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Visualizing Data

Visualizing Data

Jan 30, 2018

Creating infographics is how you generate and view dynamic reports. Once you create an infographic, you can easily view it at any time by clicking on folder where the infographic is stored and selecting the file you want to view. The content in the inforgraphic is updated when the corresponding workbook is recalculated.

You can share your infographics with other people and groups as well as adjusting the file ownership in the security settings.

Infographics Overview

Infographic widgets are interactive tools that allow you to access and view your data in different ways.

You can choose from the different types of widgets including graphs, maps, charts, tables, and more.

Each widget is linked to data from a workbook. You need to run the corresponding workbook before you can configure the widget to display that data. The data that is available to the widget is based on selections made in the Save Workbook settings. See Configuring Workbook Settings to learn more.

Creating A New Infographic

To set up a new infographic:

  1. Click the + (plus) button and select Infographic or right-click in the browser and select Create new > Infographic. You are now in the infographic creation screen.

  2. To start building an infographic, select the type of widget from the widget toolbox and drag and drop it in the middle of the page.

  3. Click the Data tab on the left side of the new infographic to show which properties need to be entered for the configuration.

  4. Specify who else can view or edit this graphic by clicking Infographic Settings in the toolbar and opening Sharing. Specify what type of access all users have (view or edit).
    You can make this graphic open for public viewing by selecting the Make Public checkbox.

  5. Click Save, then select the location and enter a name for the Infographic, and click Save again.

Infographic Tabs

You can open multiple tabs to place and configure widgets. Each of these tabs are separate from each other and can have different background and widgets used in them. Infographics from one tab can simply be copied and pasted to another tab. 

Selecting and Configuring Widgets

Selecting a widget

After the infographic page has been loaded, you can select and configure the widgets to use in the infographic. See Create a New Infographic to learn how to set up an infographic.

To select widgets:

  1. To open the widget toolbox, click Add Widget on the toolbox or from the Widgets menu.

  2. Click a widget from the list of available widgets in the left toolbox. Drag and drop the selected widget into the workspace.

  3. Click the Data tab to show which properties need to be entered for the configuration.

  4. Find the data to add to the infographic and drag and drop the data into the corresponding fields in the widget.

     

Configuring widgets 

Looking for a how to on configuring a specific widget? Go to Types of Infographic Widgets.

  1. Load or create an infographic from the File Browser tab.

  2. To open the widget settings, click the Widget Settings option.



The widget settings are separated in two categories: Standard and Specific.

Standard settings

The following standard settings are available for all widgets.

  • Description. Add a description to the widget.

  • Background. Add a solid color or an image as a background to a widget.

  • Frame. Frame a widget and choosing a color for the frame.

  • Transformation. Adjust the side of the widget width and height, position of the widget on the page,

  • and rotation of the widget.

  • Data. Limit the number of data points shown.

  • Others. Change the opacity of the widget.

Specific settings

The specific widgets settings are dependent on the widgets being customized.
As an example, these are the specific widgets settings of a pie chart:

  • Specific Settings

    • Legend. Choose to include a built in legend for the displayed data in the infographic. 

    • Subtype. Select different chart/graph styles from the drop-down menu.

    • Color. The top color bar shows the current colors being used in the widget. Clicking on a box and selecting a new
      color changes the corresponding widget color. Specify the color of the lines in a widget, or choose a flat, gradient, or categorical color scheme.

  • Label Style Settings

    • Specify the color of the labels.

    • Choose a font size.

    • Choose a font type.

    • Create a max label length to make text easier to read.

    • Choose from different how the labels for the widget are displayed.

    • Designate a gap size between labels.

    • Ability to turn labels off and on.

    • Choose to display labels with numerical values, percentages, or as plain text.

    • Option to hide labels with smaller values.

    • Merge smaller values into an other category.