Visualizer: 01. Reading the Basics

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The Visualizer is a powerful tool that can be used to graph a set of objects from the Relations Tab, a worklist, Cohort Analysis, Power Filter, Trend Analysis, or Comparative Analytics. To open the Visualizer from any of these screens, right-click on the bottom-most object in the list of objects to be visualized and select ‘Visualizer - top X’. Note that no less than 10 and no more than 50 objects can be loaded into the Visualizer at any given time.

Once open, select between 6 different graph types depending on the desired insights (image 1). Certain graph types (like the 1D-bar graph below) allow for object sorting. To sort an object by a specific metric, select that metric at the top of the Visualizer screen, right-click on the graph, and select ‘Sort’. Objects can also be highlighted or hidden from the graph by right-clicking on the object and selecting the appropriate option.

 
 

To adjust the metric of an axis, use the drop-down next to the respective axis label at the top right of the window (image 2).

 
 

The range (or minimum/maximum values) of an axis can also be adjusted using the drop-down menu to the right of the metric adjustment drop-down (image 3). In the example below, the x-axis is displaying the Raw Penetration (metric) and its relative change over the past year (which is defining the range). When measuring a change, adjust how the data is averaged, how long of a period it is measured over, or the month the data ends on using the toolbar at the bottom of the screen.

 
 

Similar to other screens in the platform, data from the Visualizer can be exported to an Excel file or saved as a separate file to be stored or shared. In order to do so, right-click anywhere on the graph and select the appropriate option (image 4).