Creating a Report in Visualizer
Note: See Getting Started with Visualizer to review the basic
screen components.
Visualizer gives you flexibility in how you get started creating a report:
- Access the Subject Area or subject areas as Visualizer allows you to access multiple
subject areas with the 5.27 release.Note: See Subject areas for an overview.
Then you can either:
- Add the data first, then opportunity change the chart type when you know the data you want to use for the report.
- Start with a chart type first, then add the data when you have in mind the type of report you want to create.
Also consider:
- Using and .
- Using mode for improved performance while building complex reports.
- Changing 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.