Difference between revisions of "View"

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==Overview==
 
==Overview==
  
A view is used for analyzing and presenting data. Following are descriptions of the aspects and features of a view.
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A view is used for exploring, analyzing and presenting data. A chart view is used for presenting data visually. Following are descriptions of the aspects and features of a view.
  
 
==Table==
 
==Table==
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==Type==
 
==Type==
  
The view has a type which is one of the following 3 types: [[Glossary of Data Analysis and Visualization Terms#List|List]], [[Glossary of Data Analysis and Visualization Terms#Pivot|Pivot]], or [[Glossary of Explore Analytics Terms#Chart|Chart]]. You can change the view type using the View Editor. When you change the type, the view still remembers the settings that were made for its previous type in case you go back to that type at a later time.
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The view has a type which is one of the following 3 types:
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* [[Glossary of Data Analysis and Visualization Terms#List|List]]
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* [[Glossary of Data Analysis and Visualization Terms#Pivot|Pivot]]
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* [[Glossary of Explore Analytics Terms#Chart|Chart]].
  
A normal progression is to start with a list. The list allows you to browse through the data and use the filter to focus on subsets of the data. For example, you can limit sales data to a particular region and product. You can then switch the type to a pivot. The filter remains and you can now aggregate the data along different dimensions of your product, for example by year and quarter. To visualize the data, switch the view type to chart. When you do that for the first time, the chart would reflect the presentation of the pivot. You can then edit the chart further to get the exact visualization that meets your analysis and presentation needs.
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You can change the view type using the buttons above the view. When you change the type, the view still remembers the settings that were made for its previous type in case you go back to that type at a later time.
  
==View Editor==
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A normal progression is to start with a list. The list allows you to browse through the data and use the filter to focus on subsets of the data. For example, you can limit sales data to a particular region and product. You can then switch to a pivot. The filter remains and you can now aggregate the data along different dimensions of your product, for example by year and quarter.
  
The view editor allows you to select fields and configure the view. The view editor resides in the [[Glossary of Explore Analytics Terms#Sidebar|sidebar]]. It has different options based on the [[#Type|type]] of view.
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The Pivot view is very powerful as it allows you to perform many types of calculations to analyze your data.
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To visualize the data, switch to chart. When you do that for the first time, the chart would reflect the presentation of the pivot. You can then edit the chart further to get the exact visualization that meets your analysis and presentation needs.
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The chart builds on the analytical capabilities of the pivot. This means that the various types of calculations that you find in the pivot view are also available in the chart view.
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==Fields Dialog==
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The fields dialog allows you to select fields, define calculations, and configure the view. The fields dialog resides in the [[Glossary of Explore Analytics Terms#Sidebar|sidebar]]. It has different options based on the [[#Type|type]] of view.
  
 
{{Template:Exploring|Data Sources and Tables|Defining a Filter}}
 
{{Template:Exploring|Data Sources and Tables|Defining a Filter}}

Revision as of 13:33, 12 November 2013

Overview

A view is used for exploring, analyzing and presenting data. A chart view is used for presenting data visually. Following are descriptions of the aspects and features of a view.

Table

A view is based on a table. Although the view can include data from related tables, the table on which the view is based upon is always part of the view. There can be multiple views of the same table showing different selection of data and different calculations and presentations.

Filter

The view has a filter that determines which of the table rows will be included in the view.

Field Selection

You can select the fields that are displayed in the view. You make field selections using the View Editor.

Type

The view has a type which is one of the following 3 types:

You can change the view type using the buttons above the view. When you change the type, the view still remembers the settings that were made for its previous type in case you go back to that type at a later time.

A normal progression is to start with a list. The list allows you to browse through the data and use the filter to focus on subsets of the data. For example, you can limit sales data to a particular region and product. You can then switch to a pivot. The filter remains and you can now aggregate the data along different dimensions of your product, for example by year and quarter.

The Pivot view is very powerful as it allows you to perform many types of calculations to analyze your data.

To visualize the data, switch to chart. When you do that for the first time, the chart would reflect the presentation of the pivot. You can then edit the chart further to get the exact visualization that meets your analysis and presentation needs.

The chart builds on the analytical capabilities of the pivot. This means that the various types of calculations that you find in the pivot view are also available in the chart view.

Fields Dialog

The fields dialog allows you to select fields, define calculations, and configure the view. The fields dialog resides in the sidebar. It has different options based on the type of view.

The Explore Analytics User Interface
Selecting Fields
Managing Favorites
Managing Tags
Data Sources and Tables
Field Data Types
SQL Expression Field
Drill Down
Binning
View
Defining a Filter
Cloning a View
Sharing a View
Creating a New View
View Editor
Working with Values
Using Multiple Tables in a View
Exporting View Data
Exporting and Importing View Definition
Editing a Long-Running View
List
Working with Lists
Reporting on ServiceNow Variables
Calculated Fields
List Mashup
Pivot
Calculated Values and Calculated Columns
Calculated Values
Calculated Columns
Pivot Drill Through to Details
Coloring Rules
Formatting Categories and Values