5.2. Quick options-cards

The Analytics+ visual provides all the functionalities even when the size of the visual is reduced i.e. it does not fill the entire canvas. The toolbar is disabled when the size of the visual is decreased beyond a threshold - you can still perform all the basic customizations via the context menus and by using the on-object interaction menus - without having to switch to focus mode.

When the toolbar is unpinned, clicking on the + icon at the bottom left will open the context menu.

i) Sparkline

You can seamlessly switch between chart types or remove the sparkline altogether.

ii) Elements

When the toolbar is enabled, you can use the elements dropdown menu.

iii) Settings

You can directly navigate to the configuration settings for canvas, conditional formatting, ranking, and sorting from this section.

iv) Trellis layout

You can choose between different layout options and navigate to Trellis settings if further customization is called for.

v) Pivot data

vi) KPI preset

Quickly change the KPI styling by selecting from a range of built-in presets.

vii) Summary table

You can view and re-order the underlying data used to render the cards within the Inforiver visual itself.

2. Customizing the KPI

Click on the KPI section of the card to enable customization options.

i) Changing the preset

Click on the back and forward arrow icons to browse and apply various presets.

ii) KPI customizations

iii) Editing KPI metrics

You can either click on the pencil icon or double click the metrics section to open the on-object interaction menu.

3. Chart customizations

4. Focus mode

You can zoom out and analyze a KPI card by clicking on the focus icon which appears on hovering over a card.

5. Resize panels and lock size

You can easily re-size panels by hovering over the edges - a blue bar appears, which you can drag to resize. You can also click on the lock icon to lock the panel size and prevent re-sizing.