Managing Visualization Data Roles

Add a Data Item

In order for a visualization to display data, you must assign data items to it. You can assign data items to a visualization by performing any of the following actions:
  • Drag the data item onto the center of the visualization. The data item is assigned to a role automatically. If the visualization already has data items assigned to the required roles, then you can choose how to assign the new data item.
  • Drag the data item onto a Measure or Category button in the visualization to assign the new data item to a specific data role.
  • From the visualization toolbar, select Options and then select Add Category or Add Measure.
  • Use the Roles tab in the right pane. Either drag a data item to a role, or select a data item from the drop-down list.
Each visualization requires a minimum number of each type of data item. The following table lists the requirements for each visualization.
Required Data Items for Visualizations
Visualization Type
Requirements
Autochart
one data item of any type
Table
one data item of any type
Crosstab
one data item of any type
Bar Chart
one category or hierarchy
Line Chart
one category or hierarchy
Scatter Plot
one measure
Bubble Plot
three measures
Histogram
one measure
Box Plot
one measure
Heat Map
two data items of any type
Geo Map
one geography
Treemap
one category or hierarchy
Correlation Matrix
two measures

Replace a Data Item

You can replace a data item by using any of the following methods:
  • Drag the new data item from the Data Items pane to the data item in the visualization that you want to replace.
  • Right-click the data item that you want to replace from either the visualization or the Roles tab and then select Replace item-namethen selectnew-item-name.

Remove a Data Item

You can remove a data item by using any of the following methods:
  • Drag the data item from the visualization to the Data Items pane.
  • Select Options from the visualization toolbar and then select Removethen selectitem-name .
  • Right-click the data item in the visualization or in the Roles tab and then select Remove item-name.

Switch Data Roles

To switch the data items that are assigned to two roles, drag one item onto another either by using the buttons in the visualization or by using the fields on the Roles tab.
For example, you can switch the axes of a scatter plot by dragging the measure on the X axis to the measure on the Y axis.