Configuring Visualizations

You configure the data perspective screens by adding visualizations in the central panel.

This task shows you how to:

See Also
Main Workflow
Defining and Managing Data Queries
Configuring Data Interactions with Variables
Translating Data Experiences

Add Visualizations to a Screen

Before you begin: You have created a data perspective and switched to Edit mode.
  1. From the left panel, under Presentation, select a screen.
  2. Click Add visualization.
    The visualization list opens, expanding the Chart type by default.
  3. Browse or search for a visualization.

    Visualization Type Description
    Chart

    Use these visualizations to display measures, like count, on document categories.
    Hits

    Use these visualizations to add search fields and configure how to display search results, on your screen.

    You typically add a search field, a result list, a refine panel to filter results.
    Media

    Use these visualizations to add static elements to your screen, like a title, text, image, etc.
    Navigation

    Use these visualizations to configure the navigation on your screen.

  4. To add a visualization on the canvas:
    • Click the visualization name in the Add visualization list.

      The visualization displays in the upper-left corner of the central panel. When you add a new visualization, Data Perspective Studio positions it as the first visualization of a new line in the layout of the screen. It also gives the same size to visualizations.

    • Drag the visualization from the list anywhere on the canvas directly.
  5. Specify the visualization configuration parameters.

    Notes:
    • Visualizations that require additional configuration show a Missing Or Wrong Configuration message. For many of them, you must specify a data query. For more information, see Call a Data Query as Feed.
    • The visualization labels that you can localize in different languages display buttons. For more information, see Use Translations in Screen Visualizations.

Resize a Visualization

Drag the lower-right corner of the visualization.



Change the Visualization Position

In the central panel, move the visualization to its required position.

Note: A vertical-compact policy constrains the positions of visualizations. You cannot position a visualization below an empty space.



Call a Data Query as Feed

For most visualizations, define how they interact with the Semantic Graph Index by defining a data query. You can consider, the data query as a feed rendered by the visualization.

  1. Select a visualization.
  2. From the right panel, select a data query.

    For more information, see Adding a New Basic Data Query.

  3. In Dimensions, select how to display the data query.

    For example, you can define the axes of a graph, COUNT as the measure type to display in the graph lines, etc.

    Important: Each component has its own configuration parameters. Use the tooltips to get information on these parameters.

Copy a Visualization

  1. In the central panel, click a visualization.
  2. At the top of the right panel, you have 2 copy options:
    • Copy the visualization to another screen. You must select the destination screen.
    • Duplicate the visualization on the same screen. The copy displays at the bottom of the first column.

Pin a Visualization to the Screen

You can pin a visualization to its position on the screen.

  1. In the central panel, click a visualization.
  2. At the top of the right panel, click .
    The visualization is now pinned to its position on the screen. To unpin the visualization and move it elsewhere on the central panel, click again.

Export a Visualization

You can export a snapshot of a visualization as png, and send it to your coworkers to show an important event in your data set.

  1. In the central panel, click a visualization.
  2. Click to expand the visualization actions.
  3. Click Export visualization.
    Data Perspective Studio exports an export_<date>.png snapshot of the visualization.

Export CSV to 3DDrive

You can export the values of a table visualization (or a Data panel linked to a visualization) as csv on 3DDrive.

Important: For performance reasons, the Data Perspective Studio limits the export to 1,000 hits.

Before you begin: The screen has a table visualization or a Data Panel showing the underlying data of a chart visualization.
  1. In the central panel, click a table visualization or Data panel linked to a visualization.
  2. Click to expand the visualization actions.
  3. Click Export CSV to 3DDrive.
    Data Perspective Studio exports a .csv file on 3DDrive, under the My Files > Exported tables folder.

Delete a Visualization

You can delete a selected visualization:
  • From the central panel, by clicking the Delete key.
  • From the top of the right panel, by clicking .

Note: When you delete a visualization, the right panel displays the Screen properties automatically.