Work with Charts and Tables

You can interact with charts and tables in a variety of ways to enhance or change your view of the data.

In this topic

Maximize a Chart or Table

Use Fast Change to View Table Information

Focus a Chart

Focus a Table

Sort a Table

Display Precise Data Point Values

Expand and Collapse Table Groups

Display Hidden Charts and Tables

Scroll a Long Chart Legend

Click in the title bar to display the chart or table at its maximum size, so that you can read it more easily.

Click  to restore the chart or table to its original size and location on the tab.

If the table or chart is grouped in a container object with one or more other tables or charts, maximize the entire container object.

Click in the title bar to change the view from a chart to a table. Click the same button to return to the original view.

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If the chart has an interactive legend, you can select a subset of filter values in the legend.

1. Click the first value and hold down the left mouse button.

2. Drag the mouse pointer until the green selection area touches all of the values you are interested in.

3. Release the mouse button.

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You can select a subset of the data points on a chart to focus on those data points.

1. Click at a spot that is above the highest vertical axis value you want and left of the first horizontal axis value, and hold down the left mouse button.

2. Drag the mouse pointer until the green selection area includes all of the data points you are interested in.

3. Release the mouse button.

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You can click a single line or bar in the chart to focus the chart on the data that line or bar represents.

Example: The first chart in this illustration has too many lines to present the data clearly. When you position the crosshair mouse pointer on one chart line and click, the chart redisplays to show only that line.

Note that the horizontal and vertical scales are also changed automatically to provide the most useful display of the selected chart line.

You can narrow the focus of a table by clicking cells in the table.

If you click a cell in a column that contains filter values, the table is filtered based on the selected value. If multiple rows have the selected value in that column, all of those rows are selected.

If you click a cell in a column that contains numeric data, the table is filtered for the combination of filter values in that row. Generally that focuses the table on that row only.

Example: If you click Profit under Budget in the Risk Reason column, as shown here, the table focuses on the two rows with Profit under Budget in that column.

To reverse the action and remove the filter, click the same cell again.

To expand a table item in a pivot table to reveal detail at the next level, click in that table cell.

To collapse the detail for a table item, click in that table cell.

To expand or collapse detail for all items in a column, right-click in that column, and click either Expand All or Collapse All on the shortcut menu.

Some analytics tabs contain more charts and tables than can be displayed at one time. In that case, multiple charts or tables share an area of the tab, and you switch between them using tabs for that area.

Example: In the Historical Pipeline tab, the Historical Pipeline Composition tables are displayed by default. To display the Movement Between Stages table instead, click the Movement Between Stages tab.

If a chart legend contains too many items to display the complete list, scroll arrows are displayed next to the legend.

Click to scroll items into view that are lower on the legend. Click to scroll to items that are higher on the list.