R365 Intelligence: Editing Visualizations

This article covers editing visualizations within dashboards and is part of R365 Intelligence, an R365 add-on feature.

All visualizations are customizable in many different ways. This allows users to create the best visual display of the data within their dashboards.

Changing Visualization Type

The visualization type can be changed to display the data if needed. Custom visualizations can be created, or a selection can be made from the following preset visualization types:

Grids/Tables
KPI
Bar Graphs
Line Graphs
Pie Charts
Maps

There are two ways to change the visualization type.

1. Right-click any blank space at the top of the visualization to open the Change Visualization option.

Then, make a selection from the dialog box that appears.

2. Hover over or click the visualization to make the menu button appear in the top right corner, then click the menu button to open the menu options.

From the list, click Change Visualization.

Visualization Editor

Changes to a visualization can be made from the Visualization Editor tab to the left of the Dashboard Editing screen.

	Field	Description
1	Visualization Name	The name assigned to the visualization. Click the menu button to rename the visualization.
2	Swap	Swap the positions of the data when applicable. This will swap the vertical data to the horizontal alignment and the horizontal data to the vertical alignment. Although always available to click, swaps are only made when there are horizontal and vertical axes.
3	Show Totals	Show data total sums. In a table, this will add a row/column that totals the numerical data. This option is only available to be selected when applicable to the data.
4	Remove Data	Remove all data from the visualization. This will remove all data previously selected and reset the visualization.
5	More Options	Opens the More Options dialog box. From this dialog box, additional options are available for display, filtering, data limits, and data joins.
6	Data Display Options	The data display options are dependent on the visualization type and may include the following options: Horizontal - The data that determines the horizontal placement Vertical - The data that determines the vertical placement Slice - The data that determines pie chart slices Break By - The data that determines how the display is broken up Size By - The data that determines how the display is sized Color By - The data that determines the color on the display Angle - The data that determines pie chart angles

Set Filters

From the Filters tab, visualization filters can be set and created. To begin, click the menu icon to open the Filter tab menu.

Chapter Filters

To choose from existing filters, either drag objects to the Chapter Filter panel or click Add Filters from the menu.

From the list, existing filters can be selected and the desired parameters edited. This will apply the filter to all visualizations within the pages of the selected chapter. Once chapter filters are added, all visualizations will automatically update to reflect the filter put in place.

One filter or multiple filters can be set, dependent on the data results desired.

Tip
R365 recommends utilizing chapter-level date filters for dashboards. Using a date filter will narrow the parameters of the date, which will result in quicker load speed.

Visualization Filters

If the desired filter is not available or a more specific visualization filter is required, a visualization filter can be created. From the filter menu, click Add Visualization Filter. This will prompt the user to create a new visualization filter by selecting the attributes and metrics necessary, similar to creating a new visualization.

Once the filter is added, the data parameters can be narrowed by selecting the data to filter from the visualization filter added.

More Dashboard Filtering

Different types of filters can be created. Learn more about using filters.

Format

From the Format tab, the formatting of a visualization can be edited. The Format tab has the three following subtabs:

Visualization Options
Text and Form
Title and Container

Visualization Options

The visualization options subtab options are dependent on visualization type. From this subtab, colors and graph shape can be changed, table styles edited, axes labels turned on and off, or marker size changed. Below are some examples of the visualization options.

Text and Form

From the Text and Form subtab, the font type, style, color, and size of all the text available in the visualization can be edited. This is also where the layout and form of table cells can be edited.

Title and Container

From the Title and Container subtab, whether the visualization title appears can be changed, along with the font size, type, style, color, and arrangement of the title, and the color or borders of the visualization tile.

Learn more about the formatting panel.

Additional Drop Down Menu Options

Visualizations can also be edited by opening drop-down menus from the visualization itself. The menu icon in the top right corner of the visualization can be clicked, or specific areas of the data displays can be right-clicked.

Menu Icon

Clicking the menu icon on any visualization will open up a drop-down menu with the following options:

	Field	Description
	Change Visualization	Change the visualization type.
	Change Shape	Edit or change the shape of the graph/chart displayed.
	Edit Filter	Edit the filter parameters that are set for this visualization.
	Select Target Visualizations	Select visualizations to target with an action.
	Create Contextual Link	Creates a link back to a specific section of a dashboard.
	Query Details	Opens a dialog box to view all the details of the visualization, including the time taken to query results, etc.
	Show Data	Opens a dialog box with a list of the data included in the visualization. This allows a stripped-down list of the information included in the display to be viewed.
	Remove Data	Remove all data and reset the visualization.
	Data Source	Shows the dataset that the data is part of.
	Export	Exports the visualization as a PDF or data file.
	Duplicate	Creates a copy/duplicate of the visualization.
	Copy To	Copies the visualization to another dashboard page or chapter.
	Move To	Moves this visualization to another dashboard page or chapter. This will remove the visualization from its current page to only exist on the page/chapter selected.
	Hide Title Bar	Hides the title bar from view.
	Format	Opens the format editing options.
	Rename	Allows the name of the visualization to be edited.
	Delete	Deletes the visualization from the dashboard.
	More Options	Opens the visualization editor's More Options dialog box.

Right Click

Different aspects of a visualization can also be right-clicked to open menu options that allow editing of the specific element clicked. These menu options will be dependent on the element that is being clicked.