How to Display Platform Analytics Data Visualizations in the Portal

SubramaniP
Tera Contributor

3 weeks ago

Hi All,

As we are aware, in the upcoming Australia (Aus) release, new Reports and Dashboards will no longer be created. Based on this, I have successfully converted all existing reports into Platform Analytics Data Visualizations.

Now, the current requirement is to display these Data Visualizations in the CSM Portal.

Previously, for reports, we used the Report Widget in the portal and configured it by referencing the required report and placing it on the respective pages. However, I’m unable to find a way to reference or call Platform Analytics Data Visualizations in the portal in the same manner.

Does anyone know how to configure or display Platform Analytics Data Visualizations in the CSM Portal?
Any guidance or best practices would be greatly appreciated.

Labels:
0 Helpfuls
  • 527 Views
3 REPLIES 3

Matthew_13
Mega Sage

3 weeks ago

Hi my Friend

 So the old Report widget basically only knows how to load records from the classic reporting tables. Platform Analytics visualizations are stored in a different analytics framework, so they are not referenced the same way.

To show a Platform Analytics visualization in the CSM Portal you have three real options that I can think of:

  1. Add the Data Visualization widget to the portal page.
    This is the replacement for the report widget. When you configure the widget point it to the Platform Analytics Data Visualization Sys ID instead of a report Sys ID.

  2. If your portal pages are built with UI Builder, use the “Data Visualization” route.
    That component is part of Platform Analytics and lets you embed one visualization panel directly on a portal page and bind it to page level filters.

  3. Create a custom portal widget that calls the Platform Analytics API.
    The widget would use GlideAjax or server script to load the visualization definition and render it. This is only needed if you require special layout or advanced filtering really.

Make sure end users also have access to the underlying tables and analytics permissions because Platform Analytics enforces security more strictly than classic reports.

Thats why you can’t just reuse the report reference it’s a different framework and needs the new widget/component built for analytics I believe.

 

@SubramaniP - Please mark Accepted Solution and Thumbs Up if you found Helpful!!

Kim Sullivan
Tera Guru

2 weeks ago

Hi Matthew -- you mention Data Visualization widget in #1.  I don't have that in my instance and I'm on Zurich.  Is there somewhere we activate this?

 

Thanks,

Kim

0 Helpfuls

Matthew_13
Mega Sage
In response to Kim Sullivan

2 weeks ago - last edited 2 weeks ago

Good question — you’re not missing anything, and there’s nothing to “turn on” in Zurich.

The Data Visualization widget is not a standard widget available in all Zurich instances. It only appears when specific capabilities are present, such as Performance Analytics / Next Experience visualizations or certain workspace-based dashboards. If your instance doesn’t have those features or licenses enabled, the widget simply won’t be available.

In Zurich:

  • Classic Dashboards use report widgets (pie chart, list, etc.) — not the Data Visualization widget

  • The Data Visualization widget is not activated via a plugin for standard dashboards

  • Licensing and UI (Workspace vs Classic Dashboard) determine availability

If you’re working in classic dashboards, the correct approach is to use:

  • A Pie Chart report widget

  • A Simple List widget
    These still fully support click to filter behavior without Data Visualization.

So this isn’t a configuration gap — it’s just that the widget is not part of the Zurich dashboard feature set unless you’re in the newer workspace/PA context.

 

@Kim Sullivan  - Please mark Thumbs Up if you found Helpful!!

0 Helpfuls