How to Display Platform Analytics Data Visualizations in the Portal

SubramaniP
Tera Contributor

‎01-06-2026 08:24 AM

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.

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Kim Sullivan
Tera Guru

‎01-14-2026 01:08 PM

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

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Matthew_13
Mega Sage
In response to Kim Sullivan

‎01-14-2026 03:46 PM - edited ‎01-14-2026 03:46 PM

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!!

MJG
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AnaMiranda
Tera Contributor

2 weeks ago

 

 

Hello, @SubramaniP , @Kim Sullivan  and @Matthew_13 

@SubramaniP  Have you found a solution since your original post? If so, would you mind sharing it with us?

 

Also, have there been any updates since Matthew's response?

At the moment, I can only see three posts in this thread. I'm unable to view Matthew's message that appears to have prompted Kim's post on January 14th.

 

If any of you have found a solution, whether standard or a workaround, or have any guidance to share, it would be greatly appreciated.

 

Thank you in advance for your help.

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