Selecting Data for a Graph

In this section:

How to:

Reference:

Select and add data fields and graph dimensions to determine the appearance and usefulness of your graph. For most chart types, fields consisting of numeric values are added to the vertical Y-axis dimension, while non-numeric and date values are normally added to the horizontal X-axis dimension.

In addition to the X-axis and Y-axis dimensions, you can add fields to Multi-graph and Series-legend dimensions when creating multiple and merged graphs. For details, see Creating Multiple Graphs With Advanced Merge. You can also add fields to specialized dimensions for certain chart types including pie, bubble, stock, pyramid, box plot, and gauge. For details, see Selecting Data for Specialized Dimensions.


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Procedure: How to Select Data for a Graph
  1. Click the Data selection tab.

    The Available Fields tab, located below the Data selection pane, is selected by default to show all of the available fields in the data source you selected when opening Advanced Graph Assistant. If the Join tab is selected instead, click Available Fields.

  2. Add a field to the graph using one of the following three methods.
    • Drag a field into the graph preview area and drop it on the desired axis, or other type of dimension, in the pop-up dialog box that appears. You can also multi-select fields before dragging and dropping. In the following image, the DOLLARS field is dragged and dropped on the Y Axis label in the graph preview area.

      preview of DOLLARS as Y-axis

    • Drag a field into the query pane below the Available Fields tab and drop it on the desired axis, or other type of dimension. You can also multi-select fields before dragging and dropping. In the following image, the DOLLARS field is dragged and dropped on the Y Axis label in the query pane.

      DOLLARS as Y-axis in query pane

    • Double-click a field to automatically add it to the appropriate axis in the query pane below the Available Fields tab. The following image shows the DOLLARS field added to the Y Axis dimension.

      DOLLARS as Y-axis dimension

      Note: When you double-click a field to add it to the graph automatically, a numeric field is added to the Y-axis (or other specialized dimension), while a non-numeric or date field is added to the X group axis (or other specialized dimension). The graph preview area is automatically updated to display any changes. The following image shows how the graph changes by adding the DOLLARS field to the Y-axis.

      preview of DOLLARS as Y-axis

    New columns were added to represent both the Unit Sales and Dollar Sales. The Unit Sales Y-axis label was moved to the legend at the bottom of the graph, and Dollar Sales was added to the legend.

    Note: When the number of Y-axis fields is greater than one, the corresponding data labels appear in the legend below the X-axis label.


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Reference: Selecting Data for Specialized Dimensions

Some specialized chart types utilize dimensions other than the Y-axis, X group axis, and Multi-graph dimensions.

For the following chart types, data fields can be added to these specialized dimensions.


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Selecting Multiple Fields

In the Available Fields tab of Advanced Graph Assistant, you can select and add multiple fields to a graph using one of the following methods:

Note: To select multiple fields, highlight multiple fields with your mouse by holding the Shift key to select items contiguously, or the Control key to select items non-contiguously.


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Intelligent Data Mapping

Intelligent data mapping displays the dimensions that are required and optional for the chart type you select. Yellow triangle icons indicate required fields and white callout icons represent optional fields.

The following images show how intelligent data mapping works. The first image shows the required and optional dimensions when you select a bar chart type, and the second image shows the required and optional dimensions when you select a pie chart type.

Optional bar chart dimensions

Required and optional pie chart dimensions

When data fields are added to required dimensions, the yellow triangle icons are replaced with round green check mark icons to indicate fulfillment, as shown in the following image.

green check mark icons indicate required dimensions that have been fulfilled


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Selecting Data View Options

The data fields you select can be displayed in different ways depending on the type of data view chosen at the top of the Available Fields pane. You can view a selected data source in a hierarchy tree, in a dimension/measure tree, or in a data source grid. These are specific data view buttons and options you can select:

The following image shows data fields displayed as names in the data hierarchy tree view.

fields displayed in data hierarchy tree

The following image shows data fields displayed as titles in the dimension/measure tree view.

fields displayed in dimension/measure tree

The following image shows data fields displayed in the selected data source grid after all available attributes were selected and the Available Fields pane was widened (by dragging the right border further to the right).

fields displayed in data source grid


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