Create a data visualization from a list

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.

    Before you begin

    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.

    About this task

    If you're 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.

    Procedure

    1. Navigate to the list.
    2. Select and hold (or 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.
      Create a pie or bar data visualization from a list

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