DocumentationUser The Visualize ToolHow do I create a Line Visual?

How do I create a Line Visual?

1. Prepare the data.

Open the Prep Tool.

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Select the Fields that you want included in the Visualization.

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For this example, we selected Visits, Location, and Date.

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Click the Run icon to apply the selection(s) to the Table.

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Click the Save icon.

  1. Name - enter a name for the New View.
  2. Description - enter a description of what is included in the New View (optional).
  3. Set as Default - select Yes or No.
  4. Share To - select None or Limit.  The Limit option will open a list of Users that you can choose to share the New View with.
  5. Click Save.
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We will Name the New View "Visual Examples" for this example.

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2. Create a Visualization.

Click on the Visualize Tool.

  • X-Axis goes along the bottom of the chart (or up the side if using a bar chart).
  • Y-Axis/Series is what the chart shows.
  • Breakdown(s) is what field the chart will break the data down by.
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Select a View.

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For this example, we selected the "Visual Examples" View that we saved a few steps earlier.

Next, we selected Line from the Type menu.

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Select the Metric(s), Dimension(s), and (optionally) Add Breakdown(s)

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Click the Run icon.

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We can now see an example of a Line Visualization.

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Click the adjustments menu, if you want to make further changes.

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  1. Axis Label - this can be re-named for further clarification with the Visualization being set up.
  2. Trendline - this can be set to On or Off (Off is the default setting). 
  • For this example, we will turn On the Trendline to demonstrate what it does.
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Click the Run icon.

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The Trendline is now showing in the Visualization.

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Click Save when you are finished.

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Enter a Name, Description (optional), and select any Share options wanted for the New Visual.  Click Save when completed.

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