Using the Options Toolbar


The Options toolbar is located in the upper-right corner of the Insight interface. These options control your interactions with your data, including options such as pivoting and filtering. You can also change your chart type using the Chart Picker option.

Reference: Options Toolbar Icons

The following section describes the icons that display on the Options toolbar.

 Reset

Returns the chart to its original state. Any filters, measures, dimensions that are added in the current Insight session are reverted. The chart type is reverted, as well.

 Swap Axis

Swaps the x and y axis, placing the contents of the x-axis on the y-axis. You can click Swap Axis again to change the chart back to its original orientation.

 Save
Available when running an Insight-enabled chart from the WebFOCUS Home Page. Allows you to save the Insight chart as a new file.
 Chart Picker

Provides options for selecting different chart types, including:

  •  Horizontal Bar. Offers the capability of ranking data in descending order. This chart type can also be used when x-axis labels are too long to fit legibly side-by-side. The following buckets are available for this chart type: Vertical Axis, Horizontal Axis, and Color.
  •  Vertical Bar. Shows different measures per dimension component using different identifying colors. The following buckets are available for this chart type: Vertical Axis, Horizontal Axis, and Color.
  •  Vertical Stacked Bar. Stacks values per dimension component using differentiating colors. The following buckets are available for this chart type: Vertical Axis, Horizontal Axis, and Color.
  •  Pie. Presents values as part of a whole using colors to separate the segments. Pie charts emphasize where your data fits in relation to the larger whole. The following buckets are available for this chart type: Rows, Columns, Measure, Color, and Size.
  •  Vertical Line. Creates a line chart which is representative of the data. Line charts are useful for showing trends in numerical data. The following buckets are available for this chart type: Vertical Axis, Horizontal Axis, and Color.
  •  Area. Creates an area chart which is similar to a line chart except the area between the data line and the zero line (or axis) is usually filled with color. The following buckets are available for this chart type: Vertical Axis, Horizontal Axis, and Color.
  •  Scatter. Plots data using variable scales on both axes. The following buckets are available for this chart type: Rows, Columns, Vertical Axis, Horizontal Axis, Size, Detail, and Color.

    Note: When working with Insight Scatter or Bubble Charts, the "Show Datalabels" ability is tied to the Size bucket. Therefore, you will only see datalabels if there is a measure in the Size bucket.

  •  Circle. Plots differing values in rows, enabling you to draw inferences as to how the values overlap. The following buckets are available for this chart type: Rows, Columns, Vertical Axis, Horizontal Axis, Size, Detail, and Color.
  •  Treemap. Displays large amounts of hierarchically structured data. This chart type uses sections to represent an aspect of the selected measure. The following buckets are available for this chart type: Grouping, Size, and Color.
  •  Histogram. Analyzes the distribution of a measure while assigning it to buckets based on the values you specify for the bins that are created. The default bin count is 10. The following buckets are available for this chart type: Rows, Columns, and Measure.
  •  Table. Presents data in tabular form, allowing you to compare various intersections in your data. The following buckets are available for this chart type: Rows, Columns, and Measure.
  •  Matrix. Analyzes one or two measures against a crosstab of two categorical dimensions. The following buckets are available for this chart type: Rows, Columns, Size, and Color.
  •  Point Map. Uses symbols of different sizes to represent data associated with different areas or locations within the map. The following buckets are available for this chart type: Layer, Size, and Color.
  •  Choropleth Map. Visualizes location-based data, trends, and distributions across a geographic area. These maps are geographically-based heat maps. The following buckets are available for this chart type: Layer and Color.

Note: The orientation of this chart icon changes if you swap an axis. In addition, the image that displays for the chart type changes, based on your selection.

 Show Filter

Defines filters for your data. Select this icon, and using the filter shelf that opens above the bucket shelf, click the Show Filter icon to define a filter.

Note: To select one or more non-consecutive values, select each field. The selected values will display with a check mark to indicate that they have been selected.

 More Options

Opens the following additional options:

  • Export Data. Exports the underlying data of the current chart to an Excel file in LOCAL file storage. You will be alerted when the file appears in the bottom left corner, similar to any other file that you download.
  • Export Image. Generates an image of the current chart, which is saved in PNG format to LOCAL file storage using the current width and height of the browser window.
  • Series Layout. The bar, line, and area charts in Insight support several different sub-graph types (aka Layout). The supported graph types include: horizontal bar, vertical bar, vertical stacked bar, line, and area charts. For bar, line, and area charts, the Series Layout Options are as follows:
    • Horizontal Bar: Stacked, Side-by-Side, Absolute, Percent
    • Vertical Bar: Stacked, Side-by-Side, Absolute, Percent
    • Vertical Stacked Bar: Stacked, Side-by-Side, Absolute, Percent
    • Line: Stacked, Side-by-Side, Absolute, Percent
    • Vertical Stacked Area: Stacked, Side-by-Side, Absolute, Percent
  • Y-Axis Log Scale. Adjusts the log scale on the y-axis. This option is always unchecked, by default. The following chart types are supported:
    • Horizontal Bar
    • Vertical Bar
    • Vertical Stacked Bar
    • Line
    • Area charts
    • Scatter charts
    • Circle
    • Histogram
  • X-Axis Log Scale. Adjusts the log scale on the x-axis. This option is always not selected, by default. The following chart types are supported:
    • Scatter
    • Bubble
  • Change Bin Size. Changes the size of the bin (numeric value only). This option is only available for histograms. Clearing the text box switches it back to automatic bin size generation.
  • Show Data Label. Turns numeric Data labels on/off on all charts, except Grids. The default for this setting is always Off except for Treemaps.
  • Show Totals. Turns the Summary Row Total on Data Grid on or off. The default for this setting is always False.
  • Marker Shape. Changes the marker shape used in the matrix marker chart. Options include: Circle, Square, or Fill.