Visualization

To use a field as a Category or Dimension for Visualizations, you need to

• Tick the field Use as Category/Dimension
• Select from a list of Text/AutoNumber fields the Category/Dimension Name (for example: Last Name)
• Note: these fields are populated automatically for all hierarchical Components (e.g. Location or Department).
• Visualization Data Source List View: This is to nominate the list view that will be used as the basis for new data sources in Visualizations, and for opening records when using "Analyze Further" in Visualizations. If left blank, the Default Component Lookup List View will be used.
  The form assigned to the selected list view (or default component lookup) will be the form that is opened when opening it from the "Analyze Further" list.