What is a Details Visualization?


A details visualization is a special case of a limited visualization, slightly related to the Details-on-Demand. This means that the information shown in a details visualization depends on what is marked in one or more other visualizations. Details visualizations can be used to set up analyses where you can drill down into your data in multiple steps. The marking you perform in one visualization (the master visualization), determines what you will see in the next visualization, and so on. If nothing is marked, the details visualization will not contain any data at all.

In contrast to the Details-on-Demand, which is always a table, the details visualization can be any type of visualization and it can be placed anywhere within the page, just like any other visualization.

  1. Load data for the master visualization and, if other data, for the details visualization.

    Comment: Note that all data tables you wish to use must be loaded, and a relation must have been set up between the data tables, before you create the details visualization. See How to Insert Multiple Data Tables into the Analysis for more information about how to add more data tables and define relations between them.

  2. Create the master visualization that you want to use to control the details visualization.

    Comment: This should be the visualization in which you want to be able to mark items and retrieve details about these items in the details visualization.

  3. Right-click in the visualization and select Create Details Visualization and the type of visualization to use as details visualization from the pop-up menu.

  4. If there are more than one related data table available in your analysis, the Create Details Visualization dialog will appear. Select which data table to use from the Related data table for new visualization drop-down list.

    Comment: If no related data tables are available, the details visualization will automatically use the same data table as the master visualization.

  5. Click OK in the Create Details Visualization dialog.

    Response: The new details visualization appears in the analysis.

  6. Set up the new details visualization to the desired view.

The Data page in the Visualization Properties dialog controls which markings will be used to limit the data shown in a visualization. Normally, no marking is selected here, but when you create a details visualization, the marking used by the master visualization is automatically selected to be limiting, and a new marking is created to enable marking in the details visualization.

Tip: An already created visualization can also be converted to a details visualization by changing the limiting markings on the Data page. In that case, you should also make sure that the visualization in itself does not use the same marking as is used to limit the data shown.

Example:

Imagine having a master visualization showing the sales of different fruits and vegetables during a couple of years. The master visualization in this example is a line chart with each line representing a fruit or a vegetable:

vis_details_visualization_example1.png

Then, we want to investigate the carbohydrate content of the different fruits and vegetables in a details visualization where only the data for the type that we clicked on is shown.

Right-click on the master visualization and select Create Details Visualization > Bar Chart.... In this example, the details data comes from a different data table than the one used in the master visualization, but it could also be the same data table.

This details visualization is set up to show the content of Glucose, Fructose, Maltose and Saccharose on the value axis and (Column Names) on the category axis. If nothing is marked in the master visualization, then no data is shown in the details visualization:

vis_details_visualization_example2.png

When a line is marked in the master visualization, the bar chart is updated to show data about that fruit or vegetable. In this example, we mark Apples, the second line from the bottom:

vis_details_visualization_example3.png

The details visualization shows the carbohydrate content of apples:

vis_details_visualization_example4.png

Clicking on the Bananas line will show the carbohydrate content of bananas, etc.

A details visualization can, in turn, be used as a master visualization  for another details visualization, so that you can drill down deeper and deeper into your data, by marking elements in a series of visualizations.

See also:

Details on Create Details Visualizations

Loading Data on Demand

Master-Detail Visualizations

Limiting What is Shown in Visualizations