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.

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. Replacing or Removing Fields
    After you create a visual, you can easily change the data it displays by replacing or removing fields.
  2. Changing Field Aggregation
    You can apply functions to data fields to display aggregate information, such as the sum of impressions for a printer.
  3. Changing the Granularity of Date and Time Fields
    You can change the granularity for a date and time field on a visual to determine the intervals for which the values are shown.
  4. Formatting Fields
    You can change the way number, percent, currency, and date and time fields are displayed in your visuals.
  5. Sorting Data in Visuals
    There are several ways in which you can sort the data displayed in a visual.
  6. Adding Drill-Down Layers to Visuals
    In most visual types, you can create a drill hierarchy of fields for a visual element. The hierarchy lets you drill down and up to see data at different levels.
  7. Setting Field Colors in Analyses
    To simplify color configuration and ensure consistency for all visuals that use the same field, you can assign specific colors to specific field values across all visuals in an analysis. You can set colors for up to 50 values per field.
  8. Changing the Field Data Type in Analyses
    In the dataset, fields are defined as dimensions or measures. Dimensions are usually text or date fields and measures are numeric values that you use for measurement, comparison, and aggregation. You can change the data type of a field for all the visuals included in an analysis.
Parent topic: Creating and Managing Visuals