Discover Pro Toolbox

The Discover Pro toolbox, to the left-hand side of the canvas, lets you access key functions when building your discovery. Most of these functions allow you to change your visualization type either to one of the out-of-the-box types or to a custom type. In addition, there are also selector tools that allow you to select the content items in your discovery. You will use these options when building the content for each of your visuals.

• For more general information about the workspace, see Discover Pro Workspace

Toolbox

Selection / Interaction tools

The selection options (green highlight) control what your cursor does when you select items on the canvas.

Function	Description
Default Selector	The default selector option. When this option is selected, clicking an item on the canvas selects it.
Item Picker	Use the Item Picker tool to select multiple items at once. This tool is useful for non-contiguous selections, since you select the data points or members one-by-one, rather than "lassoing" a set of items. Tip: Alternatively, you can also use CTRL+Click to select multiple items one-by-one.
Select Lasso	Use the Select Lasso to select multiple items at once. This tool is useful for picking contiguous selections, since it allows you to "lasso" a set of data points or members. As well as selecting your lassoed items, you may also be able to focus on or classify your selected items, depending on your visualization type.
Zoom Lasso	Use the Zoom Lasso to select multiple items at once and to zoom in on your selection. This is useful for contiguous selections, and also where you are selecting a small sub-set of items and want to interact with just that sub-set.
Formatting Selector	Format selected items on the canvas. When this option is selected, the canvas transforms into an intuitive, point-and-click formatting area. Hover your cursor over the content items on the canvas to highlight them for selection; then, once selected, make your changes from the Formatting panel.

Out-of-the-box Visualization Types

Use the Visualization Type selectors (orange box above) to choose an out-of-the-box visualization type for your data. In each case, you can right-click the root visualization type to open the sub-menu and, from there, select a visualization type. For example, to change your visualization into a Layered Map you can right-click Maps > Layered Map (orange arrow below):

To learn about each of the visualization types, follow the links below:

Gauges

Gauges are used to create KPI visuals on the fly, allowing you to define status, target, and actual value.

Grids

Grids are used to present data in rows and columns. You can typically choose from three grid types:

• Matrix Grid
• Tabular Grid
• Raw Grid (Discover Pro only.)

Cartesian charts

Cartesian charts plot data across two axes (a y-axis and an x-axis), which meet at 0.

Column charts

• Column chart
• Stacked column chart
• Stacked 100% column chart
• Marimekko chart

Not available in Smart Discover (Discover Pro and Lite only):

• Box & Whisker
• Waterfall
• IBCS-like column chart
• IBCS-like waterfall chart

Bar charts

• Bar chart
• Stacked bar chart
• Stacked 100% bar chart
• Tornado

Line charts

• Line chart
• Spline chart 
• Step line chart 
• Point chart
• Lollipop chart
• IBCS-like line chart (Not Smart Discover)
• IBCS-like lollipop chart (Not Smart Discover)

Area charts

• Area chart
  • Spline area chart
  • Step line area chart
• Stacked area chart
  • Spline area stacked chart
  • Step line stacked area chart
• Stacked 100% area chart
  • Spline stacked 100% area chart
  • Step line stacked 100% area chart
• Stream area chart
  • Spline stream chart
  • Stepped Stream Chart
• IBCS-like area chart (Not Smart Discover)

Segment charts

Segment Charts display each element of the given hierarchy as a different segment of the chart, with each element represented as a proportion of the whole, based on its value.

• Pie chart
• Doughnut chart
• Pyramid chart
• Funnel chart

Radar charts

Radar charts are used to plot one or more series of values across multiple quantitative variables, which are represented on axes extending from a central point.

• Radar line chart
• Radar area chart
• Radar smooth line chart
• Radar area smooth line chart
• Radar point chart

Plotted Charts

Plotted Charts (or Multi-Variable charts) plot two hierarchies across Cartesian coordinates. They are useful in finding correlations in the data set.

• Scatter chart
• Bubble Chart

Advanced Charts

Advanced Charts plot multiple hierarchies in ways that can be more interesting than a typical Cartesian chart.

• Tree Map Chart
• Hierarchical Tree Map Chart
• Circle Packing Chart
• Hierarchical Circle Packing Chart
• Sankey Chart
• Word Cloud
• Sunburst Chart

Maps

Maps plot data geographically, and are an excellent way to visualize the spread of data across geographical locations.

• Bubble Maps
• Shape Maps
• Geo Heat Map
• Layered Maps

Other Visualization Types

The Add content item options (dark blue highlight) are used to add visuals to your discovery that were created on-the-fly for this discovery.

Function	Description
Custom Visualizations	Use the Custom Visualization Type selector (dark blue arrow above) to choose a custom visualization type for visualizing your data. Tip: To learn about each of the custom visualization types that is available, hover your cursor over the custom sub-menu items.
Auto Recommend	Click Auto Recommend (purple arrow) to get Pyramid to select the most appropriate visualization type for the data that is currently added to your visual.