Learn how to extract (segmented) data from bar and line chart widgets

By reading this article, you will learn how to make data in charts insightful. Apply overrides as desired and segment this data set even more. Moreover, you will learn how to export your discovered insights within a few clicks. 

This article covers:

• Override dimensions;
• Click-through in charts;
• Data segmentation;
• Data exports.

Override dimensions

Each graph in a dashboard has a dimension. A dimension indicates how a bar or line graph is plotted. Below is an example of a bar chart that contains a Retailer dimension.

As you can see in the image above, when you choose the dimension ‘retailer’, all the bars in the widget are plotted by retailer. However, you can adjust this if desired. Do you want to provide a temporary insight immediately? Then click on the dimension (bottom right) and click on one of the options. The 3 most chosen options are immediately visible, and when you press ‘more options’ you can choose from all available dimensions. You can even use tags you created as dimensions!

Note: setting an override dimension is temporary. In other words; when you refresh the dashboard, you’ll see the default dimension again, configured by the person who created it originally. If needed, the dashboard owner can always change the default dimension. 

Permanently modify an override dimension:

• Edit dashboard;
• Click on the settings icon next to the graph you want to override;
• Click on ‘Dimension’;
• Choose the desired dimension;
• Click on ‘Apply’;
• Click ‘Save’ to save all the changes.

Click-through in charts

When you’ve set up a line or bar chart to your liking, you are obviously interested in how the data is structured. Why do, for example, products in Spain have an in-stock rate of 52.5% and more importantly, how can you get this number up to increase your sales?

To answer this question, you need to understand the underlying data. We will explain how you can best uncover this in both bar- and line charts.

Note: bar and line charts are not only named differently, but they also display insights in a slightly different way. The rule of thumb here is that a line chart displays data for the complete date range selected in a dashboard filter, while a bar chart displays only the last day of the selected date range. This information is always shown at the bottom of the chart.

If you want to view the segmented data of a bar or line chart, you simply click on a specific bar in the chart to see dimension-specific data. In line charts, you select de date and the dimension to get the results you want to view. If you click outside a bar or line, you will see all the widget data. 

Data segmentation

Once you have clicked through from a point in the graph, you will see a segmented view of your data. This gives you the starting point for what you can fine-tune further.

Data export

Last but not least, you can export your data.