Visualizations Overview

Visualizations are an approach to render data in a graphical or pictorial format to help you identify and understand underlying trends and nuances of the data in an intuitive manner. Using various types of charts, grids, and Key Performance Indicators (KPIs) from multiple data sources, project/shell users can manage content, edit, and view visualizations to provide a pictorial representation of critical information and key insights related to record and line-item data from business process (BP) records.

You can begin working with visualizations when Project/Shell Administrators give you access to the Visualizations node in the projects/shells you have access to.

Based on permissions, you can perform specific types of visualization tasks in each project/shell, such as:

Users with access to visualizations in projects/shells in the User mode should review this information.


Last Published Friday, April 11, 2025