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Interact with cards

The key to fully understanding your data is to interact with two or more visualizations from the same dataset. Cards created from fields from the same dataset are linked, allowing you to make selections on one card and see related cards update to highlight your selections.

When you have different types of cards on the page, making selections, filtering, accessing statistics, and other interactions can reveal spatial, temporal, numeric, and categorical patterns that may not have been apparent in a single visualization. To see the variety of ways you can visualize your data, see Analysis capabilities.

Navigate maps

  • The following options are available for zooming in and out on your maps:
    • Use the Zoom tools Zoom tools from the map toolbar.
    • Scroll in and out with your mouse.
    • Use Shift + click + drag to zoom in on an area of interest
  • To pan, use your mouse or the arrow keys on your keyboard.
  • After panning and zooming on a map, use the Default extent button Default extent to return to the map's original extent.
    Tip:

    If you want all of the maps on your page to display the same spatial extent when you zoom and pan, use the Sync extents button Sync extents. It's helpful to have all the maps on your page update to reflect the location and zoom level for your area of interest.

Maximize a card

When you interact with a card, you may want to enlarge the card to get a better view of the data. Maximizing the card creates a filmstrip view of the cards on your page, with the maximized card at the top, and thumbnails of the remaining cards arranged below.

Click Maximize Maximize to expand your card.

Click Restore down Restore down to return to the previous page view of your cards.

View pop-ups

Pop-ups provide a quick overview of a single feature on a map or an aspect of a chart, such as a bar or point. To see a pop-up on a map, hover over a point, line, or area. To see a pop-up on a chart, hover over a point, bar, or slice.

Map pop-ups

Map pop-ups display important information about the data on your map. By default, the map pop-ups will display values from the first string field in the dataset. If there are no string fields, then the first number field will be used. The field displayed in the pop-ups can be changed using the Display field button. The Display field button is located in the data pane next to the Location field for spatial datasets.

Choose a display field

Note:

The Display field button is disabled for datasets created from database connections that have been joined or aggregated. Database connections are available in Insights Enterprise and Insights Local.

If a pop-up is styled by a field other than the Location field, then the pop-ups will include information from both the Style by field and the Display field.

See card statistics

Summary statistics provide a quick overview of your data. Statistics vary based on the type of chart or map you're interacting with.

Summary statistics on maps include count, minimum, maximum and mean, but vary depending on the type of data you're mapping. Maps made from datasets that are editable at the data source will also have a timestamp, which will tell you the time that the version being viewed was last updated. If the data is not up-to-date, then the dataset or workbook can be refreshed to show the latest copy of the data.

Chart statistics also vary by chart type. For example, bar chart statistics include count, mean, median, and upper or lower quartiles.

Statistics on summary tables include sum, average, minimum, maximum, median, and percentile. The statistics are calculated on number or rate/ratio fields for each unique value in the category column. Summary tables also include a footer statistic, which displays the statistic chosen for the number or rate/ratio field calculated for the entire dataset. For example, if the chosen statistic is Average for a table of 10,000 points grouped into five unique categories, then the footer average will be the average of the 10,000 values, rather than the average of five averages.

Access chart statistics

Click the Chart Statistics button Chart statistics to see available statistics.

Access map statistics

Click the Info button Info to turn the map card over and see summary statistics.

Hide or show a legend on a card

By default, all map cards list one or more layers as a collapsed legend.

Legends on maps

  1. Click the map to show the toolbar.
  2. Do one of the following:
    • Expand the legend for a layer to see the Layer options pane.
    • Hide the legend by clicking the Legend button Legend.

Legends on charts

  1. Click the chart to show the toolbar.
  2. Click the Legend button Legend to show the legend.

Change the visualization type

You get a different perspective on your data when you change to a related visualization type. For example, if you change from a choropleth map to a histogram, you can see how your numeric data is distributed, such as which numeric ranges are the most or least concentrated, or whether or not the data is skewed.

Related visualization types are determined by the data in your visualization. Use the following steps to change the visualization of your card:

  1. Click the card to see the toolbar.
  2. Click the Visualization type button Visualization type.
  3. Applicable visualization types can be chosen in the list. If all the visualization types are unavailable, you can't change the visualization type.
  4. Click a visualization type in the list.
  5. The card changes to the chosen visualization type, for example, a histogram.
  6. To return to the previous visualization, click the Visualization type button Visualization type, and choose the visualization from the list.

Change the title of the card

By default, cards are assigned a title based on the order in which they are created, for example Card 1, Card 2, and so on. You can provide a more meaningful title if you wish. You can see a card title when the card is not selected.

  1. If you have selected the card, click outside the card to unselect it.
  2. You can see the card title. For example, Card 1.
  3. Click the card title.
  4. The title field turns gray.
  5. Enter a new title, and click Enter (or click off the card).