Visualizations overview

Workspace offers a number of visualizations that let you generate visual representations of your data, such as bar charts, donut charts, histograms, line charts, maps, scatterplots, and others. Most visualization types will be familiar to you if you use Customer Journey Analytics. However, Analysis Workspace provides visualization settings and many new or unique visualizations types with interactive capabilities.

Visualization types

The following visualization types are available in Analysis Workspace:

Visualization name Description
Area Like a line graph, but with a colored area below the line. Use an area graph when you have multiple metrics and want to visualize the area expressed by the intersection of two or more metrics.
Bar Shows vertical bars representing various values across one or more metrics.
Bullet graph Shows how a value you are interested in compares to or measures against other performance ranges (goals).
Cohort table A cohort is a group of people sharing common characteristics over a specified period. Cohort Analysis is useful for retention, churn or latency analysis.
Donut Similar to a pie chart, this visualization shows data as parts or filters of a whole.
Fallout Fallout reports show where persons left (fell out) and continued through (fell through) a predefined sequence of pages. Can be set to eventual or exact sequences
Flow Shows exact customer paths through your websites and apps.
Freeform table A Freeform table is not merely a data table, but also an interactive visualization. It is the foundation for data analysis in Workspace.
Histogram A histogram buckets persons, visits or events into buckets based on a metric volume.
Horizontal bar Shows horizontal bars representing various values across one or more metrics.
Line Represents metrics using a line in order to show how values change over a period of time. A line chart uses time along the x-axis.
Scatterplot Shows the relationship between dimension items and up to three metrics.
Summary number Shows the selected cell as 1 large number.
Summary change Shows the change between the selected cells as 1 large number/percent.
Text Lets you add user-defined text to your Workspace. Helpful for adding additional context to your analysis and insights, in addition to leveraging panel/visualization descriptions
Treemap Displays hierarchical (tree-structured) data as a set of nested rectangles.
Venn Uses circles to depict the metric overlap of up to 3 filters.

Add visualizations to a panel

  1. Open the Analysis Workspace project where you want to add a visualization.

  2. Use any of the following methods to add the visualization:

    • In the left rail, select the Visualizations icon , then drag a visualization to the panel where you want to add it.

    • On the panel where you want to add the visualization, select the Plus icon, then choose the icon that represents the visualization that you want to add. Hover over the icon for each visualization to see its name.

      Button for adding a visualization

    • Add a blank panel, then choose the visualization that you want to add.

      Blank panel

    • Right-click an existing panel in your Analysis Workspace project, then select Duplicate visualization or Copy visualization.

Customize visualization settings

You can customize visualization settings for an individual visualization, or for all visualizations that you create.

Customize visualization settings for a single visualization

To access Visualization Settings for an individual visualization:

  1. In Analysis Workspace, hover over the visualization whose settings you want to customize.

  2. Click the gear icon.

    Each type of visualization has unique settings that you can customize. For information about available settings, see Settings.

Customize visualization settings for all visualizations you create

You can customize settings for all visualizations that you create. For more information, see User preferences.


Each visualization has its own settings that you can manage. To access Visualization Settings, click the Visualization Settings gear icon.


Setting Description
Visualization Type Change the type of visual used to depict the data.
Granularity For trended visualizations, you can change the time granularity (day, week, month, etc.) from this drop-down list. This change also applies to the data source table.
Percentages Displays values in percentages.
100% Stacked This setting on area stacked, bar stacked or horizontal bar stacked visualizations turns the chart into a “100% stacked” visualization. Example: Stacked 100%
Legend Visible Lets you hide the detailed legend text for the Summary Number/Summary Change visualization.
Limit Max Items Lets you limit the number of items that a visualization displays.
Anchor Y Axis at Zero If all the values plotted on the chart are considerably above zero, the chart default will make the bottom of the y-axis NON-ZERO. If you check this box, the y-axis will be forced to zero (and it will re-draw the chart).
Normalization Forces metrics to equal proportions. This is helpful when plotted metrics are of very different magnitudes.
Display Dual Axis Only applies if you have two metrics - you can have a y-axis on the left (for one metric) and on the right (for the other metric). This is helpful when plotted metrics are of very different magnitudes.
Show Anomalies Enhances line graphs and freeform tables by displaying anomaly detection. Anomaly detection in line visualizations includes an expected value (dashed line) and an expected range (shaded band).


A visualization legend helps you to relate date in a source table to plotted series in the visualization. The legend is interactive - you can click a legend item to show/hide a series in the visualization. This is helpful if you want to simplify the data being visualized.

Additionally, you can rename legend labels to help you make visuals more consumable. Note: legend editing does not apply to: Treemap, Bullet, Summary Change/Number, Text, Freeform, Histogram, Cohort or Flow visualizations.

To edit a legend label:

  1. Right-click one of the legend labels.

  2. Click Edit Label.

    Edit label

  3. Enter the new label text.

  4. Press Enter to save.

Right-click menu

Additional functionality for a visualization is available by right-clicking on the visualization header. Settings will vary by visualization. Some of the settings available are:

Right click

Setting Description
Insert Copied Panel/Visualization Lets you paste (“insert”) a copied panel or visualization to another place within the project, or into a completely different project.
Copy Visualization Lets you right-click and copy a visualization, so that you can insert it to another place within the project, or into a completely different project.
Download project data Download up to 50,000 dimension items for the selected dimension as a CSV.
Download project data Download visualization data source as a CSV.
Duplicate Visualization Makes an exact duplicate of the current visualization, which you can then modify.
Edit Description Add (or edit) a text description for the visualization.
Get Visualization Link Lets you direct someone to a specific visualization within a project. When the link is clicked, the recipient will be required to login before being directed to the exact visualization linked to.
Start Over (Works for Flow, Venn, Histogram) Deletes the configuration for the current visualization so you can re-configure it from scratch.

Create Visual icon

If you are not sure which visualization to pick, click the Create Visual icon in any table row (available on hover). This is the fastest way to add a visualization. Clicking it prompts Analysis Workspace to take an educated guess at which visualization would best fit your data. For example, if you have 1 row selected, it will create a trended line graph. If you have 3 filter rows selected, it will create a Venn diagram.

Quick visualization

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