The visual actions menu will allow you to take further actions on your charts.
The following table describes the actions that are available.
📌Note: The actions available will vary between visual types.
Action | Icon | Description |
Add Comparison |
| Add an individual subject, such as employee, candidate, or requisition, or group to the comparison grid. |
Annotate |
| Add annotations to your visualisation to provide additional context to the data. |
Capture |
| Create a capture of your chart. |
Compare to |
| Compare metrics over time, across different populations, or against other metrics. |
Download visual |
| Export visualisations as a PNG, PPTX, or XLSX file to share or edit outside of the solution. |
Find on chart |
| Find a specific employee in the Organisation 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. |
Redo |
| Redo an action that you've undone when building or viewing a visual. |
Reset |
| Clear all actions that you've made to the visual and start over. |
Settings |
| Configure options such as setting the maximum number of data items. |
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. |
Undo |
| Undo an action that you made when viewing or building a visual. |