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Workday User Guide
Last Updated: 2024-09-20
Set Up Visualization Options

Set Up Visualization Options

Security: These domains in the System functional area:
  • Drive
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You can configure vizzes to customize the display, such as managing the sort order of fields and overriding populated values for
Drill By
 and
Show Details
.
  1. Access the
    Configurations
     panel on your visualization.
  2. (Optional for Pivot Table viz types) As you complete the
    Columns
     section, consider:
    Option
    Description
    Reset to default
    Select to reset all configuration on the selected viz.
    Sort Order
    Change the sort order to:
    • Alphabetical - Ascending
       or
      Alphabetical - Descending
    • Value Total - Ascending
       or
      Value Total - Descending
    Number of column groupings
    Set the number of column groupings. There is a maximum limit of 250.
    Total
    Select the
    Hide Column Totals
     check box to hide the total column value, which displays the cumulative effect of all increments in the last bar using a separate color.
  3. (Optional for Pivot Table viz types) As you complete the
    Rows
     column, consider:
    Option
    Description
    Reset to default
    Select to reset all configuration on the selected viz.
    Sort Order
    Change the sort order to:
    • Logical - Ascending
       or
      Logical - Descending
       for fields with logical sorting enabled.
    • Alphabetical - Ascending
       or
      Alphabetical - Descending
    • Value Total - Ascending
       or
      Value Total - Descending
    Number of row groupings
    Set the number of row groupings. There is a maximum limit of 12000.
    Total
    Select the
    Hide Row Totals
     check box to hide the total row value, which displays the cumulative effect of all increments in the last bar using a separate color.
  4. (Optional for Area Chart, Bar Chart, Chart, and Line Chart viz types) As you complete the
    X-Axis
     section, consider:
    Option
    Description
    Reset to default
    Select to reset all configuration on the selected viz.
    Sort Order
    Change the sort order to:
    • Alphabetical - Ascending
       or
      Alphabetical - Descending
    • Value Total - Ascending
       or
      Value Total - Descending
    • Field - Alphabetical Ascending
       or
      Field - Alphabetical Descending
    Number of axis groupings (Max 100)
    Set a limit for the number of axis groupings. If you set a limit, select the
    Summarize remaining values
     check box to display an
    Other
     grouping on the x-axis to view the remaining results. Clear the check box to exclude the remaining results.
    Display Name
    Change the axis display name or select
    Reset to default name
     to revert to the original display name.
  5. (Optional for Area Chart, Bar Chart, Chart, and Line Chart viz types) As you complete the
    Y-Axis
     section, you can change the
    Axis display name
     or select
    Reset to default name
     to revert to the original display name.
  6. (Optional) As you complete the
    Color
     section, consider:
    Option
    Description
    Reset to default
    Select to reset all configuration on the selected viz.
    Sort Order
    Change the sort order to:
    • Alphabetical - Ascending
       or
      Alphabetical - Descending
    • Value Total - Ascending
       or
      Value Total - Descending
    • Field - Alphabetical Ascending
       or
      Field - Alphabetical Descending
    Number of groupings (Max 250)
    Set the limit for the number of groupings. If you set a limit, select the
    Summarize remaining values
     check box to display an
    Other
     grouping on the x-axis to view the remaining results. Clear the check box to exclude the remaining results.
    Display Name
    (Optional for Donut Charts) Change the display name or select
    Reset to default name
     to revert to the original display name.
  7. (Optional for Area Chart, Bar Chart, Line Chart, Matrix Chart, Heatmap, and Scatterplot viz types) As you complete the
    Options
     section, consider:
    Option
    Description
    Data Labels
    Select
    Display data labels
     to show data values as text on the viz.
    For Area, Bar, and Line viz types:
    • Select
      All
       to display data labels for all measures on the viz.
    • Select
      Custom
       and then select the specific measure(s) to display data labels for. (For Matrix charts, if
      Point
       is selected, only the
      All
       option is available).
    If there is not enough space on the viz to display data labels without overlapping, some labels may be hidden. You can try to:
    • Select only specific measures to display labels for.
    • Configure decimal points to shorten the data label.
    • Expand the viz for more display room.
    • For stacked bar charts, zoom into the chart until the label displays.
    (Optional Area Chart, Bar Chart, and Line Chart)
    Reference Lines
    Select
    Add Line
     to add a reference line to compare data against specific values.
    Select the
    Line Type
     and your specifications for the reference line:
    • Constant value
    • Measure
    • Workday Delivered Fields
    Select the
    Label Display
     for your reference line:
    • Name and Value
    • Name
    • Value
    You can add multiple reference lines. Remove or disable reference lines from the related actions menu.
    Note: If there is 1 measure in the drop zone and this is used as a reference line, the default
    Count
     measures the viz. To use the same measure as a Y-axis value and a reference line, the user must add the measure to the Y-axis drop zone twice and identify 1 of these measures as the reference line.
  8. (Optional for KPI viz types) Complete the
    Comparison Measure
     and
    Indicator
     tabs, see Set Up KPI Viz Options.
  9. (Optional) As you complete the
    Show Details
     section, consider:
    Option
    Description
    Enable Show Details for this viz
    Turn the toggle:
    • On to enable the viz to display
      Show Details
       when you select aggregated marks and cells.
    • Off to disable the viz from displaying
      Show Details
      .
    Override default fields and settings
    Turn the toggle:
    • On to enable custom field configurations for
      Show Details
      .
    • Off to revert fields to the default values set up by your admin.
    Field
    (Available when you toggle on
    Override default fields and settings
    .) Add, remove, or reorder fields for the viz.
    Sort Order
    (Available when you toggle on
    Override default fields and settings
    .) Manage the sort order of
    Show Details
     fields by selecting
    Alphabetical - Ascending
     or
    Alphabetical - Descending
    .
  10. (Optional) As you complete the
    Drill By
     section, consider:
    Option
    Description
    Enable Drill By for this viz
    Turn the toggle:
    • On to enable the viz to display
      Drill By
       when you select aggregated marks and cells.
    • Off to disable the viz from displaying
      Drill By
      .
    Override default fields and settings
    Turn the toggle:
    • On to enable custom field configurations for
      Drill By
      .
    • Off to revert fields to the default values set up by your admin.
    Field
    (Available when you toggle on
    Override default fields and settings
    .) Add, remove, or reorder fields for the viz.
    Sort Order
    (Available when you toggle on
    Override default fields and settings
    .) Manage the sort order of
    Drill By
     fields by selecting:
    • Alphabetical - Ascending
       or
      Alphabetical - Descending
      .
    • Value Total - Ascending
       or
      Value Total - Descending
      .
    • Logical - Ascending
       or
      Logical - Descending
       for fields with logical sorting enabled.

This content is not part of the Workday Administrator Guide.