Cheat Sheet for Explorations

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 DataAdd Data Source.

Switch to a different visualization type.

From the main menu, select Visualizationtype.

Subset data for the entire exploration.

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.

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 Details.

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 Create Distinct Count.

Create a derived item for a measure.

In the Data pane, right-click on a measure, and select Createitem type.

Apply a correlation and fit line.

Right-click on a scatter plot or heat map, and select Fit Linetype. (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.

Create multiple visualizations.

From the main menu, select VisualizationNew.

Organize your visualizations.

From the main menu, select ViewManage Visualizations.

See how selected data in one visualization corresponds to other visualizations.

From the main menu, select ViewData Brushing. (Not all visualizations support cross-visualization highlighting.)

Create a data item from an expression.

From the main menu, select DataNew Calculated Item. (Calculations use unaggregated data.)

Create an aggregated measure from an expression.

From the main menu, select DataNew Aggregated Measure.

Set up drill-down functionality.

From the main menu, select DataNew Hierarchy.

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.

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 on the data item in the Data pane, and then select Set as Unique Row Identifier.

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 FileNew Exploration.

Replace a data source.

On the top of the Data pane, click , and then select Change Data Source.

Add or view exploration-level comments.

From the main menu, select FileExploration Comments.

Add or view comments for the selected visualization.

From the main menu, select VisualizationComment. The Comments tab is in the right pane.

Duplicate the selected visualization.

From the main menu, select VisualizationDuplicate.

Specify whether to automatically update the visualization after each change is made.

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.