Create a data visualization from a list

You can create a Platform Analytics vertical bar or pie data visualization from inside a Core UI list. If you have a data visualization role, you can save, share, export, or duplicate the visualization.

Avant de commencer

Role required: You need a role that gives access to the list. To save, share, export, or duplicate the visualization, you need itil, viz_creator, or a role that contains viz_creator, such as any of the reporting roles.

Pourquoi et quand exécuter cette tâche

If you are on a new instance or an instance that has fully migrated to Platform Analytics, follow this procedure. Otherwise, you create a Core UI pie or bar report, instead. In this case, see Run a report from a list.

Procédure

1. Navigate to the list.
2. Right-click the header of the column that contains the values you want to be displayed as the bars or slices in the visualization.
3. Select Pie Chart or Bar Chart.
   
   

   The data visualization is generated and opened in the Visualization Designer.