Visualizations overview

Last update: 2024-10-09
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Workspace offers a number of visualizations that let you generate visual representations of your data. Such as bar charts, donut charts, histograms, line charts, maps, scatterplots, and others.

Types

The following visualization types are available in Analysis Workspace:

Icon Name Description
GraphArea Area An area graph visualization. Like a line graph, but with a colored area below the line. Use an area graph when you have multiple metrics and want to visualize the area expressed by the intersection of two or more metrics.
GraphBarVertical Bar A bar graph visualization with vertical bars representing various values across one or more metrics.
GraphBarVertical Bar stacked A stacked bar graph visualization with vertical bars representing various values across one or more metrics.
GraphBullet

Bullet A bullet graph visualization, which shows how a value you are interested in compares to or measures against other performance ranges (goals).
TextNumbered Cohort table A cohort visualization is a group of people sharing common characteristics over a specified period. A cohort table is useful for retention, churn or latency analysis.
Combo Combo A combo chart enables you to build quickly a comparison visualization without having to build a table first.
GraphDonut Donut Similar to a pie chart, a donut visualization shows data as parts or filters of a whole.
ConversionFunnel Fallout A fallout visualization shows where persons left (fell out) and continued through (fell through) a predefined sequence of pages.
GraphPathing Flow A flow visualization shows exact customer paths through your websites and apps.
ViewTable

Freeform table A freeform table visualization is an interactive visualization. The freeform table visualization is the foundation for data analysis in Workspace.
GraphHistogram Histogram A histogram visualization buckets persons, visits or events into buckets based on a metric volume.
GraphBarHorizontal Horizontal bar A horizontal bar visualization shows horizontal bars representing various values across one or more metrics.
GraphBarHorizontalStacked Horizontal bar stacked A stacked horizontal bar visualization shows horizontal bars representing various values across one or more metrics.
Branch3 Journey canvas A journey canvas visualization helps you to analyze and gain insights on the journeys that you provide to your users and customers.
KeyMetrics Key metric summary A Key metrics summary visualization combines the line, summary change, and summary number visualizations.
GraphTrend Line A line visualization represents metrics using a line to show how values change over a period of time. A line chart uses time along the x-axis.
GraphScatter Scatter A scatterplot visualization shows the relationship between dimension items and up to three metrics.
PageRule Section header To identify and articulate sections within a panel.
MoveUpDown Summary change A summary change visualization shows the change between the selected cells as one large number or percentage.
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Summary number A summary number visualization shows the selected cell as one large number.
Text Text A text visualization lets you add user-defined text to your Workspace. Helpful for adding additional context to your analysis and insights, in addition to leveraging panel/visualization descriptions
ModernGridView Treemap

A treemap visualization displays hierarchical (tree-structured) data as a set of nested rectangles.
Type Venn A venn visualization uses circles to depict the metric overlap of up to 3 filters.

Add visualizations to a panel

  1. Open the Workspace project where you want to add a visualization.

  2. Use any of the following methods to add the visualization:

    Add visualization

    • In the left panel, select GraphBarVertical Visualizations, then drag a visualization to the panel where you want to add the visualization to.

    • On the panel where you want to add the visualization, select AddCircle, then choose the icon that represents the visualization that you want to add. Hover over the icon for each visualization to see the name.

    • Add a blank panel, then select the visualization that you want to add.

    • From the context menu of an existing visualization in your Analysis Workspace project, select Duplicate visualization or Copy visualization.

    • Use the Workspace Insert menu to insert a visualization.

    • From the context menu in a Freeform table, select Visualize. Then select the visualization from the submenu. Based on the current selection in the table, Workspace determines which visualization to offer and interprets the data to build the requested visualization.

Legend

A visualization legend helps you to relate date in a source table to plotted series in the visualization. The legend is interactive - you can select a legend item to show/hide a series in the visualization, which is helpful if you want to simplify the data being visualized.

Additionally, you can rename legend labels to help you make visuals more consumable. Note: legend editing does not apply to: Treemap, Bullet, Summary Change/Number, Text, Freeform, Histogram, Cohort or Flow visualizations.

To edit a legend label:

  1. Right-click one of the legend labels.

  2. Click Edit Label.

    A legend label and the Edit label option.

  3. Enter the new label text.

  4. Press Enter to save.

Settings

Each visualization has its own settings. To access visualization settings, select Setting Settings in the visualization header to show a popup.

Depending on the visualization, you can configure

  • details for the source of data of the visualization through the Data source tab, and
  • settings for the visualization through the Settings tab.

Visualization Settings

Data source

You can control which data source and items or positions within that data source correspond to a visualization. See Manage data sources for more information.

Settings

Which visualization settings are available depends on the visualization. The table below summarizes the most common settings. Some visualizations do have specific settings. See the individual visualization documentation for more details.

Option Description
Visualization type Change the type of visualization used to visualize the data.
Granularity Change the time granularity for trended visualizations. This change also applies to the data source table.
Percentages Display values in percentages.
100% stacked Turn the chart into a 100% stacked visualization. Only applicable for an area, bar and horizontal bar stacked visualization.
Legend visible Show the legend text.
Limit max items Limit the number of items that a visualization displays. When selected, define the number of max items.
Show annotations Show the annotations made for this visualization.
Hide title Hide the title of the visualization.
Anchor y-axis at zero Force the bottom of the y-axis to zero. If all the values plotted on the chart are considerably above zero, the chart default makes the bottom of the y-axis non-zero. If you enable this option, the y-axis is forced to zero (and the chart is redrawn).
Display dual axis Display left and right y-axes for two different metrics. This option only applies if you have two metrics. Dual axes are helpful when plotted metrics are of different magnitudes.
Show x-axis Show the x-axis in the visualization.
Show y-axis Show the y-axis in the visualization.
Show barbells on lines Show barbells on the line visualization in a combo chart visualization.
Normalization Force metrics to equal proportions. Equal proportions are helpful when plotted metrics are of different magnitudes.
Show anomalies Enhance line graphs and freeform tables by displaying anomaly detection. Anomaly detection in line visualizations includes an expected value (dashed line) and an expected range (shaded band).
Show forecast Enhance line graphs and freeform tables by displaying forecast values.
Show min Show the minimal value in the visualization.
Show max Show the maximal value in the visualization.
Show trendline Show a trendline in the visualization. When selected, you can select the type of trendline from the dropdown menu.

You can customize the settings for all visualizations that you create. For more information, see User preferences.

Context menu

Use the context menu (available through alternate select, for example, right-click when using a mouse) on a visualization header to access additional functionality for a visualization. Not all options are available for all visualizations.

Additional visualization settings with the right-click options displayed. Options are described in the next section.

Option Description
Insert copied visualization Paste (insert) a copied visualization to another place within the project, or into a completely different project.
Copy data to clipboard Copy data from the visualization onto the clipboard.
Copy selection to clipboard Copy the selection from the visualization onto the clipboard.
Download items as CSV (dimension name) Download the dimension items (to a maximum of 50,000) of the visualization to your local device. A maximum of 50,000 dimension items for the selected dimension.
Copy visualization Copy the visualization, so that you can insert the visualization to another place within the project, or into a completely different project.
Download data CSV Download the displayed data of the visualization to your local device.
Export full table Export the full table to a designated cloud locations. See Exports Customer Journey Analytics reports to the cloud
Duplicate visualization Make an exact duplicate of the visualization.
Edit description Add (or edit) a text description for the visualization. See Text.
Get visualization link Copy and share a link directly to the visualization. A Share link dialog displays the link. Select Copy to copy the link to your clipboard.
Start over Delete the configuration for the current visualization so you can re-configure it from scratch.

Configuration

Some visualizations (like Cohort table, Fallout, Flow, and others) have a configuration dialog to assist you in building the visualization. Use Edit at the top of the visualization to access and change the configuration.

Configuration pane

Visualize

If you are not sure which visualization to pick, select GraphBarVerticalAdd Visualize in any freeform table row (available on hover). This selection is the fastest way to add a visualization. Analysis Workspace takes an educated guess at which visualization would best fit your data. For example, if you have one row selected, it creates a trended line graph. If you have three filter rows selected, it creates a venn diagram.

Quick visualization

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