Tips on Editing a Visualization

These tips can help you become more productive when you work with visualizations.

Access visualization options

The visualization toolbars provide quick access to formatting and editing options, and a menu (
Ellipsis icon for Menu
) with additional options.
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Access the visualization menu

Hover over a visualization, and click Menu (
Ellipsis icon for Menu
) to access edting options.
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Description of the illustration viz_menu.png

Access the filter and navigation options

Click one or more data points (use Ctrl + click to multi-select) in a visualization to display navigation options:

  • Keep Selected - Filter on the selected values.
  • Remove Selected - Remove the selected values from the visualization. Click Undo to re-display the value.
  • Drill - Drill to a related area of your data.
  • <Data Actions> - Select action links that the workbook author added. For example, an action link might navigate to a related workbook or display a web page.

Tip: Right click data points to access more options, such as Explain, or Sort.


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Add a data element to a visualization

Drag the data element from the Data Panel over the visualization until the cursor displays a green cross, indicating a valid drop zone.
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Description of the illustration viz_drag1.png

Add a data element to a new visualization

Drag the data element from the Data Panel over the visualization until the cursor displays a green bar, indicating a valid drop zone.
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Delete a data element from a visualization

In the Grammar pane, hover over the data element, and click X to delete.
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