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Data Attribute Actions

Once a data attribute has been bound to a scenario in a data binding slot, you can further manipulate it using the dropdown menu.

To open the menu click the gear icon to reveal available options.

This menu provides a set of modifications that apply only at the scenario level (they will not change the underlying dataset).

All modifications in this menu apply only to the specific scenario (chart, KPI, etc.) you are editing.

They do not alter the dataset itself or affect other scenarios using the same attribute.

1. Change Aggregation Method

By default, numeric attributes are aggregated as Sum. You can change the aggregation method to better suit your analysis. Options include:

  • Sum – totals all values.

  • Average – returns the mean of the values.

  • Max – displays the maximum value.

  • Min – displays the minimum value.

  • Count – counts the number of records.

  • Distinct Count – counts the number of unique values.

2. Apply Quick Functions

Quick Functions allow you to apply calculated transformations directly to a bound attribute, without modifying the dataset.

Available functions:

  • Ranking Calculation – assigns a rank to each value based on its order (e.g., sales ranked highest to lowest). Useful for leaderboard-style visualizations.

  • Percentile Calculation – shows the relative standing of a value within a dataset (e.g., whether a sales amount is in the 90th percentile).

  • Running Calculation – accumulates values over time or across a dimension (e.g., cumulative sales by month).

  • Moving Calculation – calculates moving or rolling metrics over a specified window (e.g., a 3-month moving average).

  • Original Value – reverts the attribute back to its state before any quick function was applied.

3. Set a Filter

You can apply a filter directly to a bound attribute, restricting the data displayed in that visualization.

For details, refer to the Filter Data Attributes.

4. Rename

Allows you to rename the bound attribute at the scenario level. This changes only how the field is displayed in the current visualization.

For details, refer to Rename a Data Attribute.

5. Remove

Removes the attribute from the binding slot.

  • You can do this through the dropdown menu (Remove), or

  • By clicking the trash icon directly on the bound attribute.

6. Locate in Data Source

If you’ve forgotten which dataset field a bound attribute came from (especially after renaming it), you can use Locate in Data Source. This highlights the original field within the dataset/data source, helping you quickly trace its origin.