Creating visualizations

You can create visualizations from the default dashboards or from custom dashboards. All visualizations that you create are added to a list of saved visualizations, and can be used in any dashboard.

Before you begin

To create visualizations, you must either be the owner of the API provider organization, or be assigned a role that has the Analytics > Manage permission for the selected Catalog or Space. For information about enabling Spaces in a new or existing Catalog, see Creating and configuring Catalogs and Enabling Spaces in a Catalog. For more information about assigning Catalog or Space permissions to a role, see Managing Catalog membership and Managing Space membership.

About this task

If Spaces are enabled in the selected Catalog, visualizations created at the Catalog level are added to all Spaces in the Catalog. However, if you create a visualization within a Space, the visualization is added to that Space only. For more information, see the Dashboards and visualizations: Understanding the inheritance flow across Catalogs and Spaces section in Analytics and syndication.

To create a visualization, complete any of the following steps from a dashboard:

• Create the visualization from a new dashboard page:
  1. Click the New Dashboard icon .
  2. Click the Add Visualization icon . Then, click Create visualizations.

     Alternatively, click the Create a visualization link in the dashboard.

  3. From the Create New Visualization page, choose a visualization type, and then configure and save it as described in Configuring visualizations.

     From the Select a visualization page, choose a visualization type, and then configure and save it as described in Configuring visualizations.

     You return to the new dashboard page. The visualization is shown in the new dashboard page.

• Create the visualization from any open dashboard:
  1. Click the Add Visualization icon .
  2. Click Create visualizations.
  3. From the Create New Visualization page, choose a visualization type, and then configure and save it as described in Configuring visualizations. When you close the visualization builder page, you return to the previous dashboard that was on display.

     From the Select a visualization page, choose a visualization type, and then configure and save it as described in Configuring visualizations. When you close the Configure visualization page, you return to the previous dashboard that was on display.

• Create the visualization while creating a dashboard:
  1. Click the New Dashboard icon .
  2. Click the Create a visualization link in the dashboard.
  3. From the Select a visualization page, choose a visualization type, and then configure and save it as described in Configuring visualizations.

     When you close the Configure visualization page, the visualization is added to the new dashboard being created.

• Create the visualization while editing a dashboard:
  1. Load the dashboard to which you want to add a new visualization.
  2. Click the Add Visualization icon .
  3. Click Create visualizations.
  4. From the Select a visualization page, choose a visualization type, and then configure and save it as described in Configuring visualizations.

     When you close the Configure visualization page, you return to the previous dashboard that was on display. The new visualization is added at the bottom of the page.

Results

The new visualization is added to the list of saved visualizations and can be selected for use.