel, drag the visualization that you want to the canvas, and then hover over the new insight and select Edit (pen icon) to launch the Analyzer.
- To open an insight in the Analyzer, hover over the insight, and then select Edit (pen icon).
- The steps to edit the insight in the Analyzer are still the same.
Example of an area insight
In this example, you will create an area insight that shows revenue per product category over years. The example uses the SALES schema that comes with the Sample Data.
In the CMC, you can create a tenant that includes Sample Data. The Sample Data includes the SALES schema.
Add an insight starting 2023.4.0
- In the Action bar, select Edit (pen icon).
- From the Insight panel, from Charts, drag Area to the canvas, and then hover over the new insight and select Edit (pen icon) to launch the Analyzer.
- In the Data panel, select Manage Dataset.
- In the Manage Data Sets panel, in Tables, select the SALES schema.
- Close the Manage Data Sets panel.
- From the Data panel, drag the following columns to the respective tray:
- From the Sales table, drag Year to the Grouping Dimension tray.
- From the Products table, drag Category to the Coloring Dimension tray.
- From the Sales table, drag Revenue to the Measure tray.
- Select the arrow to the right of Category to open the Properties panel, and then drag Revenue to Sort By.
- Select the arrow to the right of Revenue to open the Properties panel, and then for Format, select Dollar.
- Name the insight Revenue Per Product Category Over Years.
- Select Save.
