Creating a Chart in Visualize

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Article Goal

Learn how to create a basic chart in Visualize using the Chart element, including assigning values and arguments, editing names, and applying formatting options.

What Is a Chart?

A Chart in Visualize transforms your data into a visual format, helping you quickly spot trends, compare categories, and communicate results more effectively than raw tables alone.

Use Case: For example, you can drag Service Date into Values and Client into Arguments to compare service date totals across clients in seconds.

Why Create a Chart in Visualize?

• Provides a clear visual summary of numerical or categorical data

• Helps identify patterns, trends, or outliers at a glance

• Allows interactive exploration of key metrics

Note: Charts become more useful when you apply formatting—such as axis titles, number formatting, and separators—to improve readability for larger datasets.

Where Are Visualize Charts Created?

Charts are created inside the Visualize Designer in VDM. From here, you can add a Chart element, map data fields, and adjust design settings.

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Steps to Create a Chart

Step 1: Open Visualize Designer

Launch VDM and click on Visualize Designer from the main screen.

Step 2: Add a Chart

Click the Chart icon to insert a new Chart element into the workspace.

Step 3: Assign Fields

• Drag the field you want to measure into the Value (Y-axis) box (e.g., Service Date).

• Drag the field you want to compare into the Argument (X-axis) box (e.g., Client).

Optional Step: Edit Chart Names

• Right-click on the chart and select Edit Names.

• Update the Item Name (e.g., “Client Services”).

• Update the Series Name (e.g., “Services”).

Optional Step: Format the Chart

• Go to the Design tab under Chart Tools.

• Open X-Axis and Y-Axis Settings and adjust as needed:

• Example:

  • Enable Show Title.

  • Go to the Numeric Format tab.

  • Set Format Type to Number.

  • Set Unit to Ones.

  • Enable Include group separator for readability.

Tip: Formatting numbers properly makes the chart easier to read, especially when working with financial or large-scale data.

Article Summary

Creating a chart in Visualize allows you to quickly turn data into meaningful visuals. By assigning fields for values and arguments, editing chart names, and applying formatting, you can create clear and interactive charts such as Client Services. This makes it easy to identify performance trends and patterns without sorting through raw data.

Use Case: A manager can build a chart to compare the amount of service dates by client, helping them spot high-performing staff and potential inefficiencies.