Change Report Visualization

As you add or remove search criteria in the search bar, the visual representation of the data loads or updates in the visualization display in real time. SDA automatically selects grids or charts that it determines are the best visualization choice for the search results. An SDA Creator can always change the visual display to a different, available format.

To change the visualization of a report

  1. Navigate to REPORTS > SEARCH-DRIVEN ANALYTICS  and conduct a search.

  2. As you define a search, SDA will suggest the best visualization for the search results.  

    In the example below, the search shown here resulted in a scatter diagram of scores and counts. Outliers are easily visible as are the clustered patterns. Hovering over the data points displays tooltip details of the Location ID, specific count and average score.

    To change the visualization, click the CHANGE VISUALIZATION icon. All of the available visualization options for the data will display in the options pane to the right.

    Click the CHANGE VISUALIZATION icon

  3. Hover over the visualization option that you would like to use and click the icon.

    Select the visualization icon

    Notice that if a visualization icon is not available for the search results, the icon will grayed out and will not be active. Hover over the icon to view a description of what is needed in the results to be able to use that particular visualization format.

    Visualization not available 
  4.  

  5. View the newly created visualization. In this example, the scatter diagram above was changed to a Line Column display. The chart displays the Location IDs sorted in descending order of audits performed. The line displays the average scores at each location.

    View the new visualization