AX1759

Viewing visualization reports

In the Intelligence Center, you can browse all of the visualization reports that are available to you, and open them to view report data using business intelligence tools and visualizations. In order to open a visualization report, you must have at least read-only access to the report, as defined in Axiom security. visualization reports can be opened from either the Web Client or the Desktop Client.

This topic discusses the default way to access and view visualization reports. Your system may be designed so that you can open these reports in other ways, such as:

  • Using links within your home page or other product pages
  • Using links within a task pane or ribbon tab in the Desktop Client

Opening a visualization report using the Web Client

You can open visualization reports using the Intelligence Center page in the Web Client.

To open a visualization report from the Intelligence Center:

  1. Click the Syntellis icon in the Navigation bar. From the Area menu, select Intelligence Center.

  2. In the left-hand panel, select the Reports tab if it is not already selected.

  3. Do one of the following to locate the report that you want to open:

    • Use the folder tree in the left-hand panel to navigate to the folder where the report is located.

      OR

    • Use the Search box to search for the report by name.

    For more information on how to search, filter, and sort the Intelligence Center, see Intelligence Center overview.

  4. Once the report displays in the Intelligence Center grid, click on the report name to open it.

The report opens in a new browser tab.

Opening a visualization report using the Desktop Client

You can open visualization reports from the Reports Library in the Desktop Client (Excel Client or Windows Client). You can differentiate visualization reports from other types of Axiom reports using the following icons:

  Axiom form
  Visualization report
  Web report
  Spreadsheet Axiom file

To open a visualization report:

  1. On the Axiom tab, in the Reports group, click Reports to bring up the Reports menu.

    NOTE: In systems with installed products, this feature may be present on a different ribbon tab, such as the Main tab.

    TIP: You can also open reports from the Explorer task pane or Axiom Explorer.

  2. Use the Reports Library folders at the bottom of the menu to navigate to the specific report that you want to open, and then click on it.

The visualization report opens in the Web Client using your default browser.

Viewing data in a visualization report

When you open a visualization report, it displays a configured set of Axiom data using visualizations. Visualizations are items such as charts, tables, maps, matrices, and KPIs. The report may contain other visual elements for navigation, drilling, and filtering.

Depending on the report configuration, you can explore and filter the data using features such as:

  • Filtering: Data can be filtered in various ways.

    • You can use the Filters pane along the right-hand side of the screen to filter the entire report, the current report page, or the currently selected visualization. These filters may be saved in the report, or you can apply new filters as needed using the Filter Library panel.

    • Selecting a field in a visualization can filter other visualizations that use the same field.

    • The report may contain drop-down lists, slicers, or other visual elements that can be used to filter data.

  • Drilling: Visualizations can be associated with hierarchies, so that you can drill down the hierarchy to see the visualization data at different levels.

  • Bookmarks: You can use bookmarks to view designated areas of interest and apply predefined filters. Click the Show Report Bookmarks icon to show the Bookmarks panel, and then select from defined bookmarks (if present).

For more information on what you can do when viewing a report, see the Power BI documentation.

NOTE: Data in visualization reports is not live. Recent changes to Axiom data may not be available in visualization reports if the data has not been synchronized. For more information on how visualization data is managed, see Managing data for visualization reporting.

Changing the color theme for a visualization report

Visualization reports use a specified color theme in visualizations and other report elements. When viewing a visualization report, you can change the color scheme as needed. Changing the color scheme to use a different set of colors may make it easier to review certain visualizations.

When a visualization report is open in viewing mode, any color scheme changes only apply to the current report session. If you want to change the default color scheme for the report, you must make the change in the report editor and save the report.

  1. Click the Report Settings icon in the Web Client Task bar.

  2. In the Report Settings panel, select the desired theme.

The report updates to use the specified theme.