You can sort, drill, move, and perform other manipulations on data in
a Visual Insight analysis. For example, you can sort data in ascending
order by the value of a metric, swap the report objects on the rows or
columns of a visualization, or display
subtotals
for an attribute.
The table below lists ways in which you can manipulate data in an analysis,
and steps to perform each task.
Task |
Steps |
Sort attributes or metrics in an analysis in ascending or descending
order |
In the Drop
Zones panel, hover the cursor over the name of the attribute or
metric you want to use to sort data, then click the arrow icon on the
right. A list of options is displayed.
Do one of the following:
|
Sort data in an analysis using multiple conditions |
In the Drop
Zones panel, hover the cursor over the name of an attribute or
metric, then click the arrow icon on the right. A list of options is displayed.
Select Advanced
Sort. The Sort dialog box opens.
Do one of the following:
To sort
by data in the rows, click the Rows
tab.
To sort
by data in the columns, click the Columns
tab.
From the Sort
by drop-down list, select the attribute form or metric to use to
sort data.
Do one of the following:
To sort
the data in ascending order, select Ascending.
To sort
the data in descending order, select Descending.
Specify additional sorting criteria
using the appropriate steps above.
Click OK
to apply changes.
|
Pivot a row or column in a grid
|
Hover the cursor over the header of
the row or column you want to pivot, then click the arrow icon to the
right. A list of options is displayed.
Do one of the following:
|
Swap the rows and columns in a visualization |
Hover the cursor over the header of
the Drop Zones panel, then click
the arrow icon to the right. A list of options is displayed.
Select Swap
Rows and Columns. The report objects in the Rows
and Columns area are swapped.
|
Drill on an attribute element in a grid,
to view data at levels other than that displayed in the analysis |
Hover the cursor over the attribute
element you want to drill from, then click the arrow icon to the right.
Select the object you want to drill
to. For example, to drill to the data at the Category level, select Drill to Category.
When you drill on an attribute element in a grid, you can only drill
to report objects within the analysis's dataset that are not included
in the Drop Zones panel. If all objects within the dataset are displayed
in the analysis, no drilling options are displayed.
|
Drill on multiple attribute elements in an
analysis, to view data for selected elements at a level other than that
displayed in the analysis |
Hover the cursor over the attribute
element you want to drill from, then click the arrow icon to the right.
Select multiple elements by pressing CTRL and
clicking additional elements.
Select the object you want to drill
to. For example, to drill to the data at the Category level, select several
categories, then choose Drill to Category.
The data in the visualization is displayed at the Category level, and
only includes the categories you selected in the grid.
|
Rename an attribute or metric
|
In the Drop
Zones panel, hover the cursor over the name of the attribute or
metric you want to change, then click the arrow icon displayed in the
top right. A list of options is displayed.
Select Rename.
A field displaying the name of the attribute or metric is displayed.
Type a new name for the attribute
or metric in the field, then press ENTER. The
object is renamed.
|
Format numbers |
In the Drop
Zones panel, hover the cursor over the name of the metric whose
values you want to format, then click the arrow icon to the right. A list
of options is displayed.
Select Number
Format. The Format dialog box is displayed.
From the Category
drop-down list, select the type of number formatting to apply to the metric,
then specify additional options for the formatting type, such as how many
decimal places to display.
|
Display or hide
subtotals
A subtotal is a total of a specific subset of metric data, totaled at
a level you select. For a definition and examples of levels of aggregation,
see the MicroStrategy Basic Reporting
Guide. |
Hover the cursor over the attribute
for which you want to display subtotals, then click the arrow icon displayed
in the top right, and point to Show Totals.
A list of subtotals is displayed.
Do one of the following:
To display
a subtotal, select the check box next to the type of subtotal you want
to display in the visualization.
To hide
a subtotal, clear the check box next to the type of subtotal you want
to remove from the visualization.
Repeat the step above for each subtotal
you want to display or hide, then click OK
to apply your changes to the visualization.
|