Visualizations are the building blocks of your dashboard. So, when you start creating a visualization you can choose between two alternative starting points.
Start with creating a new dashboard where the new visualization will be your first and/or only visualization. To do this, go to the overview screen and click the Create a new dashboard button.
Start by adding a new visualization to an already existing dashboard. To do this, open a dashboard in Dashboard Edit mode and click the +Visualization blue split button.
After that, you will be prompted to add a new or select an existing data source from the list.
With the data source selected and configured, you will be navigated automatically to the Visualizations Editor, where you can start creating your visualization.
Visualizations Editor Overview
The Visualizations Editor is where you create and edit your visualizations in Analytics. Here you will find the data from your dataset aggregated and prepared for use as well as a great variety of visualizations to choose from.
Below, you will find a list of all sections of the Editor with their capabilities.
Data Section - this section contains two panels:
a. Fields - All of the available fields within your data source will appear on the left panel. Each field has an indicator that informs the users what field type each field is: Date, Value, Text. A search bar appears when the available fields are more than ten. The plus icon in this panel allows you to either blend data sources or calculate a field. NOTE: Data blending is not yet available in Beta.
b. Visualization Fields - Here is where you will drag and drop, or click the + mark to see the available fields and select those you want to use for the visualization you are creating.
Settings Section - this section allows you to customize what you want to show. Each visualization comes with its own settings.
At the bottom of the Settings section you will see the option for links. This is a powerful feature that takes drill down to a whole new level.
Visualization Picker, where you can choose your desired visualization and preview the final result. As you switch between the different chart types in the dropdown you will notice the visualization fields section change. The fields building each visualization are different, but they change automatically so you only need to fill them in.
Visualization Workspace - Here is where you will be able to see the visualization you are creating or editing as you drag and drop fields. The visualization won't populate until you have all the necessary fields needed to create that chart type.
Data Source - The data source that you are currently working with will be displayed here. With a click you can change between the different sheets, tables or views within your source or change your connection to a new source entirely without having to leave the editor.
Among other things, you will be able to:
Sort & filter data.
Aggregate data in the data editor.
Search, Visualize & format data.
After you build the visualization, select the check icon to return to the Dashboard Editor.
How Do You Edit an Existing Visualization?
After opening a chosen dashboard and entering Dashboard Edit mode, you will be able to access the Visualizations editor by selecting Edit from a visualization's overflow button.