Cheat Sheet for Explorations

Task
How to Initiate in the Explorer
Add variables to a visualization.
Drag the data items onto the visualization in the center of the screen (from the Data pane on the left).
Switch to a different visualization type.
From the main menu, select Visualizationthen selecttype.
Subset data for the entire exploration.
Right-click on a data item, and select Add as Global Filter.
Subset data for one visualization.
Select the visualization, right-click on a data item, and select Add as Local Filter.
Subset data in a chart by inclusion or exclusion.
Select a data value (for example, a bar in a bar chart), right-click, and select either Include Only Selection or Exclude Selection. (For a line chart, Show markers must be selected on the Properties tab.)
Sort elements within a chart or table.
Right-click on a data item in a chart axis or table, and select Sort.
View a visualization’s data.
Right-click on the visualization, and select Show Table View.
Use a different aggregation method.
Right-click on a measure in a chart axis or table, and select Aggregation.
Use a distinct count as a measure.
In the Data pane, right-click on a category (or date), and select Derive Distinct Count.
Apply a correlation and fit line.
Right-click on a scatter plot or heat map, and select Fit Linethen selecttype. (For a scatter plot, there must be at least two measures and no grouping categories. For a heat map, both the X and Y axes must be measures.)
Predict future values.
In a line chart where a date or time data item is assigned to the category role (and no other category roles are used), right-click, and select Show Forecast.
Find the correlation between a group of measures.
From the main menu, select Analysisthen selectCorrelate Measures.
Create multiple visualizations.
From the main menu, select Visualizationthen selectNew.
Organize your visualizations.
From the main menu, select Viewthen selectManage Visualizations.
See how selected data in one visualization corresponds to other visualizations.
From the main menu, select Viewthen selectData Brushing. (Not all visualizations support cross-visualization highlighting.)
Create a column from an expression.
From the main menu, select Datathen selectNew Calculated Item. (Calculations use unaggregated data.)
Set up drill-down functionality.
From the main menu, select Datathen selectNew Hierarchy.
Display a geographic map with a bubble plot overlay.
Drag a geographic data item globe icon onto an empty visualization.
Set up a geographic data item.
In the Data pane, right-click on a data item that contains geographic information, select Geography, and assign a geographic role.
Delete an exploration.
Click Home, and then click Manage (next to My Content or Other Content).
Open a different data source.
From the main menu, select Filethen selectNew Exploration.
Add or view exploration-level comments.
From the main menu, select Filethen selectExploration Comments.
Add or view comments for the selected visualization.
From the main menu, select Visualizationthen selectComment. The Comments tab is in the right pane.