Ribbon Commands for Visualizations

Clipboard Group

Paste

Enables you to paste a text, report, or chart object that you have copied to or placed on the clipboard.

Cut

Enables you to cut a text, report, or chart object from your document, placing it on the clipboard.

Copy

Enables you to copy a text, report, or chart object to the clipboard.

Duplicate

Enables you to duplicate a text, report, or chart object in your document, placing it on the clipboard.

Data Group

Calculation

Opens a menu from which you can choose to create Define or Compute fields.

Join

Opens the Join dialog box, where you can create a new join, edit or delete existing joins, and add data sources to a join. You can also create blends, which allow you to combine data from local or system resources into your current data source.

Visual Group

Insert

Inserts a new visual. The left side of the Insert button inserts the default visual, which is a stacked bar chart. Click the down arrow next to the Insert button to specify a visual type, such as a chart, grid, or text.

Change

Opens the Select a Visual menu, from which you can select the type of chart, map, or grid that you want to add to your visualization.

Swap

Changes the vertical or horizontal orientation of data in a visual. When you add one or more fields to the canvas, Swap is enabled. When you have data fields in the vertical and horizontal field containers, clicking Swap switches the axis of these data fields to display on the opposite axis. When working with matrix charts, the rows and columns are similarly switched when you click Swap. Swap is available for bar, line, area, scatter, bubble, and matrix marker charts. It is also available for grids.

Note:

• Swap is disabled when the canvas is empty.
• Swap is unavailable for maps.

Clear

Clears the current visual. You can use the split button to select the option to clear a component, or the entire visualization, which clears all visuals on the canvas. If you have created a filter, you can also clear it. The Clear button is disabled until you begin developing a visual on the canvas.

Storyboard Group

Add

Takes a snapshot of the current visual or visualization, adding it to the storyboard.

Show

Opens your storyboard as a PowerPoint presentation, where you can choose to view or save your storyboard. All storyboards display in Microsoft PowerPoint format.

Report Group

Theme

Opens the Templates dialog box, where you can select a theme to style your grid. You can use the default style sheet by clicking the Use Default Stylesheet button.

You can also select a styling theme for your grid or an application theme to style all visualizations created.

Header & Footer

Opens the Header & Footer dialog box, from which you can add and style headings and footings.

Column Totals

Adds a grand total row to the bottom of the grid object to sum numeric data in each column.

Row Totals

This option is not supported in Visualization mode.

Features Group

Note: These options do not display for grids or maps, with the exception of Frame & Background.

Reference

Opens the reference menu, where you can access the Add Reference Line to Y-Axis and Add Reference Line to X-Axis options. Selecting one of these options opens the Reference Line dialog box, where you can set the following: the X-axis or Y-axis value, the text that you want to appear, and the position of the reference line on a chart.

Grid

Opens the grid menu, where you can access the Horizontal or Vertical Gridlines options. Both selections allow you to enable or disable Major and Minor Gridlines. Clicking More Grid Lines Options opens the Format Grid Lines dialog box.

Frame & Background

Opens the Frame & Background dialog box, where you can edit the background style and frames for charts. This dialog box contains different options depending on the chart type that you have selected.

Labels Group

Axes

Opens the Axes menu, where you can enable and rotate horizontal and vertical axis labels, as well as stagger horizontal axis labels. You can also edit the axis labels by clicking More Vertical Axis Options or More Horizontal Axis Options. This option does not display for grids or maps.

Legend

Opens the Legend menu, where you can select the Show Legend option to display the legend on the chart. You can also clear your selection to hide the legend. In addition, you can change the default legend position and orientation. This option displays for maps but does not display for grids.

Interactive Group

Note: These options do not display for grids or maps.

Interactive Options

Opens the Interactive Options dialog box, which enables you to specify animation and mouse over effects in your chart.

Show/Hide Group

Resources

Minimizes the Resources panel, expanding the size of the canvas to occupy the area where the Resources panel typically appears. When you click the Resources button again, the Resources panel displays and the chart, map, or grid adjusts accordingly.

Data Panel Group

Logical

Displays the data source fields by type. This is the default view. The Logical view options include Title, Description, Field, and Alias.

List

Displays the data source fields in a tabular list format. This list contains a header row. You can sort fields differently by clicking a column header. The List view options include Title, Description, Field, Alias, Format, Segment, Filename, and Reference.

Structured

Displays the hierarchical structure of the data source files. The Structured view options include Title, Description, Field, and Alias.

Report Group

Switch Report

Lists any active report or chart to which you can switch.

Filter Group

Note: Options on the Field tab are contingent on the visual type that you select.

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Exclude

Select an existing filter in the Filter pane and choose Exclude to remove, but not delete, the filter from the visual.

Include

Select an existing filter in the Filter pane and choose Include to restore the filter, which was previously excluded from the visual.

Sort Group

Up

Displays the data source fields by type. This is the default view. The Logical view options include Title, Description, Field, and Alias.

Down

Displays the data source fields in a tabular list format. This list contains a header row. You can sort fields differently by clicking a column header. The List view options include Title, Description, Field, Alias, Format, Segment, Filename, and Reference.

Group

Opens the Create a Group dialog box where you can create a group to combine values together. For grids, this option is activated when you select a dimension.

Display Group

Hide Field

Hides a selected field.

Aggregation

Specifies an aggregation for a specific field. Commonly used options include: Sum, Average, Count, Minimum, and Maximum.

Traffic Lights

Specifies conditional styling to the selected field.

Select Group

Note: This group is not available for grids. For maps, this group is disabled.

Series drop-down list

Lists the available series in the current visualization.

Style Group

Style

Opens the Format Series dialog box, where you can edit the styling options for the selected series. You can also open this dialog box by right-clicking a series, and then clicking More Style Options.

Properties Group

Data Labels

Adds data labels to the chart. The drop-down menu contains the following data position options for selecting where to display data values as labels on a chart: Above (default), On top edge, Below top edge, Center, and Base. If you are working with a Pie chart, the options are: On Slice, Outside Slice, and Outside with feeler lines.

Type

Opens a drop-down menu with the following options for selecting different chart types: None (default), Bar, Line, and Area.

Trendline

Opens a drop-down menu that provides options for adding a trendline to a chart.

Line Group

Smooth Line

Draws the chart using smooth lines.

The smooth line option is not available in InfoAssist Basic.

Connect Lines

Controls the display of connecting lines between markers on a line or scatter chart. By default, lines are connected on a line chart and disconnected on a scatter chart.

Marker

Opens a drop-down menu from which you can select options to change the display of the default data and legend markers on line and scatter chart types. For more information, see How to Change the Appearance of a Marker.

The marker option is not available in InfoAssist Basic.

Pie Group

Note: The following options are only enabled when you are working with a pie chart.

Expand

Expands pie slices.

Hide

Hides pie slices.