When a number on a chart looks off, or you want to know where it came from, you can check the data behind it without leaving the Visualization Editor. View data lays out a chart’s numbers as a table, and Split view shows that table below the chart. From either one, select a value to see the individual Workiva Carbon records behind it.
Use it to confirm a total before you share it, to find the entries behind an outlier, or to see a pivot table’s data one row at a time.
Requirements
- Any BI role: BI Viewer, BI Builder, or BI Administrator. See Roles and permissions for visualizations (Carbon).
- Owner, Editor, or Viewer permission on the visualization.
- Workiva Carbon enabled in the workspace.
See a chart’s data as a table
View data shows every value in the chart as a table, with a row for each group the chart plots, such as each reporting year, and a column for each field and value. A pivot table’s data is laid out with no nested groups, so every row stands on its own.
- Open a chart or pivot table in the Visualization Editor.
- In the toolbar above the chart, click View data.
The table opens full screen under Chart data. To return to the chart, click Back to chart.
See the chart and its data together
Split view keeps the chart on screen while you read its data, so you can compare the two as you go.
- In the toolbar above the chart, click Split view, next to View data.
- To give the chart or the table more room, drag the handle between them.
Split view collapses the Sources and Build panels to make room for the chart. To reopen either one, click its icon at the edge of the canvas.
To expand the table to full screen, click the expand icon at the top of the table. To close the table, click Split view again.
See the records behind a value
Select a value on the chart or in its data table to see the records that make it up. For example, in a chart of energy use by reporting year, select the 2022 bar to see each energy record from 2022.
- Click a bar, point, or slice on the chart, or a value in the chart’s data table. A menu shows the value you clicked.
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Select the value you want to see the records for.
Note: Not every value has records you can open. A value that doesn’t is dimmed in the menu and shows No further detail.
The records open in a table. Above them, you’ll see the value you selected and how many records were returned, followed by the field values that define your selection, such as Reporting year: 2022. To go back to the chart’s data, click Chart data above the records.
What the records include
- One row for each record that contributes to the value.
- The fields used in your visualization, along with other fields from the view that help identify each record.
- Only records that match your visualization’s filters.
Large results are split into pages. Use Rows per page and the arrows below the table to move through them.
You can open records for one value at a time. Selecting another value replaces the records you’re looking at.
Things to know
- Your visualization doesn’t change: Viewing data, using split view, or opening records never changes the saved visualization or marks it as having unsaved changes. The view you’re in and the value you selected aren’t saved.
- Tables aren’t supported: A table already shows its data one row at a time, so View data and Split view aren’t available when Table is selected.