Visual Builder

CDP Data Visualization has a Visual Builder user interface that you can use to construct visuals.

Visual Builder UI
  1. Visual Preview pane shows the actual visual. At this stage, this is the default table type that lists all fields in the dataset. This pane also shows the editable Title and Subtitle of the visual.

  2. The Visual Type Catalog menu shows the standard visual types. You can switch between visual types, such as tables, areas, bars, and so on, by selecting a different visual type in this menu. For more information on the different visual types, see the Visual Type Catalog.

  3. The shelves of the visual specify the fields and segments that provide the data to the visual. Different visual types require specific information and have somewhat different shelves. A table visual has the following shelves: Dimensions, Measures, Tooltips, Filters, and Limit. In contrast, the shelves of the bars visual are: X Axis, Y Axis, Colors, Tooltips, Drill, Labels, and Filters.

    To populate the shelves, drag-and-drop the fields from the Data menu. When a shelf is active (selected), you can add multiple fields by clicking on each of them in the Data menu.

  4. The Refresh Visual button re-draws the visual. You should use it after changing the contents of the shelves, or the visual type.

  5. The name of the Dataset is at the top of the Data menu; you can click the Switch Dataset icon to change the dataset of the visual, or click the Pencil / Edit icon to open the dataset definition in a new browser tab and make any necessary changes that are immediately reflected in the options for the visual.

  6. Search functionality helps you find the relevant columns in datasets with a large number of columns.

  7. The Dimensions and Measures sections list all fields of the dataset. You must place them on the Shelves to specify the visual. If the dataset models a join of two or more tables, the fields are grouped with their source data table.

  8. Menu Selector enables you to switch between the primary menus. It has two sections DASH and VISUAL.

    • DASH
      • Visuals
      • Filters
      • Settings
      • Style
    • VISUAL
      • Build (default)
      • Settings
      • Style
  9. The top bar contains the Save button, the Layout button, and a supplementary menu under the ellipsis icon, which includes the following actions:

    • Clone
    • New Dashboard
    • Delete Dashboard
    topbar actions
  10. The ellipsis icon at the top right corner of the visual displays the Visual ID and includes the following actions:

    • View Data
    • Download as...
    • Hide Empty Title & Subtitle
    • Clone
    • Make Linked
    • Set as Homepage
    • Delete Visual
    visual actions
  11. At the top right corner of the Visuals menu or any open pane, click the expand icon to increase its width. To shrink the size of the pane, click the compress icon.