Checking the Data for a Visualization in an Explore

Checking the Dimensions and Measures Pulled from the Picker

Whenever you are telling a data story, you want to first be certain that the data is correct and meaningful. Checking the data ensures you are receiving the right baseline for your story.

As we follow an example of selecting Dimensions and Measures WO Status and WO Count, we get data that is easily actionable. Given the following data, the number of work orders in each status is clear:

Indeed, the data is correct, but is it meaningful for the story you wish to tell? Let's dig a little deeper into the data to find out where these work orders are located. In this example, we want to know from which Regions these work orders arose.

This example uses Regions as configured for each Location in the Location and Provider Assignments module. Should you not have Regions configured, you can also use State or District data fields (both are listed under the Location Information data fields) or similar data.

For this, let's do the following:

  1. Locate the Region Dimension
    1. Scroll to Dimensions > Location Information > Region -or-
    2. Enter Region in the search bar located atop the data fields.
  2. Click the word Region data field to add it to the data set.
    1. Make sure not to click Pivot or Filter.
  3. Click Run on the top-right of the page. Notice that every permutation of WO Status and Region is counted.

Analyzing the data, we can see that we need a better display of work order statuses per region. Let's first see how the data appears in a visualization so we can have a better idea of how to hone in on the data.

Next Section: Running the Data and Seeing the Visualization

Now it's time for you to see what your data looks like in a visualization.

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