The Data pane on the left side bar shows all the available data fields in a data source.
If more than one data source has been added to a workbook, a list of data sources will be displayed
on top of the Data pane.
Every data field in a data source is automatically assigned to either the Dimensions or
Measures area depending on the type of data it contains. Dimensions Categorical data
like criticality, division, district code and dates are grouped into the Dimensions area.
When a dimension is used in visualization, it is initially treated as a discrete value and
shows up as a blue data pill.
- Measures Quantitative or numerical data like ROP, ROQ, price, issue value, stock value
and days overdue, which can be aggregated or measured, are grouped into the Measures area.
When a measure is used in a visualization, it is initially treated as a continuous value and
shows up as a green data pill.
- Data Types Icons next to the field name indicate what type of data the field contains.
- ABC: Text values
- Clock Icon: Date and time values
- # :Numerical values
- T/F : Boolean values
- globe icon: Geographical values
Columns and Rows Shelves
You can specify which data uses the horizontal and vertical axes of your table by placing
any number of data fields onto either the Columns or Rows shelves.
- Click the toolbar to quickly swap the data fields from the Columns shelf to the Rows shelf and
vice versa.
- Click the arrow at the end of any data field and a drop-down menu should appear.
- You can also right-click the data field to display the same options. The available options will
vary depending on the type of data contained in the field.
Typical data field options include:
- Show Filter/Show Highlighter Adds a filter or highlighter option to the visualization
using the values in the selected data field.
- Show Header Click to add or remove headers from the visualization.
- Discrete/Continuous Select to convert a discrete value into a continuous value and vise
versa.
- Dimension/Attribute/Measure Select whether to treat a data field as a Dimension or
Measure, or define it as an Attribute. Use the Measure sub menu to change how a field is aggregated.
- Edit in Shelf Allows you to edit a calculated field directly from the shelf.
- Add Table Calculation/Quick Table Calculation Lets you create a new table calculation or
select from a list of standard calculations.
- Remove Click to remove the data field from the visualization.
- Date Dimension Options Fields that contain dates are treated as discrete values by
default. Date fields also have additional options that let you control the granularity of the data
used in the visualization.
- Select one of the date options in the upper group to change how discrete date values are used
in the visualization. The lower group of date options defines how date values are used when it is
treated as a continuous value, which can be useful in some visualizations like line charts.
In this example, we've changed the granularity of the second date field from Month to Quarter.
You can also click to create a new level of granularity for the dates used in the visualization.
Alternatively, you can click to remove all lower levels of granularity from the visualization.