Getting Started with Visualizer

When working in Visualizer, you can choose to start with the data you want to use or with the type of visualization you want to create, whichever is more intuitive to you. Visualizer offers guidance at every step to enable you to create meaningful visualizations.

Note: To learn more about how Visualizer compares with Designer and when you should use which, see Understanding Designer versus Visualizer reports.

Visualizer has a contemporary user interface. Hover and click to experiment and learn the basics.

You can drag and drop measures or attributes into a visualization and view suggested visualizations to add.

The Visualizer Toolbar has features that allow you to create a new report, open existing files, perform metric analysis, and configure charts.

The left side of the toolbar includes these options:

Home
Subject Areas
Search Measures and Attributes in Subject Areas
Report Name
Undo-Redo
New
Save
Open

The right side of the toolbar includes these options:

Expression Editor
Chart Settings
Advanced Tools
Top N Results
Export
Tour
Chart Formatting
Advanced Analytics
Change Visualization (chart type)

Visualizer has the Change Visualization > Guided Mode option that allows you to set up the charts and reports you want.

In Chart Builder when you hover over an attribute, measure, or report expression a popup tooltip shows more details about them. For measures, you see the label (alias) name, original name, aggregation, date type, and time series type.

For attributes and expressions, you see the label and the full name.

Only users in groups that have been granted Visualizer access can see the Visualizer module. Space Administrators can assign Visualizer access assign Visualizer access to groups.

Visualizer report files (.viz and .viz.dashlet files) are managed by Space Administrators at Admin - Manage Access - Manage Report Catalog, just like reports created in Designer.

To access Visualizer either:

On the Home page select a space then select the Visualizer module.
Click the Visualizer link in the navigation bar.
From a dashboard click the Visualizer icon in the report (dashlet) header or in the Dashlet Actions menu to open a Visualizer report in Visualizer.