This is a quick tutorial walking you through the basic steps of uploading data and creating your first visualization. You can either watch the video or follow the steps below.
We start off in the dashboard on the visualizations tab. Click the "New Visualization" button to create a new visualization.
On the next screen, you will first need to give your visualization a title. We'll call it "Pokemon". After you click "Next", you will then have the option to select a data source. You can either upload a spreadsheet (exported as a CSV or TSV file), connect to an API, or choose a 3rd party integration (for example, a Google Sheet). For the purposes of this tutorial, we will focus on uploading a CSV (comma-separated values) file. Select the option to "Upload a spreadsheet".
On the next screen, click the "Choose File" button and find the correct CSV file on your local hard drive. Here is a link to the data we will be using—a dataset of Pokemon characters.
After you have selected your file, click the "Upload Data" button to upload the CSV file, and once it has finished, click "Save and Next".
On the next tab, "Fields", you can see a preview of all of the fields in your data, each with a sample value. This screen lets you verify that Gist has interpreted the data type correctly. Gist currently handles the following four data types: Text, Number, Date, and Percent.
If the data type has not been correctly inferred, you can click on the pencil icon to edit your data field and change the type. You can also change the Display Name for your field to make it more readable for your audience. In this case, we will change "Pokemon No_" to "Pokemon Number".
Back on the Fields page, you can see that display name for your first field has changed to "Pokemon Number". Go ahead and click "Save and Next".
The next screen shows your filters. Filters are used in your visualization to narrow down your set of data. Generally filters make the most sense for categories and not unique values, such as numeric or data range values. Here, we will only select the categorical fields in the data — "Type 1" and "Type 2". Click "Save and Next" to continue.
Now we have landed on the "Views" tab, where you can turn on all of the views that you would like to use to display your data. You can change the default view by clicking the menu at the bottom right of each thumbnail.
Note that the various views in Gist have different expectations for the structure of your source data. For more information on the data features required for each of the views, you can look at a range of sample datasets we put together: http://support.gistapp.com/getting-started/sample-datasets
For now, we will go ahead and select the Pie Chart thumbnail.
This screen shows the preview for the Pie Chart. The settings for the View are on the left. There is little we need to change here — we will simply set the default field in the "Chart By" menu to "Type 1" by clicking the house icon next to the field name in the list. Then click "Done".
Next, we will set up the Gallery View. To start with, open the "General Settings" by clicking the corresponding button above the view thumbnails. This opens a window where you can enter two fields for the title of each item, and the field for an image. Images can be set to display in the detail view, as well as in the Gallery and the Timeline views.
We will go ahead and set the item title to the field "Name", and the image to the field "Image URL". Click "Save" to close the window, and click the "Save" button back in the main screen. This will process the images, which could take a moment, depending on the size of your dataset.
Next, open up the Gallery preview. It will display the images from the "Image URL" field in the tiles.
We will adjust the default sort order to "Max HP" (a category in the sample dataset that stands for “maximum hit points”) by clicking the house icon next to the field name in the list, and selecting “Done”. Then, click "Save and Next" to go to the final tab, "Display".
On the “Display” tab you can set the display properties of your visualization, including the privacy settings.
We will open the visualization for public access by flipping the first switch, "Allow anyone to view visualization", as well as make it possible for anyone to download the source data through the visualization menu with the second toggle. Lastly, we will also list the visualization on our Team Page by setting the last toggle. Click the "View" button to preview your visualization.
Here is our Gallery, which has been set as the default view of our visualization.
Clicking on the Pie Chart symbol in the top left will take us to the Pie Chart view. Your visualization is live and ready to share!
You can explore the finished visualization here: https://schema.gistapp.com/151_pokemon/gallery
We hope this tutorial was useful and look forward to seeing your visualizations on Gist!