This guide combine best practices with solutions to common challenges, enabling you to develop more effective and compelling visualizations.
Structural design
Learn layout techniques to organize your data.
Both facets and subplots can be used to help structure visuals.
Facets - partition data into distinct groups and repeat the subplot(s) for each group, allowing hierarchies with up to 8 levels.
In the visualization Design panel, add the field you'd like to partition by to Facet, using the option of row and/or column.
Subplots - enable multiple marks along a shared axis with separate scales on the other, supporting up to 64 subplots in an 8x8 grid.
Add each new plot as a new Mark, increasing the Subplot y-axis by 1 each time to position each new visualization under the previous.
Styling & annotations
Enhance charts with visual elements, comments, and professional formatting
Adding dots to a linechart can be a simple way to clearly identify the key data points along the trend line.
With your visual in Custom view, duplicate the Line Mark you'd like to add dots too.
Change the Mark type to Circle.
Using dynamic comments on a chart means they will be self-service, updating alongside your data.
Create a SQL cell and manually define the comment to add in (e.g one column is a date, another is the event).
Join this table to your dataset, so each column has the corresponding event against it.
Plot your data, then add a new Text Mark which will be the event field now joined onto your dataset.
Navigate to '...' to modify the position of your dynamic comment in relation to the rest of the visual.
Advanced analytics
Explore methods for more advanced and statistical chart outputs.
Create an initial Mark (e.g. daily conversion rate) using a calculated field
Add a second Mark with the same x-value, and use the custom field below to add a 30 day window as the second calculated field.
Navigate to ...(More) -> Show marks legend to add a legend for both marks in.
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Click '+' from a SQL cell to create a visual
Choose one of the Scatter visual options
Set up the scatter plot, selecting the x and y values, adding the A/B test split into Color to differentiate between your groups.
Select your visual and add a new Mark type (Line)
Drag the relevant field into the x-axis column (e.g., Date)
In the y-axis column, format the calculation to add AVG(Value) OVER (), replacing Value with the field to find the average of
