Dataset Properties

This page guides you through connecting your data source and then dragging fields to visualize the data values on a plot.

Use the Dataset tab to configure the dataset fields of a component. After you map a data connection and drag fields into Category and Series, you can fine-tune each field from the Properties pane at the bottom of the window.

Map a data connection & add fields

1. Map a data connection using the drop-down menu (Ref. Connecting to a Data Source section).

2. Drag and drop fields:

   • Category — add dimensions for the component.

   • Series — add measures for the component.

3. Configure field-level options in the Properties tab (appears at the end of the Dataset window).

Category Properties

Displayed for each field placed in the Category.

• Field Name: Displays the default name of the field.

• Display Name: Provide a display name for the data field.

• Visible: Enable or disable the visibility of the field.

• Color: Set color for the selected data field.

• Data Store Date: Select a date format for the Data Store to display Date values.

Series Properties

Displayed for each field placed in the Series.

• Field Name: Default name for the selected data field.

• Display Name: Provide a display name to the selected data field.

• Visible: Enable or disable visibility of the selected data field.

• Color: Set the color of the selected data field.

• Opacity: Set the opacity for the selected data field.

• Data Label: Opens Data Label Properties for the selected data field.

• Data Store Type: Select an arithmetic operation for aggregation in the Data Store.

Note: Supported Data Store options are Sum / Mean / Count / Min / Max / Variance / Standard Deviation.

Dataset Properties (Data Grid component)

For Data Grid components, additional field properties are available in the Properties tab:

• Field Name: Default name of the selected data field.

• Display Name: Provide a display name for the selected data field.

• Visible: Enable or disable visibility for the selected data field.

• Frozen Column: Enable/disable a frozen (sticky) column.

• Width: Set column width using the stepper.

• Color: Select a color for the selected data field.

• Text Align: Left / Center / Right alignment for the column text.

• Unit: None, Auto, %, K, M, B, T, Q, Lacs, Cr.

• Precision: Set numeric precision (up to 8 decimal places).

• Currency: None, CENT, EURO, INR, POUND, USD, YEN.

• Position: Prefix / Suffix placement for Unit/Currency symbol.

• Row Aggregation: None, Sum, Average, Count, Minimum, Maximum.

• Show Tooltip: Enable/disable tooltip for the column.

• Tooltip Field: Provide tooltip content for the selected column.

• Column Type: None, Numeric, Hyperlink, Image, Bullet, Progress Bar, Sparkline, Pie.

• Number Formatter: None, Indian, International.

• Sorting: Enable/disable sorting for the column.

• Data Store Type: Select a Data Store Type option.

• Data Store Date: Choose a date format to reflect date columns in the dashboard.

• Column Style: Enable/disable custom column styling.

• Font Color: Select the font color.

• Font Size: Set font size (stepper).

• Font Style: Normal / Italic.

• Font Weight: Normal, Bold, 300, 600, 900.

• Font Family: Arial, BizVizFont, BizvizFontRegular, Cambria, Helvetica, Lucida Bright, Monotype Corsiva, Papyrus, Raleway, Roboto, Times New Roman, Ubuntu, Verdana.

Tips:

• Categories vs Series: Place dimensions in Category and measures in Series to ensure correct visual behavior.

• Consistent Display Names: Use human-friendly names for readability in legends, tooltips, and labels.

• Units, Precision, Currency (Data Grid): Combine Unit, Precision, Currency, and Position to standardize numeric display across columns.

• Number Formatter: Choose Indian or International to match your audience’s locale conventions.

• Data Store settings: Use Data Store Type and Data Store Date to control aggregation and date formatting consistently across visuals.

Troubleshooting

• Field not visible in chart: Ensure Visible is enabled for that field.

• Unexpected totals: Verify Data Store Type matches the intended aggregation.

• Date shows incorrectly: Adjust Data Store Date format.

• Tooltip not showing: Enable Show Tooltip and set Tooltip Field for Data Grid.

• Alignment & width issues: Use Text Align and Width to refine layout in Data Grid.