📊 Module 22: Workbook Visualizations

Week 4 • KPIs & Suite Analytics Workbook • Advanced Analytics

Visualization Types

Workbooks display data through three main visualization types: table views, pivot tables, and charts. Each serves a different analytical purpose — from raw data exploration to aggregated summaries and visual trends.

Visualization Types

📋 Table View

Displays raw data rows from the dataset.

  • Sort by any column
  • Filter interactively
  • Export to CSV

📊 Pivot Table

Aggregates data by dimensions with summaries.

  • Drag fields to Rows/Columns
  • Add Values (Sum, Count, Avg)
  • Drill down on cells

📈 Chart

Visual representation of data.

  • Bar, Line, Pie, Area
  • Multiple data series
  • Interactive tooltips

Creating Visualizations

📍 Steps

  1. Open or create a workbook
  2. Link a dataset to the workbook
  3. Click Add Visualization
  4. Choose type: Table, Pivot, or Chart
  5. Drag fields to configure the visualization
  6. Apply filters and formatting
  7. Save the workbook

🎯 Key Takeaways