Manage visualizations

Select the best way to visualize the data to make it easy to understand and analyze.

At the top of the Visualizations panel there are small icons representing the types of visualizations that are available to visualize your data. A tooltip indicates what type of visualization it is. It is easy to switch to a different visualization whenever you prefer.

Use the Visualization panel to format and filter the data. Each visualization has its own settings and a menu that is only visible when the visualization is selected. These settings shows up either next to the visualization in the upper right corner or in the lower right corner, depending on where there is space on the page.


  • You have the Insights > Create/edit report permission.

Page location

WFM > Insights


Add a visualization to a page

  1. Create a new report or select the report to work with.
  2. Click Edit.
  3. Select the page to edit.
  4. In the Visualizations panel, click a visualization. It appears on the report canvas, highlighted with frames but otherwise empty.
  5. Add dimensions and measures by dragging them from the Fields panel to the selected visualization or to specific fields in the Visualizations panel.
  6. Click Save.

Change the type of visualization

  1. When editing a report, select the visualization to change.
  2. In the Visualizations panel, select another visualization.
  3. Click Save.

Remove a visualization

  1. When editing a report, select the visualization to remove.
  2. Select the Delete key to remove the visualization. Select Ctrl+Z if you need to undo the deletion.
  3. Click Save.

Copy and paste a visualization

  1. When editing a report, select the visualization.
  2. Select Ctrl+C to copy.
  3. Select the page where you want to paste the visualization.
  4. Select Ctrl+V to paste.
  5. Click Save.

Format a visualization

Different types of visualizations have different fields and properties. Therefore there are many variations of fields that can be formatted.

  1. When editing a report, select the visualization to format.
  2. Click the paint roller button in the Visualizations panel. Different property fields are shown below, depending on the type of the selected visualization.
  3. Some properties are configured to be turned On or Off. Click the toggle to turn it on or off.
  4. Click the arrow to the left of the properties to see all format settings for that category. You can also use the search to quickly find the setting you are looking for. For example, to change the font size, search for size. The field options where you can format size are shown.
  5. Edit the format setting. The changes are shown immediately in the selected visualization. If needed you can always click Revert to default to reset to the default settings.
  6. Click Save.

Control how visualizations interact on a page

By default, visualizations on a report page can be used to cross-filter and cross-highlight other visualizations. You can control the interactions set, on a per-visualization basis.


Selecting a person in a table visualization highlights the column chart and filters the line chart to display only data that applies to that person.

If you have a visualization that supports drilling, by default, drilling one visualization has no impact on the other visualizations on the page.

  1. When editing a report, select a visualization to make it active.
  2. Click Visual interactions in the Report bar and turn on Edit interactions. Cross-filter and cross-highlight icons are added to all the other visualizations on the report page.
  3. Select what impact the selected visualization should have on the other visualizations.

    • If it should cross-filter the visualization, select the filter icon.
    • If it should cross-highlight the visualization, select the highlight icon.
    • If it should have no impact, select the no impact icon.
  4. If needed, repeat step 1 to 3 for other visualizations on the report page.
  5. To control drill-down interactions, click Visual interactions in the Report bar and turn on or off the Drilling filters. When turned on, and you drill down in one visualization, the data in the other visualizations on the report page adjusts to reflect the current drilling selection.

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