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Editing visualizations

After creating a visualization, you may want to make adjustments to improve how it conveys information to users. For example, you can change the data used, or adjust the appearance of the visualization. You can add more dimensions or measures for further depth of information, or remove some to improve clarity, and streamline a visualization.

The data in a visualization can be changed. For example, you might correct an invalid dimension or measure, or unlink a measure from a master measure so you can modify it without changing the master measure. For more information, see Changing the data of a visualization.

The appearance of a visualization can be edited to improve design and enhance understanding. There are a number of different ways you can adjust the appearance of your visualizations:

  • Colors: Coloring is one of the best ways to highlight values in your visualizations. Qlik Sense provides a range of different coloring options.

    For example, you can assign specific colors to the distinct values in a master dimension to ensure that those values use the same colors across all your visualizations.

    For more information, see Coloring a visualization.

  • Sorting: The sorting of your dimensions and measures helps ensure that content is presented in a logical and understandable manner.

    For more information, see Change the sorting of a visualization.

  • Titles and labels: Titles and labels can be changed for clarity and detail.

    For example, in a pie chart showing sales by region, you could add an expression providing the total sales sum.

    For more information, see Changing the appearance of a visualization.

  • Presentation: Different visualizations have different options that can be adjusted to enhance the display of data.

    For example, you can set bars in a bar chart to display as grouped or stacked, as well as vertically or horizontally.

    For more information, see Changing the appearance of a visualization.

You can convert a visualization into another visualization type, and preserve your settings. For more information, see Converting a visualization to another kind of visualization.

You edit visualization properties in the properties panel.

  1. Click Edit Edit sheet in the toolbar.

    The properties panel for the sheet opens to the right. (If it is hidden, click Show properties open right panel in the lower right-hand corner.)

  2. Click the visualization that you want to edit.

    The properties panel now shows the properties of the visualization.

  3. Make your changes in the properties panel.
  4. Click Checkmark Done editing in the toolbar.

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