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.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
To interact with the visuals from an analysis:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit.
  4. On the analysis page, select the visual that you want to work with.
    Analysis page
  5. To display additional details, hover over the data in the visual.
    For example, when you hover over a single bar on a bar chart, information about that specific bar displays in a tooltip.
  6. If the content is larger than the size of the visual, use the scroll bar to reduce the data that is displayed or scroll through it.
    • To reduce the length of the scroll bar and change the size of the data, hover over one end of the bar and drag the cursor to adjust the size.
    • To scroll through the data, click and hold the scroll bar and slide it toward the end that you want to see.
  7. To exclude or focus on visual elements, right-click an element, such as a bar, a data point, or a data segment, and select Exclude or Focus only on.

    When you exclude or focus on specific data, a filter is created to hide or to show only the data that you selected. To remove the filter, disable or delete the filter from the Filters panel.

    If the visual has a legend, you can also click the values in the legend and select Exclude or Focus only on to exclude or focus on specific data.

  8. To drill down into the data and get an in-depth view of a selected value, right-click an element from the visual, such as a bar, a data point, or a data segment, and select a drill option:
    • To drill down to see data at a lower level of the drill hierarchy, select Drill down to lower level.
    • To drill up to see data at a higher level of the drill hierarchy, select Drill up to higher level.

    Depending on the visual configuration, you can also use the toolbar to drill down and up into the data. Click one of the drill icons from the toolbar:

    • To drill down one level, click Drill down icon, the Drill down icon.
    • To drill up one level, click Drill up icon, the Drill up icon.
    • To drill all the way to the top of the hierarchy, click Drill up to top icon, the Drill up to top icon.

  9. To view a summary of the data in the visual, click Menu options button, the Menu options button, in the corner of the visual, and select View summary data.
    On the View summary data dialog, use the arrows to navigate through the data. You can also sort the entries by clicking the column headings and set the number of rows per page.
  10. To export the data from the visual , click Menu options button, the Menu options button, in the corner of the visual, and select one of the available export options:
    • To export to a CSV file, select Export to CSV.
    • To export to a Microsoft Excel file, select Export to Excel. This option is available only for pivot tables and table charts.
      Note:
    • Exported files can return information directly from the dataset import. As a result, the exported files can be vulnerable to CSV injection if the imported data contains formulas or commands and can prompt security warnings. To avoid malicious activity, turn off links and macros when you read the files.
    • The export contains only the data that is currently visible in the visual. Any data that is filtered out is excluded from the exported file.
    • The default limit for exports to CSV is 500 MB or 1 million rows.
    • The default limit for exports to Excel is 400.000 cells or 50.000 rows for pivot tables and 800.000 cells or 100.000 rows for table charts.
Parent topic: Creating and Managing Visuals