Snippets Design Pane: Visuals
Visuals are dynamic data visualizations designed to effortlessly generate visual reports. They can be created similarly to other snippets by selecting the type as Visual. The design pane closely resembles that of a report snippet, with the primary distinction lying in the layout. In an input sheet and report, you work with rows and column axes, while a visual employs Axis (Categories) and Legend (Series). The filter functionality remains consistent across all snippet types.
Once the visual layout is established, it is mandatory that both the axis and legend fields are populated; they cannot be left blank. Filters, on the other hand, are optional. Depending on the chosen layout, the system will provide recommendations and automatically generate a visual representation of the data. Any further customization of the visual can be managed via the Toolbar, which is situated in the level 2 header.
The currently selected visualization type is highlighted. Valid visualization types that are applicable to the current snippet appear in black, while types not suitable for the current selection appear in grey.
Charts
This section contains all available visualization types. There are four major categories, each containing a specific set of visualization types.
Comparison charts
Stacked Bar Chart: Represents data using stacked bars to show the composition of various categories.
Clustered Bar Chart: Displays multiple bars for each category, allowing easy comparison between different groups.
Clustered Column Chart: Similar to the clustered bar chart but using vertical columns.
100% Stacked Bar Chart: Illustrates the relative proportions within each category by stacking bars to total 100%.
100% Stacked Column Chart: Similar to the 100% stacked bar chart but with vertical columns.
Line and Stacked Column: Combines a line chart with stacked columns to visualize trends and composition simultaneously.
Polar Chart: Displays data points along radial axes, useful for comparing values across multiple categories.
Line and Clustered Column: Combines a line chart with clustered columns for comprehensive data representation.
Waterfall Chart: Visualizes data changes step by step, making it easy to track how values accumulate or diminish.
Trend charts
Line Chart: Uses lines to connect data points, making it ideal for visualizing trends and changes over time or categories.
Area Chart: Fills the space below a line chart, emphasizing the magnitude of change over time or categories while maintaining the underlying trend.
Stacked Area Chart: Combines multiple area charts, showing the contribution of each category to the total, making it useful for visualizing composition and trends simultaneously.
Compostiton charts
Pie Chart: Displays data in a circular form, with slices representing different categories and their proportions relative to the whole.
Doughnut Chart: Similar to a pie chart, a doughnut chart is a circular graph with a hole in the center, making it easy to compare proportions within categories.
Half Doughnut Chart: A semi-circular version of the doughnut chart, providing a compact way to represent data while retaining the ability to compare proportions within categories.
Indicators
Card: Displays a single value or statistic, making it easy to emphasize and focus on a specific data point.
Multi-Row Card: Allows you to display multiple values or statistics in a tabular format, providing a concise summary of data.
KPI: Highlights critical metrics or performance indicators, often using visuals like gauges, icons, or numerical values to convey data-driven insights.
Multi-Row KPI: Similar to a KPI, displays multiple key performance indicators in a tabular format for a comprehensive overview.
Gauge: Represents data using a visual gauge or dial, offering a clear and intuitive way to display progress, levels, or performance against predefined thresholds.
Other visuals
Colors: A color theme can be applied to the visual using predefined color sets. These sets are designed to provide a consistent and aesthetically pleasing color palette for the visualizations, improving their visual appeal.
Add Chart Elements: The following table includes the chart elements that you can add:
Chart element |
Description |
|---|---|
Title |
Options include hiding it and adjusting its alignment (move left, right, or center). |
Legend |
Choose to hide it or change its placement (move left, right, or center). |
X-Axis Labels |
Toggle visibility, and select vertical labels if needed. |
X-Axis Title |
Show or hide the X-axis title. |
Y-Axis Labels |
Decide whether to display or hide Y-axis labels. |
Y-Axis Title |
Show or hide the Y-axis title. |
Gridlines |
Options include hiding them or selecting from different styles (dotted, solid, or dashed). |
Data Labels |
Choose to hide them or position them outside, inside, or inside center. |
Zoom |
Toggle the zoom bar at the bottom of the visual for precise analysis. |
Show/Hide Table: Allows for disabling the table containing snippet data.
Axis Limit: Axis limits impose restrictions on the number of axes/series refresh, with a maximum limit of 50.
Series Limit: The Series Limit is capped at a maximum of 20.
Spreadsheet Element: Choices include showing or hiding the grid, column headers, and row headers.