Create a visual

Learn how you can create a visual in CDP Data Visualization.

  1. On the main navigation bar, click VISUALS.
  2. Click NEW DASHBOARD to open a new dashboard in Edit mode.

    Alternatively, click an existing dashboard, and then click Edit to make changes to it.

  3. In the Dashboard Designer menu, click the Visuals icon to open the ADD VISUALS interface.
  4. Click NEW VISUAL.

    The visual designer interface opens with a default table representation of the dataset you want to visualize.

  5. Choose a visual type from the VISUALS catalog, which shows the standard visual types. You can switch between visual types by selecting a different type in the catalog.
  6. Populate the shelves from the available Dimensions and Measure fields.

    The shelves of a visual specify the fields and segments that provide the data for visualization. Different visual types require specific information, and have somewhat different shelves.

  8. Add a title for the visual by clicking into the enter title... field to edit it.
  9. [Optional] Add a brief description of the visual by clicking into the enter subtitle... field under the title of the visual.
  10. At the top left corner of the visual designer, click SAVE.