Visual Actions Menu

A list of the actions you can perform when building your visuals.

The Visual Actions menu located on the right side of your screen allows you to build and customize visuals to suit your needs.

The following table describes the actions that are available.

Note: Actions will vary between visual types.

Action

Description

Add comparison

Add an individual subject (such as employee, candidate, or requisition) or group to the comparison grid. For more information, see Compare.

Annotate

Add annotations to your visualization to provide additional context to the data. For more information, see Add an Annotation.

Capture

Create a capture of your chart. View your captures in Captures. For more information, see Captures.

Change Colors

Change the appearance of your chart by selecting a different color palette or changing the color of visual items such as metrics, trend lines, dimension members, and data points. For more information, see Change Colors.

Compare To

Compare metrics over time, across different populations, or against other metrics. For more information, see How to Create Comparisons.

Download visual

Export visualizations as a PNG, PPTX, or XLSX file to share or edit outside of the solution. For more information, see Download a Visual.

Find on chart

Find a specific employee in the Organization visual.

Forecast

Generate a forecast in the Pipeline Trend visual to predict when subjects will successfully complete a process.

Info

Show or hide the Info panel. For more information, see The Info Panel.

Redo

Redo an action that you've undone when building or viewing a visual. For more information, see Undo and Redo Visual Actions.

Reset

Clear all actions that you've made to the visual and start over.

Settings

Options are dependent on the visual type, but some examples include:

  • Set how the groupings are ordered in the chart.
  • Set the maximum number of data items.
  • Hide items that contain zeros, have n/a values, or are classified as "Others".

For more information, see Chart Display Settings

Show paths to job

Select a target job in the Career Paths visual to view the fastest and likeliest routes an employee can take to move to another job.

Table settings

Adjust the data that appears in rows and columns for the Table visual.

Traffic Light

Apply conditional formatting to a chart to quickly highlight metric values of interest. For more information, see Traffic Lighting.

Undo

Undo an action that you made when viewing or building a visual. For more information, see Undo and Redo Visual Actions.