Within the data Data tab of the Chart Editor screen, the Data Sources that you have been given access to will be displayed on the left-hand side.
This means that you can select any of these Data Sources to find the data objects that you want to use.
When a Data Source is expanded, or you search for an object by name, only objects that can be placed into the selected field will be displayed in the list of available objects e.g., if you select a field that can only contain Dimensions, the Data Source will only display Dimension data objects.
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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.
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In addition to the above, visualisations for the scatter and bubble charts & dynamic targets will now also display rounded values. |
Table Pagination
When it comes to using a Data Table chart, you may be presented with many rows of data which can sometimes be overwhelming for some users to consume and view on screen.
To overcome this, when adding your data objects to the chart, you have the option to define something we call a pagination value.
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Pagination allows you to define the number of rows that will be returned to the user (on screen) on the first of several pages of data - in this case. 50 rows of data will be shown on the 1st page of data.
The remaining rows are still returned; the user can navigate to these using the arrow buttons which appear at the bottom of rows shown on screen.
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N.B - When pagination has been defined, the Totals shown at the bottom of each column relates to the data that is shown on the page in view, not the Total for all of the rows of data that has been returned… useful to be aware of, if you are looking at different charts and trying to investigate why they may not match to the same value when you expect them to. |
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