An interactive visualization provides a visual representation of the data contained in a dataset - whether it's a chart, table or map. Once created, the visualization is updated any time the underlying data changes, and can be shared with others, or embedded in other websites.

To create an interactive chart, table or map allowing you to visually analyze the data; you'll first need to make some choices about how to summarize and arrange the data. The sections below walk you through visualizing the data the way you want it.

Filtering Options

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If you are not interested in looking at the entire dataset, but only a portion of it, then filtering is a must. If you want to look at the dataset as a whole, move to on to Row Grouping Options section. Filtering allows you to zero in on specific records. You may filter the dataset by following the steps below:

  1. Select the column containing the value you want to filter from the drop down list.
  2. Select an operator to specify filter method to use (e.g. dataset records must "equal" (or does not equal, like, not like, greater than, less than, etc.) value selected in step 3).
  3. Enter the value (e.g. word, number, or date depending on the column selected) you would like to use in the filter by typing a few characters contained in the value, and choosing from options given. These options represent values contained in the dataset. For very large datasets, you may need to enter three or four characters for options to be provided. The more characters entered, the more refined your choices become.
  4. Add one or two additional filter conditions by selecting "AND" or "OR", then repeat steps 1-3. Using "AND" when filtering will provide results that meet both conditions. Using "OR" when filtering will provide results that meet either condition.

How do I create meaningful filter conditions?

Row Grouping Options

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Row grouping allows you to create category summaries of the dataset. If you are not interested in creating category summaries, move on to Calculation Options section. By grouping records, you will be able to view one or more calculated results (the selections you will make under Calculation Options) for each category contained in the columns you group by. To group records, select the one or more columns containing the categories you would like to use in your visualization.

What is the best way to group data to create the chart, table or map I am interested in?

Calculation Options

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Calculating allows you to count records and summarize numeric values for an entire dataset or within selected row groupings. You must select at least one calculation option to create charts and intensity maps. If you are only interested in tables showing the raw data, you can move on to Display Column Options section. To calculate, you will either need to select count, or select the column containing the numeric values to calculate and then the function you want to use from a list of available options.

What do I need to consider when selecting calculation options?

Count of Records:

Display Column Options

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If you have not selected row grouping or calculation options above, you will see a list of columns available in the dataset. If record-level tables are allowed (e.g. no data suppression thresholds have been applied to the dataset), tables may be produced without grouping or calculating by selecting the columns you would like the table to contain. To select multiple items, click the first item, then hold the shift key while clicking the second item (this will highlight everything between your selections). To de-select an item or add a single item, hold the CTRL key, then click the item.

If you have selected row grouping and calculation options above, those columns are reflected below. If you decide you would like to remove one, you may de-select an item by holding the CTRL key and clicking the item.

Sort By

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You may choose a column to sort by, and then the direction to sort. Sorting does not apply to pie charts or maps. Tables are sortable by all columns shown on display.

View Options

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Select the type of visualization you want to create from the drop down list. This list presents visualizations that can be created based on your selections. Once you have made your selection, click the preview or save button.

The settings chosen will not create a visualization, please edit them. Go Back