Configuring Visualization Options for Insights
Visualization controls let you refine how insight data appears, including thresholds, sorting behavior, and label configuration for donut and bar charts.
Steps to Configure Visualization Options
- Open the Insight Editor (either creating or modifying an insight).
- Select the Visualization tab.
- To set a threshold, enable the Threshold toggle and choose “Greater Than or Equal” or “Less Than or Equal.”
- Enter a Value to determine when the insight’s total appears in red.
- For bar charts, configure X‑axis and Y‑axis labels from the dropdowns.
- Use Sort Options to change how values appear (e.g., chronological, alphabetical, numeric).
- Review the live preview on the right to confirm changes.
- Select Create or Save to apply visualization settings.