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Reviewing Data Pulled from the Data Picker
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title | ⦿ How to <replace this text>
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Whenever you add or remove data fields, or filter data, click Run in the top-right corner to recalculate the data and refresh the visualization.
Following the example we have been working on, let's take a look at the current visualization.
- Above the Data, click Visualization to expose the chart.
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Your chart will update based on two items:
- What data is listed under the visualization and;
- How the data is listed.
To demonstrate this concept, let's become familiar with more of the Data controls.
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- Section A: Row Limits and other controls. By default, Row Limit only displays the first 500 rows. This is so the system does not overload while attempting to calculate large quantities of data. (You can download data larger than 500 rows into a spreadsheet.) To limit the number of rows a visualization displays, adjust the number here. Note that this does not mean the top information (for example, limiting this to 10 rows does not mean you are seeing, say, the top 10 regions). You are instead seeing the top information based on how the data is sorted across all Dimensions and Measures. See XZZ for more information.
- Other controls, like Total, Subtotal,
- Section B: Column Gear Icon. On a Dimension, hovering over a column header shows a menu that helps you control that data field. From here, you can:
- filter or pivot your data by this data point;
- hide the data from the visualization but keep the column in the Data area; or
- remove the data field altogether, where you would have to go back into the data fields on the left-hand of the page to find it again.
- You can also fill in missing values whenever you have dates that skip a time frame due to no data (for example, when there is data for January and March but not February, February might be omitted from the data list, which may make your chart look weird. Use Fill In Missing Values to fill in empty dates or other consecutive data to help your charts look better.)
- Finally, you can copy the values of that column and paste them elsewhere.
- Section C: Sorting. Click any of the column headers to sort the data from lowest to highest, or alphabetically/reverse alphabetically.
Controlling Row Limits
Using Row Limits, you can control the number of data rows your visualization, up to 500 rows. This is so the system does not overload while attempting to calculate large quantities of data.
What is important to note about Row Limits is that it does not automatically calculate the top information (for example, limiting this to 10 rows does not mean you are seeing, say, the top 10 regions). You are instead seeing the top information based on how the data is sorted across all Dimensions and Measures.
Let's start by limiting the rows in our example to 5:
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| Notice that the visualization restructures, showing only 5 rows. The data, in this instance, is sorted by WO Count. |
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Now, let's sort by a different field, say, Region:
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| Notice that the visualization looks different, and that WO Count is unsorted. In other words, like a dance, the Data leads and the Visualization follows. |
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Pairing Down Data
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Next Section: Filters and Pivots
Of course, you don't just want to know how many work orders are in each status. You probably want to filter the data to show, say, all Open and In Progress work orders for the past 90 days. For that, let's go to the next section.
