Configuring data visualizations

Learn about advanced configuration options in depth. While most configuration options are discussed only in the context of creating a data visualization of a given type, these options are more complex and have characteristics shared across all visualization types.

• Selecting data sources for data visualizations
  The key purpose of a data visualization is to show data. Thus, one of the most important steps in creating a data visualization is to select the source of the data to show.
• Filter data visualizations with the condition builder
  Use the condition builder to help you create a custom filter for a visualization based on table data. You can save filters as predefined conditions for other visualizations based on the same table.
• Configure a data visualization to follow filters or not
  Data visualizations follow filters by default. A data visualization follows filters in the same dashboard tab as itself or above the tabs. Data visualizations either follow all such tabs that target their data sources, or none.
• Control data source availability by role
  Limit by role the data sources for which users can create data visualizations.
• Dot-walking from reference fields in a data visualization
  Dot-walking provides access to fields on extended, or related, tables, enabling you to create data visualizations on fields from those tables.
• Value formatting in data visualizations
  In most data visualizations, you can configure how numerical values look when you publish the report.
• Chart interactions in a data visualization
  You can set what occurs when a user interacts with a visualization, such as by selecting a bar column. Possibilities include navigating to a URL, opening another data visualization, and filtering all visualizations on the dashboard by the selected value.
• Questions in data visualizations
  You can group or filter table data in data visualizations by questions. The table must support questions.
• Service catalog variables in data visualizations
  Group or filter data on visualizations by a variable on a selected service catalog item.
• System tables in data visualizations
  System tables are excluded from data visualizations by default. However, you can exempt system tables from the prohibition. Some system tables are exempt from the restriction by default. Be very careful when creating data visualizations on these system tables.
• Colors in data visualizations
  Depending on the data visualization, you can select different colors: a fixed color for each Group by element, a predefined color palette, a spectrum spanning high and low values, or a single color.
• Domain separation and data visualizations
  Domain separation is supported for data visualizations and relates to the data visualizations themselves and which data is visible. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

Related concepts

• Exploring the Data Visualizations library
• Creating data visualizations
• Common data visualization tasks
• Viewing data visualizations
• Data visualization reference