Create Visualizations in Projects/Shells

Project/Shell Administrators can create and edit visualizations in projects/shells they have access to. The visualizations can be created using the default content items made available to you by your Company Administrators. Apart from the default content, Project/Shell administrators can also create content in projects/shells. See Create or Edit Visualization Content Items in Projects/Shells.

To create visualizations in a project/shell (Admin mode):

  1. Sign in to Unifier with project/shell administration credentials.
  2. Go to the specific project/shell tab, and switch to Admin mode. For example, select a tab called Vision Corporation.
  3. In the left Navigator, select Setup, and then select Visualizations.
  4. In the Visualizations log (right pane), select Create.
  5. In the Create Visualization drawer, enter the following information:
    1. (Required) In the Name field, enter a user-friendly name for the visualization.
    2. In the Description field, enter a short description of the visualization.
    3. From the Location list, select the location of the visualization in the left Navigator. For example, select Document Issues to display the Visualizations node under the Document Issues business process (BP) in the User mode.

      (Default) If a location is not specified, the visualization displays in the Visualization node of the project/shell in the User mode.

    4. Select Continue to select a layout for the visualization.

      Note:

      You can select Cancel in any step to discontinue creating the visualization.
  6. In the Choose layout to start drawer, select a layout for the visualization. Options include:
    • 1-panel collection
    • 2-panel hero visualization
    • 2-panel side-by-side
    • 2-panel vertical collection
    • 3-panel auto fit
    • 3-panel collection
    • 5-panel collection
  7. In the selected blank layout page, select Library.
  8. In the Library drawer, select the Content tab.
    • The name of the content item.
    • The type of content, such as a KPI card, Bar chart, and so on.
    • The data source used for creating the content item.
    • The published status can be any of the following:
      • Synced: Indicates the published content item is in sync with the saved version.
      • Local: Indicates the content item has been newly created and is available only in this project/shell.
  9. Select a content item, and then select and drag the item onto a block in the visualization layout. Repeat to populate all blocks in the layout. For example, select and drag a stacked Bar chart to the layout.
  10. (Optional) If you want to create content items for the visualization, select Create. See Create or Edit Visualization Content Items in Projects/Shells.
  11. Perform any of the following actions in any order:
    • In the Search bar, locate a content item by name, data source, view type (such as a Bar chart, Area chart, and so on), or published status.
    • To refresh the list of displayed content items, select Refresh ("").
    • To change the visualization layout, select the Layout tab.
  12. Make changes as needed to refine the above selections.
  13. To add visualization in additional tabs, select Add new tab (+), adjacent to the Default or a renamed tab.
  14. Repeat the above steps for each tab. You can:
    • Add, remove, or update a maximum of 15 tabs with layout and content,
    • Select a different layout in each tab.
    • Drag and reorder the tab sequence.
    • Set up independent filters for each tab.
    • Select Save to save changes across all tabs.
  15. After populating the tabs and visualizations, select Create, and return to the Visualizations log.