Create a visualization directly in a book

You can build a visualization from scratch in a book, without having to convert an existing Exploration.

About this task

You must be logged in as an analyst, modeler, or administrator to create a visualization.

Procedure

  1. Create a new book or open the book where you want to create the visualization.
  2. Enable Edit mode.
  3. Click the Visualizations button Visualization icon, then click the type of visualization you want to create.
    A template for your visualization is inserted into your book.
    Visualization template

    The template shows an example of the type of visualization you are building. There are several Drag data here drop zones representing fields in your visualization. Required fields are identified by an asterisk.

    For illustration purposes, we'll build a Stacked column visualization, but the principles described here apply to all visualizations.
  4. Click the Database icon Visualization icon to open the Data tree.
  5. Locate the cube that you want to use as the data source for the visualization.
  6. Expand the cube and identify the dimension that you want to insert in one of the required fields of the visualization. Alternatively, you can identify a subset or single member to insert into the visualization.
  7. Drag and drop the dimension (or subset or member) onto the Drag data here drop zone for a required field.
    At this point, you've established a relationship between the cube and the visualization. You can now use the other dimensions of the cube to complete the visualization.

    Take a look at the Fields tab and you'll notice that the dimension that you dropped onto the visualization is in the appropriate field. All other dimensions from the cube are positioned as Filters. Filters set the context for a visualization, just as dimensions on the bench determine the context for an Exploration.

    Visualization fields

    You can finish building your visualization directly in the Fields tab.

  8. Drag and drop a dimension from the Filters list onto one of the fields for the visualization.

    You'll immediately see the impact of your action in the visualization. Continue moving dimensions from the Filters list to the visualization fields until your visualization is configured the way you want it. At a minimum, you have to define the required fields for the visualization, but the more fields you define the greater the detail you can see in the visualization.

    You can ignore the Repeat (row) and Repeat (column) fields for now, we'll discuss those later.

    You can modify the visualization configuration by dragging and dropping dimensions from one field to another. When you drop a dimension on an occupied field, the dimension positions are switched. For example, if you drag DimensionA from the Color field onto DimensionB on the Bars field, you end up with DimensionA on the Bars field and DimensionB on the Color field.

    Here's an example of a fully configured Stacked column visualization. You can see that all fields other than Repeat (row) and Repeat (column) are defined.

    Visualization with Fields tab visible
  9. Click on any occupied field to further refine your visualization.

    When you click on an occupied field, including fields in the Filters list, you can select a different member from the current set or a defined dimension level. You can also click Edit this set to open the Set Editor and modify the set as desired.

  10. Now that you've got your visualization dialed in, you can use the Repeat (row) or Repeat (column) fields to repeat the visualization for multiple members. When you drag a dimension to the Repeat (row) or Repeat (column) field, the visualization is repeated for each member in the dimension set, oriented along either rows or columns.
    For example, the Stacked column visualization shows information for the entire year, but you might want to repeat the visualization for each quarter in the year. In this case, you'd drag Year from the Filters list to the Repeat (column) field. You might have to modify the set slightly, but the result is a repetition of the visualization for each quarter.
    Visualization repeated along columns