Creating visuals
This page summarizes the common setting options for both tables and charts, however they each do have their own nuances. See Tables and Charts respectively for more.

The Basics

There are a few ways to create a visual in Causal
πŸ“ˆ
​
πŸ“‘
​
  • Selecting the variables you wish to chart/table in the spreadsheet workspace, and hitting New Visual.
  • Right-clicking a variable and clicking Create Chart or Create Table.
  • You can also drag & drop variables onto an existing chart/table in the spreadsheet workspace.
You can edit visuals
πŸ› 
​
  • In the toolbar of the Spreadsheet workspace, by hitting "Show Visuals"
  • In the Visuals workspace

Settings on visuals

  • These can be found either on the chart itself by hitting the gear icon
    βš™
    ; or
  • (in the visuals workspace) on the left pane once a visual is selected

Common setting options across visuals

Granularity

This lets you define how the variables are displayed, (and in the case of Tables, summed), across time (e.g. monthly, quarterly, annually), and toggle between them easily. See Time Aggregation if you want to change how a variable aggregates into quarters or years (the default setting is sum).

Filters

This lets you define a "filter" on a particular dimension (e.g. categories, scenarios, versions), that applies to the whole visual. For example, you might only want to view a single scenario at a time, but be able to switch/toggle between them. You can have multiple filters for different dimensions.

Actuals vs. Forecast

The Last Actual Date setting determines what is shown as an "Actual" in tables and charts. See here for more. ​

Variable by variable settings

  • You can easily add, rename, format, reorder and delete variables in the variables section
  • If a variable is broken down by a Category, then by default, Causal will keep the breakdown. If you wish to 'aggregate away' the underlying category items, you can do so by hitting the category icon and unticking the category box.

Custom start and/or end dates

  • By default, the visual will display the entire model date range. However, if you'd like to shorten this, you can select a custom start and/or end date for the visual in the advanced settings.

Enable full-width

  • This Display setting enables the chart to be full-width in the Dashboard / Presentation mode, and in the Visuals workspace.

Exporting visuals

Click the 'download' icon in the top right of the visual to copy or download it as an image. For tables, you also have the option to download the text directly, or as a CSV both of which can be pasted/opened in a spreadsheet.

Settings specific to Tables & Charts

The above summarizes the common setting options for both tables and charts, however they each do have their own nuances. See Tables and Charts respectively.