Creating and Managing Visuals

You can create a range of visual types to help you explore and better understand your data. You select the chart type, specify the data that you want to include in the visual, and customize its appearance.
Reference: For a video presentation of this function, go to Ricoh How-to Videos.

After you create a visual, you can edit it at any time to change the chart type, select different data fields, and update the formatting and presentation of the data.

You can also duplicate visuals to the same sheet or to a different sheet or delete them from the analysis.

Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.

In this section:

  1. Creating Visuals
    A visual is a graphical representation of your data. You can add a wide variety of visuals to an analysis, using different types of charts and custom elements.
  2. Formatting Visuals
    You can choose from a variety of options to format and style your data visualizations. To format a visual, select the visual and click Properties button, the Properties button, on the toolbar or click Format visual icon, the Format visual icon, in the top-right corner of the visual. Then, configure the options available for the type of visual in the Properties panel.
  3. Customizing Data Presentation
    To gain further insight into the data that you include in an analysis, you can sort and filter the fields from a visual. You can also change the field aggregation, the data type, the granularity of date fields, and the formatting settings.
  4. Interacting with Visuals in Analyses
    You can interact with the visuals from an analysis. The available options depend on the type and configuration of the visual.
  5. Using Insights, Anomaly Detection, and Forecasts
    Insights, anomaly detection, and forecasts can help you make informed decisions with minimal effort by providing information about data trends and patterns, outliers, key drivers, and data metric changes over time. The information can be presented as natural-language summaries that you can easily customize.
  6. Importing Visuals to an Analysis
    You can import visuals from a different analysis or dashboard to the analysis that you are working on.
  7. Editing Visuals
    You can modify the content, appearance, and behavior of a visual.
  8. Moving and Resizing Visuals
    You can adjust the position and size of the visuals included in an analysis.
  9. Duplicating Visuals
    You can make a copy of a visual on the same sheet or on a different sheet.
  10. Renaming Visuals
    You can change the title and subtitle of a visual.
  11. Refreshing Visuals
    When you work with an analysis or dashboard, visuals refresh and reload when you change something that affects them, such as updating a parameter or filter control. If you switch to a new sheet after a parameter or filter changes, only the visuals affected by the change refresh on the new sheet. Otherwise, visuals update every 30 minutes when you switch sheets.
  12. Deleting Visuals
    You can remove visuals from an analysis.
  13. Searching for Specific Values
    When filtering the data in a visual or working with lists, you can quickly search for values that interest you.
Parent topic: Working with Dashboards [New]