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

Users can change the type of Visualization to display the data if needed. Users can create custom Visualizations or select 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 Clicking the Visualization
   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. Visualization Option Menu
   Hover over or click the Visualization to make the menu icon appear in the top right corner of the Visualization. Then, click the menu icon to open the menu options. From the list, click 'Change Visualization.'
    

Visualization Editor

Users can make changes to a Visualization from the Visualization Editor tab to the left of the Dashboard Editing screen.

		Field	Description
		Visualizations Name	The name assigned to the visualization. Click the menu icon to rename the visualization.
		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.
		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.
		Remove Data	Remove all data from the visualization. This will remove all data previously selected and reset the visualization.
		More Options	Open the More Options dialog box. From this dialog box, users have more options for display, filtering, data limits, and data joins.
		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, users can set and create visualization filters. 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, users can select existing filters, then edit the desired parameters. 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.

Users can set one filter or multiple, dependent on the data results desired.

R365 recommends that users utilize 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 filter desired is not available or a more specific visualization filter is required, users can create a visualization filter. From the filter menu, click Add Visualization Filter. This will prompt users to create a new visualization filter by selecting the attributes and metrics necessary, similar to creating a new visualization.

Once the filter is added, users can narrow the data parameters by selecting the data to filter from the visualization filter added.

More Dashboard Filtering

Users can create different types of filters. To read more about using filters, click here.

Format

From the Format tab, Users can edit the formatting of a Visualization. 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, Users can change colors and graph shape, edit table styles, turn on and off axes labels, or change marker size. Below are some examples of the visualization options. 

Text and Form

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

Title and Container

From the title and container subtab, users can change whether the visualization title appears, the font size, type, style, color, and arrangement of the title, and the color or borders of the visualization tile. 

To read a more in-depth explanation of the formatting panel, click here. 

Additional Drop Down Menu Options

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

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 to 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 users to view a stripped-down list of the information included in the display.
	Remove Data	Remove all data and reset the visualization.
	Data Source	Shows the user the dataset that the data is part of.
	Export	This allows users to export 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	Click to move 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 users to edit the name of the visualization.
	Delete	Deletes the visualization from the dashboard.
	More Options	Opens the visualization editor's More Options dialog box.

Right Click

Users can also right-click different aspects of a visualization to open menu options that allow users to edit the specific element clicked. These menu options will be dependent on the element that is being clicked.