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Firstly, click into the field that you want to add an object to.
Example
The ‘Number’ field has been selected, this is identified by the background shading and blue line on the left-hand side of the field.
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Objects in data sources are categorised as follows:
Dimensions - qualitative information such as the names of Salespeople or Sales Regions | |
Measures – aggregated data such as Opportunity Count and Campaign Cost but may also refer to non-numeric data. |
When you filter a data source, by typing the object name into the ‘Type to filter’ field, the specified search criteria will be underlined in the list of matching objects.
Example
This example shows that the data source has been filtered to only show objects that contain the text employee. We can see which data source the object is in and the list of objects that match the type of data required for the selected field.
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To select an object, click on it in the data source and it will be added to the selected field. The chart preview section will be updated to show the remaining objects that are suggested for the type of chart you are creating.
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The objects displayed in the Chart preview area are not necessarily all required for the chart you are creating. When you’ve added the minimum required data, a preview of the chart will be displayed on the right-hand side of the screen. |
Example
Data has been added to the Number field, but the Chart preview section shows that there may be other data fields that still need to be completed.
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Repeat the steps listed above to add the remaining data objects. When all objects have been added, the Chart preview section will display a preview of the selected chart.
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