Visualization Wizard

The Visualization Wizard helps you to quickly start creating a dashboard and guides you through creating charts. It generates a chart based on selected data. The Wyn administrator could have set it to start automatically when you create a new dashboard. You can also manually start it from this icon in the dashboard toolbox:

The Visualization Wizard has four sections:

• Dataset Panel - Select the dataset or data model for your chart. If you've already added a dataset to the dashboard, it appears here automatically.

• Render Panel - Displays a live preview of your chart based on the selected data attributes.

• Recommendation Panel - Shows alternative chart types compatible with your data. Grayed-out options are not supported by the current selection.

• Data Role Panel - Lets you adjust the fields used in the chart. Common tasks include:

  • Changing data formats or display units

  • Creating a hierarchical field

  • Applying aggregations

  • Using quick functions

Steps to Create a Visualization

1. Open the Visualization Wizard

   In the Dashboard Designer, click Visualization Wizard from the Dashboard Toolbox.

2. Select a Dataset

   In the Dataset Panel, choose the dataset you want to use. Available attributes will appear automatically.

   Example: "Profit/Loss", "Revenue", "SG&A Costs", "Year"

   
   

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3. Choose Data Attributes

   Click or drag your desired fields into the Render Panel to generate a chart preview.

   
   

   
   

4. Change the Chart Type (Optional)

   Use the Recommendation Panel to select an alternative chart type.

   
   

   
   

5. Adjust Field Roles (Optional)

   Use the Data Role Panel to customize how data fields are used. You can modify formats, apply aggregations, or create calculated fields.

6. Save the Chart

   Click Save to add the visualization to your dashboard or Save and Create Another to build more.