Creating a Report in Visualizer

Visualizer gives you flexibility in how to create a report:

• Select Global Navigation Menu > Visualizer. Access the Subject Area(s) as Visualizer allows you to access multiple subject areas. Choose the appropriate Space (data source) that contains the data you want to use for your report.
  Note: See Subject areas for an overview.
• Click Add (the plus icon) to create a new visualization.

Then you can either:

• Add the data first. In the data panel, drag and drop the fields you want to include in your report into the canvas.
  • You can add dimensions (e.g., date, category) and measures (e.g., sales, quantity).
  • Choose the chart type best suited for the report.
  or,
• Start with choosing the type of visualization that best represents your data. Options include bar charts, line graphs, pie charts, tables, etc. After defining the chart type, add the data when you have in mind the type of report you want to create.

Also, there are other tasks to consider:

• Use the options available to customize your visualization. You can adjust filters, set sorting preferences, and modify the display settings.
• Add any necessary calculations or expressions to transform your data.
• If your report requires specific data subsets, apply filters to focus on the relevant data points.
• Use Undo and Redo.
• Use the Delay Charting mode for improved performance while building complex reports.
• Change the default result set limit.

To create tabular view of your data, see Working with tabular reports.

To create a chart view of your data, see Working with chart reports.

When the visualization satisfies all your requirements, click Save to store your report. Specify a name and description for easy identification.