Visual Actions Menu

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

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

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

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

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 a specific employee in the Organization visual.

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

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

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

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

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

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.

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

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