Creating and Formatting Visuals

Power users can create visuals and format them.

The visuals you can create depends on the types of fields you select.
  1. In the Fields pane, select the fields to include in the visual.
    The visual is added to the report canvas.
    The report builder showing the newly created visual.
  2. To change the visual illustration, select another chart type in the Visualizations pane.
    The visual is updated.
    The report builder showing a visual using a clustered bar chart.
  3. To select a cross-filtering or cross-highlighting action for a visual, do the following:
    Cross-filtering and cross-highlighting options let consumers easily see relationships between visuals in reports by removing or dimming unrelated content.
    1. Select Visual interactions and turn on the Edit interactions toggle.
    2. Select the visual to trigger the cross-filtering or cross-highlighting result.
    3. Select either the Filter or Highlight option on the visual to be updated when a data point in the trigger visual is selected.
      The Filter, Highlight, and None options with Filter and Highlight circled in red.
      If you don't see these options, they are not available for this visualization.
      You can also select None if you don't want visuals affected when data points are selected.
    4. Select File > Save to save the changes.
  4. To group visuals, press Ctrl and select the visuals to group. Right-click and select Group.
    Grouping lets you quickly move or resize related visuals.
  5. Right-click on the visual to see other available options.
    Options may change depending on the selected data point.
    • Show as a table. Opens a table of the underlying data in a new page.
    • Copy > Copy value. Copies the value in the selected cell.
    • Copy > Copy selection. Copies the selected row (and column headers).
    • Copy > Copy visual. Copies the visual.
  6. To delete the visual, in Editing view, select the visual and then More options (…) > Remove.