Create a data visualization from a list

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    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.

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

    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.
      Create a pie or bar data visualization from a list

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