The Visualization tab on the Reports workspace provides a graphical, at-a-glance view of your report data. You can select from a variety of column, bar, area, pie, line, scatter, and funnel charts.
In the visualization, each axis represents either a field that you selected or a calculation you defined. The type of data each axis represents depends on the graph type you select. For example, if you selected a column chart with deal priority on x-axis and deal count on y-axis, when you switch to a bar chart, the deal count automatically moves to x-axis and priority to y-axis.
Groupings do not automatically apply to visualizations. However, you can choose to include one of your groupings in the visualization. Data shown in the Visualization tab can be different from that shown in the Summary tab because the fields you choose to include in your graph can be different from the fields you select as groupings.
When you add a new field, grouping, or calculation to your report, it becomes available in the Visualization tab immediately. However, if you have already generated a visualization, for the graph to change, you must select the newly added field, grouping, or calculation in the relevant drop-down in the Visualization tab.
A legend displays to the right of the graph indicating the color coding used in the graph.
To visualize your data on the Reports workspace:
In the Report Builder, click the Visualization tab. The Visualization tab displays the following information:
The Category field displays your field selections from the Details tab. You can select a different field if you choose.
After you select a chart type, the Category field selection becomes the x-axis for column or bar charts, and determines how the information is categorized in the legend for other charts.
The Value field displays the default count calculation from the Summary tab. If you have added additional calculations, you can select a different calculation to use for your chart. Click the Add Value button to add additional calculations.
After you select a chart type, the Value field selection becomes the y-axis for column or bar charts, and the total numbers for items are displayed in the legend for other charts by category.
Optional: If you have added a grouping in the Summary tab, you can add the grouping to the visualization by selecting the Add Grouping checkbox, and selecting the grouping in the Grouping field.
Do one of the following:
If you do not already see a chart, select a chart type to display a preview of the visualization.
If you see a chart and want to change the chart type, click the Select Chart Type button on the top right of the chart and select a new chart type.
Optional: If your chart has an x-axis and y-axis, you can change the selections in the X-Axis and Y-Axis drop-downs to display the required data. The chart refreshes to display data based on your selections.
Optional: To add or remove groupings or additional calculations, do one of the following:
To add a calculation, click Add X-Axis or Add Y-Axis, whichever is available.
A chart can include either groupings or additional calculations, but not both. If you include groupings, the Add X-Axis or Add Y-Axis button is disabled. If the chart already includes more than one calculation, the Add Grouping checkbox is disabled.
Optional: If your chart includes a date field, you can toggle between views of different time periods in your chart by selecting Day, Week, Month, Quarter, or Year for the date field in the Visualization tab.
Any date view you select only applies to the current view instance. The next time you view the report, the view reverts to the default selection.
Optional: To view more details on the data in a chart, click the graphical elements of the visualization. A data table is displayed with more information.
The collections icon in a data table indicates that the field is a collection. Click the links of a collection field to see the included fields from the collection.
Optional: In the Visualization tab, some fields (for example, Stage) have reorder buttons (the Reorder Category button, the Reorder Y-Axis button, and the Reorder X-Axis button) that are displayed when you select those fields for Category, X-Axis, or Y-Axis. To reorder the values of the field in the visualization, click the button and drag-and-drop the values to set the order. For example, you set the Category to Stage in the Visualization tab for a funnel chart in the Deal Pipeline by stage (next 90 days) report (see the templates for Deals to find this report). To reorder the values in the funnel chart, click the Reorder Category button, and drag-and-drop the stages to adjust the order of values displayed in the funnel chart.
The Reorder Category button, the Reorder Y-Axis button, and the Reorder X-Axis button are visible for only certain fields (for example, Stage), and the label of the button depends on the chart selected.
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