Set Up Visualization Options

Access the

Configurations

panel on your visualization.

(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.

(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.

(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.

(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.

(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.

(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.

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.

(Optional for KPI viz types) Complete the

Comparison Measure

and

Indicator

tabs, see Set Up KPI Viz Options.

(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 .

(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.