Matrix

You can use this visualization to get a tabular view of a metric over 2 dimensions, with a grand total.

This task shows you how to:

 

See Also
Configuring Visualizations

Define the Data to Show

  1. In the Properties panel, go to Data.
  2. Select a data query and a Result Set.

Define the Dimensions

You can configure the visualization dimensions by selecting fields. By default, Data Perspective Studio suggests the dimensions available in the data query result set.

  1. In the Properties panel, go to Data.
  2. In Set X dimension, select the field to use.
  3. Optional: Click More options to open advanced configuration properties.
  4. In Set Y dimension, select the field to use.

Display Data

You can define how to colorize specific cells.

  1. In the Properties panel, go to Data.
  2. In the Display Data section, click to add a new cell color specification.
  3. In the first field, select the values of the X Dimension that you want to colorize.
  4. In the second field, select the values of the Y Dimension that you want to colorize.
  5. Select a color.

The matrix colorizes the cells that intersect the values selected for the X and Y dimensions.

Define the Measure

You can configure the measure to show in the visualization. By default, Data Perspective Studio suggest the measures available in the data query result set.

  1. In the Properties panel, go to Data.
  2. Select a Measure.

    Data Perspective Studio lists the numerical fields, and the aggregation functions defined in the data query. The default aggregation is COUNT.

  3. Optional: Click More options to open advanced configuration properties. For example, you can select a currency format like USD.

Show Underlying Data in a Data Panel

You can add a Show underlying data action in the Actions menu of most charts. On-click, Data Viewers can see more information about chart data in a data panel at the bottom of the page.

  1. In the Properties panel, go to Data.
  2. In the Data Panel section, select Enable Data Panel.
  3. From Fields, add the fields that you want to see as table columns in the data panel.
  4. Optional: Select Allow to reorder columns if you want Data Viewers to be able to reorder columns by dragging their headers.
  5. Optional: From Buttons, define the icons (and their on-click effects) to show in an Actions column.
  6. Optional: Select Add drag button in the first column to add a drag icon in that column for users to drop objects in another 3DEXPERIENCE platform widget.
    1. In Information source, select the field to use as data source.
    2. In Object type, specify the name of the object to drag.
    3. For 3DEXPERIENCE Service, select the variable which contains the id of the 3DEXPERIENCE platform service. For example, 3DSpace.
  7. Optional: Select Add "Open with" in the actions column to add a button allowing Data Viewers to open an object in another 3DEXPERIENCE platform app. For example, 3D Markup, CATIA V5, Product Explorer, or Product Structure Editor.
    1. Optional: Enter the Label to show on the Open with button.
    2. In Icon, specify the button icon.
    3. Optional: You can also add a tooltip and a theme.

  8. Optional: From Effects (On checkbox click), you can define an interaction with a 3D Widget outside of your Data Perspective app to select a part. When the Data Viewer clicks a 3D object in the data panel, the 3D Widget refreshes to show corresponding data.

    Note: To do the opposite, that is, click an object in a 3D Widget and refresh the Data Perspective view, use Effects (On 3D Selection).

  9. Optional: From Effects (On 3D Selection), you can define how the data panel reacts, when the Data Viewer clicks a 3D object in a 3D Widget outside of your Data Perspective app. The Data panel refreshes to show the data selected in the 3D Widget.

Define the Chart Title

  1. In the Properties panel, go to Style.
  2. Specify the chart title.

    Note: To localize this title in other languages, click , and select a translation key. You define keys and translation values in the Translation menu.

Add On-click Actions

You can specify actions to run when you click the chart.

  1. In the Properties panel, go to Actions.
  2. Click to add a new effect.
  3. Select the effect Behavior.
    OptionDescription
    Filter Filters screen data with the content dropped on the screen.

    Target studio variable: Select the data query variable to store source data.

Add Actions to the Actions Menu

You can add actions to the list of available actions, in the upper right of the visualization.

  1. In the Properties panel, go to Actions.
  2. Click to add a new menu action.
    OptionDescription
    Label Enter the action label.
    Icon Specify the icon associated with the action.
    Effect (On click) Select the destination screen to open when you click an object.

    Target screen: The destination screen where the user goes after clicking an object. For example, for a visualization showing risks, clicking a risk could redirect the user to a details page.