Cheat Sheet for Explorations
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Task
|
How to Initiate in the
Explorer
|
|---|---|
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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).
|
|
Add another data source.
|
From the main menu,
select Data
 Add Data
Source.
|
|
Switch to a different
visualization type.
|
From the main menu,
select Visualization
type.
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|
Subset data for the
entire exploration.
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Right-click on a data
item, and select Add as Filter on data-source.
|
|
Subset data for one
visualization.
|
Select the visualization,
right-click on a data item, and select Add as Filter on
Visualization.
|
|
Subset data in a chart
by inclusion or exclusion.
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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.
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Right-click on a data
item in a chart axis or table, and select Sort.
|
|
View a visualization’s
data.
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Right-click on the visualization,
and select Show Details.
|
|
Use a different aggregation
method.
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Right-click on a measure
in a chart axis or table, and select Aggregation.
|
|
Use a distinct count
as a measure.
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In the Data pane,
right-click on a category (or date), and select Create
Distinct Count.
|
|
Create a derived item
for a measure.
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In the Data pane,
right-click on a measure, and select Create
item type.
|
|
Apply a correlation
and fit line.
|
Right-click on a scatter
plot or heat map, and select Fit Line
type. (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.
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|
Create multiple visualizations.
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From the main menu,
select Visualization
New.
|
|
Organize your visualizations.
|
From the main menu,
select View
Manage
Visualizations.
|
|
See how selected data
in one visualization corresponds to other visualizations.
|
From the main menu,
select View
Data Brushing. (Not all visualizations support cross-visualization
highlighting.)
|
|
Create a data item from
an expression.
|
From the main menu,
select Data
New Calculated
Item. (Calculations use unaggregated data.)
|
|
Create an aggregated
measure from an expression.
|
From the main menu,
select Data
New Aggregated
Measure.
|
|
Set up drill-down functionality.
|
From the main menu,
select Data
New Hierarchy.
|
|
Set up a geographic
data item.
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In the Data pane,
right-click on a data item that contains geographic information, select Geography,
and assign a geographic role.
|
|
Display a geographic
map with a bubble plot overlay.
|
Drag a geographic data
item
 onto an empty visualization.
|
|
Set up a document collection
for a word cloud with text analytics.
|
First, specify a data
item as the unique row identifier for the exploration. The unique
row identifier must have a unique value for each row of the data source.
Right-click the data item in the Data pane,
and then select Set as Unique Row Identifier.
In the Data pane,
right-click a category, and then select Document Collection.
|
|
Display a word cloud
with text analytics.
|
Drag one or more document
collections
 onto the visualization in the center of the screen
(from the Data pane on the left).
|
|
Delete an exploration.
|
Click Home,
and then click Manage (next to My
Content or Other Content).
|
|
Explore a different
data source.
|
From the main menu,
select File
New Exploration.
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|
Replace a data source.
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On the top of the Data pane,
click
 , and then select Change Data Source.
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|
Add or view exploration-level
comments.
|
From the main menu,
select File
Exploration
Comments.
|
|
Add or view comments
for the selected visualization.
|
From the main menu,
select Visualization
Comment. The Comments tab is in
the right pane.
|
|
Duplicate the selected
visualization.
|
From the main menu,
select Visualization
Duplicate.
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|
Specify whether to automatically
update the visualization after each change is made.
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Use the Auto-Update check
box at the bottom of the right pane to specify this option. If this
option is disabled, you can click Update to
update the visualization when you are ready.
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