The Venn diagram functionality enables users to quickly and easily build complex search terms by manipulating visual representations of data, known as sets. By positioning the sets so they overlay, relationships can be established to allow a broader understanding of the underlying data.

To access the Venn diagram functionality, click Venn at the top of the screen.

The Venn diagram functionality runs in two distinct modes: Edit and Run. When first accessed, Edit mode will be activated.

To clear the canvas and start the building process again, click New Venn on the control panel.

Edit Mode

In this mode, the sets are configured with the required data. Click on any set to edit the values used. 

Adding a Single Set

Click on a set to open the Create Set window. The Fields drop-down list contains all available fields in the loaded index and, once selected, the associated values will be displayed.

There are three view options for the list of available values. The List option will display the values in a list, where clicking the checkbox next to the required field will load it as a set and return to Edit mode. 

The Numbers option allows a number range to be specified using the From and To textboxes. Not specifying a range will create an open-ended range search. Click Add To Selected then Set Value to add the range as a set.

The Dates option allows data range selection via a date picker. To use a single data value, use only the From data picker. To add a data range as a set, enter the required dates in the From and To date picker boxes, click Add To Selected then Set Value.

Adding Multiple Sets

To add more than one set in a single selection, the Multi Select option is required.

Follow the same process as adding a single set but click Multi Select before selecting the values. Any number of sets can be created, with the Selected Values list displaying all currently selected values. To remove a value, click the checkbox next to the relevant value.

Click Create Multiple Sets to separate the values into individual sets.

To combine the values into a single set, type a name in the Combined Set Name textbox and click either Combine Into Set (OR) to generate a set with all of the values selected or click Combine Into Set (AND) to generate a set with the only values that are shared across the different sets. If multiple values from the same field are selected and Combine Into Set (AND) is selected, no values will be displayed.

Adding Saved Reports

In the Create Set screen, click Saved Queries to select from a list of saved queries created from the currently loaded index. Load an individual report by clicking the checkbox next to the relevant report or load multiple reports by clicking Multi Select before clicking Saved Queries. Once multiple reports have been selected, review the selections in the Selected Reports tab and click Add to Venn to complete the process.

Adding the Current Query

In the Create Set screen, click Add Current Query. Search terms and filter values will only affect the values in the individual set.

Run Mode

Click Run Venn on the control panel located on the right of the screen to enter Run mode.

To move a set or label, drag and drop it to the desired position on the canvas. To manually resize a set, right click it and move the mouse towards or away from the set. To move the canvas to ensure all intersections are kept intact, click anywhere on the canvas and drag it into the required position.

Drill Through

To drill through to the underlying data, double click on the set or intersection. This will display the Query screen with the data filtered to show the specified records.

To return to the previous screen, click the Undo button. Alternatively, clicking Venn in the navigation bar will return to the previous screen while preserving the resulting query.

Removing Sets

To remove a set from the canvas, drag it to the Recycle Bin located at the bottom-left of the canvas.

Set Information

When in Run mode, clicking the Sets button on the control panel provides three tabs: Hits, Workspace and Measures. A fourth tab, Sets, becomes available when adding a Multi Select Venn set to a canvas already containing overlapped Multi Select Venn sets.

Hits

The Hits tab displays detailed information regarding the sets and any intersections, each represented by a scaled image.

Each set and intersection description details its contents along with a count of the records.

Hovering the mouse cursor over each section highlights the position on the Venn canvas and clicking any of the images toggles the visibility of the associated label.

By default, labels are displayed in a collapsed state. Expand the label by click the down arrow on the label. Hide the label using the X icon and show it by clicking the relevant image in the Hits tab. Only totals that have been created in the Measures tab will be displayed on a label.

To change the value of a set without entering Edit mode, click the Cog icon next to any individual set to open the Filter Panel. Change the value of the field using the drop-down list and click Modify Set to update the set on the canvas. To modify the field used for the set, click New Set. This will empty the existing field value and allow the addition of one or more fields to the Filter Panel. Use the Name textbox to customise the name, otherwise a default name will be applied. Configure the field options using the drop-down list and click Add Set to add the new set to the canvas.

Workspace

The Workspace tab provides the option to store an intersection as a single saved set. This is saved for future reference when the Venn diagram functionality is accessed and is not session dependent.

To add an intersection to the Workspace, drag it into the tab. To remove an intersection, drag it to the Recycle Bin located at the bottom of the canvas or click the red X icon inside the Workspace tab.

When the Workspace tab is selected, the movement of sets around the canvas is disabled. Choose any other tab in the control panel to reactivate this feature.

Measures

The Measures tab allows the configuration of totals that are displayed in the set labels or over the sets. By default, there will be a single count total for a set when it created.

Clicking the Cog icon displays the Totals window. To amend the existing total, make the required changes and click Close to save changes. To add additional totals, click the New Total button.

Name the total using the Total Label textbox and select an aggregation from the Total Type drop-down list. The Value Prefix and Value Suffix allows characters to be inserted before and after a value and the Value Format drop-down list contains options to customise how values are displayed. Use the arrows next to the aggregation name to reorder the totals and delete a total by clicking the X icon. Click Close to return to the Measures tab, where all created totals will be displayed in the specified order.

To toggle between the totals displayed, click the radio button for the required total in the Measures tab.

The Measures tab also allows Distinct Counts to be applied to sets on the canvas. This provides a count of the unique values for a given set or intersection rather than a count of all values. Use the radio buttons to select a distinct count that will be applied.

Please note that Distinct Counts are only available if the system administrator has created them.

Sets

This tab becomes available when more than one instance of the Create Multiple Sets option is used in the Create Set window. When added, the multiple sets will not be automatically visible on the canvas. By dragging and dropping them from this tab, they can be moved onto the canvas.

Shapes

To change the shape of a set, click the Shapes button in Run or Edit mode.

A selection of shapes are available and are applied by dragging the shape selection onto the required set.

Colours

The change the colour of a set, click the Colours button in Run mode.

A selection of colours are available and are applied by dragging the colour selection onto the required set.

Layout

To further customise the appearance of sets, click the Layout button in Run mode.

Global Settings

The following options will apply to all sets on the canvas.

The Auto Size Sets option will proportionally size the sets based on the total that is selected under the Measures tab. This option disables manual sizing of sets.

To display the details of an intersection inside a set, enable the Show Names Inside Sets option. This provides a means of hiding the label without losing a descriptor of the set.

The Show Field Names option will prefix the value of sets with the name of the field, especially useful when distinguishing between sets that contain similar values.

Use the Font Size drop-down list to apply a standardised font size across all sets. This only applies to the total in the set and not to the set label. The Shape drop-down list will change all sets that are currently on the canvas to the same selection. Subsequent sets will continue to be generated using the default circle shape.

Individual Settings

Click the set name to expand the individual set options. 

Use the Colour option to specify a custom colour by either typing the hex code or selecting a colour from the popup colour picker. The Shape drop-down list allows the selection of the predefined shape options.

Click Apply to save settings changes and return to the Venn screen.

Actions

The Actions button provides a number of options for changing the layout during Run mode.