Using Visuals

Visuals show data in a variety of illustrated formats.

Visuals are the main way that information is delivered in reports. They are customizable charts designed to make your data easier to understand.
  1. To highlight a visual on the report canvas, select More options (…) > Spotlight.
    The More options button marked with a 1 and circled in red and the Spotlight option marked with 2 and circled in red.
    Other visuals on the report are dimmed. Hover over the visual to view details for individual data points and to access other action items.
    The Assets by Status visual showing clearly with all other information showing dimly behind it.
  2. To zoom in on a visual, from the action item area, select Focus mode.
    Focus mode button.
    The single visual appears on the canvas. Hover over it to view details and access the Filters pane.
    The canvas showing a donut-shaped visual and the Filters pane at the right.
  3. To view a tooltip of details about a visual, hover over one of its data points.
    An example of an Assets by Status visual.
  4. To see filters and slicers affecting the visual, hover over or select the Filter list action item.
    An example Filter list with the cursor hovering on the filter icon.
  5. To refresh the visible data, select Refresh visuals.
    The application toolbar showing the Refresh visuals option circled in red.
  6. To copy a version of the visual that can be used in another application (for example, Microsoft Word), select the Copy visual as image action item, then select Copy to clipboard. Paste the image into the desired application.

    A visual after being copied into Microsoft Word.